More Recent Insight – Page 110
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Products & ServicesGerman telco trio debuts Open Gateway APIs
MWC: Deutsche Telekom, Telefónica, and Vodafone launch first APIs in Germany, with focus initially on providing anti-fraud and security to financial organisations. Various ongoing trials flagged with Fireblocks, Siemens Energy, and Sony. Collaboration presented as key as initiative takes centre stage at Mobile World Congress…
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Consumer (B2C)BT’s Marc Allera: putting relationships first as operators strive for ‘resonance and relevance’
MWC: BT Consumer CEO lays out focus on building a “relevant” EE brand that prioritises connectivity-adjacent services, before leveraging BT’s network strengths once relationships are built.
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M&AHrvatski Telekom ‘diligently assessing’ regional M&A possibilities
Croatian operator’s management remains keen on fashioning it into a regional telco/IT business, saying dealmaking opportunities are being monitored.
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Public AffairsDT ‘withholding payments’ on giant outsourcing deal, amid dispute
ISS, DT’s facilities management supplier in Germany, flags it could take a €80m hit to cash flow this year after the seeing place a halt on certain deal payments. The move comes amid ongoing contractual disagreement between the two groups and is the latest in a long line of headaches ISS has faced since taking on the FM job.
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InterviewFibrus preps off-net retail expansion, asserts leadership in own footprint
CEO interview: having achieved FTTP leadership and segment-topping KPIs within own fibre footprint, altnet now challenging traditional incumbents on own turf. Northern Ireland a case study in high-penetration and how hyperlocal majorly disrupts network, ISP status quo…
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Network & InfraMavenir, Red Hat flaunt ORAN go-live for Vodafone’s Vi
Indian operator sets commercial open RAN live as co-parent Vodafone initiates ‘mega tender’; vendors looking to stake claims in crowded partner ecosystem…
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Analyst BriefingDeutsche Telekomwatch Weekly: FY23 results, Europe NatCo CEOs, logo loggerhead, Mavenir wins
Dispute with Telefónica over ‘T’ logo design rumbles on. First look at FY23 results shows strengthening cross-Atlantic business platform, but longlist of operational and regulatory challenges ahead of strategy refresh…
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Network & InfraVirgin Media O2 takes second place in UK’s 5G SA race
Operator launches 5G standalone commercial offering for customers in 14 locations, aiming to deliver higher bandwidth and lower latencies.
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PremiumVodafone Peoplewatch: cluster of moves at Business, new CTO in Netherlands
More than 20 moves in the latest edition of Vodafone Peoplewatch, with Blanca Echániz in as new Group Products & Services Director, Thomas Helbo as VodafoneZiggo CTO; Best to ServiceNow; De Prest now Atos CFO.
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Financial & PerformanceThree more years for Magyar Telekom CEO Tibor Rékasi
Deutsche Telekom rewards boss for resilient FY23 performance of Hungarian NatCo and navigation of recent rough political and economic terrain.
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Analyst BriefingVodafonewatch Weekly: M&A, network milestones, and what next for VodafoneZiggo?
Latest in Vodafone: Liberty goes Dutch to prompt Vodafone review; a problem, a solution, and a proposal for M&A in UK, Portugal, and Italy respectively; Turkish DCs set for big investment through new JV; and much more across Europe, Africa, India…
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Partnerships & AlliancesTelefónica open to fresh Digi Spain wholesale deal
Group confident in retaining wholesale client despite optional switch to Orange-MÁSMÓVIL following EC’s merger approval.
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Network & Infra‘Focus and finance’: Telefónica sees UK NetCo adding fuel to fibre build
Virgin Media O2’s co-parent paints new, networks-focused UK business as an engine to accelerate roll out and monetisation of fibre connections.
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Network & InfraO2 Germany eyes capacity gains after 1&1 exit
German operator plans to use capacity freed up by 1&1 transition to boost its own customer base while also expanding wholesale relationships.
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Network & InfraLiberty flags AWS partnership, taking NaaS ‘to the next level’
Latest from Liberty as busy Group talks up AWS, VodafoneZiggo collaboration on APIs set to go live commercially later in the year; tees up more to come at next week’s MWC…
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Partnerships & AlliancesMavenir updates shared core at Slovak Telekom and T-Mobile Czech Republic
Systems consolidation and 5G SA update form part of new contract win for US vendor, expanding already sizeable Deutesche Telekom presence…
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Network & InfraBT launches NB-IoT network for smart cities, connected farms
Narrowband IoT network runs on EE 4G network, targeting use cases for low-power devices with low data demand.
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Network & InfraUK’s £1bn 4G ‘not spot’ programme slammed by national auditor; ‘5G SA for all’ doubts
Behind schedule Shared Rural Network a mess but not quite a fail, and another example of government mismanagement. Ofcom slapped for unfit-for-purpose market definition and data. MNOs on hook for cost overruns, and better updates…
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M&ADigitalBridge sees ‘pretty hot’ multiples driving more infra investor M&A
International fibre, tower, and data centre investment group has ‘ideas’ up its sleeve to ride new wave of consolidation in the digital infra asset manager space.
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Financial & PerformanceO2 Germany targets market share, B2B to fill 1&1 hole — executional risk apparent
FY23: All-hands reboot to address hit from losing 1&1 to Vodafone — now chasing consumer volume plus booming B2B. Families targeted for economies of scale. Dividend parked while in recovery position, despite FY23 strength.