All TelcoTitans Premium Content articles – Page 7
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Weekly Briefings
Deutsche Telekomwatch Briefing: T-Mobile quells urge to converge
Latest from DT, including: Group remains challenged by task of finding fixed-line investment balance in ‘T-Mobile’ markets where it is expanding beyond wireless.
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People
Vodafone Peoplewatch: Vantage Towers top-brass change in Spain, Germany
25+ senior and strategic movers, including new regional MDs at Vantage; brand strategy appointment in the UK ahead of Three combination; market positioning in focus at soon-to-be sold Vodafone Italy; a B2B drive on ‘emerging tech’; plus plenty more in DRC, Germany, Hungary, India, Tanzania, elsewhere…
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Weekly Briefings
BTwatch Weekly: security in focus at Business, exec changes at EE
Latest from BT as a news emerges of a security breach at Business; more strategic people moves across the Group; and another ESN contract nears, with BT said to be out of the running. More from Openreach, EE, elsewhere…
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People
BT Peoplewatch: Group appoints two execs to manage Big Tech alliances
20+ senior and strategic moves in and around BT, including new faces to lead the Group’s Big Tech and hyperscaler alliances at Group level and in Business. Plus, all change for Consumer/EE exec team and transformation appointments at Consumer and Business. Plenty more…
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Weekly Briefings
Infrawatch Weekly: private networks under scrutiny, IoT’s defence role flagged
Latest from the digital infra scene in the UK and beyond, including NIC consideration of network investment vulnerabilities; Europe backing for satellite defence role; iliad plots hyperscale data platform; people moves, and plenty more…
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Weekly Briefings
Telefónicawatch Weekly: AI cauldron keeps bubbling; Peru remains troubling
Group to conjure up fresh AI use-cases in Madrid alongside the government, with hopes of finding new implementations in public sector. Things are less rosy in Peru, where the operator is set to call off its new FibreCo joint venture with Entel and KKR. Read more…
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Weekly Briefings
Vodafonewatch Weekly: major M&A in UK, India, South Africa
Latest from Vodafone and its ecosystem, including: last hurdle jumped as UK merger nears; Dingemans returns to Vodafone 25 years after Mannesmann deal; Indus exit confirmed; Partner Markets leans into advisory role in Iraq; more…
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People
Telefónica Peoplewatch: Tech reshuffles management to aid expansion
20+ senior and strategic leadership changes at Telefónica, including digital B2B services unit naming new BizApps and cybersecurity leaders; Mallik Rao adding enterprise to tech mission; and new Chilean B2B director landing a spot at Spain’s chamber of commerce in Chile…
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Weekly Briefings
BTwatch Weekly: BT falls back from venturing foray
Latest from BT, including the sale of an equity stake in startup Distributed; Marc Allera’s imminent exit; the introduction of a ‘common language’, in the words of Campbell McClean; and another boardroom newcomer…
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Weekly Briefings
Orangewatch Weekly: putting AI and APIs to work
Latest from Orange, with updates from the Group’s recent OpenTech event including GenAI tools for enterprises, moves to develop LLMs to support African languages, and more on network APIs
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Weekly Briefings
The Deutsche Telekomwatch Briefing: no macro alarms, yet
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
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Weekly Briefings
Telefónicawatch Weekly: Spanish incumbents remain under siege; VM O2 executes on digital strategy
Q3 financials acknowledge tough domestic competition, notably rising menace Digi. Across the water, Virgin Media O2 doubles up on digital with a range of fresh services (and a new network)…
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Weekly Briefings
Infrawatch Weekly: Ofcom spectrum plans, open RAN wins, INCA treasure
Latest from the digital infra scene in the UK and beyond, including Nokia wins DT open RAN deal; Ofcom weighs SatCom opportunities; altnets debate wireless options; and plenty more…
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Weekly Briefings
Vodafonewatch Weekly: Vantage Towers taps old assets for new opportunity
Latest from Vodafone as Vantage Towers looks to monetise in new ways; the Group begins to walk the GenAI walk; APIs go intercontinental; and hopes rise as Vi prepares for good news from government…
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Financial & Performance
Guidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & Performance
In-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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Financial & Performance
Guidance: ‘confident’ Telefónica steers through FX murk
Q3 FY24: Group exert “high level of confidence” in ability to hit FY24 targets, despite choppy competitive and economic conditions…
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Financial & Performance
Spend: thrifty Telefónica high-fives on capex low
Q3 FY24: Operator reports reductions in capital intensity and opex, with widening implementation of AI and progress in delayed copper switch-off programme given much of the credit…
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Financial & Performance
In-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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Weekly Briefings
Vodafonewatch Weekly: mixed financials, major deals
Latest from Vodafone as deals and partnerships with AMD, Amdocs, Telecom Egypt and more show appetite for R&D, network expansion, following a mixed set of results for the Group’s H1…