Latest Finance & Strategy Insight – Page 136
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Strategy & ChangeHöttges wants to ride black swans in Poland
Deutsche Telekom CEO urges T-Mobile Poland to be “agile and resilient” to black swan events. Warns of increasing unpredictability across all DT markets.
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Strategy & ChangeElsewhere in Hispanoamérica: Chilean rivals team up
Rivals team up in Chile; Telefónica Mexico builds out its third-party coverage.
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Strategy & ChangeElsewhere in the UK: Ofcom looking at scam calls
Ofcom and operators team on scam calls, within limits; VM O2 IPTV launch draws nearer.
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Strategy & ChangeSpain’s ‘big three’ agitate for consolidation
Top execs at Orange, Telefónica, and Vodafone indicate ‘enough is enough’ in Spain’s hyper-competitive market. Telefónica Group COO says Spanish incumbent can play “facilitator role” for consolidation in a market that is “not sustainable”. Vodafone CEO’s patience running out on low returns from southern Europe; looking to “actively engage” ...
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Products & ServicesMovistar set for home insurance launch
Move continues Spanish operator’s consolidation in insurance sector.
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Financial & PerformanceOpenreach accelerates provisioning to leave rivals in starting blocks
CEO Clive Selley on fibre build: phase one is “done”; now onto “selling and populating” stage. Bullish Business Briefing shows Openreach determined to establish its ‘fibre franchise’ as a marketplace while rivals strive for scale. Build process moving towards cruise control with Openreach cornering the market in skills.
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Strategy & ChangeElsewhere in Spain: Spain looking to grow O2 budget play
O2 brand to appear in Movistar shop window as part of ongoing retail revamp; Telefónica Empresas takes on digitisation challenge in rural banks.
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M&AT-Systems sale speculation resurfaces
Reports in German media indicate DT could pare back ownership of — and exposure to — its long-challenged enterprise IT business. Suggestions point to a possible three-way deal in 2022.
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Strategy & ChangeVodafone seeks experts for skills hubs in Dresden and Málaga
Recruitment process currently looks more active in Málaga than Dresden.
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Strategy & ChangeElsewhere in Germany: O2 Germany launches Easy IoT
Outsourced payroll automation on the move; O2 showcases real-world 5G developments.
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Network & InfraVodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
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Strategy & ChangeDT retains “strategic partnership” with Hungary
DT CEO Höttges meets with Hungarian PM. Operator’s local unit Magyar Telekom accelerates developments in the country.
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Partnerships & AlliancesSpaceMobile lines up 2022 trials with Vodacom
Chairman Abel Avellan says six-month interconnection and testing programme will follow launch of BlueWalker 3 prototype. Lift-off of giant spacecraft may see slight slippage. US startup adds more MNO partners to go-to-market ahead of 2023 debut.
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Strategy & ChangeTelefónica progresses centralisation of Hispam
Milagros Montenegro takes on what appears to be a new purchasing role at the Hispam unit. More growth is reported for Q3, but it’s still early days for Hispam.
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Strategy & ChangeO2 brand to appear in Movistar shop window
Reports indicate Movistar will trial O2-branded fixed and mobile services in its Telyco stores ahead of a potential broader rollout. News comes after loosened regional restrictions, allowing discounted O2 services in hundreds of new municipalities.
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Strategy & ChangeElsewhere in Telefónica Group: €100m spent on HQ digital refurb
Telefónica splashes out €100m on HQ digital refurb; Prosegur plots LatAm expansion with “ally” Telefónica.
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Financial & PerformanceVodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
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Vendor VoiceInterdependence Day — taking testing out of the lab
Test and assurance specialist Spirent spoke to TelcoTitans’ Vendor Voice and highlighted how the ongoing reinvention of telecoms networks is necessarily being accompanied by a reset regarding resilience. With cloud-native services and applications becoming the new standard as next-generation networks gain prominence, Spirent is urging operators to ‘take testing ...
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Venturing & InvestmentsHöttges: “All options open” for BT stake
Patrick Drahi free to make bigger move on BT from 11 December. French billionaire is planning to increase BT stake, reports Reuters. Sources say any move likely to involve DT. Höttges keeps cards close to chest.
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Financial & PerformanceAccenture taps into DT’s tech revamp with ERP takeover
DT CEO highlights “specific” outsourcing move as an example of Group’s progress and focus on cost reduction. Deal forms part of €100m–€200m IT value chain recalibration DT planning by FY24. Q3 results see DT continuing US-led growth, raising guidance on back of revenue and cash flow boost.