More TelcoTitans Insight – Page 119
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Public AffairsUnion rejects Deutsche Telekom’s second ‘record’ pay offer
Talks between operator and worker representatives extended to end of the week after union rejects DT’s fresh proposals as “insufficient”.
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Financial & PerformanceVodafone Germany to lose half of TV customer base as new tenant laws take effect
Vodafone’s largest and last standalone European market braces for a slump in performance this year while revamping operations in an attempt to revive growth. Tenant bundling law change set to accelerate longer term trend of customer losses at misfiring major OpCo.
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Financial & PerformanceVodafone CFO open to another Vantage Towers sell-down
Luka Mucic uses Group’s FY23−24 earnings call to tease further Vantage Towers sell-down, pitching TowerCo disposal as evidence of value-creating potential for new Vodafone Investments division. Exposure has been reduced in India, while VodafoneZiggo will stay in the family…
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Network & InfraGerman operators respond cautiously to BNetzA’s proposed spectrum auction compromise
Three existing MNOs, which have been loudly complaining over spectrum access cost burden, would pay just under €600m for five-year rights extension under new BNetzA proposals.
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Financial & PerformanceVodacom parries ‘big knocks’ as it battles for growth
Vodacom CEO Joosub focuses on the big picture and promises digital services-driven future growth as macroeconomic headwinds take the gloss off the Group’s FY23-24 performance, and low earnings hit the dividend.
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M&AGreece’s OTE says talk of tower sale ‘premature’
National telco reiterates interest in wireless infra spin-out, to trim down the costs of managing wireless infra and boost share price.
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Analyst BriefingInfrawatch Weekly: land grabs, power-sharing, and an AI tidal wave
Latest from the digital infra scene in the UK and beyond, including: plans for InfraCos to both attack and defend against challenges in the market with new land acquisition and energy plays; data centre prep for building ‘AI tidal wave’; a busy time for vendors in the evolving German infrastructure market; people moves; and plenty more…
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OperationsOpenreach opens ‘snazzy’ new City HQ
BT’s access services business has moved its HQ to a new site in London, closing out a tenure at ‘tired’ King’s Cross offices.
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Public AffairsDeutsche Telekom workers stage strike ahead of ‘decisive’ pay talks
German union organises two days of industrial action to set scene for a fourth round of negotiations on wage increases.
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InnovationUKTIN: Why collaboration is key to driving investment in R&D for the telecoms sector
OpEd: Jon Hunt, Project Board Member at the UK Telecoms Innovation Network, sees potential easing of M&A regulation in Europe as opening a path for telcos to improve collaboration, R&D and funding efforts on an international scale, including with academia and Big Tech. Read more…
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Analyst BriefingVodafonewatch Weekly: cost of Ethiopian expansion laid bare; another twist in M&A tale
Latest from Vodafone, affiliates and partners: Group earns security clearance for UK merger; Ethiopia optimism reiterated despite financial reality check; and TowerCo Inwit braces for reshaped Italian market following MNO reshuffle. More from South Africa, Spain, Netherlands, elsewhere…
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Content & TVVirgin Media O2 taps Amdocs for TV streaming upgrade
UK major to integrate Subscription Marketplace solution into existing content streaming and TV offering. Move builds on prior relationship with Amdocs, and wider engagement with Telefónica Group outside of the content streaming sphere…
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M&AVodafone−Three welcome deal’s security clearance as focus turns to antitrust
UK government green-lights merger (with caveats) after conducting security review, but Vodafone−Three are far from celebrating as the CMA’s investigation steps up a gear and leaves consolidation in doubt…
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Financial & PerformanceSafaricom dials down Ethiopia spending plan as loss drags Group profits
FY23–24: Safaricom slashes five-year investment target for Ethiopia, commits to tightened spend to weather challenging macro environment, but remains positive on progress and outlook.
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PeoplewatchBT Peoplewatch: as Kirkby ups the transformational ante, ex-CEO Patterson goes boardroom ‘goliath’
40+ senior/strategic appointments across BT Group, including: new CEO Allison Kirkby making mark with more transformation-focused imports; ex-CEO Gavin Patterson makes it boardroom berth number-eight; and major changes at revamped BT Business. Fibre build remains priority at Openreach, while Consumer beds in fresh device and marketing leadership. Read more…
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Partnerships & AlliancesTelefónica signs fresh Digi Spain wholesale deal
Group appears to have achieved its objective of a win‑win deal that allows it retain Digi as a network client, and is set to be completed in weeks.
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Network & InfraTelefónica misses deadline on copper shutdown
Q1 FY24: Group remains at work, switching off retail copper lines in Spain, having missed initial April 2024 target. Effort to replace legacy lines drives increase in capex in first three months of the year. Vilá highlights operational benefits expected…
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Financial & Performance1&1 continues to push back against calls for German auction rethink
German challenger is at odds with established MNO rivals over how to allocate soon‑to‑expire spectrum rights.
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Financial & PerformanceInwit boss hopes wave of Italian telco deals will halt sector decline
Wireless infra player’s General Manager Diego Galli sees prospective wave of Italian market consolidation as good news for operators’ suppliers, including TowerCos, by strengthening telcos’ cash position and arresting recent slump in spend.
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Network & InfraFour years in the making: O2 Germany activates cloud-based 5G core
Telefónica’s German operating business takes Nokia-AWS 5G cloud core to first million subscribers. Seen especially benefitting 5G standalone use cases…