Jefferies

Satellite operators cut out as FCC decides on public C-Band auction

The US FCC has unveiled plans to hold a public auction of the C-band spectrum currently used by satellite operators in a move that attracted immediate criticism from the C-band Alliance (CBA), the group comprising satellite players Intelsat, SES and Telesat that had lobbied for a private sale of spectrum.  FCC chairman Ajit Pai said […]

Bouygues Telecom turns in solid Q2

French service provider Bouygues Telecom has posted solid Q2 numbers, with growth in both its fibre and mobile bases. In the fixed segment, its FTTH base continued to grow, with 176,000 new customers added in first-half 2019, of which 82,000 were in the second quarter. The FTTH penetration rate reached 20% at end-June 2019 versus […]

Jefferies: Telefónica making ‘rational’ response to aggressive football promos

Analysts at investment bank Jefferies have given an upbeat assessment of Telefónica’s prospects and has suggested that concerns about aggressive football promotions having a detrimental impact are overstated. According to Jefferies, Telefónica’s response to intensifying competition has been rational, with less aggressive discounting in response to Orange and its low-cost brand Jazztel’s moves to acquire […]

Telecom Italia to boost TIMVision following end of Sky dispute

Telecom Italia (TIM) and Sky have ended a long-running contractual dispute in a deal that will allow the telco to sell Sky’s Now TV-Ticket Sport sports offering to TIMVision subscribers. TIMVision will now be able to provide an offering that includes seven out of 10 Serie A football matches. The deal also gives TIMVision the […]

Virgin Media reportedly looking at large-scale fibre expansion through JV

Liberty Global-owned Virgin media is planning a large-scale expansion of its fibre network in the through the creation of a separate company backed by infrastructure funds, according to the Financial Times. According to the paper, citing unnamed sources, Liberty has appointed LionTree to create a JV to build fibre networks outside of densely populated urban […]

A tale of three telcos: Telia is best bet for Nordics, says Jefferies

Swedish telco Telia represents a better prospect for investors than its Norwegian neighbour Telenor, despite risks to the company, according to analysts from Jefferies. In a note on Scandinavian telcos, Jefferies also said that “visibility is limited” on prospects for a third player in the region, Tele2. The analysts said that Telia “has a sustainable […]

Telecom Italia says content convergence is paying off

Telecom Italia (TIM) said that its “content convergence strategy” contributed to a 6.5% quarter-on-quarter increase in IPTV service TIMVision’s fixed customer base in the three months to March. Telecom italia’s added a total of 314,000 retail fixed subscribers year-on-year, in addition to 319,000 wholesale fixed customers. TIM now has 3.8 million fixed retail and wholesale […]