More on EMEA Telco Leaders – Page 7
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People
Vodafone Peoplewatch: top-table refresh at Group and across Europe
30+ senior and strategic changes including a new Investments & Strategy lead; UK exec refresh; more in the Germany ExCo overhaul; a move from Vodafone to shareholder e&; and a data centre swap in Turkey…
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M&A
New Telefónica leadership wields hatchet on Hispam
Under new CEO, Group is on accelerating regional retreat, with at least four of Hispam division’s nine markets now in M&A spotlight. Exits being explored in Colombia, Mexico, and Argentina — representing well over half of Hispam revenue base. Peruvian business is placed in insolvency, meanwhile, after sale and infra separation plans stall.
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People
DT switches telco API leadership as Aduna advances
Deutsche Telekom appoints Dr. Chathurangi Wickramasinghe as new API supremo, replacing Peter Arbitter, who has transferred to Aduna, the telco API joint venture he has helped set up. Arbitter takes on responsibility for getting Aduna’s commercial plans up and running amid level of scepticism over the initiative’s likely market impact.
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M&A
Virgin Media O2 said to attract first offers in £1bn NetCo stake sale
Spanish media reports Virgin Media O2 owners Telefónica and Liberty Global have received non-binding offers from investors for a 40% stake in the planned NetCo carve out, with BlackRock and CPP Investments in the mixer.
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Suppliers & SCM
BT taps Cisco AI know-how for UK-wide office spruce-up
Cisco Spaces built into BT’s Better Workplace real estate redevelopment scheme as Group eyes dark compute and AI in the network opportunities…
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Financial & Performance
Orange plots further efficiencies with AI firmly in mind
Orange is targeting “slightly better” EBITDAaL growth in France after an improved performance in FY24, with AI set to play a critical role in improving value and cutting costs…
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People
Vodafone–Three MergeCo CEO names UK leadership team
Max Taylor lines up eleven lieutenants, only three of which come from Three UK as merger completion nears…
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Financial & Performance
India’s Vi builds ‘significant momentum’: capex doubles ahead of 5G launch
Akshaya Moondra, CEO of the Vodafone-backed JV, sets high hopes for 2025 as Vi taps new funding to pursue network expansion.
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Network & Infrastructure
Orange puts its weight behind AI drive in France and EU
The operator is set to play a key role in AI initiatives as the EU rises to meet the challenge posed by China and the USA.
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Network & Infrastructure
German spectrum fracas latest: regulator urged to revise rules
A new twist has emerged in Germany’s ongoing spectrum saga as the Federal Cartel Office criticises the telecoms regulator’s plans for licence extensions this year, leaving mobile operators in doubt about the shape of their future spectrum holdings.
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Strategy & Change
Orange Belgium has done its prep for Digi exam, assure execs
Newly-bulked-up Belgian operator points to FY24 numbers, FY25 growth forecast, and remaining pool of VOO merger synergies as reasons for optimism in face of challenge from expansive European disruptor Digi.
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People
Orange to create 6,000 jobs as part of career development plan
Orange has signed a GEPP agreement with unions after seven months of negotiations, with key measures including voluntary part‑time work for seniors.
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Financial & Performance
Q3 FY24–25: de-bloated Vodafone still struggling for buoyancy
Q3 FY24–25: Patience on Vodafone’s turnaround prospects shown to be wearing thin after German shortcomings prove too much, and management attempts to promote good news from elsewhere fall flat. Although there are positives, there is plenty of work to be done by Margherita Della Valle to keep the markets on-side in the interim…
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Financial & Performance
Q3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
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Financial & Performance
Q3 FY24–25 Guidance: rest of Europe to pick up the slack for Vodafone
Q3 FY24–25: Outlook reiterated as European and African positives are expected to outweigh the German shortfall. As Vodafone nears its final form, CEO Margherita Della Valle tees up acceleration…
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Financial & Performance
Vodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
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Partnerships & Alliances
Telco API venture builds out channel with Sinch tie-up
Strategic partnership with Swedish CPaaS specialist Sinch aimed at expanding reach and developer relations for Aduna, the (still pending) Ericsson-led network API joint venture that includes some of the largest telecoms operators.
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M&A
BT kicks off talks to exit TNT Sports venture — report
Group reportedly at early stages of discussions to offload 50% stake in venture to Warner Bros. Discovery. Move previously hinted at by BT chief Allison Kirkby, as part of strategy to remove non-core distractions from the operator…
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People
Telefónica’s network ops boss to lead Vodafone fibre JV
Spanish operators put more pieces in place for 3.6 million premises fibre venture, naming a CEO and unveiling its branding. Regulatory approval and third-party investor outreach also seen as progressing, ahead of mid-2025 target. Read more…
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Partnerships & Alliances
Vodafone scales IoT ambitions with Saudi Arabia’s Mobily
Vodafone Business IoT continues effort to drive international growth with Middle Eastern deal, tapping e& links. Move drives unit towards goal of reaching new markets with IoT as it closes in on 200 million devices connected…