tomrebbeck.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

Accenture's GenAI revenue: "in H1 [FY25], we did USD1.1 billion in revenue, and last year, in FY24, we did USD900 million for the entire year." (From Q2 25 results)

submitted 4 hours ago • 0 comments

Interesting titbit from Ofcom's consultation on fibre networks. 4+ years before fibre take up exceeds 50%.

submitted 10 days ago • 1 comment

"no one can seem to agree on what an AI agent is, exactly." I struggle to see why this matters, given that each agent is trying to do something different. What am I missing? techcrunch.com/2025/03/14/n...

submitted 13 days ago • 0 comments

Bharti considering increasing its stake in BT beyond the current 24.5%. Also in the article "plans are on track" to "cut jobs from 130,000 in 2023 to between 75,000 and 90,000 by 2030" on.ft.com/3RfHzaB

submitted 13 days ago • 0 comments

Good interview with Bill Gates. “I always thought of Silicon Valley as being left of center,” Mr. Gates said. “The fact that now there is a significant right-of-center group is a surprise to me.” www.nytimes.com/2025/01/30/t...

submitted 13 days ago • 1 comment

Liberty Global looking to Vodafone out of VodafoneZiggo. www.bloomberg.com/news/article...

submitted 17 days ago • 1 comment

Teenagers reading far less now than 20 years ago, and scores for reading, science and maths all down. "For too many of us the digital environment is hampering the [execution of our potential]". Interesting, if a bit depressing, piece from @jburnmurdoch.ft.com on.ft.com/3FwfKbt

submitted 17 days ago • 1 comment

New pod discussing whether Eutelsat/OneWeb could replace Starlink in Ukraine, plus broader issues around European space sector. analysysmason.podbean.com/e/is-eutelsa...

submitted 24 days ago • 1 comment

Not quite convinced by Gemini Deep Research. Third attempt at a request to gather some data. Hmm.

submitted 24 days ago • 0 comments

Lots of mgmt changes for @telefonica.bsky.social, as Murtra brings over more of his Indra colleagues: - New COO (Emilio Gayo moves from Spain CEO) - New Spain CEO (Borja Ochoa from Indra) - New CEO of Tech (Sofía Collado from Indra) - New Chief Digital Officer (Sebas Muriel replacing Chema Alonso)

submitted 25 days ago • 1 comment

This is fascinating - a look at Eutelsat capacity over Ukraine vs Starlink. Key line: "Starlink offers between 23 and 490 times the capacity of OneWeb over Ukraine" [Perhaps related, Eutelsat's shares have dropped 20% so far today.] www.linkedin.com/pulse/oneweb...

submitted 25 days ago • 0 comments

Eutelsat's share price up roughly 3x vs a week ago thanks to increased European defence spending. finance.yahoo.com/news/starlin...

submitted 27 days ago • 1 comment

Interesting discussion with Telenor on its AI factory. Worth a listen if you are interested in what telecoms operators are doing in AI. blogs.nvidia.com/ai-podcast/

submitted 28 days ago • 0 comments

Another strong set of results from Digi. - Service revenue EUR1.9bn (up 13.9%) - Operating profit up to EUR600m (from EUR73m) - Customer numbers grew by 16.4% www.digi-communications.ro/en/see-file/...

submitted 31 days ago • 0 comments

New Telefonica chair on future plans: “We think there’s got to be.. consolidation ... That is what we want to play a leading part in.” He stressed that he would not try to compete with US tech giants in areas that bore no relation to telecommunications. on.ft.com/4gZrPTy

submitted 32 days ago • 1 comment

NVIDIA has increased its revenue, on average, by $4 billion a quarter for the past eight quarters. Revenue is now more than 5x higher than in the first quarter last year at almost $40 billion.

submitted 32 days ago • 0 comments

"a government push to recreate a “national champion” in the telecommunications industry" in response to talk of Iliad making a bid for TIM. Interesting that governments of Spain and now Italy have bought back a stake in the incumbent. www.bloomberg.com/news/article...

submitted 34 days ago • 0 comments

Telefonica signs and closes sale of Argentina business to Telecom Argentina in the same day. Not quite sure how this is possible. www.telefonica.com.ar/telefonica-h...

submitted 34 days ago • 0 comments

All not well with FiberCop ‘Investors were incensed…“I cannot believe that after only a few months from the underwriting of a solid due diligence, numbers are off by 20 per cent”’ on.ft.com/42YXu47

submitted 40 days ago • 1 comment

looking back, AOL had it right. 30 hours of internet per month was the right amount.

