Latest Finance & Strategy Insight – Page 118
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Financial & PerformanceMovistar Prosegur Alarmas remains on growth path
MPA customer numbers increase almost 50% in first quarter, although ARPU is lower.
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Strategy & ChangeWhy the best transformation programmes are built around purpose and people
Real-world CEO learnings and best practice from Colt’s Gilder and Teradata’s McMillan. Transformation must be based around purpose that resonates with employees.
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Strategy & ChangeAll eyes on Read as e& acquires $4.4bn Vodafone stake
Chief Executive Nick Read ‘blindsided’ by announcement ahead of Tuesday’s annual results call.
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Financial & PerformanceOTE feels heat of rising energy bills
Greek operator sees €10m hike in energy costs during Q1 FY22; another €10m rise expected in Q2.
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Financial & PerformanceVodafone Q4 FY21–22: Super apps and fintech investment to drive Vodacom growth
FY21–22 results underline revenue diversification ambitions, with ‘new services’ set to contribute increasing proportion to bottom line.
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Network & InfraDT ‘open’ to more fibre friendships
Germany Chief Executive Srini Gopalan sees room for “one or two” FTTP joint ventures in the operator’s next-gen rollout master plan.
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Suppliers & SCMArqit excited by prospects despite controversial report
BT-partnered quantum encryption startup’s share price remains sharply down following savage WSJ article.
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Financial & PerformanceQ1 FY22: Telefónica facing challenges with a spring in its step
Strong start to FY22 saw cross-examination on prospect of a quick upgrade on guidance for the year. VM O2 the odd one out as three of Telefónica’s core markets show strengthening operational performance and clear vision for market evolution. Telefónica Tech building momentum, but strategy of buying short-term growth ...
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OperationsBT targets skills shortage with Digital Campus plans
Ongoing skills transformation programme will see a virtual learning environment established, dubbed a “one-stop shop” for employee development. Internal reskilling and upskilling remain central to Group’s sustainable growth plan.
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Financial & PerformanceBT Q4 FY21–22: foundations in place, but cracks widening
Typically rosy Openreach figures relied on heavily for positive spin to results mixed bag.
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PeoplewatchChanel allure forces BT Board change
Leena Nair to step down from BT Board, following recent appointment as Global CEO of Chanel.
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M&ATelefónica remains open to Hispam M&A
Group says it remains focused on “modulating exposure” to unpredictable regional markets. Executives will consider further deal opportunities, despite appearing much more comfortable with exposure levels. Turnaround programme launched in 2019 providing “very solid results”. Hispam still not seen as ‘core’ territory.
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Financial & PerformanceVodafoneZiggo ‘prioritises customer experience’, reports “solid” Q1
Preliminary Q1 FY22 results show 37,000 mobile contract additions, taking VfZ beyond five million SIMs. Suffers inevitable impact of losing F1 rights in 2021, though damage appears contained. VodafoneZiggo pledges to supply all customers with 1Gbps connection by the end of the year.
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PeoplewatchTelekom’s broadband partnering guru exits
Dido Blankenburg, who has piloted Telekom Deutschland’s fibre agreements for the past four years, says his work is done. Broadband Cooperation unit to be dissolved. Telekom CEO Gopalan calls Blankenburg a “valuable sparring partner” on recently refreshed strategy.
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Public AffairsBT: UK can beat EU to TechCo network contributions
While Europe’s ‘fair contribution’ row on network investments intensifies, BT’s Policy & Public Affairs Director Alex Towers underlines opportunity for UK to “get there first”.
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Network & InfraOTE passes 650,000 premises with full fibre
Plan to pass three million premises by 2027 looks on track. Broadband upgrades to premises outside FTTP footprint gather momentum. Rival Vodafone Greece announces “acceleration” of fibre access rollout.
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OperationsIndus seeks to move on from “nail-biting” Vi crisis
Indian tower giant sees “discomfiting” client payment worries subsiding
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Products & ServicesT-Mobile launches “no BS” campaign to fight cablecos
Latest ‘Un-Carrier’ move aims to fix what T-Mobile claims are entrenched issues in US broadband market. 5G FWA network set for expansion. Consumers offered suite of deals and incentives. Enterprise Head Callie Field adds plans for businesses.
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PremiumElsewhere in Vodafone Africa: Telkom SA settles with ICASA
Telkom SA reaches out-of-court settlement with ICASA over spectrum auction; Vodacom granted appeal in Please Call Me case.
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Network & InfraModular IT estate will make BT a ‘digital talent magnet’
Consumer Digital MD Kevin Lee labels in-house skills and capabilities a priority as BT aims to attract talent in UK and India. Commitment to “reuse” approach to development as part of Group’s digital transformation, with heightened reliance on collaboration. Challenges at Consumer include complex legacy architecture, with simplification deemed ...
























