Europe – Page 161
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Strategy & Change
Infra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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Premium
Telefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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Strategy & Change
Telefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...
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Financial highlights: generating cash and cutting costs
Telefónica’s numbers for the quarter to 30 June 2020 (Q2 FY20) made grim reading.
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Vodafone Q1 FY20–21 headline performance: Germany and the rest
COVID-19 blow cushioned: strength in Germany and Portugal, with mixed performances elsewhere. Currency weakness turning Read’s focus on Africa sour.
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Vodafone Ireland wins role in National Broadband Plan
Vodafone Ireland to provide retail services to 300 Broadband Connection Points.
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Strategy & Change
Vodafone Albania denies exit rumours
Albanian OpCo pushes back against speculation that it will withdraw, claiming it remains a key market.
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M&A
DT half-way out of Romania (maybe)
Agreement “in principle” reportedly struck between Orange and Romania’s government to take over Telekom Romania’s fixed-line business. Mobile arm still up for sale, as DT struggles to find full escape velocity from underperforming market.
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M&A
Government takes on Hrvatski Telekom over Mostar stake
Speculation over telecoms privatisation process in Bosnia and Herzegovina bubbles up again, pushing Hrvatski Telekom and Deutsche Telekom to consider options.
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O2 meets interim target on coverage obligations
Operating business back on track with LTE rollout after supply chain troubles, but is still playing catch-up on coverage obligations.
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Telefónica: Elsewhere in core markets
O2 Banking charge on the horizon. OBs find silver linings in pandemic response.
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Telefónica: Elsewhere in Group
Ailing Alierta; EC maintains resistance to four-to-three consolidation.
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Vodafone: Elsewhere in Europe
Vodafone continues its 5G network expansion, within bounds of spectrum availability. VodafoneZiggo could be going down the Vodafone Spain route by reining in sport TV partnerships.
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Partnerships & Alliances
Vodafone claims personalisation progress
Adobe and Persado technology used in conjunction to send out curated text which produced “double-digit” uplift in conversion rates. Personalisation, driven by big data, is a “key strategy” for VfIt’s ongoing churn-reduction and CRM efforts.
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Push for TI-Open Fiber tie up
Italian government signals plan to act as broker. Vodafone Italy rival Telecom Italia expected to retain control of single local access network, at least initially.
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Vodafone Germany gets 1800MHz 5G ball rolling
Mack thinks ‘mid-band’ spectrum is ideally suited for large-scale 5G coverage in urban areas.
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Vodafone expands Gigabit connections in Europe
DOCSIS 3.1 rollouts ramp up in Germany and Netherlands. Vodafone’s 1Gbps broadband offers meet or beat incumbent offers in most markets.
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Partnerships & Alliances
DT deploys campus network for KODRONA drone testing
DT partners with BMVI-funded KODRONA research project, supporting development of BVLOS drone flight for improved medical logistics. Campus Network M product included in partnership.
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Strategy & Change
Q2 FY20: Group discussing yet another T-Systems reorg
Enterprise unit buffeted by coronavirus headwinds in Q2. CFO Illek indicates that T-Sys transformation process will have to be accelerated.
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People
Key movers at BT: former BT Enterprise CFO Adam Baird takes AR job; McGroarty leaves BT Americas
Katherine Allen named Head for BT’s Halo. BT Americas’ McGroarty leaves for LexisNexis. Adam Baird of BT Business Solutions, Enterprise, and Ireland joins AR developer Blippar. Ian Ashby gets GM role for Global SOCs.