More TelcoTitans Insight – Page 106
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Financial & PerformanceDT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
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Financial & PerformanceDT Q2 FY24 Guidance: Everything on point
Upgrade in US cash flow outlook puts DT in line to over-perform on flagship €18bn target for FY24.
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Analyst BriefingBTwatch Weekly: Drahi out, Bharti in as CEO Kirkby claims BT strategy ‘vote of confidence’
Latest from BT and its ecosystem, including the Group’s new largest shareholder and the motivations behind the move; Openreach stepping into the Project Gigabit fray with a potential £800m windfall; BT Sourced hypes nnamu procure-tech; more around the Group…
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M&AEQT and Eutelsat discuss ‘innovative’ satellite ground infraco
Aim is to create a “pure-play, operator-neutral” ground station business initially worth €790m.
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Network & InfraOpenreach enters Project Gigabit fray at near-£1bn scale
Openreach handed its first Project Gigabit contracts, more in discussion. UK government ‘redoubles’ rural infill efforts, including first few in Wales…
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Strategy & ChangeIndia’s Bharti steps in as BT’s new largest shareholder
BT Group reunited with 1990s partner, but this time as junior, with new India connection talked up. Investment anchored as ‘vote of confidence’ in CEO Allison Kirkby’s strategy. Road to regulatory approval appears relatively smooth. More on Altice retreat…
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Analyst BriefingInfrawatch Weekly: Italian infra on the up; Project Gigabit preps leap forward; Macquarie comes and goes
Latest from the digital infra scene in the UK and beyond; including INWIT prepping for Italian investment boost; Indus Towers finally getting paid; claims that UK PIA oversight is MIA; latest people moves; and plenty more…
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Financial & PerformanceTelefónica gets to plugging Core Market wholesale gaps
Operator seeks to lock in key wholesale clients and create new revenue sources after management affirms wholesale will “be a drag” on 2024 performance.
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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.