All articles by Richard Agnew – Page 7
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M&ACellnex seeks co-investor to support Polish NetCo strategy
European tower group ‘actively working’ on plan for part-sale of Cellnex Poland, generating funds to fuel transformation of the business into a more fully-fledged NetCo, with both RAN assets and passive infra.
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M&APhoenix Tower remains ‘opportunistic’ on buyouts post-BlackRock deal
TowerXchange Meetup Europe: CEO of wireless infra group says it remains “ready to go” on Europe M&A despite many tower rivals looking cowed amid the tighter financing environment. March’s completion of fresh investment by asset management behemoth BlackRock has given confidence to pursue further deal-making opportunities. Claims edge on “carrier captive” rivals. Read more…
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Weekly BriefingsDeutsche Telekomwatch Weekly: Germany’s Gigabit goals in spotlight
Group CEO Höttges weighs in on infra policy, highlighting slow pace of mobile challenger 1&1’s network rollout at Group AGM. Telekom Deutschland’s Srini Gopalan also goes on regulatory offensive, reiterating calls for removal of bureaucratic hurdles in German fibre rollout, as questions begin to be asked about the country’s long-term Gigabit goals…
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Network & InfrastructureJob done on Scottish rural 4G initiative
Scottish 4G Infill programme wraps up after seven years.
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Network & Infrastructure25G/50G slow-go: Openreach may hold out till 2030s on next-gen fibre tech
In depth report — two of the UK’s biggest fibre wholesalers have dampened expectations of imminent 25G and 50G PON upgrades, despite prep-work. Virgin Media O2-backed nexfibre sees no “imminent” case for commercial launch. Openreach also wants greater energy efficiency and to maximise older-gen GPON value extraction, with point-to-point eyed for enterprise. Read more…
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Marketing‘Huge’ file dump prompts another delay in DT-Telefónica logo dispute
Spanish operator wins more time to present its case in branding dispute, citing the burden of sifting through an “astonishing” volume of evidence submitted by opponent Deutsche Telekom.
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Financial & PerformanceTen years into mission, Höttges’ DT is on cruise
FY23: Deutsche Telekom keeps growth going in landmark — but largely business-as-usual — twelve months for its long-serving CEO.
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Financial & PerformanceDeutsche Telekom FY23 highlights: momentum maintained
Strong, broad-based commercial performance sees DT meet all major financial targets for FY23. Group is no longer a one-trick, T-Mobile pony. Read more…
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Financial & PerformanceDeutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Financial & PerformanceDeutsche Telekom FY23 guidance: cash flow becoming a deluge
More jumps expected in revenue, earnings, and cash flow expected in FY24.
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Financial & PerformanceDeutsche Telekom’s Europe success story — under-appreciated, under-valued (and awkwardly off-narrative)
Exclusive analysis: quietly, the transatlantic behemoth that is Deutsche Telekom is countenancing a slight increase in capital outlay in its ten-territory Europe division, despite the remorseless downer its execs lay on the region’s lack of global investment appeal. Investors still value rump DT very poorly compared to T-Mobile US, however. Read more…
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PeopleDeutsche Telekom names new Global Business boss
Conrad Riedesel to lead go-to-market for DT’s networking and unified comms propositions outside of Group’s German core.
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Network & Infrastructure‘Stop the mud slinging’: DT’s Gopalan hammers German rivals’ fibre competition complaints
FTTH Conference 2024: Tensions spill over in Berlin on fibre leaders CEO panel, with competitors arguing over who and what is to blame for poor position in European league table on availability and penetration. Incumbent Srini Gopalan lambasts ‘rhetoric’, untruths, lying. Read much more…
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Financial & PerformanceDT hits sales targets in Germany but yet to earn FTTH bonus
Group’s home market business continues to outdo its key rivals on commercial and financial numbers, as well as comfortably hitting mid-term internal goals.
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Financial & PerformanceDeutsche Telekom hits milestone in Systems reset
Group’s challenged enterprise IT division finally got back into positive cash flow territory in FY23, following a major portfolio overhaul by ex-CEO Adel Al-Saleh.
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Financial & PerformanceHelios swaps land-grab for lease-grab in strategy refresh
Middle East and Africa tower group makes a change-up of headline KPIs after shifting away from M&A-based expansion of tower footprint.
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Financial & PerformanceIHS Towers hires advisers to assess ‘strategic alternatives’
Tower group’s annual results this week sees chief executive highlight initiation of a strategic review of its business, amid share price slump.
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Partnerships & AlliancesHrvatski Telekom retains Netcracker as billing consolidation sherpa
Croatian operator to refresh revenue management tech through a new deal with Netcracker, updating on contract signed by pair back in 2017.
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Network & InfrastructureGreece’s OTE exploring tower spin-off
National telco wants to trim down the costs of managing wireless infra by creation of a dedicated (but 100%-owned) subsidiary.
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Financial & PerformanceVivo affirms loyalty payback of ‘beyond telco’ strategy
Brazilian operator’s Chief Executive Christian Gebara pledges to continue widening portfolio of non-telco services in areas such as health, energy, consumer electronics, and lending.