More TelcoTitans Insight – Page 117
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Financial & PerformanceBT FY23−24 Highlights: Kirkby unveils sharper BT; investors finally cheer
CEO Allison Kirkby lays out her vision for change, tightening the focus of her predecessor to pitch a simpler, nimbler BT Group with a ROCE mindset differentiated by CX. Network superiority remains central as impetus shifts from build to monetisation, without easing up on the former. With B2B a stubborn drag, the one major diversion from Plan Jansen: now UK-first, Global offloaded…
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Network & InfraMillicom sees joint Telefónica NetCo as key to Colombian ‘repair’
Outgoing Millicom CEO Mauricio Ramos says network-sharing JV was “badly needed” to drive a turnaround in country’s hyper-competitive and capital-intensive telecoms market. Collaboration forms key part of both operators’ strategic switch-ups, with Millicom already seeing early benefits. Read more…
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Financial & PerformanceBT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
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Financial & PerformanceBT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
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Financial & PerformanceBT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…
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Products & ServicesVodafone’s TOBi chatbot gets a generative AI makeover from Microsoft
Vodafone reveals early progress with applying GenAI to advance customer experience transformation as part of strategic tie-up with Microsoft.
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OperationsT-Mobile ramps up retail workforce ahead of price hikes
American NatCo appears to have reinforced its customer front line in Q1 FY24, as it seeks to keep pace on customer base growth while bedding in price rises.
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Analyst BriefingTelefónicawatch Weekly: Shares, spectrum, and security in the spotlight
Spanish state hits 10% Telefónica stake target after two-month ramp-up. Fresh alliances with Microsoft and domestic operator rivals bolstering cybersecurity, AI, and rural mobile initiatives. Elsewhere, UK prepares for mmWave spectrum auction. Read more…
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Strategy & ChangeYorkshire challenger Connexin tag-teaming Calix to unlock SME as ‘experience provider’
’Value-add tops megabits’: ambitious regional fibre challenger and key partner open up on winning ways at Connected North. SME segment presented as golden opportunity to strike against incumbents through solutions tailored using network and service data insights. And much more…
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Analyst BriefingVodafonewatch Weekly: nip and tuck all part of the plan, as CEO evinces optimism
In-depth analysis of FY23−24 results as Margherita Della Valle attempts to paint rosy picture of shrinking Group. Storm still to come in Germany, but Spanish exit secured, and confidence around UK merger prospects. Significant developments across (re-shaped) footprint include: changing leadership; strategic partnerships; and an M-PESA spin-off update…
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Strategy & ChangeDT looks to Lumos for enlightenment on US fibre strategy
Following tie-up with EQT to make first US fibre buy, the Group’s CEO says further transactions could lie ahead, but that that possible ‘phase two’ M&A targets have been scoped out.
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Financial & PerformanceVodafone FY23−24 Highlights: foundation stones in place, growth ‘in our hands’
After taking a sledgehammer to the Group’s European footprint; initiating a shared services, Germany, and CX overhaul; and working to establish an ROCE-mindset, CEO Margherita Della Valle says the year represents a good start to her mandate. More to be done, of course, and much of this FY was spent laying foundation stones, but slimmed-down Vodafone intends to leverage agility to scale in fewer, ‘better’ markets, underpinned by a revamped commercial model…
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Financial & PerformanceVodafone fades as Vi 2.0 resets finances to drive India network comeback
Vodafone passive, lets stake plummet, as Indian JV financially engineering 4G/5G comeback. Work in progress, with $20bn+ debt, and further government lifeline and bank borrowing on horizon. Read more…
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Network & InfraDT bosses not wild about BNetzA’s rights extension conditions
BNetzA proposals, outlined last week, would let Germany’s three major mobile players avoid a lot of the cost of re-acquiring licences due to expire next year.
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Financial & PerformanceVodafone FY23−24 In-depth: re-shaped Group smaller but ‘stronger’
Changing footprint makes for some massive cuts to revenue, but what is left of the Group manages growth on organic terms.
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Financial & PerformanceVodafone FY23−24 Spend: UK drops to bronze as Africa becomes runner-up
An inflated Africa group, now including Vodafone Egypt, tips the capex allocation balance as Germany retains the lion’s share and Turkey takes the place of Italy and Spain.
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Financial & PerformanceVodafone FY23−24 Guidance: muted optimism extends to forecasts
CEO Della Valle continued a trend of paring back and tempering expectations in uninspiring guidance figures.
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Network & InfraSpanish telco trio to share spectrum on rural 5G rollout: report
MásOrange, Telefónica, and Vodafone reportedly planning to pool spectrum assets for UNICO-5G Redes Activas initiative. Suggested move holds potential to reduce costs of meeting government rural coverage targets.
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Partnerships & AlliancesTelefónica adds cybersecurity dimension to Microsoft alliance
Telefónica Tech integrates generative AI tools such as Microsoft Copilot for Security with its portfolio.
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M&ASpain completes another Telefónica stake purchase, hitting 10% target
Government finishes two-month process of incremental share buy-ups to become the operator’s largest stakeholder. Reports indicate Spain’s CriteriaCaixa also looking to increase stake to 10% to match government’s holding. Read more…