More Latest Insight – Page 63
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Financial & Performance
Openreach hits halfway mark in UK fibre mega-project
15 million premises now sit within the Openreach FTTP footprint, on track for 30 million by 2030, but a productivity boost is needed if it is to hit its 2026 interim target…
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M&A
T-Mobile spends $5bn to make Metronet its fibre buy number-two
Tie-up with KKR sees NatCo add two million homes to its expanding fixed services footprint, as well as securing a residential customer add-on.
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Network & Infra
MásOrange eyes more Spanish fibre deals after Vodafone infra tie-up
Consolidation of pressured Spanish telco market continues, seeing recently-reworked operator duo team up to form a distinct fibre business, focused on “dense areas”.
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People
BT tech veterans reunite at M&S
BT’s Chief Architect Josie Smith has started a new role as CTO for food and fashion retailer Marks & Spencer.
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M&A
Brazil’s Vivo eyes B2B cloud expansion with IPNET buy
Operator acquires Google Cloud-certified service provider as it seeks to further grow digital B2B ecosystem.
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Analyst Briefings
Vodafonewatch Weekly: dominoes fall as European restructure takes hold
Latest from Vodafone and its ecosystem, including new and expanded deals at Vodafone Business across IoT, unified comms, and more; Tomorrow Street swapping out partners in regular fashion; and ripple effect of European M&A continueing to be felt…
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Partnerships & Alliances
Telefónica Tech forges cybersecurity pact with BBVA
Group agrees to bolster longstanding partner’s security systems across Europe and the Americas, including through construction of Mexico cybersecurity hub.
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M&A
Vodafone takes another billion from Vantage kitty
Deleveraging-focused Group sells a third stake in tower business to partners KKR and GIP, raising €1.3bn.
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Analyst Briefings
Infrawatch Weekly: UK altnet consolidation, Spanish fibre innovation, data centre energy conservation
London‑based G.Network is said to be in demand as financial advisors consider a response to mooted acquisitions.
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Analyst Briefings
BTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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M&A
Investment groups flock towards Telefónica, Asterion data centre assets — report
Blackstone, Brookfield, PFA, Vauban, and Wren House among investors reportedly preparing offers for Spanish data centre player Nabiax.
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Analyst Briefings
Deutsche Telekomwatch Weekly: once-reticent Europe NatCos now embrace tower spinouts
Magyar Telekom becomes latest DT business to re-consider approach to wireless infra management, and take closer look at cost-benefit match-up of tower portfolio separation.
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Products & Services
Deutsche Telekom adds 5G FWA to Brazilian B2B play
Deutsche Telekom Global Business Solutions Brazil plans to offer fixed‑line alternative later in 2024.
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Analyst Briefings
Telefónicawatch Weekly: Group furthers network-sharing ambitions with Digi Spain
Operator finalises national roaming and mobile network-sharing deal with Digi Spain. Separately, in mobile segment, O2 Germany agrees removal of China-made hardware from German mobile network.
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People
Vodafone Italy CEO jumps ship ahead of sale
Aldo Bisio, CEO of Italian business for ten years, is to leave before its sale to Swisscom completes, and take up an unspecified external opportunity.
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Content & TV
OTE bulks up TV offering with Nova sports deal
Greece’s leading pay‑TV providers swap sports content to boost take‑up and, they hope, reduce piracy.
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Financial & Performance
Austria’s EuroTeleSites ‘on track’ with ex-A1 go-to-market push
Management of tower offshoot from Austrian incumbent A1 says talks are taking place with fresh MNO and non-MNO clients as it seeks to add site tenancies and hit revenue growth targets.
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Operations
GenAI at BT: data hygiene critical to moving from ideas to implementation
Chief Data & AI Officer Deepika Adusumilli highlights data quality and cultural change as the two primary challenges to AI adoption at scale, with AWS’s Q and the ongoing Google Cloud migration supporting the effort.
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Products & Services
Vodafone expands RingCentral deal to ‘new regions’
South America, Middle East, Africa, and more in Vodafone Business sights under newly expanded RingCentral partnership.
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Partnerships & Alliances
Telefónica lands role in Spanish cybersecurity ramp-up
Group to construct new cybersecurity operations centre with Indra and TRC.