All Patrick Drahi articles
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Financial & Performance
Orange France steers a steady course as competition intensifies
Q1 FY25: Orange clearly does not wish to offer cutthroat prices despite aggressive plays from domestic rivals.
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Weekly Briefings
Orangewatch Weekly: shining a light on network evolution
This issue explores technology advances in telecoms, from cloud native through to generative AI and even all-photonic networks.
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Financial & Performance
BT Q3 Highlights: is the tanker beginning to turn?
Q3 FY24–25: 12-months in and CEO Allison Kirkby continues to impose herself on the Group with yet more executive changes, but the needle on KPIs has scarcely twitched. Management remains optimistic about prospects at Consumer and Openreach, but latest Business reboot smacks of overseas defeat, as Q3 trading update builds on now-familiar ‘wait and see’ mantra…
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Weekly Briefings
BTwatch Weekly: ‘in transition’ BT ends year on a high
Latest from BT as new Wholesale MD lays out her priorities; Sprinklr tie-up bears first fruit; asset-light international strategy picks up; and BT walks away unscathed from landmark £1bn+ class action case…
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Weekly Briefings
BTwatch Weekly: earnings add to Kirkby’s optimism
Latest from BT as CEO Allison Kirkby uses drab half-year results to cast vision for the future; Business prepares for Global divestment; Openreach beats fibre expectations; BT riled as Vodafone–Three merger nears…
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M&A
BT welcomes Bharti’s ‘long-term’ thinking as Altice ousted
CEO Allison Kirkby says Bharti ‘recognises long-term value’ of BT Group as it picks up a 24.5% stake, but what does Bharti bring that Altice didn’t?
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Weekly Briefings
Infrawatch Weekly: TowerCos face churn, altnets’ £800m losses, TalkTalk rapped
Latest from the digital infra scene in the Europe and beyond, including another £16m on the £800m UK altnet losses pile; £6bn datacentre boost; European TowerCo consolidation mooted, and plenty more…
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Weekly Briefings
Infrawatch Weekly: fibre routes to retail; TalkTalk’s latest rejig; Asia’s infra ownership overhaul
Latest from the digital infra scene in the UK and beyond, including TalkTalk’s last-minute refinancing, investment boosts for the satellite sector, Japan’s moves towards greater infrastructure sharing, and plenty more…
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Weekly Briefings
Deutsche Telekomwatch Weekly: Europe ‘not so anti-growth after all’
After several major, US-side buyouts this year, Group indicates some M&A budget could be portioned out to Europe too, as regional performance remains solid and DT prepares fresh medium-term strategy.
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Weekly Briefings
BTwatch Weekly: Drahi out, Bharti in as CEO Kirkby claims BT strategy ‘vote of confidence’
Latest from BT and its ecosystem, including the Group’s new largest shareholder and the motivations behind the move; Openreach stepping into the Project Gigabit fray with a potential £800m windfall; BT Sourced hypes nnamu procure-tech; more around the Group…
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Strategy & Change
India’s Bharti steps in as BT’s new largest shareholder
BT Group reunited with 1990s partner, but this time as junior, with new India connection talked up. Investment anchored as ‘vote of confidence’ in CEO Allison Kirkby’s strategy. Road to regulatory approval appears relatively smooth. More on Altice retreat…
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Weekly Briefings
BTwatch Weekly: Watson calls for discipline, Openreach eyes fibre mega-contracts
Latest from BT and its ecosystem as CSNO Howard Watson calls for patient investors and looks ahead to rewards at the end of the networks upgrade tunnel; Openreach licks lips at prospect of Project Gigabit mega-contracts; and more SRN updates as EE charges on…
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Weekly Briefings
Infrawatch Weekly: CTOs to the fore as industry reshuffles, DT disses 1&1, BDUK springs forward
Latest from the digital infra scene in the UK and beyond, including big Project Gigabit wins for Quickline, Wessex Internet, and Wildanet; a first appearance in the wild of a DSIT-funded 4G mast; DT taking a swipe at its newest mobile rival; people moves, and plenty more…
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Weekly Briefings
BTwatch Weekly: Etc. makes a Tap to Pay play; Tech Fellowship recognises top talent; new ads amplify B2B identity
In-house innovation from incubation arm and distinguished tech leaders in the spotlight this week.
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Weekly Briefings
Deutsche Telekomwatch Weekly: Group set to swing for German home run
Telekom Deutschland tools up for a long-coveted opportunity to break back into cable operators’ housing association heartland, with MagentaTV refresh, while rival Vodafone seeks to calm fears over susceptibility to a commercial raid by the NatCo. Much more…
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M&A
Spain makes “strategic” move for 10% stake in Telefónica
Spanish government set to become the operator’s largest shareholder, with move framed as “of essential importance” to defending national interests. Purchase follows stc’s controversial entry as a Telefónica shareholder, as its European expansion drive continues.
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M&A
Altice Portugal ‘enters stc’s European crosshairs'
Saudi Arabian operator said to be jostling with private equity firms targeting Patrick Drahi’s beleaguered outpost, as Middle Eastern telco shopping spree in Europe continues…
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Strategy & Change
Höttges gives BT a year, but ‘all ideas’ on the table
Deutsche Telekom Chief Executive Timotheus Höttges sets expectations for incoming BT CEO Allison Kirkby as rumours circulate about the future of Deutsche Telekom’s BT stake.
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Public Affairs
In depth: “Betrayed” Drahi firewalls Altice corruption claims as impact gets personal
Speaking to investors, Altice owner reiterates position of business as a victim of corruption scandal in Portugal, emphasising major personal financial crossover. Read more about how role of ‘co-founder’ Armando Pereira and fallout for strategic BT and Vodafone tie-ups are being downplayed, implicated vendors already being axed, and ...
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Public Affairs
Deep dive: Altice scandal tremors reach BT and Vodafone
TelcoTitans’ deep dive into the still-developing financial scandal enveloping telecoms buccaneer Patrick Drahi and his highly-leveraged Altice, following co‑founder’s arrest in Portugal, incl. potential ramifications for vendors, investors and intertwined BT, Vodafone investments…