More Recent Insight – Page 87
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Financial & PerformanceTelefónica Tech reaches €2bn sales mark
Q2 FY24: Digital B2B services unit hits revenue milestone in last twelve-month period, and reported another solid quarterly performance. Read more…
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Financial & Performance1&1 claims build momentum despite more network snags
German operator has now installed antennas and fibre connectivity at 546 sites, although supply challenges remain. Read more…
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Network & InfraGreek fibre: OTE lines up wholesale deals with rivals Vodafone and Nova
Incumbent’s new CEO Kostas Nebis flags pair of strategically significant wholesale tie-ups are imminent, as OTE seeks to accelerate commercialisation of flagship, €3bn fibre investment programme.
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Suppliers & SCMBT Sourced turns to AI agent for easier, faster supplier negotiations
BT Group Chief Procurement Officer Cyril Pourrat says “don’t be afraid” of AI as the buying unit employs digital agent from German startup nnamu, saving time and money in supplier negotiations.
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Analyst BriefingVodafonewatch Weekly: fibre sale, B2B investment, UK merger delay
Latest from Vodafone and its interests, including: quarterly and full-year results in India that show positive movement; B2B recovery work begins in Germany; TPG puts fibre assets back up for sale; and plenty more in Europe, Africa, Asia, beyond…
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M&ATelefónica firms up MásOrange 5G spectrum buy — report
Group said to have finalised terms to acquire 3.5GHz spectrum from newly-merged operator as part of post-merger asset fine-tuning.
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Network & InfraShort-term delays in NI, but Project Gigabit readying for leap forward across devolved nations
Northern Ireland Executive confirms slight delay in procurement, but confident Project Stratum success can be replicated as paths cleared for Project Gigabit progress in Scotland, Wales…
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Financial & PerformanceTelefónica Q2 FY24 Guidance: Fresh opportunities keeping Group on track
Guidance reiterated across all metrics, with “positive near-term catalysts” to serve as tailwinds in second half of the year.
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Financial & PerformanceTelefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…
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Financial & PerformanceTelefónica Q2 FY24 Highlights: ‘Confident’ Group credits Core Markets catalysts
Initiatives unveiled in Q1 already bearing fruit, as Group affirms it remains on track to meet end-year financial objectives. Read more…
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Financial & PerformanceTelefónica Q2 FY24 Spend: Tight lid kept on expenses
Group pulls back on spending after Q1 investment spree, keeping capital intensity well within guidance range.
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Strategy & ChangeVodafone Business hiring spree set to rev service growth in Germany
Vodafone’s B2B push gets underway in Germany with 120 new jobs to drive growth in cloud, connectivity, cybersecurity, and IoT.
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PeoplewatchBT Peoplewatch: high-profile exits at Group, Openreach, amidst digital imports
20+ senior and strategic changes at BT, including a transformation guru brought in from KPN to lead Business recovery; policy and regulation in focus at Group level; IT architecture swaps at Digital; and convergence expertise imported to support EE ambitions…
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Partnerships & AlliancesDeutsche Telekom IoT taps into Bridge Alliance for APAC access
Group continues efforts to make T‑IoT the “one-stop shop” for global IoT coverage.
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Financial & PerformanceIndus Towers recovers more Vi past dues, but new payment plan yet to be agreed
Q1 FY24–25: Indus Towers got a boost to profitability and free cash flow from debt-laden key client Vi and fellow Vodafone-affiliate continuing to pay down outstanding bills.
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Financial & PerformanceTelefónica remains confident of Peruvian FibreCo approval in 2024
Q2 FY24: Group management still expecting creation of new FibreCo by the end of the year. Telefónica Infra reaches 23 million premises passed with fibre by end of June 2024, and keeps up pace required to reach longer-term goals. Read more…
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Analyst BriefingBTwatch Weekly: CEO claims ‘solid start’ but warns of tumultuous year to come
Latest from BT and its interests, including: a Q1 report that tees up plenty of turbulence to come, but with a recovery scheduled within the next 18 months; a massive ESN contract in the works with BT despite equally substantial delays in recent years; and new digs for the former CEO…
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Financial & PerformanceSafaricom scaleup Circle Gas restructures, but yet to soar
Sharp jump in revenue as demand for pay-as-you-go gas rises, but restructuring for future expansion weighs on net losses.
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M&ABrazil’s Vivo keeps watch on digital M&A opportunities
Q2 FY24: Telefónica’s Brazilian operating business continues to analyse opportunities to expand its digital B2B service portfolio in cloud, cybersecurity, and IoT.
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M&AAustralia’s TPG puts fibre back on the table in new Vocus talks
Macquarie-backed fibre operator Vocus in early talks with TPG Telecom as fibre assets put back on the table…