More TelcoTitans Insight – Page 130
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Network & Infra‘Focus and finance’: Telefónica sees UK NetCo adding fuel to fibre build
Virgin Media O2’s co-parent paints new, networks-focused UK business as an engine to accelerate roll out and monetisation of fibre connections.
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Network & InfraO2 Germany eyes capacity gains after 1&1 exit
German operator plans to use capacity freed up by 1&1 transition to boost its own customer base while also expanding wholesale relationships.
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Network & InfraLiberty flags AWS partnership, taking NaaS ‘to the next level’
Latest from Liberty as busy Group talks up AWS, VodafoneZiggo collaboration on APIs set to go live commercially later in the year; tees up more to come at next week’s MWC…
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Partnerships & AlliancesMavenir updates shared core at Slovak Telekom and T-Mobile Czech Republic
Systems consolidation and 5G SA update form part of new contract win for US vendor, expanding already sizeable Deutesche Telekom presence…
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Network & InfraBT launches NB-IoT network for smart cities, connected farms
Narrowband IoT network runs on EE 4G network, targeting use cases for low-power devices with low data demand.
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Network & InfraUK’s £1bn 4G ‘not spot’ programme slammed by national auditor; ‘5G SA for all’ doubts
Behind schedule Shared Rural Network a mess but not quite a fail, and another example of government mismanagement. Ofcom slapped for unfit-for-purpose market definition and data. MNOs on hook for cost overruns, and better updates…
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M&ADigitalBridge sees ‘pretty hot’ multiples driving more infra investor M&A
International fibre, tower, and data centre investment group has ‘ideas’ up its sleeve to ride new wave of consolidation in the digital infra asset manager space.
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Financial & PerformanceO2 Germany targets market share, B2B to fill 1&1 hole — executional risk apparent
FY23: All-hands reboot to address hit from losing 1&1 to Vodafone — now chasing consumer volume plus booming B2B. Families targeted for economies of scale. Dividend parked while in recovery position, despite FY23 strength.
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M&AEuropean Commission greenlights Orange-MÁSMÓVIL merger
Transaction to create new fixed‑mobile behemoth in Spain, with market reset also seeing Vodafone España handover, fibre agglomeration…
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Strategy & ChangeMCR becomes BT Tower custodian in £275m hotel makeover
Iconic London landmark set for radical change of use in hands of experiential hotel operator MCR.
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Analyst BriefingBTwatch Weekly: UK fibre competitors hit out with renewed vigour; what was in Allera’s CEO pitch?
Latest from BT and its ecosystem as competitors ramp up ambitions and investment challenge to Openreach fibre incumbency pretensions; Consumer boss Marc Allera backs Kirkby mandate (but what would he do “really quite interesting” if made CEO?); more…
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Analyst BriefingTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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PeoplewatchMelinda Szabó to fill DT’s Czech-Slovak CEO vacancy
DT’s Europe boss Dominique Leroy selects regional consumer head Melinda Szabó to take charge of twin NatCos Slovak Telekom and T-Mobile Czech Republic.
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Partnerships & AlliancesBT rolls out AWS AI programming tool after trial success
CodeWhisperer platform said to be automating 12% of software development work in early deployments as BT Digital commits to a suite of generative AI tools for product development.
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Opinionnexfibre CEO: Sustainable competition in the UK fibre market is crucial to long-term growth and innovation
OpEd: Rajiv Datta, CEO of leading FibreCo (and £4.5bn InfraVia-Liberty Global-Telefónica JV) lays out manifesto for an open and future-proof UK fibre market, aspiring beyond the basics and connectivity doldrums to lift society and the digital economy. With nexfibre at forefront…
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Network & InfraVodafone Turkey creates $100m infra JV for data centre expansion
Vodafone Turkey teams with UAE-based Edgnex Data Centres by DAMAC to invest in new Izmir data centre.
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PeoplewatchBT Consumer's Allera backs Kirkby after missing out on top job
Consumer CEO suggests he had plans to “do something really quite interesting” had he been picked for the Group’s top job, but backs Kirkby to bring telco nous to the role.
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MarketingAnother DT business drops Group’s T-Systems brand
T-Mobile Poland aims to exploit internal synergies and improve go‑to‑market for “advanced business solutions” with a refresh of business-to-business branding.
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MarketingTelefónica seeks more time to resolve DT logo clash
Spanish group seeks to extend year-long suspension of IP rights dispute surrounding its 2021 ‘T’ logo refresh.
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Analyst BriefingInfrawatch Weekly: billion-pound network investments, digital inclusivity, and French fibre M&A on the menu
VM O2 moves to forge UK NetCo/ServCo split in operations; associate nexfibre to remain separate, commits £1bn to 2024 build; Orange CEO suggests M&A still on agenda to expand domestic fibre footprint; TalkTalk in negotiations over wholesale arm sale; much more…