All TelcoTitans Premium Content articles – Page 10
-
Analyst BriefingDeutsche Telekomwatch Briefing: political tremors and quake alerts
As one part of DT flags experiments with fibre-based earthquake monitoring, ructions of a different kind will be on the minds of Group leadership as elections loom and geopolitical heat rises. Read more…
-
PeopleVodafone Peoplewatch: top-table refresh at Group and across Europe
30+ senior and strategic changes including a new Investments & Strategy lead; UK exec refresh; more in the Germany ExCo overhaul; a move from Vodafone to shareholder e&; and a data centre swap in Turkey…
-
Analyst BriefingVodafonewatch Weekly Q3 special: German woe distracts from bright sparks in Europe, Africa
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
-
Financial & PerformanceVodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
-
Financial & PerformanceQ3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
-
Financial & PerformanceQ3 FY24–25 Guidance: rest of Europe to pick up the slack for Vodafone
Q3 FY24–25: Outlook reiterated as European and African positives are expected to outweigh the German shortfall. As Vodafone nears its final form, CEO Margherita Della Valle tees up acceleration…
-
Analyst BriefingBTwatch Weekly: sowing XGS-PON seeds; Group restructure advances
Latest from BT, including a rejigged innovation proposition as Tom Guy exits; sale confirmed for Irish enterprise and wholesale business; divestment reportedly in the works for TNT Sports stake; plus more from Openreach and Nokia, diversity and inclusion commitment changes, and new offices in Scotland…
-
Analyst BriefingUK Infrawatch Weekly: UK satellite taking off; Equitix bailing on Gigaclear?
Latest from the digital infra scene in the UK, including the latest on public sector network investment; a rapidly developing SatComms scene; signs of Equitix edging away from Gigaclear, and plenty more…
-
Analyst BriefingTelefónicawatch Briefing: Saudis get keys to the boardroom
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
-
Analyst BriefingDeutsche Telekomwatch Briefing: T-Mobile’s looking up
Un-Carrier continues to build out its growth platform as it reports FY24 figures, mooting a wider play in satcomms and assuring over the strength of its prepaid business. Read more…
-
Analyst BriefingEMEA Infrawatch Briefing: SatCos explore new options; subsea revamps
Spain’s Indra eyes bigger role in European satellite picture, while Eutelsat moves to bring space connectivity to Nigeria and (reportedly) Egypt. Meanwhile, fibre players have struck fresh deals in Ireland and Spain, while others consider if further buys are immediately necessary…
-
Analyst BriefingBTwatch Weekly: patience required after more mixed results
Latest from BT, including an in-depth look at the Group’s Q3 earnings, the new BT Business CEO, and Openreach’s broadband vulnerability; Ireland divestment confirmed; rural Scotland build rolls on; more…
-
Financial & PerformanceBT Q3 Guidance: confident but under pressure
Q3 FY24–25: Having reduced revenue targets last quarter, BT now expects to hit FY goals even if under pressure to deliver in final three months.
-
Financial & PerformanceBT Q3 Spend: savings on track thanks to job cuts, network upgrades
Q3 FY24–25: Efficiencies delivered through headcount cull and fibre migrations, with BT on track to hit financial savings targets…
-
Financial & PerformanceBT Q3 In-depth: talk is good, but seeing will be believing
Q3 FY24–25: CEO Allison Kirkby remains optimistic about FY despite shaky Q3, but goalpost-moving last quarter left expectations low. The headlines are much the same: Consumer’s woe; Business’s rebirth; Openreach’s fibre charge. While the latter is still BT’s source of good news, there are awkward questions over each of the Group’s CFUs…
-
Analyst BriefingVodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
-
Analyst BriefingTelefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
-
Analyst BriefingBTwatch Weekly: collaboration key to Group’s innovation, transformation
Latest from BT and its ecosystem, including a call for quantum collaboration; EY, Pega tie-up on SMB channel transformation; legacy migration progress; and Q3 trading update build up…
-
Analyst BriefingOrangewatch Weekly: Signs of MásOrange’s masterplan emerge
MásOrange is reportedly juggling a number of projects as it explores ways to drive growth and reduce debt, with the aim of turning itself into an investment-grade operation in the eyes of Standard & Poor’s.
-
Analyst BriefingDeutsche Telekomwatch Briefing: CEO gets back in the Hött seat
DT’s Board gets a major agenda item for 2025 sorted, tieing down the operator’s long-serving Chief Executive to a ‘continuity’-delivering contract extension. In parallel move, Germany boss Srini Gopalan is to head over to T-Mobile US to lead operations overhaul. Read more…