All Strategy & Change articles – Page 11
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Financial & PerformanceVi surges on hopes for spectrum payment relief
Vi’s stock has revived by news that the Indian government has agreed that bank guarantees should be scrapped for deferred spectrum payments.
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Partnerships & AlliancesOrange ties with Meta and OpenAI on Africa-focused LLMs
New partnership unveiled at the second edition of Orange’s OpenTech event reflects Group’s desire for AI tech to be inclusive, with focus on training LLMs to learn regional African languages. Read more…
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EventwatchVodafone gets GenAI in action through ‘big bets’, phased adoption
Vodafone cloud engineer Jared du Plessis says GenAI is delivering tangible results for networks, with three ‘big bets’ leading the way. RoI is front of mind, but phased approach to AL/ML integration, and a Google Cloud-powered orchestration platform, simplifies the journey…
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Financial & PerformanceHighlights: Telefónica keeps cool in face of turbulence
Q3 FY24: Operator stays on track to meet end-year financial targets, maintaining underlying momentum, but macro challenges put a dampener on quarterly performance…
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Weekly BriefingsVodafonewatch Weekly: mixed financials, major deals
Latest from Vodafone as deals and partnerships with AMD, Amdocs, Telecom Egypt and more show appetite for R&D, network expansion, following a mixed set of results for the Group’s H1…
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Suppliers & SCMVodafone mega RAN tender results coming “soon”
It could be days or weeks, but Vodafone expects to announce “pretty soon” the suppliers for its global radio access network as the procurement process enters the final stages.
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Content & TVDT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
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M&ABT 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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Network & InfrastructureDigi 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 & PerformanceHighlights: Vodafone soon to emerge from ‘year of transition’
H1 FY24−25: Group CEO Margherita Della Valle confident the worst is behind her as evolving Vodafone nears final form.
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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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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 & 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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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 & 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 & InfrastructureOTE 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.