More Latest Insight – Page 86
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M&AItaly: TIM CEO would prefer Vodafone to combine with Iliad over Fastweb
Pietro Labriola considers the Italian market in need of “repair”, with Vodafone Italy deal with Iliad his preference.
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Analyst BriefingsVodafonewatch Weekly: security concerns allayed as e& beds in
Latest from Vodafone and its ecosystem as TelcoTitans Q3 deep dive finds reasons for concern (M&A mire) and hope (Vodacom, UK, business, smaller OpCos); Ericsson deals may place it well for RAN mega-tender; e& tie-up marches on despite sovereignty siren; more…
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Financial & PerformanceVirgin Media O2 rejigs spend plan and strategy as well of merger gains starts to dry up
UK operator seeks to put more fuel in its earnings tank through ‘incremental’ investments in customer experience, digital, fibre sales, and new products this year. Move comes amid wider, dramatic refresh of VM O2 business with the operator kicking off process of NetCo-ServCo split.
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Analyst BriefingsDeutsche Telekomwatch Weekly: Transforming and initialising into annuals, MWC
Latest people moves focused on transformation; initialism-rich MWC preview includes API AI plus ORAN; 3-day weekend off the table in Hungary; TMUS getting serious on churn; EC could helpfully move into reset-mode on sector regulation, ahead of upcoming DT update…
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InnovationVodafone gears up for MWC with Network in a Box 2.0
Vodafone teases an updated and now remotely manageable version of its eponymous Network in a Box solution ahead of Mobile World Congress, where it will be will showcased alongside fresh XR tech, network APIs, more…
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Public AffairsEuropean Commission bending to Big Telco calls for consolidation — report
Draft policy paper shows EC ready to make big changes in telecom rules to allow its big players to scale, invest and better face other (typically US) service providers, according to reports.
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M&AOrange is ‘actively looking’ at fibre M&A opportunities
Group CEO Christel Heydemann confirms halting of discussions on purchase of TDF’s fibre unit, but indicates operator remains open to bolt-on transactions for broadband infra footprint.
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Analyst ReportsTelefónicawatch Report #180 - February 2024
Key stories include: Álvarez-Pallete takes the stage in Davos | Liberty eyes NetCo-ServeCo split again | Vivo and Winity walk away from network-share deal | Spanish copper lines to remain in action until 2026 | Movistar calls for pause to Chile’s 5G auction
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Network & InfraBoldyn taking 4G to world’s largest offshore wind farm
International digital infra group to deploy network at Hornsea 3, enabling project efficiencies, as it looks to position itself as connectivity ‘partner of choice’ for complex environments.
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PeopleDeutsche Telekom Peoplewatch: new transformation leads in USA, T-Systems, and German buildout
February 2024 update: host of moves across across Group, Germany, Austria, T-Sys, USA, more…
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M&AAustria’s EuroTeleSites ‘not interested’ in a tower merger with Cellnex
Management of tower offshoot from Austrian incumbent A1 is not looking to absorb Cellnex’s local business, despite ongoing indications it is in play.
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InnovationVodafone adds Samsung buddy AMD to expand open RAN ecosystem
AMD selected as testing partner for Vodafone’s open RAN-powered data calling trial as operator looks to “introduce new silicon partners” to open RAN ecosystem, potentially furthering silicon industry vRAN architectural standoff…
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Peoplee& CEO Hatem Dowidar to take seat on Vodafone board
It’s a happy Valentine’s Day for Vodafone and e& as the partners obtain regulatory approval to get together in the board room.
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PeopleDeutsche Telekom appoints new Head of ‘Fiber Factory’
Arne Freund replaces Jörg-Peter Heeb, who has taken on a new, strategic role at the Factory’s parent unit Deutsche Telekom Technik.
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M&ATalkTalk confirms wholesale stake sale plans, ties Consumer to exclusive access deal
TalkTalk confirmed exclusive talks are ongoing with a potential new equity partner for its wholesale business, Platform X Communications, as it refinances its £1bn debt facilities.
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Public AffairsUK: Lords maul government on digital exclusion, call for greater altnet role
Locally-focused altnets are seen as a valuable tool in bridging the Digital Divide by peers tasked with assessing the costs and consequences of digital exclusion.
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Analyst ReportsVodafonewatch Report #223 - January 2024
Key stories include: Microsoft deal targets AI, IoT | Vodafone tops up SatCo funding | Asia-Pacific swaps for Partner Markets | Vodafone optimistic on MPNs, despite uptake | Safaricom scouts scaleups
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Analyst BriefingsBTwatch Weekly: networks in focus as Ericsson steps up, Huawei steps out
Latest from BT and its ecosystem as 5G networks take centre stage: slicing and standalone with Ericsson, Qualcomm; a Huawei rip-and-replace status update; API standardisation to draw down untapped 5G value; plus much more across the Group…
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Network & InfraDeutsche Telekom backs Fetch.ai in industrial blockchain drive
Group becomes first corporate partner of Web3-focused foundation established last year by Bosch and Fetch.ai.
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PeopleBT Peoplewatch: Business loses Strategy Director to NaaS partner
February 2024 update: digital infra investor Digital Realty hires Sampic for CSP team; DT places a technocarat on BT board; updates at B2B and Media & Broadcast; Higham resurfaces at M&S; and more…