All TelcoTitans Industry Content articles – Page 43
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InterviewBrace for ‘AI tidal wave’: Kao Data urges UK data centre step change
Next-gen specialist discusses Manchester Data Centre of the North investment sweetspot, need to prep for AI-fuelled tsunami of demand (nowhere in Europe ready). Read more…
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Financial & PerformanceInfra investors line up for stake in Virgin Media O2’s new NetCo
Q1 FY24: Liberty Global CEO Mike Fries says Boston Consultancy Group and Deloitte hired for financial and project planning, as investors appear interested in fibre spin-out plans. Despite confidence in fibre growth opportunity, VM O2’s fixed customer base declined in an overall uneasy quarter for the operator…
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Consumer (B2C)EE’s £6m bricks-and-mortar retail investment brings more customers, better connections
EE’s newest Experience store opened in Bristol, with nine more to follow in the next year as part of £6m retail investment.
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Network & InfraO2 Germany, Samsung switch on first ‘commercial’ ORAN site
Deployment marks first of eight planned ORAN and vRAN sites in Landsberg am Lech, as O2 seeks to enable automation, accelerate infra rollout, and enable use-cases for businesses. Move plays into Telefónica’s wider capital intensity reduction strategy. Read more…
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M&AT-Mobile swallows Mint in up-to-$1.2bn deal
DT’s American NatCo adds Mint and Ultra to its value brand portfolio following FCC approval.
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M&AMerged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…
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Strategy & ChangeTowerCos move to defend turf against ‘very aggressive’ land bankers
Real estate-poor European TowerCos brace for land bank predators. Not-a-TowerCo Cellnex taking initiative with creation of Celland LandCo. Yet another area where the US sets the pace. Read more…
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Public AffairsDeutsche Telekom fails to win over unions despite ‘highest ever’ pay offer
Several days of strike action prompt Group to come up with an offer on pay rises, but unions still want more.
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Network & InfraVodafone kicks off mega RAN tender for Europe and Africa
Tender puts vendors on tenterhooks as Group starts procurement process for radio networks covering its 170,000-site footprint, while trials complete in Italy with Nokia in tow.
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Network & InfraDeutsche Telekom live with AI-based RAN “sleep mode” efficiency trials
FutureNet World: cost and sustainability benefits of tests flagged. Part of wider AI strategy, with other efficiency applications at various stages of testing…
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Partnerships & AlliancesTelefónica Mexico extends network-sharing deal with AT&T
The original 2019 agreement has been extended by three more years.
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Financial & PerformanceKPN hits five million fibre homes; open to ‘larger’ buy to boost build
Dutch telco remains interested in bolt-on fibre buyouts — including a ‘larger’ transaction — to speed up its flagship infrastructure programme.
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Analyst BriefingInfrawatch Weekly: interesting infra times in Spain, a SatCo share drop lawsuit, and UK altnets’ ‘moment of peril’
Latest from the digital infra scene in the UK and beyond, including consideration at Connected North of how altnets can balance urgent, and occasionally conflicting, priorities; Cellnex aiming to win as the Spanish mobile sector restructures, and exploring a new TowerCo paradigm in Poland; Phoenix Towers’ European expansion ambitions; legal woes compound setbacks at SpaceMobile; plus plenty more…
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Network & InfraTPG signs more regulator-friendly rural RAN-sharing deal with Optus
Australia’s TPG Telecom signs MOCN agreement with Optus in bid to present true regional challenge to Telstra, taking notes from regulator’s report on the unsucessful Telstra deal to add to optimism about green-light prospects…
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M&ASpain continues Telefónica share buy-up, reaching 6%
Further purchase from SEPI widens government’s lead as telco’s largest stakeholder, and marks continuation of wider plan to shore up national influence in the operator and defend strategic assets from foreign investors. Read more…
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M&ACellnex wants in on MásOrange integration, Spanish tower consolidation
Chief Executive Marco Patuano considers American Tower and Cellnex as likely consolidators in fragmented Spanish tower infrastructure market, as number of MNO customers shrinks. Read more…
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Financial & PerformanceT-Mobile confirms fibre JV with EQT to buy Lumos
NatCo expects to invest close to $1.5bn in the JV and aims to pass 3.5m premises by 2028. Meanwhile, FWA subscribers surpass five million, the Mint Mobile deal wins regulatory approval, and long‑serving investor relations SVP Jud Henry takes on a new role in the TMUS finance organisation. Read more…
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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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M&AVodafone insists imperilled Portugal deal ‘not life or death’
Vodafone Portugal’s acquisition of market minnow Nowo looks set to be denied, but OpCo CEO Luís Lopes is unphased and remains confident of prospects regardless.