More TelcoTitans Insight – Page 65
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M&AVirgin Media O2 still eyeing altnet buys despite pressing pause on NetCo plan
Virgin Media O2 remains hungry for fibre altnet M&A while its NetCo sale plans are put on ice and its own fibre build rate cools off this year.
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PremiumOTE sees light at end of Romanian escape tunnel
Greek operator says it could be a “couple of months” away from completing a deal to offload Telekom Romania Mobile after a four-year effort to offload the business.
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Venturing & InvestmentsActis looks for emerging infra opportunities after closing $1.7bn fund
London-based infrastructure investment group eyes fresh opportunities in digital infra (among other sectors) after closing latest fund, with focus on businesses in Asia, EMEA, and Latin America…
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TechnologyCellnex recruits AI in fightback against dodgy landlords
CEO of Europe’s largest tower group highlights use of data analytics to identify strategic risks affecting its 120,000+ sites across region, amid ‘indecent’ moves by land aggregators.
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PremiumVivo targets €700m bonus from fixed-line shutdown
Telefónica’s Brazilian business expects a many-layered win from four-year copper retirement programme, including receipt of billions of Reals from sale of property and copper wiring.
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Network & InfraChina’s back in Spain: MásOrange turns to Huawei for 5G Advanced and netautonomy tech
MásOrange’s bold pivot back to Huawei for 5G Advanced and Level 4 autonomous networks could mark a seismic shift in European telecom strategy. Uncover the implications of this renewed partnership amid EU scrutiny and evolving China relations.
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Analyst BriefingEMEA Infrawatch Briefing: resilience under the microscope; TowerCos face up to ‘land banks’
Power outage in parts of Europe and the aftermath of USA’s ‘Liberation Day’ tariffs give digital infra players food for thought on data sovereignty and resilience. Meanwhile, TowerCos come face-to-face with land aggregation firms after expressing concerns that the latter could stockpile land assets.
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Financial & PerformanceSpaceMobile ‘scales’ satellite production, readies for commercial D2D launch
Vodafone, Verizon, and AT&T-backed satellite startup nears commercial services launch after lengthy delays, with ‘meaningful revenue’ imminent…
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Partnerships & AlliancesSafaricom seeks fresh partnerships to go wider on fixed
Kenyan operator looks to forge new partnerships to expand its fixed business, rather than focusing purely on fibre expansion, after setting target to pass one million premises with fixed infra by 2030.
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Analyst BriefingUK Infrawatch Briefing: altnets prove worth, AI plans develop, nexfibre stalls
Latest from the digital infra scene in the UK, including: UK MVNO market reinvigorated by challengers; Kao Data schmoozes with DSIT; a £70m network upgrade contract floated in Wales; people moves; and plenty more…
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PeoplewatchDeutsche Telekom Peoplewatch: freshening IT up
The latest strategic and senior changes at Deutsche Telekom, including a change of execs tasked with driving forward IT transformation at both Group level and domestic towers business DFMG — plus leadership changes at T.Capital, Combis, and T-Systems’ transport unit.
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M&AVirgin Media O2, Daisy combine in B2B in hunt for growth
Operator to merge enterprise and IT services segments with Daisy, creating a new joint venture to serve “hundreds of thousands” of UK administrations and businesses. VM O2 CEO Lutz Schüler says move marks a “big step forward” in improving B2B performance…
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M&ACellnex closes in on French and Swiss asset sales
Cellnex continues its selling spree with talks underway to offload data centres in France and offers expected soon for its business in Switzerland, according to Chief Executive Marco Patuano.
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Network & InfraBT casts a Dark NOC vision for future network ops
Mobile Networks MD Reza Rahnama has cast a “vision” for BT’s Dark NOC future, with foundational work with AWS underway.
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Venturing & InvestmentsDTCP joins space race with investment in US rocket maker
Investment group acquires an interest in US player Stoke Space, via Incharge JV with Porsche.
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Financial & PerformanceSafaricom boasts Ethiopian maturity as ‘baby’ makes ‘confident steps’
FY24–25: CEO Peter Ndegwa says there is more to be done to reach commercial and infrastructure ‘scale’, but Safaricom’s Ethiopian venture is said to be nearing EBITDA positivity.
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Network & InfraTelefónica’s FiBrasil taps Nokia for XGS-PON upgrade
Group’s Brazilian fibre joint venture with CDPQ reportedly set to install Finnish vendor’s tech, enabling symmetrical speeds of up to 10Gbps for customers.
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PeoplewatchBT raids DT for next Digital chief to drive transformation
Deutsche Telekom CIO Peter Leukert lined up as Chief Digital Officer and head of BT’s Digital function, a permanent replacement for Harmeen Mehta and relieving Howard Watson of his interim dual brief.
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Network & InfraAustralia’s TPG completes first D2D satellite trials with Lynk
Australian operator announces first successful testing of mobile services using Lynk’s LEO network, marking first major step in the pair’s mission to reach “near-100%” D2D coverage in the country.
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TechnologyT-Mobile Czech Republic finishes billing upgrade with Amdocs
Operator has completed the upgrade of its billing and charging systems without disrupting customer services, and claims the upgrade will enable it to execute “faster, more agile, and reliable service delivery”.