All Telenet articles – Page 2
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PremiumOrange Belgium and Telenet secure fibre double deal
Orange to gain access to Telenet’s HFC and future FTTP networks for next 15 years.
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Strategy & ChangeServing to stay in the game: McKinsey on risk-reward of going infra-free
Consultants argue that when telcos strip consumer businesses down and become ServCos, weaknesses hidden by network profits may be exposed.
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PeopleLiberty snags Vodafone’s Suceveanu to lead converged tech
Madalina Suceveanu leaves Vodafone after eight years.
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PremiumLiberty refreshes catch-up TV features
In ‘super aggregator’ era, broadcast TV is “still very relevant”.
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Public AffairsTelco inflation playbook: raise prices, cut costs, embrace digitalisation
Tough times ahead for telco customers, employees, and suppliers, as inflation drives price hikes, capex and opex control, and ongoing workforce reductions. Inflation-linked contracts to boost service revenue and outpace rising costs. Digital transformation efforts seen as key to cost savings.
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Network & InfraLiberty sees UK–Dutch tower separation “sooner than later”
CFO says group “not in love with” tower ownership and keen to unlock value. Virgin Media O2 and VodafoneZiggo assets in focus.
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M&ALiberty: VodafoneZiggo-Telenet merger not in pipeline
Group partner CEO rules out near-term merger. How Liberty and Vodafone’s Dutch JV will evolve remains unclear, with shareholders facing various M&A options. Liberty keen to pursue pathway that suits both parties.
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Network & InfraLiberty: VodafoneZiggo tower sale is ‘work-in-progress’
CEO Mike Fries sees Dutch joint venture’s assets as undervalued. Partner appears aligned with Vodafone’s eagerness to extract cash from site networks across Europe. Broader discussions over VodafoneZiggo collaboration may be tied in with tower question.
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M&ALiberty CEO puts two-year timeframe on VodafoneZiggo IPO
Fries cautiously tells analysts to watch out for some “activity” at its Dutch JV in the next 24 months. VodafoneZiggo burnishes its IPO credentials with target-busting financials for FY20.
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Strategy & ChangeLiberty likes idea of VodafoneZiggo listing
Vodafone partner’s CFO argues that an IPO would command “premium valuation” in comparison with incumbent KPN. Bracken casts Vodafone as “wonderful partner”, and that the JV has done a “great job” in cutting costs and increasing revenue. Talks enthusiastically about VodafoneZiggo as “national FMC champion”. ...
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PremiumElsewhere in Vodafone’s Associates & JVs: Telenet-VodafoneZiggo merger raises concerns
New Greek towers JV cleared; VodafoneZiggo future remains in spotlight.
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M&AVodafoneZiggo-Telenet merger has ‘logic’, says Liberty
Vodafone’s co-parent in Netherlands JV notes potential synergy benefits of a Belgian-Dutch cableco combination, but indicates deal would be more complex than it first appears.
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