All TelcoTitans Industry Content articles – Page 33
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Network & Infrastructure
Comms industry looks off-planet for next-gen networks
Non‑terrestrial network technology is set to be in demand as commercial space exploration gathers steam, while public‑private projects building a presence in space may provide additional benefits for Earth‑based connectivity.
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Interview
Netomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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Weekly Briefings
Infrawatch Weekly: fibre switching ‘hijacked’, Cellnex asset squeeze, CityFibre gets acquisitive
Latest from the digital infra scene in the UK and beyond, including Netomnia’s takedown of Openreach and VM O2 on fibre switching delays; Cellnex plans for a future focused on delivering returns; fibre rollout progress in Europe and Latin America; and a potential spark for accelerated altnet consolidation in the UK.
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Financial & Performance
DT 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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Network & Infrastructure
BT calls for more public funding to connect UK’s most remote homes
BT shares broadband policy wish list as UK government ponders intervention for 100,000 ultra-rural premises not covered by commercial or public-funded programmes.
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Public Affairs
Union demands 12% wage hike at Deutsche Telekom
Negotiations on 2024 collective wage agreement likely to run until May, if not longer.
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Financial & Performance
Deutsche 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 & Performance
Telefónica FY23: Group fuels up for GPS-guided journey
Operator closes out the year meeting its targets, with CEO Álvarez-Pallete saying foundations are now in place to “comfortably” achieve three-year strategic vision laid out in late-2023.
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Financial & Performance
Telefónica FY23 Spend: operator makes room for free cash flow
Operator details plan to further reduce capital intensity with reduced capex and continuing to drive efficiencies.
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Financial & Performance
Telefónica FY23 Guidance: Group gets en route to meet strategic goals
FY24 guidance aligns with GPS’ onus on capex reduction and efficiency.
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Financial & Performance
Telefónica FY23 Headlines: solid growth achieved
Increases in revenue, OIBDA, and free cash flow presented as a “solid foundation” for Group to spring forwards into fresh strategic cycle.
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Network & Infrastructure
T-Mobile US ‘planning fibre JV’ with EQT’s Lumos
Handelsblatt report suggests US NatCo plans to invest at least $1bn in new venture.
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Financial & Performance
Helios 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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People
Essam on the rise as Vodafone shuffles exec deck
CEO changes in the UK and Germany to reflect changed shape of Group operations, European markets relegated under Ahmed Essam remit, Serpil Timuray steps into Investments posting…
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M&A
Vodafone’s Della Valle claims retrenchment is complete after Italian sale confirmed
CEO Margherita Della Valle has declared the Group’s Italy retreat to be the ‘final step’ of her right-sizing campaign, leaving it smaller but purportedly ready to chase growth in markets that matter. Deal prompts wholesale structural change stretching beyond Europe — ExCo swaps, B2B priorities, shared services overhaul — but Vodafone is left a far cry from its former superpower status…
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Financial & Performance
IHS 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 & Alliances
Telefónica ‘in talks’ for Orange-MÁSMÓVIL fixed access deal
Refreshed mutual infra relationship under discussion ahead of major Spanish telco merger, with rural fibre rollout side-deal also on table. New accord could help Telefónica counter forecasted wholesale challenges…
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Financial & Performance
‘Over-delivering’ Telefónica Tech inches towards €3bn sales goal
B2B digital services unit completes another strong year amid receding M&A-based growth.
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M&A
CityFibre ignites M&A plan with Lit Fibre buy
Altnet lights M&A touchpaper with Lit Fibre deal, expands FTTP footprint and brings in Newlight Partners as minority investor. More to come from CityFibre soon…
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Strategy & Change
Adastral Park: BT R&D hub shifts leadership, strategy as Networks takes precedence
Suffolk network, technology, and research campus being moved under wing of lead tenant Networks, said to reflect evolving strategy under CSNO Howard Watson and CNO Greg McCall. Adastral has been undergoing changes, but BT assures it remains ‘critical’…