Latest Finance & Strategy Insight – Page 149
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Vendor VoiceBlue Planet urges operators to take the digital leap
In interviews with Telefónicawatch, senior figures at Blue Planet discussed learnings from the vendor’s journey towards the digitalisation of services by carriers. Standards provide vital safety net as industry digitalises incrementally and telcos must act collectively to establish a vision. Old thinking on customer relationships and procurement cause friction. ...
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PremiumQ4 FY20–21 — Enterprise judders; next stop Shuter’s refit
Hybrid display of worst of Consumer and best of Enterprise. Shuter’s makeover blueprint to be unveiled at Business Briefing. Almost entirely ignored by Jansen and Lowth on analyst’s call.
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PremiumQ4 FY20–21 — Global’s resilience sapped by pandemic
COVID-19 impact hitting more KPIs. Jansen and Lowth retain faith. Growth plans pinned on SD-WAN, managed security, and now 5G FWA.
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PremiumQ4 FY20–21 — Consumer’s sporting chances
Pandemic is serialising Consumer’s A Tale of Three Brands in quarterly instalments. Two steps backward: premium vision at odds with painful realities of ARPU and competitive reality. 2021 bounce (and digitalisation progress) cannot come soon enough, but growth seen backloaded. Latest FTTP chapter set to see retail rivals hitting ...
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PremiumQ4 FY20–21 — Hot property Openreach unruffled as ever
Smoothly navigating fibre, pandemic and all-IP. Gearing up to steamroll the fibre landscape. Altnets seen taking great share of Openreach fibre.
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PremiumElsewhere in BT Group: VM-O2 challenge emerges
Virgin Media O2 challenge gets real; Dundee offices set to take 1,000 staff; government-backed broadband schemes under the spotlight.
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PremiumElsewhere in BT Enterprise: Hosted Communications suite bulked up
Webex added to Hosted Communications; seven new MNVO’s running on EE’s network.
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PremiumElsewhere in BT Global: Egypt license renewed
Egyptian licences get a refresh; Global turns to IR to help tie together virtual rooms.
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Strategy & ChangeElsewhere in Openreach: Ciena flags optical kit win
Ciena gains an optical kit win; progress update on USO; copper stop-sell orders issued in further 77 exchanges.
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PremiumElsewhere in BT Consumer: Ofcom report sheet comes in
Ofcom highlights areas-for-improvement (and differentiation) in customer service; BT Sport continues search for innovative partners.
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PremiumRejigged tie-up could find Vodafone Egypt a home
Vodafone secures route to in-Group transfer of Egypt stake in quid pro quo deal with local partner. Kenya-esque Vodacom hand-off of Egyptian interest one possibility.
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Strategy & ChangeElsewhere in Vodafone Partner Markets: Altice rolls into BT
MTS surfs tower spin-out wave; SoftBank boosted by digital shift and gets strategic with LEO satellite venture OneWeb.
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Strategy & ChangeElsewhere in Vodafone Europe: Unitymedia nearly integrated
German Unitymedia integration near completion; VfUK continues to target SME market with cybersecurity and data packages.
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PremiumElsewhere in Africa: Vodacom pairs with Microsoft
Vodacom pairs with Microsoft for Mozambique SMEs; Safaricom adds digital menus to M-PESA ecosystem.
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Strategy & ChangeElsewhere in Vodafone Group: Vodafone Business goes digital
Vodafone Business goes digital on customer experience; SD-WAN adoption hits bumps; telcos team up on handset eco-ratings.
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Strategy & ChangeElsewhere in Vodafone Associates and JVs: Vi and Vantage on 5G
Vi and Vantage Towers Greece get involved in 5G trials.
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M&ABT’s uninvited new co-pilot: what’s Drahi’s mission?
Altice buys minority stake but claims no intention of full-fledged takeover. Seeks to support BT’s strategic fibre, for which Drahi has genuine zeal. BTwatch explores industrial logic and financial machinations behind move.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: Services build-outs in Austria and Greece
Services build-outs in Austria and Greece; new data centre planned in Romania.
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Strategy & ChangeElsewhere in Telefónica Group: Nextory acquires e-book JV; Group joins handset sustainability drive
Nextory subsumes e-book JV; Group joins handset sustainability drive; Wayra plants capital in transcription and shopper-tracking startups.
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Strategy & ChangeDT on standby for 5G European Aviation Network add-on
Group open to a 5G upgrade on flagship European Aviation Network system. Execs see user demand for faster connectivity on planes. Vendor partner SkyFive working on 5G system in China. Airwave-dependent European update could be “some time” away, however.