More Recent Insight – Page 125
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Partnerships & AlliancesT-Mobile CEO Sievert recommits to Ericsson, Nokia after AT&T switchup
Sievert signals support for the “de‑verticalisation” of the mobile industry, but highlights benefits of having “two global leaders” in this space.
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Network & InfraVodafone joins in accusations of strategic fibre overbuilding at DT
Vodafone Germany CEO claims his incumbent rival is driving “senseless excavating” and disrupting national fibre rollout through a lack of cooperation and intentional overbuilding.
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Strategy & ChangeAmerican Tower assures Nigerian site swap plan is solid
CEO-in-waiting of wireless infra giant asserts deliverability of recent, high profile contract win with MTN Nigeria, despite veiled scepticism from rival IHS.
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Strategy & ChangeTelefónica puts O2 share-buying offer on the table
Shareholders able to tender their shares until mid-January 2024, with settlement expected before fiscal year dividend payment in May. Group has already upped its stake in German operating business, with full takeover and revised dividend policy intended to support new three-year strategic plan.
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Content & TVBT-WBD’s TNT Sports remains Premier League football big spender
BT–Warner Bros. Discovery maintained its position as second fiddle to Sky in the provision of UK coverage of the Premier League, but OTT players retreat as Amazon’s sally into live English football draws to a close.
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Products & ServicesO2 Germany pushes ahead with holo-comms VR bet; ‘targets’ 2026 debut
“Actively pushing ahead” to support mixed reality within 5G environment. First holographic call made from HQ, but obstacles to overcome…
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M&AKPN bulks up on fibre with Kabeltex buy
Dutch operator makes another bolt-on purchase to boost its flagship infrastructure programme, and says other potential M&A opportunities to be considered on a case‑by‑case basis.
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Strategy & ChangeFY24–FY26 plan: Telefónica flaunts its capex-factor
Group lays out GPS-branded strategy update, grabbing spotlight with industry-‘leading’ ambition on capex intensity reduction.
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PremiumLatest BT people moves: EE names commercial lead for ‘new’ era
December 2023 update: collection of notable moves across Group, Business, Consumer, Openreach and alumni — EE selects commercial MD; new BTPS Trustee Chair takes the reins; Gavin Patterson adds more boardroom roles; and more…
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Strategy & ChangeTelcoX study reflects Telefónica’s tech-led confidence
TelcoX EMEA CSP and ecosystem Leadership & Performance Report provides insight into how Telefónica is perceived by senior leadership and peers.
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PremiumQ3 results put Telefónica on track and on-message
Quarter’s results help Group present image of solidity and consistency.
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PremiumFY24–26 spend: Telefónica ups the post-fibre ante
In a stark reflection of returns-constrained times facing industry, Telefónica grabs Capital Markets Day headlines with an ambitious investment reduction goal, rather than growth initiative.
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PremiumTelefónica|Vivo seeks B2B scale with merger of IT services units
Combination of IT units aimed at achieving scale efficiencies and helping drive growth of operator’s Brazilian B2B ecosystem.
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PeoplewatchIncoming Vodafone CZ CEO brings entrepreneurial spirit, targets purpose-led transformation
Newly-named Vodafone Czech Republic CEO Violeta Luca will join in January from Microsoft, replacing longstanding leader Petr Dvořák.
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Products & ServicesTelefónica promises speed boost by taking fibre in-house in Spain
Operator pledges to bring “contracted” speeds to every room with new Wi-Fi amplification solution. Commercial launch of FTTR continues push on fibre services signups as copper shutdown approaches, with potential to generate additional fixed-line revenue and user stickiness.
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InterviewPulsant seeking altnets to ‘rebalance’ UK with regional edge computing
Interview: Tech Director Mike Hoy discusses edge data centre player’s ambition to help FibreCos and MNOs process data traffic locally, “rebalancing” UK digital infra by decreasing London-dependency.
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PremiumElsewhere in Africa: Vodacom was listed on the A2X exchange to “accelerate” profile
Vodacom was listed on the A2X exchange to “accelerate” profile.
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PremiumElsewhere in Vodafone Europe: Vodafone taps startups and academics for German drones pilot
Vodafone taps startups and academics for German drones pilot.
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PremiumElsewhere in Vodafone Group: Vodafone produces RedCap results
Vodafone produces RedCap results with Ericsson, Qualcomm.
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PremiumTPG ends Vocus talks, will assess alternatives
TPG pulls the plug on what could have been Australia’s biggest refinancing deal of the year.