More TelcoTitans Insight – Page 68
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Financial & PerformanceCost leadership key as UK FibreCo Grain sows seeds of profitability
Connected North: Grain CEO Richard Cameron positions “cost leadership” as the key to long‑term success for a consolidating and converging altnet sector, following positive earnings in most recent quarter.
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Financial & PerformanceTariff turbulence: Orange’s Heydemann scents opportunity in uncertainty
Operator’s CEO says turbulent geopolitical scene is raising B2B client concern over data sovereignty and security, although thinks it is too early to say whether these fears will crystallise into higher investment.
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Partnerships & AlliancesVodafone deepens e& ties with Maroc Telecom enterprise deal
Operator teams up with e&-backed telco to provide array of enterprise and government services in Morocco. Deal further strengthens Group’s relationship with majority shareholder, after making multiple enterprise plays over past two years…
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TechnologyNokia gains timely 5G/AI deal from T-Mobile
A multi-year 5G contract extension with T-Mobile US comes as new Nokia CEO looks to mitigate tariffs’ impact, including potential addition of manufacturing capacity in the USA.
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EventwatchKao Data looks north for UK data centre expansion
Connected North 2025: Kao commercial chief Spencer Lamb says it is assessing multiple sites in north-western England to expand its data centre estate, as London power and land bottlenecks persist…
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EventwatchOpenreach and altnet ‘Gladiators’ trade blows on future costs of PIA
Connected North 2025: In robust exchanges at Connected North, Fibrus Chair warns regulator is on the verge of repeating mistakes of the past on PIA pricing, and too easily steered off course on policy.
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Network & InfraTelefónica eyes share of Spain’s €10.5bn defence splurge
Telecoms and cybersecurity capabilities are key investment priorities in Spain’s defence spending hike.
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M&ABT firms up Italian unit sale to Retelit
Group pens preliminary deal to sell off what remains of BT Italia, but reassures stakeholders that it will “maintain a strong presence” in the country post-transaction. Move continues operator’s international pare-back, provided regulators give it the green light…
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Public AffairsMásOrange completes lay-off plan after court rejects union challenge
Spain’s National Court has ruled that the operator’s ERE process is in accordance with the law.
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Network & InfraNexera CEO challenges Poland to set out copper retirement strategy
Jacek Wisniewski is mystified why Poland is not following the example set by markets such as Spain and Sweden, and sees copper switch-off as key to boosting fibre’s fortunes.
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TechnologyVodafone forecasts ‘big bang’ as agentic AI starts to transform network ops
Vodafone’s hybrid GenAI strategy is unlocking new efficiencies in network management, with AI agents like VINA poised to improve productivity and support autonomous operations. Learn how Vodafone and partner Celfocus are addressing the complexities of data governance, security and organisational change…
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Financial & PerformanceFY24: ‘Radical’ CEO warns DT not to rest on cash flow laurels
FY24: Group CEO wants to keep staff on toes despite another strong financial performance, prefacing row-back on homeworking and senior leadership shake-up.
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Network & InfraHrvatski Telekom bags rural fibre funding
Operator gets fresh backing for one-year fibre expansion project in rural parts of the country, contributing to government rollout targets through the national ONP scheme.
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TechnologyDT taps McKinsey to build AI training engine
Deutsche Telekom rolls out personalised training and coaching for employees using AI-powered engine designed by McKinsey’s QuantumBlack.
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M&ACityFibre’s Holden: altnets and backers must pull together for investment‑grade nirvana
In-depth from Eight Advisory’s London event: as UK fibre altnets face financing challenges, optimistic CityFibre COO reveals vision for consolidation, suggesting sector is “a very small number of M&A transactions away” from creating a sufficiently scaled platform to rival BT/Openreach and VM O2. Additional Greg Mesch and Rob Hamlin coverage from FTTH Conference in Amsterdam…
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Financial & PerformanceDT FY24 Guidance: Group remains in the flow
FY24: More jumps expected in revenue, earnings, and cash flow during FY25, and beyond.
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Financial & PerformanceDT FY24 Headlines: full forward movement
FY24: Commercial strength across regions enables DT to meet all major financial targets for year.
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Financial & PerformanceDT FY24 Spend: light-touch regulation
FY24: DT’s differing position and priorities to European rivals sees regional capex remain elevated.
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Analyst BriefingVodafonewatch Weekly: attention turns to post-merger strategy in the UK
Latest around Vodafone, including rumours of a UK pay-TV play once Vodafone and Three complete their combination; Vodafone and Digi’s Romanian M&A hits its first regulatory speedbump; Group entities lobby for improved subsea security and land bank protections; Vodacom’s Shameel Joosub goes on tour…
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Public AffairsOVHcloud says firms are seeking ‘alternative’ cloud solutions amid geopolitical ructions
The France‑based cloud services provider says “strategic autonomy” in cloud is becoming increasingly critical for enterprises as data sovereignty continues to rise up the agenda.