All TelcoTitans Premium Content articles – Page 14
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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.
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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…
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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…
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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…
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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…
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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.
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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…
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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…
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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…
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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…
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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…
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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.
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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…
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Analyst BriefingVodafonewatch Weekly: AI in action paying off
Latest from Vodafone and its ecosystem, including CX benefits of AI deployments in Europe, Africa; Vi’s renewed optimism; M-PESA’s banking partnership push; Latvian IoT; more…
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Analyst BriefingBTwatch Weekly: healthtech flatlines; real-world network slicing
Latest from BT and its ecosystem as Etc. shutters healthtech and resets EV charging; BT’s Division X marks network slicing milestone; 2G closure prep work begins; and EE learns its ESN vendor peers…
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Analyst BriefingDeutsche Telekomwatch Briefing: US spends, Europe saves
A roundup of turn-of-year news from Deutsche Telekom, with another tale of DT’s Atlantic divide when it comes to willingness to spend. As cash-rich T-Mobile US continues an acquisition spree, to bolster its growth platform, new data puts the spotlight back onto the Group’s slow shift towards next-gen wireline infra in Germany and other European markets. Read more…
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Analyst BriefingVodafonewatch Weekly: partners in place for DRC, India network expansion
Latest from Vodafone, including launch of new Vodacom–Orange towers JV in the DRC; network automation deal ahead of Vi’s 5G switch-on; gov-funded contracts secured in the UK; more…
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Analyst BriefingTelefónicawatch Briefing: Spain’s flip to fibre phase two
Reports highlight how Spanish telco and infra players, having established lead on push from copper to fibre, are now looking to iron out footprint imbalances across urban and rural areas. Read more…
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Analyst BriefingBTwatch Weekly: AI leadership overhaul; Openreach turns to intent-based networking
Latest from BT as New Year people changes make for evolution at BT Digital; Openreach taps government grant funding for more rural fibre contracts; India promoted as more than just an engineering outpost; and Nokia takes a central spot in Openreach SDN…
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PeoplewatchBT Peoplewatch: Group brings in more consultancy high-flyers
30+ senior and strategic moves across BT and its ecosystem, including another handful of joiners from EY and McKinsey to lead the transformation agenda; another significant Data & AI switch; security swaps in Europe; and a pair of BT Defence changes…