All TelcoTitans Premium Content articles – Page 2
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Financial & PerformanceQ1 guidance: UK on track to deliver earnings boost
Q1 FY25–26: combined VodafoneThree is performing as expected in its first few months, giving Group management confidence in FY forecasts.
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Financial & PerformanceQ1 spend: Vodafone stays the course on capex total and mix
Q1 FY25–26: market by market capital allocation untouched, and management ‘very happy’ with current setup’s capacity to leverage strengths. Asset sales in Europe has given the Vodafone ‘strategic flexibility’, which may open options for greater investment under the next CFO…
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Financial & PerformanceQ1 in-depth: Germany begins fightback
Q1 FY25–26: work to fix Vodafone Germany after years of decline is now beginning to pay off, management claims, and the OpCo is tracking to a return to growth (from a dwindling base) by year’s end. Elsewhere, Vodafone reports positive moves across the footprint put the group on course…
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Strategy & ChangeVM O2 in spotlight as Telefónica confirms NetCo plan scrapped
Telefónica boss says plan to spin out VM O2 network operation is permanently off the table, with the Group’s strategic review prompting the operator to renounce the NetCo-ServCo split model…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: satcomms, sovereignty, and States-side strength
The latest developments from around DT, as T-Mobile US and Hrvatski Telekom kick off the H1 results round with solid growth numbers, OTE takes another step towards the exit door in Romania, and T-Systems ramps up its sovereignty pitch to German enterprise. Read more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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Financial & PerformanceOrange ‘ready to engage’ in M&A talks in France — Heydemann
H1 FY25: Orange remains convinced of need for consolidation in France, although potential sale of SFR remains up in the air ahead of a court decision on Altice France debt restructuring plan.
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Financial & PerformanceGreen shoots now ‘tangible’ as Vodafone Germany shows signs of recovery
Q1 FY25–26: Troubled German OpCo shows early signs of recovery as promised by leadership, but still in decline and customer losses remain a headache. ‘Value over volume’ mantra has a nice ring, but when will it deliver?
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PeopleTelefónica Peoplewatch: TV and infra resets
The latest strategic and senior changes at Telefónica, including reshuffles at Movistar Plus+ and Telxius and new jobs for recent top exec departures Chema Alonso and Mark Evans…
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Financial & PerformanceT-Mobile lifts guidance as buyouts and tie-ups unlock fresh growth channels
NatCo ups expectations for FY25 after delivering “best ever” Q2 for customer adds, beginning to digest two fibre acquisitions, readying closure of US Cellular deal, lining up B2B MVNO play with cablecos Charter and Comcast, and finally launching Starlink-backed T-Satellite offering….
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Analyst BriefingsBTwatch Analyst Briefing: regulatory give and take
Latest from BT as the group benefits from spectrum licence fee savings, but warns of potential competitive damage if TAR changes go through as proposed; Simon Lowth reportedly on his way out; 5G SA rollout updates…
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Analyst BriefingsVodafonewatch Analyst Briefing: deals driving network, security upgrades
Latest from Vodafone, including a spectrum fee reprieve; SecOps potential with $1bn partner Google Cloud; DOCSIS development in the Netherlands; more from Turkey, Kenya, South Africa, elsewhere…
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Analyst BriefingsUK Infrawatch Analyst Briefing: CityFibre reloads, Aviva consolidates, Cellnex eyes UK
Latest from the digital infra scene in the UK, including: CityFibre secures financing for expansion drive, GoFibre picks up Project Gigabit deal, Cellnex engages UK government on investment; people moves, and plenty more…
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Analyst BriefingsTelefónicawatch Analyst Briefing: fibre back in the fold
The latest developments from Telefónica as group agrees deal to regain full control of fibre rollout activity in Brazil, gains legal win in UK Phones 4u case, and is highlighted as one of telco sector’s early quantum tech leaders. Read more…
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Analyst BriefingsBTwatch Analyst Briefing: moving network tests to the real world
Latest from BT as network slicing, 5G SA, and DAS go live; UK fibre challenger CityFibre raises its game with new funding and M&A potential; Adastral Park’s Gemini platform welcomes first quantum startup; and EE and friends earn collusion clearance in Phones 4u case; plus more…
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PeopleBT Peoplewatch: Consumer and Business bosses take boardroom seats
30+ senior and strategic changes at BT, including a treasury replacement; more International swaps as the new B2B division gets settled; new boardroom digs for Marc Allera; more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: lighting up subsea lines; wireless infra org tweaks
Latest on EMEA digital infra: Boldyn Networks and Deutsche Funkturm restructure; Telxius partners with Google on new transatlantic subsea system; Telenor eyes Norwegian expansion with GlobalConnect asset acquisition…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: balancing acts on show
The group gives itself a dancing elephant artwork as a 30th birthday present, projecting confidence in its technical and geopolitical dexterity. Read more…
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Analyst BriefingsVodafonewatch Analyst Briefing: far-flung fibre deals
Latest from Vodafone as it secures antitrust commission support for a fibre move in South Africa and cements an Australian fibre sale; Portugal CEO vents M&A frustration; group lends support to AI RAN Alliance as open RAN overhaul continues; build up to Q1 earnings…
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Analyst BriefingsUK Infrawatch Analyst Briefing: speed race hots up, gov gives and takes, PIA protested
Latest from the digital infra scene in the UK, including: Sky boost for CityFibre and consumer broadband speeds, government promises advanced connectivity investment, SRN goals scaled back; altnets lobby on PIA changes; people moves, and plenty more…