All Convergence articles
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Financial & Performance
Vivo affirms loyalty payback of ‘beyond telco’ strategy
Brazilian operator’s Chief Executive Christian Gebara pledges to continue widening portfolio of non-telco services in areas such as health, energy, consumer electronics, and lending.
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Products & Services
O2 Germany fightback reaches rivals’ families
CEO Markus Haas eyes portfolio of family-focused offerings, seeking to lure new customers and better compete with rivals. Latest in strategy to offset hit from loss of 1&1 roaming contract…
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Financial & Performance
H1 FY23–24: BT Consumer convergence dreams yet to manifest
Increase in Consumer broadband and mobile ARPU positioned as a key highlight for first half of the year, but more to be done on convergence — increasingly seen as a key focus for driving Consumer revenue growth.
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Financial & Performance
Vivo Q3 growth fuelled by fibre and B2B services
CEO Christian Gebara heralds fixed-line business segments as key areas for operator as it reports a solid quarterly performance.
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Strategy & Change
EE spreads its wings with open platform evolution
New platform placed front and centre of “landmark shift” for EE, with likes of consumer electronics, home security, and subscription management available on “open” basis.
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Strategy & Change
T-Mobile’s Osvaldik downplays US convergence benefits
T-Mobile CFO sees fixed-mobile convergence playing out differently in the US compared to Europe. Osvaldik and Sievert say there is little value beyond discounting.
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M&A
Vodafone, Three strike merger deal, target bulked up competition
Deal brings UK market down from four players to three — or up from two to three — as two sub-scale operators combine to challenge BT and VM O2 dominance.
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Financial & Performance
BT to face continued BT Sport losses, despite new JV
New joint venture with Discovery estimated to reduce Group revenue by £300m−£350m for FY22−23, with £500m−£600m cut from future FYs.
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M&A
Vivo eyes convergence options as Oi integration begins
Cross-selling to new Oi customer base a focus for CEO Christian Gebara as migration and integration gets underway, set to be completed in 2023. Synergies of BRL 5.4bn (£870m/€1bn) expected via efficiencies in costs, investments, and integration. Spectrum and mobile site tidy-up due this year, with half of the ...
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Strategy & Change
EE to swallow BT and move “beyond connectivity”
BT Consumer’s two brands set for change as EE takes centre stage. EE to become flagship for converged products and new, “future services”. BT moniker to remain for Enterprise and Global operations as BT Means Business platform kicks on. Simplification, for customers and teams, the name of the game. ...
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Premium
BT pays hefty price for full possession of OnePhone
Swedish business’s 30% holding given a near-nine-figure price tag. Purchase coincides with OnePhone champion taking helm at new Enterprise unit.
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Public Affairs
Vodafone Germany braces for cable rule changes
New law could end bundling cable TV with housing association rental fees. VfD could lose two million subscribers, estimates Jefferies.
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People
Telekom Deutschland’s Gopalan reshuffles top team
Reorganisation targets greater synergies between Europe and Germany segments. Telekom Deutschland CEO Gopalan brings trusted lieutenant Almeida to Germany, to push key strategies. Abrahamson to lead newly-combined Product Management & Digitalisation unit. Hagspihl returns to Höttges’ side with Strategic Projects mandate.
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Strategy & Change
OTE: Romanian mobile remnant not on market, yet
Long subject of sale speculation, TRMC to focus on organic turnaround for now.
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Content & TV
Deutsche Telekom preps move into edge-based TV
Group putting connectivity and cloud together with plan for rollout of personalised, low latency-reliant TV services layer. Another sign of rampup of capabilities for a big Magenta commercial push ahead of Euro 2024.
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M&A
BT to take full OnePhone ownership
Swedish technology partners to be bought out after nine years, bringing the mobile PBX proposition fully under BT umbrella. OnePhone previously flagged as a quiet success of Enterprise portfolio, and now seemingly turning a profit.
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M&A
Vodafone Albania quietly plans second cableco buy
OpCo looking to add another string to its convergence bow through a takeover of cable TV player ApNet. Takeover another signal of continued Vodafone commitment to Albania despite recent exit rumours and suggestions by Group leadership that more asset sales could be in pipeline.
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M&A
Vodacom in talks to buy SA fibre networks — report
Potential acquisition of Vumatel and Dark Fibre Africa would meet Vodacom need for fibre network assets.
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Premium
VodafoneZiggo turns to K2View for unified data
Dutch JV installs K2View’s Fabric data management solution for converged and consolidated customer repository, replacing problem legacy systems.
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Premium
BT to face bona fide converged challenge from VM–O2
Liberty Global and Telefónica Group creating a UK “connectivity champion” that will leapfrog Sky to become a close second competitor to BT Group. BT confident in its lead in the convergence race, and upbeat on consolidation opportunities, but Spanish fibre know-how and comparable digital portfolio could present new threat. ...