Covid-19 Response – Page 5
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Suppliers & SCM
BT seeks instant purchasing power with Suplari
Procurement function seeking “relevance” by addressing “huge legacy” of aging IT, and reliance on Excel. Calculating spend with individual suppliers was long-winded. Quick-fire info seen as increasingly important amid COVID-19 and Brexit disruption.
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Premium
Headline data: Another quarter of belt-tightening and falling revenue for Telefónica
Telefónica’s narrative of core market strength yet to fully win over doubters. Restructuring remains work-in-progress in Hispam, Tech, and Infra.
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Financial & Performance
Telefónica Group Q3 FY20
Worries persist about Group debt, a tanking share price, and continued exposure to troubled LatAm markets, but Telefónica insists that €100bn of assets on the balance sheet that could be monetised should calm nerves. “Double dip” challenge of pandemic and FX fluctuations acknowledged by management, but Group positioned as ...
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Public Affairs
Deutsche Telekom exec blames regulators for “miserable state” of European market
VP of European Affairs launches no-holds-barred attack; wants regulation to be “enabling” rather than “value-destructing”. Exec calls for rethink on spectrum auctions, wholesale roaming, and mobile termination rates.
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Network & Infrastructure
Deutsche Telekom takes rain-check on full-fibre target
Rethink on mix of German next-gen deployment will see Group need a year more than expected to get up to full roll out speed.
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Products & Services
T-Systems re-morphs movement data analytics biz
Deutsche Telekom shuttered subsidiary Motionlogic in May, and has now added Motion Data products and services to IoT portfolio.
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Products & Services
Telefónica’s alarms JV turns up sales volume
Telefónica’s home security JV in Spain shows signs of customer growth after initial launch was hindered by pandemic.
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Network & Infrastructure
T-Mobile US’ Gulf voyage hits COVID squall
Maritime 4G partnership with RigNet feels brunt of coronavirus disruption, with reduced traffic slowing investment returns.
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Suppliers & SCM
ISS expects write-off over Deutsche Telekom deal setbacks
Deutsche Telekom’s FM partner expects to record cost write-off as COVID-19 continues to throw spanner in works of its service ramp-up for Group. New CEO remains confident about future profitability of contract. ISS to present ‘strategy refresh’ in December.
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Strategy & Change
CWU plots against BT transformation plans
Union’s Bonfire Night declaration promises fireworks as BT attempts to simplify processes linked to redundancies. BT management under opposing pressure from investors to move more quickly to reduce headcount.
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Products & Services
T-Systems flags blockchain benefits for Europe’s asylum system
Data privacy remains a key stumbling block.
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Strategy & Change
Elsewhere in Vodafone's Associates and JVs: TPG 5G plans take shape
VodafoneZiggo flags Gigabit cable upgrades; 5G spectrum auction nearing in Australia.
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Strategy & Change
Vodafone Ireland pushes for greater digital engagement
OpCo has deployed the first 50 Broadband Connection Points as the long-gestated National Broadband Plan starts to take shape. Reveals measures that were required to deal with the effects of the coronavirus pandemic.
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Premium
BT Group Q2 FY20–21
Revenue and profit keep falling in pandemic. COVID-19 creates noise and uncertainty, but BT is pushing its transformation story, asking for patience as stakeholders get twitchy. Openreach a lone bright spot, although Global may be benefitting from long-term recovery strategy. An improved earnings forecast at BT is not expected ...
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Financial & Performance
Openreach fibre thrives but volume deal prospects fade
A strong quarter and half-year for the access services business demonstrates building momentum for fibre services in the face of the pandemic. Anticipated long-term volume deals may not materialise, but associated competitive pressure may help BT arguments on the need for a ‘fair bet’ from Ofcom.
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Premium
BT spend: opex coming down, capex still building to peak
Simplified systems are bringing efficiency but lower trading giving an unwanted helping hand. Capex rising, but a sharp decline is anticipated with copper switch-off.
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Premium
Margins slip as BT Consumer pursues quality
Another tough COVID-19-impacted quarter but management playing the long game, with a focus on premium services. Network investment continuing as division seeks an uplift from next-generation platforms. BT reputation improving, but weaknesses remain outside core products, necessitating dual-brand approach. Commercial partnerships remain a key strategic element, but hit to ...
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Premium
BT Global braces for more COVID-19 headwinds
Precipitous revenue declines continue for Global as pandemic makes its presence felt, but mitigation measures and ongoing transformation ease the pain on profit levels. Growing underlying strength of division offers hope beyond an anticipated tough second half.
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Premium
Elsewhere in BT Technology: open source on the wishlist
Calls for greater open source collaboration, BT breaking technology silos with ‘speed-dating’, persistent Emotet threat flagged.
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Content & TV
BT in cross-fire over pay-per-view matches
Broadcasters switch to pay-per-view model for Premiership football. Flak taken for pricing, but pegged as an interim measure to survive COVID.