More TelcoTitans Insight – Page 36
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Financial & PerformanceBT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
Q2/H1 FY25–26: UK incumbent ready to “compete and defend” against budget-focused rivals, doubling-down on unchanging multi-brand and convergence retail strategies. But lag in system means premium-first efforts are yet to be reflected in poor financials…
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Network & InfraOrange’s Leboucher sees security threats as big spur towards cloud-native
Fyuz 2025: CTO and NGMN chair says it is not just telcos that need to refresh their ways of working to ensure future networks are resilient and secure — embracing AI, cloud‑native, and zero‑trust. Vendors need to get with the programme, too…
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PeoplewatchUnited Group recruits DT tech veteran as CTIO
United Group appoints Kim Kyllesbech Larsen as technology and information chief, with CEO Stan Miller highlighting his “proven track record” in business transformation and tech strategy development. The move follows a series of changes at United Group earlier in 2025…
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Network & InfraGreece’s OTE pushes out fibre build ambition
Deutsche Telekom’s Greek business re-mixes its FTTH rollout targets to reflect recent rival takeover and — ostensibly — the more challenging environment for fibre projects. Rethink includes an expanded footprint goal (3.5 million homes) but an extra three years to hit it…
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Network & InfraOpenreach turns up the heat on legacy network migration as deadline looms
Access provider wields both carrot and stick in bid to hasten analogue-to-digital migrations, with price hikes and rental discounts among the incentives. Altnet rivals riled, CPs ‘welcome’ the move, and BT/Openreach set to benefit after initial 18-month drag…
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M&ATelefónica assumes full command of FiBrasil with CDPQ buyout completion
Vivo completes acquisition of the 50% stake held by its FiBrasil joint venture partner CDPQ, aligning with Telefónica’s refreshed strategy to become more hands-on when it comes to managing network and infrastructure assets…
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Network & InfraVodacom brings Starlink into growing satco partner circle
Operator gains additional backhaul and preps new broadband services using Starlink’s LEO constellation, further expanding its roster of satellite alliances…
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Venturing & InvestmentsDT adds agentic AI biz Decagon to venturing portfolio
DT’s corporate venturing arm T.Capital continues to expand its AI investment portfolio by backing Decagon’s Series-C fundraise, with the operator launching a commercial pilot in parallel…
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Financial & PerformanceVodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’
Q2/H1 FY25–26: Fast-growing digital services now approximating €2bn annual revenue for Business growth engine, with intent to invest more in segment. Vodafone considers itself well placed for SMEs and sovereign cloud, but will not be rushed into big ticket AI data centre projects…
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PeoplewatchEx-Deutsche Funkturm exec becomes American Tower’s new Germany CEO
Knud Felde’s promotion follows predecessor’s departure to rival Vantage Towers. Appointment is latest organisational shake-up in the German tower segment…
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Analyst BriefingFrancewatch: Bouygues and Orange keep M&A hopes alive
Analyst Briefing: Aftermath of joint bid by Bouygues, Iliad, and Orange for Altice France, and the hope that discussions will resume despite the offer’s initial rejection.
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Financial & PerformanceVodafone begins German bounce back
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…
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PeoplewatchDigital Infra Peoplewatch: more change at Eutelsat; Vantage CEO named
November 2025 edition: France’s Eutelsat appoints Sébastien Rouge as CFO; Martin Bouchard becomes Vantage Towers’ fourth CEO in three years; UK altnet CEO departures continue, with Guy Miller leaving MS3 Networks and Sean Royce exiting Quickline…
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PeoplewatchFreenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
After Telefónica Deutschland announces a change of CEO and partner business leadership, execs at service provider major Freenet express hope that the changes will usher in a new (and less high-octane) period of competition in Europe’s largest telecoms market.
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Partnerships & AlliancesCellnex reinforces telco M&A defences with France, Italy moves
Cellnex renews access agreement with Fastweb+Vodafone and moots a potential RFI from Iliad to build new towers in France, as CEO Marco Patuano has reaffirmed that the towerco is well positioned to navigate telco consolidation…
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M&AVodacom ‘keeping powder dry’ for fibre, data centre M&A opportunities
Q2/H1: CEO Shameel Joosub teases more deals and partnerships to come as South African fibreco deal nears completion, with more wireline infra and potential data centre tie-ups under consideration. While tower deals in Egypt are off the table, ears are open for a change at Safaricom…
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PeoplewatchBT Peoplewatch: brand strategy remains in the spotlight, former CEOs line up boardroom gigs
20+ senior and strategic changes across BT in November’s edition, including another notable appointment in the Group’s effort to revitalise its stable of brands; rumours that former CEO Philip Jansen is set for another high-flying boardroom role; network and security leadership changes; and more at TNT Sports, EE, and BT Business…
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Partnerships & AlliancesVodafone-SpaceMobile choose Germany for SatCo JV’s mission control
European joint-venture advances with a Satellite Operations Centre in Germany and disclosure of security preparations for in-region sovereign services, ahead of 2026 launch plan. Vodafone stake in SpaceMobile could now be worth $1bn…
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M&AGreece looks to reboot rural fibre scheme with OTE-Terna takeover
Deutsche Telekom’s Greek business set to take over Terna Fiber, a venture that alongside OTE, took responsibility for supporting the government’s rural fibre build programme, but has been quiet on progress …
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Financial & PerformanceAfter nine years of decline, BT now stands at B2B turnaround ‘start line’
Q2 FY25–26: CEO heralds a reshaping, fully-focused BT Business now beginning its turnaround, nearly a decade after the Group last posted enterprise revenue growth. With International carved out, and several assets offloaded, greater scrutiny should be expected of what is left…