submitted 45 days ago • 212 comments

New piece from me on SK Telecom and its ambitious strategy (targeting over a third of revenue, or around USD7 billion, from AI by 2030). It's unusually blunt about the core business “Profitability of the telecommunications business is stable, but stagnant.” www.analysysmason.com/research/con...

submitted 46 days ago • 0 comments

Vodafone IoT tying up with Mobily. Not mentioned in the piece, but this must a fruit of E&'s big stake in Vodafone. (E& has 28% stake in Mobily.) www.mobileworldlive.com/vodafone/vod...

submitted 48 days ago • 0 comments

From Vodafone's earnings call - CEO on Germany: "Historically, it has always been competitive but sustainably so. Now in the last few months, we have seen changes in the mobile market, which has become more challenging " Trying to say current structure of market isn't sustainable?

submitted 49 days ago • 0 comments

Proximus CEO leaving for Vodafone. Since taking over as CEO, Proximus's share price has gone from EUR26 to EUR5. www.brusselstimes.com/1434161/ceo-...

submitted 49 days ago • 1 comment

$100bn on AI from AWS, following $80bn from Microsoft. Brave for anyone else to make investments into AI infrastructure (and scaring off others is part of the point, I suppose). on.ft.com/4htqQvS

submitted 52 days ago • 1 comment

Competitive pricing, a good product & service - not hard to see why Community Fibre is doing well (>25% take up rate). Established players aren't doing enough to respond. New piece from me on Community Fibre, its strategy & lessons for others. www.analysysmason.com/research/con...

submitted 62 days ago • 0 comments

Big changes at Telefonica, after CEO José María Álvarez-Pallete is pushed out. on.ft.com/3E3xyKr

submitted 70 days ago • 1 comment

"At least in the near term, AI is more likely to ratchet up firms’ expectations of knowledge workers than it is to replace them" Larry Summers and others new paper on AI and jobs. www.nber.org/system/files...

submitted 76 days ago • 0 comments

Big push from the UK government on AI today. Most jobs are in construction though. Vantage Data Centres will create "over 11,500 jobs" From footnotes: Vantage will support support "10,000 local construction jobs" and create over "1,500 operational roles" www.gov.uk/government/n...

submitted 77 days ago • 0 comments

SK Telecom will be launching its personal AI Assistant, Aster, in March 2025 (presumably at MWC?). You can sign up to the beta here: www.asterapp.ai

submitted 77 days ago • 1 comment

SK Telecom's vision is to generate $7bn from AI in 2030 (up from less than $50m today). Nothing if not ambitious.

submitted 81 days ago • 0 comments

I asked Gemini if Bard still existed. I'm thoroughly confused, as is Gemini, I think (or perhaps it is Bard that is confused).

submitted 82 days ago • 0 comments

Montreal, where the streets are paved with coffee. Montreal experimented with coffee grinds as a replacement for salt on ice-covered roads. “It wasn’t very efficient,” says Sabourin, “it was pleasant though. The odour was marvellous.” on.ft.com/4a9Ha2j

submitted 82 days ago • 0 comments

Good FT article on the UK’s fibre altnets. UK altnets count cost of ‘gold rush’ end after collective losses surpass £1bn on.ft.com/4j6rAIz

submitted 85 days ago • 0 comments

Accenture's GenAI revenue continues to impress. From last week's Q1 FY25 results: - $1.2 billion in new bookings - approximately $500 million in revenue - 69k employees trained in data and AI (targeting 80k, or 10% of workforce by end of FY26)

submitted 98 days ago • 0 comments

AT&T's strategy update from earlier this month is all fairly conventional; invest in fibre, FMC, in business services etc. All, dare I say it, pretty European. It's what Orange, Telefonica and others have been doing for years. Piece on AT&T's strategy here: www.analysysmason.com/research/con...

submitted 98 days ago • 1 comment

Not sure T-Systems is quite ready for this AI thing.

submitted 102 days ago • 0 comments

Proximus's share price down more than 20% in the last month (& almost 10% yesterday) thanks to Digi launch. Digi's share price is about the same as a month ago. Digi's shareholders knew this was coming (and it has been flagged for a long time). Proximus shareholders taken by surprise.

submitted 109 days ago • 0 comments

New piece from me looking at what has happened to mobile revenue in real terms since the launch of 5G; not a pretty picture. Mobile service revenue has fallen faster since the introduction of 5G than it was falling before it. www.analysysmason.com/research/con...

submitted 110 days ago • 0 comments