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In-depth: change is coming at BT, ‘trust me’
Q2/H1 FY24-25: Group CEO Allison Kirkby calls on investors to ‘trust me’ in wait for promised turnaround as revenue falters in first half of the year.
Spend: BT past its peak, transformation agenda in full flow
Q2/H1 FY24-25: BT capex drops as Openreach fibre build keeps spend in check.
Guidance: BT lowers expectations
Q2/H1 FY24-25: BT Group revises revenue outlook for the year from growth to decline.
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Vodafonewatch Report #231 - November 2024
Key stories include: Shared operations reset accelerates | Google in for GenAI boost | TPG firms up fibre sale | UK nears merger approval | Vodacom’s MAZIV deal blocked
Deutsche Telekomwatch Report #138 - November 2024
Key stories include: CMD 2024: Group aims high on AI | DT still keen on EU-wide tower tie-up | Tech division asked for €1bn value-add | API boss chases wider telco buy-in | Brakes applied on German fibre build
BTwatch Report #359 - November 2024
Key stories include: Kirkby rings Digital changes | Höttges sees ‘options’ for BT stake | Business reset rolls on, Radianz up for sale? | Global Fabric activated | Openreach’s ‘one network’ ambition with Nokia
Telefónicawatch Report #186 - October 2024
Key stories include: Group banks on Perplexity’s AI | Álvarez-Pallete comfy in GSMA chair | Vivo closes out IPNET buy | O2 bags Lyca wholesale contract | Telecall preps challenge to Colombia’s telco quartet
Vodafonewatch Report #230 - October 2024
Key stories include: Vodafone-Three given route to merger approval | B2B ‘repositioned’ in Germany | Quick wins help Vi fight back | Fries considers VodafoneZiggo options | Safaricom rails against SatCo incursion
Telefónicawatch Report #185 - September 2024
Key stories include: Group in on ground floor network API JV | Álvarez-Pallete doubles down on Brazil | O2’s Haas says no to job cuts | VM O2, CityFibre question each other on fibre | Hispam CEO affirms need for upskilling