More Recent Insight – Page 82
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Products & ServicesIn depth: One Touch Switching launch day
UK’s ‘imperfect’ fixed broadband migration hub debuts to mixed altnet reviews, and incumbent ISP win-back loophole only spotted on launch day. OTS broadly seen by many challengers as open season on majors with poor customer satisfaction, mixed with fears of race to bottom and weakness on multi-play (Sky and VM O2 are both bullish, too). Register to read…
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Partnerships & AlliancesEricsson unites telco A-list on network API joint venture
JV set to come together in early-2025, marking next step as top operators try to seize a supposed multi-billion dollar global revenue opportunity in selling CAMARA APIs to developers. Includes AT&T, DT/TMUS, Orange, Telefónica, and Vodafone. Google sneaks in as hyperpartner alongside Vonage…
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M&AAmerican Tower CEO ‘open’ to European M&A
Steven Vondran indicates interest in expanding its three-market European footprint, saying regional business is experiencing strong mobile operator demand.
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M&AVirgin Media O2 set to sell another chunk of Cornerstone — report
Operator to shed another 8% of tower JV with GLIL Infrastructure and Vantage, bringing total shareholding down to just above 25%.
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M&ARegulator still dubious on Vodafone–Three merger; wants further compromise
Proposed merger of two underpowered MNOs found to have negative ramifications for UK competitive landscape, but the antitrust body offers road to approval via series of behavioural and structural ‘remedies’.
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B2BBT’s Kirkby stands firm on security stance as risks are on the rise
BT showcased its security expertise at its Secure Tomorrow Festival at Adastral Park, with Group CEO Allison Kirkby putting security front and centre a BT protects customers and reputation.
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EventwatchVirgin Media O2 and CityFibre question each other’s fibre maths
Connected Britain: VM O2 CEO Lutz Schüler argues operator is taking “challenger” approach in UK’s fibre market, with nexfibre spin-off and upcoming NetCo positioning operator to be a “long-term sustainable partner” to altnets.
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OperationsDT says latest European systems meld making ‘significant strides’
Execs report new Common Operating Model for Europe programme, focused on setup of shared solutions across DT’s regional markets, is already making impact on top and bottom line.
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EventwatchEE navigates ‘tricky’ 5G SA marketing, steers clear of sector’s past blunders
Speaking at Connected Britain, EE Chief Executive Marc Allera said advertising 5G SA is a challenge and not helped by the mobile industry over-promising and under-delivering on non-standalone 5G.
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Partnerships & AlliancesTelefónica set to complete fibre wholesale ‘triangle’ with MásOrange — report
Operators said to be nearing Indefeasible Right of Use agreement, covering access to 3.5 million Telefónica-connected premises. Move seeks to prevent overbuild, and sees Telefónica remain on a defensive footing in its wholesale segment. Read more…
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Analyst BriefingDeutsche Telekomwatch Weekly: three’s a crowd at BT
Future of DT’s relationship with UK incumbent comes back into the public eye after Bharti entrance into major shareholder grouping, plus buildout of Slim family stake.
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Financial & PerformanceUK altnet Spring Fibre seeks new investors as backers step away
With a near-£14m deficit on its balance sheet, the altnet stated in its FY23 accounts that it was seeking a new investor to support cashflow needs as its principal backer declines to cover plans.
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M&AAmerican Tower offloads property assets in Australia and New Zealand
American Tower continues its retreat from the Asia/Pacific region with the sale of property assets in Australia to Waveconn and in New Zealand to Connexa, following its exit from India.
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Network & InfraTDC NET, Blue Planet trailblaze hybrid network inventory management
North American trend hits Europe with hybrid fibre-5G twist, as Macquarie-backed Danish incumbent NetCo advances IT/OSS and network modernisation, and Ciena’s Blue Planet network automation cloud arm builds momentum. Register to read more…
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Partnerships & AlliancesTelefónica, Vodafone Spain hit refresh on fibre wholesale deal
Seeking to capture synergies and optimise network investment, agreement comes as operators continue battling to lock in wholesale clients, negotiating new deals with existing clients, after recent Spanish market rejig. Read more…
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PeoplewatchBT Peoplewatch: Wholesale in transition as Business evolves
20+ senior and strategic changes at BT, including: more exits from BT Wholesale; fresh engineering setup at Openreach; architecture leadership moves; and strategic transformation appointments at Group and Business…
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PeoplewatchEx-Vantage boss Badrinath takes role as GSMA Director General
Vivek Badrinath to replace Mats Granryd in leading the organisation, starting in April 2025.
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Analyst BriefingBTwatch Weekly: 5G SA heralds AI age, Openreach sets wish list for fibre future
Latest from BT and ecosystem, including: standalone 5G launches at last, coupled with new in-home Wi-Fi 7 offerings and AI services, bringing anticipation of convergence change and ARPU growth; Mexico’s Slim adds more BT shares to holding; Openreach lays out TAR desires (much to rivals’ chagrin)…
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PeoplewatchUK altnet Quickline onboards telco veterans to guide Project Gigabit build
Fibre builder changes C-suite roster to help it reach target 450,000 full-fibre connections by 2027.
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Strategy & ChangeTower group SBA wants ‘visibility’ before voyaging into foggy Europe
Eurosceptic tower group plays down the prospect of any dealmaking to give it a regional presence, saying its M&A focus is on strengthening businesses within its existing footprint.