More Recent Insight – Page 61
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M&ABT offloads Irish B2B unit to Cordiant’s Speed Fibre
BT strikes deal with investment group to sell enterprise and wholesale units to Speed Fibre, with completion expected later this year. Move advances CEO Allison Kirkby’s agenda to pare back BT’s international presence, following earlier news of Irish data centre sale…
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Venturing & InvestmentsDeutsche Telekom invests in voice AI startup ElevenLabs
Group’s corporate venture arm T.Capital splashes out on a strategic stake in UK-based artificial intelligence voice startup ElevenLabs with intentions to roll out the popular tech to customers.
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Analyst BriefingBTwatch Weekly: patience required after more mixed results
Latest from BT, including an in-depth look at the Group’s Q3 earnings, the new BT Business CEO, and Openreach’s broadband vulnerability; Ireland divestment confirmed; rural Scotland build rolls on; more…
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Suppliers & SCMVirgin Media O2 puts Hansen on five-year tech revamp mission
Australian software provider Hansen to support UK joint venture on digital transformation and wider business revival plan.
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Suppliers & SCMCrnogorski Telekom re-hires Amdocs on revenue tool update
Montenegrin telco to replace and upgrade CRM and billing systems from a previous tie-up with Amdocs.
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Financial & PerformanceVodafone’s German problems take root as OpCo flounders
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
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M&AIndra to create integrated European satellite player with Hispasat buy
Spanish defence and IT group firms up plans for €725m purchase of Hispasat, with plans to form “most integrated” SatCo in Europe. Indra’s Executive Chairman Angel Escribano says deal is “key” to reaching target of at least €1bn total space sector revenue by 2030…
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PeoplewatchGSMA seeks new Chair to replace former Telefónica CEO
The GSMA begins hunt for new chair after swapping out deposed Telefónica boss José Maria Álvarez-Pallete. Marc Murtra takes a board seat, with Bharti Airtel’s Gopal Vittal stepping to take the chair in the meantime…
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Financial & PerformanceBT Q3 Highlights: is the tanker beginning to turn?
Q3 FY24–25: 12-months in and CEO Allison Kirkby continues to impose herself on the Group with yet more executive changes, but the needle on KPIs has scarcely twitched. Management remains optimistic about prospects at Consumer and Openreach, but latest Business reboot smacks of overseas defeat, as Q3 trading update builds on now-familiar ‘wait and see’ mantra…
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Financial & PerformanceBT Q3 Guidance: confident but under pressure
Q3 FY24–25: Having reduced revenue targets last quarter, BT now expects to hit FY goals even if under pressure to deliver in final three months.
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Financial & PerformanceBT Q3 Spend: savings on track thanks to job cuts, network upgrades
Q3 FY24–25: Efficiencies delivered through headcount cull and fibre migrations, with BT on track to hit financial savings targets…
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Financial & PerformanceBT Q3 In-depth: talk is good, but seeing will be believing
Q3 FY24–25: CEO Allison Kirkby remains optimistic about FY despite shaky Q3, but goalpost-moving last quarter left expectations low. The headlines are much the same: Consumer’s woe; Business’s rebirth; Openreach’s fibre charge. While the latter is still BT’s source of good news, there are awkward questions over each of the Group’s CFUs…
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Financial & PerformanceEgyptian star rises: Vodacom heralds strength of most recent import
Vodafone Egypt cements status as Vodacom’s second-largest market, with currency stability and network-sharing portending next 5G chapter. South Africa remains solid overall, as the International segment sees data and smartphone growth offsetting geopolitical challenges.
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M&ABT Ireland grabs Cordiant’s attention for infra, wholesale sell-off — report
Operator reportedly looking to firm up sale of infrastructure and wholesale business units “in the coming weeks”, advancing Kirkby’s ‘asset-light’ strategy following recent sale of Irish data centres…
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Network & InfraShared Rural Network expands reach as BDUK cutback rumours swirl
Weekend reports suggest operators are irked by possibility that their coverage investment and network optimisation improvements could see the government scale back financial commitments to rural coverage…
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Products & ServicesOrange seeks home advantage with new value added services and store
Home services head Chem Assayag emphasises need to identify specific offerings that will have customer appeal.
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Network & InfraTelefónica tops up on 5G spectrum in Venezuela
Telefónica Venezuela and Digitel acquired mid-band spectrum in the country’s 5G auction, but other frequencies on offer were left on the table.
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Financial & PerformanceIn depth: Openreach line losses accelerate, fibre gaps widen as strategic vulnerability
Q3 FY24–25: BT’s wholesale division again reports strong financials and record fibre build, but a deeper look reveals a worrying trend of accelerating line losses. This analysis delves into the implications of altnet and Project Gigabit competition, eroding historic market dominance.
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Network & InfraKPN seeks to temper Dutch overbuild amidst fibre storm
CEO Joost Farwerck eager to temper overbuild in the Netherlands, as fibre rivals including DELTA Fiber and Open Dutch Fiber lock in overlapping city build programmes. Concerns accompany latest earnings showing incumbent maintaining pace to hit own rollout target…
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Strategy & ChangeHelios Towers CEO casts vision for ‘symbiotic’ telco–energy expansion in Africa
Tom Greenwood took to the Mission 300 Africa stage to promote mutual benefits of telco-energy provider partnerships, as both look to expand their respective footprints on the continent.