Latest Finance & Strategy Insight – Page 135
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Strategy & ChangeTelco leaders converge on Bilbao for ‘secret’ strategising
Deutsche Telekom, Telefónica, and Vodafone represented at the latest European Round Table event. Behind-closed-doors discussions focused on decarbonisation, skills transformation, and single market competition.
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Strategy & ChangeDT’s Ahrens reaffirms commitment to Gaia-X amid turbulence
T-Systems CTO Maximilian Ahrens sees DT as a “bridge builder” for Gaia-X. Chairman of European cloud association insists it is still in startup phase and accepts “an element of needing to find ourselves”. Summit marked by reported sponsorship row and France-based Scaleway become first major member to exit the ...
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PremiumH1 FY21–22 Spend: efficiencies found to give BT an edge
Improved cost points for BT’s fibre rollout front and centre, make for positive viewing. Operating expenditure down across the board, and capex up at CFUs.
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InnovationUK telcos getting back to the labs, with 4.5%-R&D rise
UK telecoms players laid out more than £1bn on innovation during 2020, the first time they have done so since 2011. Ostensibly led by spend patterns at BT, sector has been regaining some of the significant ground it has lost after tightening budgets during downturn.
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PremiumH1 FY21–22 Headlines: an uphill climb for some, others still falling at BT
Struggling enterprise businesses bring numbers down, with legacy stop-sells blamed and next-generation services expected to drive a turnaround. Consumer flat as wins offset losses, but market opportunity growing despite upped competition. Openreach a prince among paupers with fibre goals accelerated amid strong uptake and bullish stance.
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PremiumH1 FY21–22 at BT: scale and service to beat competition
InfraCo JV talks closed as rising fibre demand and lower build costs dilute benefits of external funding. CFUs continue their struggle, with Global faring especially poorly in pandemic bounce-back, but new services and improved brand reputation appear a source of hope. Future revenue growth anticipated, but efficiencies and reduced ...
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PremiumDT Q3 FY21 guidance: Cash flow accelerating to a Sprint
Confidence on show as DT guides for more earnings and cash flow growth. Leadership increases expectations from both US- and Europe-side businesses. TMUS remains in leading role of long-term growth story, however.
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PremiumDT Q3 FY21 spend: Höttges on search for ‘nerds’ to push efficiencies
Q3 data and commentary show Group remains focused on a twin-track strategy of driving savings to fuel investment in select areas of business where it sees opportunities. German and US priorities continuing to drive capital outlay. DT exploring every avenue in bid to staff and support digital transformation, and ...
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PremiumDT Q3 FY21 headline data: forward motion
Group juggernaut rolls on with all major dials heading upwards. Commercial strength seen in Germany and USA. CFO reassures on leverage following C-band splurge.
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Strategy & ChangeElsewhere in T-Mobile US: VoNR not yet ready
VoNR not yet ready; retail partnerships boost footprint; Google tie-up surfaces with new plan.
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PremiumQ3 FY21: Forager DT ‘hogs’ an extra billion in earnings
DT boosts full-year outlook for third time, adding €1bn in earnings and €500m in cash flow to its original FY21 forecasts. Already optimistic leadership becoming even more bullish as European markets recover, and T-Mobile US weathers competitive uptick while executing on Sprint integration. Results backdropped by M&A geared towards ...
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Strategy & ChangeElsewhere in Systems Solutions: T-Sys partners BVL and GS1
T-Systems launches logistics tie-up in Germany and R&D agreement in Barcelona.
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Public AffairsT-Mobile rides cyberattack storm
Operator’s Q3 numbers indicate few customers ditched its services in wake of high-profile data breach in August 2021. Competitor exploitation of Sprint integration challenges highlighted as bigger issue, albeit one TMUS intends to make “short-lived”. TMUS highlights organisational and cultural changes in response to attack.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: NatCos flaunt partnership pipeline
NatCos flaunt their digital project and partnership pipeline across business collaboration, health, and smart-cities.
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Strategy & ChangeElsewhere in Telekom Deutschland: TDE ties with Trumpf
Elsewhere in Telekom Deutschland: TDE ties with Trumpf Source: Mathias Konrath / Unsplash Nick Read, Chief Executive (CEO) at Vodafone — taking a leaf, perhaps, out of the Deutsche Telekom (DT) and Telefónica full-fibre playbook — said he is open to joint ventures and other off-balance ...
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Strategy & ChangeElsewhere in Deutsche Telekom Group: Nemat hits double figures
Nemat into double figures at DT; DT boosts network with Cisco routers implementation.
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PremiumDT sets course for multi-CDN architecture
Bandeira senses “pieces are coming together” for implementation in 2022. Less optimistic about network readiness to deliver AR/VR apps and gaming, putting them in the “long-term horizon” of five years.
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M&AKKR launches Telecom Italia buyout attempt
Offer believed to be worth at least €32bn. Operator shares soar 30% as the news emerges.
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PremiumTelefónica Q3 FY21 Headlines: recovery gathers steam but jitters persist
Group describes results as “significant step towards economic and social recovery”. OBs put in a solid quarter, with Vivo and Telefónica Deutschland reporting gathering commercial momentum. First quarter for refashioned UK business. Telefónica Tech’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Centralisation of Hispam progressing, and ...
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PremiumTelefónica Q3 FY21: Wary Group sticks to plan as recovery builds
Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance. All major OBs in growth and Hispam changes look to be having impact. Executives appear wary of conditions, with inflation and coronavirus lingering. Lid kept on capex as Group asserts discipline. Infra-Tech M&A frenzy ...