More TelcoTitans Insight – Page 92
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Network & InfraDigi takes pragmatic route to Spanish MNO status
Digi confirms its Spanish business does not yet have the spectrum resources to build its own, ‘full’ mobile network nationwide, despite recent add-on from MásOrange.
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Financial & PerformanceIn-depth: battling Vodafone moves in the right direction
H1 FY24−25: Lowest ebb of Vodafone Germany not enough to dent management optimism of Group prospects, but MDU impact still felt…
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Financial & PerformanceSpend: capex shifts to central functions as Vodafone OpCos rein in spend
H1 FY24−25: investments made in shared services, but in-market spend shrinks.
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Financial & PerformanceGuidance: evolving Vodafone nears final form, still on track
Outlook reiterated after solid first half, with management painting bright prospects post-MDU and M&A impact…
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Analyst BriefingInfrawatch Weekly: new infra monetisation options, altnets partner up, DSIT on a roll
Latest from the digital infra scene in the UK and beyond, including AI’s potential in heart of telecoms infrastructure; UK altnets exploring partnerships for enterprise reach; Cellnex reports on restructuring progress and consolidation hopes; people moves, and plenty more…
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M&AArch-snaffler Digi open to Vodafone Italy asset deal
CEO of Romanian telecoms group indicates interest in any remedial asset sales by Vodafone Italy acquirer Swisscom, as it looks to accelerate growth of sub-scale local business.
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Financial & PerformanceKirkby ‘convinced’ of BT strategic plan despite scale of challenge
Q2/H1 FY24-25: BT CEO Allison Kirkby now settled into role and aware of mountain to climb, but no less confident of the Group’s strategic direction.
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Financial & PerformanceSafaricom pushes homegrown smartphones to keep mobile data momentum
Kenyan operator looks to boost 4G smartphone penetration to fuel customer and mobile data service revenue growth, but challenging economic conditions leaves consumers with less money to spend on new devices.
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Network & InfraOTE boss reassures over fibre build after slowdown
About 100,000 Greek homes are lopped off incumbent’s 2024 fibre build out plan, after marked slowdown in rollout pace this year.
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Public AffairsTelefónica dismisses execs over Venezuela bribery fines
Operator disciplines and parts with key staff after the US Department of Justice fines operating businesses, citing collusion with two vendors to bribe government officials. Read more…
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Financial & PerformanceIn-depth: change is coming at BT, ‘trust me’
Q2/H1 FY24-25: Group CEO Allison Kirkby calls on investors to ‘trust me’ in wait for promised turnaround as revenue falters in first half of the year.
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Financial & PerformanceSpend: BT past its peak, transformation agenda in full flow
Q2/H1 FY24-25: BT capex drops as Openreach fibre build keeps spend in check.
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Financial & PerformanceGuidance: BT lowers expectations
Q2/H1 FY24-25: BT Group revises revenue outlook for the year from growth to decline.
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Network & InfraOrange puts energy into solving open RAN challenges
Fyuz 2024: Orange’s Atoosa Hatefi explored the requirements for more energy‑efficient open RAN deployments.
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Financial & PerformanceTelekom Deutschland ‘on track’ to hit key fibre uptake target
German NatCo is prioritising capturing returns from its FTTH investments, although household buildout is still a strong focus.
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Financial & PerformanceVi CEO hopes for subscriber loss turnaround after upping investment
Indian operator’s CEO Akshaya Moondra gives vague ‘expectation’ for a customer base upturn by the end of the FY, and remains reluctant to make any promises.
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M&ACellnex sees telco consolidation as a win for infra
Spanish group’s CEO says deals between mobile operators are making its clients more healthy and solid, while also creating opportunities for commercial gain through network reshaping.
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M&ATelefónica, Asterion finalise data centre sale
Real estate-focused investor Aermont takes plunge into digital infrastructure with acquisition of three Spanish data centre campuses.
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Financial & PerformanceVodafone invites peer comparison as UK preps for merger
While final decision on JV with Three is awaited, Vodafone UK claims to be holding its own against competitors it previously suggested it was too fragile to compete with in the long‑term.
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EventwatchTelefónica talks up potential of partial optical disaggregation trials
Fyuz 2024: Operator experiments with IPoDWDM to provide greater flexibility for implementing new services and reduce cost of adopting open network architectures.