Virgin Media to end MVNO agreement with BT Enterprise, as Vodafone UK swoops. Liberty Global CEO ominously described current £200m‑a‑year deal with BT as “big number”, but BT unwilling to accommodate new demands to maintain contract.
US and Finnish suppliers club together on cloud and SD-WAN. Azure‑Nuage combo could provide a more compelling alternative to Cisco in the BT Dynamic Network Services portfolio. BT Global wheels out IXOM as customer of the integrated solution.
Group boasts of “record” Q3 results, but numbers shadowed by strategic and operational challenges. Dividend trimmed to keep spend taps flowing and offset US and balance sheet pressures. Capex guidance raised. German broadband “softness” tackled. Leadership looks forward to All-IP completion for German go-to-market. Romanian difficulties continue: “all possibilities” ...
Ill feelings for European enemy pushed aside, superseded by common goal of better capital utilisation.
DT and TMUS emphasise continuity and aggression with leadership change, 5G acceleration, and extension of Un-Carrier initiatives to New T‑Mobile era. Legere to step down in May 2020, with WeWork posting a possibility.
As Telefónica looks set to cordon off its Latin American interests to focus on the Big Four, Movistar in Mexico takes a drastic step to cut network costs. Operating business may be hoping a lighter infrastructure load will support commercial flexibility.
Vodafone takes minority stake in US-based satellite venture AST & Science. Another entrant into growing low-earth orbit competition.
Electronic billing specialist Saphety won a three-year contract to install and support an electronic invoicing system at Vodafone Hungary (VfH).
Vodafone Roaming Services (VRS) was said to be working with fellow operators and technology partners on a blockchain-based system to transform wholesale settlement processes.