More TelcoTitans Insight – Page 48
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Analyst BriefingUK Infrawatch analyst briefing: Netomnia evolution, data centre planning pushback
Latest from the digital infra scene in the UK, including: GoFibre and Netomnia funding success, planning ups and downs for data centres, TalkTalk travails; people moves, and plenty more…
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Partnerships & AlliancesNetomnia forays off-net with Openreach tie-up, lures new debt investors
UK altnet to add 1.5 million premises to footprint as it seeks to attract fresh customers and reduce churn through wholesale tie-up with the nation’s incumbent provider. Coincides with new investors and long-term backers completing debt raise with a £140m boost.
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Public AffairsOrange Belgium ups data security after breach talks with watchdog
Operator gets green light from Belgian telecoms regulator to introduce new proposed security measures, aimed at preventing fraudulent SIM swapping after recent cyberattack …
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Products & ServicesDT adds 5G slices onto emergency comms menu
Tie-up with Motorola Solutions sees 5G-based MCX solution brought into operator’s portfolio for public safety organisations.
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Financial & PerformanceTPG: Vodafone up for £360m windfall as Oz outpost splashes the cash
Following the multi-billion-dollar sale of its fixed assets, TPG Telecom is initiating a major capital return. The “novel and complex” AUD 3bn plan is designed to reward major shareholders while courting minority investors and improving the telco’s stock exchange and credit profile. It also boasted a cracking H1…
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Network & InfraBlow for Vodafone as Türk Telekom secures 25-year fixed infra licence extension
State-controlled telco extends fixed infra concession, committing $20bn into network expansion and improvements over next 25 years. Renewal runs counter to rival Vodafone Turkey’s calls for greater collaboration in sector. Investors not impressed by stressed leverage, either…
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B2BT-Mobile US ups B2B challenge with SuperMobile network slice plan
US NatCo extends it aggressive play for the enterprise market with its new SuperMobile plan, leveraging its 5G Standalone and 5G Advanced network lead to combine network slicing with cybersecurity and T-Satellite connectivity. Progress lauded, but actuals remain scarce amidst latest reorg…
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Analyst BriefingOrangewatch Analyst Briefing: MásOrange’s grand plans, 2G sunset in France, and OpenAI in Africa
From finalising the French 2G sunset and expanding its OpenAI partnership for African markets, to navigating a complex competitive landscape in Spain, Orange Group is again making significant strategic moves. We break down the key developments in this essential briefing for Orange insiders.
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InterviewT-Systems’ Jonczak revs AI engine for position as “trusted powerhouse” in Europe and beyond
Deep Dive: T-Systems is targeting a step-change in AI-driven B2B revenue growth through 2027, and also pivotal to Deutsche Telekom’s goal of €800m in internal ‘impact’. Moving beyond “Santa Claus-style” product push, new AI chief Magdalena Jonczak is leading transformation towards co-creation, and establishing division as Europe’s “trusted powerhouse” in sovereign AI. Learn more…
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InnovationBT Active Intelligence: Solving customer problems through mobility insights
Interview: From telco startup to data scale-up, the BT Group data science unit is transforming mobility insights into commercial and societal value. Leader Steve Wiley explains how his team is applying a startup mindset and partnership model to unlock the power of geospatial data for enterprise clients, creating actionable intelligence from 25 billion daily data points. Learn more…
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Partnerships & AlliancesSky peppers Swiss fibre and mobile with Salt
Pay TV provider Sky Switzerland is partnering with Xavier Niel’s local telco redoubt to introduce converged offerings and challenge market leaders Swisscom and Sunrise. Amidst backdrop of pending Sky DACH acquisition by Bertelsmann’s RTL…
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Public AffairsOpenreach lobbies for regulatory flexibility as fibrecos take market share, struggle with debt
Openreach’s regulatory lead is twisting Ofcom’s arm to give it pricing freedom in regions where it faces two rivals. VM O2 and CityFibre contend that a firm hand is required to protect still fragile competition. While altnets are winning market share, their lenders are nervous…
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Deep DiveLegendary corporate raider reveals 3% Vodafone stake
Deep Dive: Following Liberty Global’s sharp exit, billionaire Martin Ebner has emerged as a prominent shareholder. The investor, known for forcing major change at Swiss firms, is now fourth on the shareholder roster, leaving the market to ponder the activist’s next move.
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Deep DiveTelefónica’s Huawei gambit calls out Spain v US (and EC)
Deep Dive: Reported extension of 5G contract with Huawei ignites firestorm. Latest China procurement by a Spanish telco skirts EU recommendations and escalates geopolitical tensions, placing government and its flagship operator in a precarious position between deeply-rooted American and emerging Chinese spheres of influence.
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Partnerships & AlliancesDT takes Bayern Munich sponsorship to extra time
Operator pre-emptively extends (and expands) run until 2032, with additional rights and future technology collaborations among the new signings…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: overcoming the ‘overbuilders’
The latest developments from around DT, as Telekom Deutschland refreshes its commercial strategy in a bid to hit back at altnet competitors, and the Group sends another emissary to the States to oversee T-Mobile’s push into fibre. Read more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: AI infra competition ramps up; infra carve-out trend continues
Latest on EMEA digital infra: Vodacom secures another regulatory win for Maziv fibre JV; Kenyan gov mulls Safaricom infra separation; OpenAI ponders play in GPU-as-a-service segment; fresh DCs and subsea cable links across EMEA…
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Financial & PerformanceVi shares plummet: no further state support for Vodafone’s India affiliate
With share price diving after government indicated no further state help, at least on current basis, beleaguered Vi under renewed pressure to secure future and fund critical 5G rollout…
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PeoplewatchT-Mobile US: Almeida takes on mega-Growth; Saw top-Tech
Deep Dive: Significant leadership update brings in new head of Growth, promotes CTO. Almeida to marshal M&A war chest, lead pursuit of new revenue streams beyond core mobile business, particularly adtech, B2B and fibre.
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Financial & PerformanceQ2 FY25: DT’s new German boss strengthens defence, as altnets amass
Q2 FY25: Second successive quarter of broadband user loss clouds picture around Group’s performance in home market.