Latest Finance & Strategy Insight – Page 156
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Strategy & ChangeElsewhere in Telefónica Group: European Commission lays out plans
Telefónica backs EC green goals, as Digital Compass launched; Spanish government seeks cybersecurity support; payphones to be axed.
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PremiumQ4 FY20: New Telekom CEO wants to muscle-up on fibre
Gopalan gets top-level billing in Q4 session as leadership shows confidence in new CEO to up DT’s domestic game. Group resets fibre mega-project goals. Apparently more sustainable FTTH plan puts ultrafast as central plank of future go-to-market strategy. New entity GlasfaserPlus emerges within Gopalan toolset. First signs emerge of ...
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Network & InfraSlovak Telekom rides Orange network for fibre growth
Operators reach agreement to share fibre network in bid to expand reach to greenfield sites. Over-the-top products to be a focus on launch in April.
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Strategy & ChangeElsewhere in Vodafone Partner Markets: du builds Nokia 5G ties
Developments from around Vodafone’s soft-power network: du expands 5G ties with Nokia; new CEO at MTS; Rogers to subsume rival Shaw.
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Strategy & ChangeElsewhere in Telefónica Infra-Tech: Telxius lands subsea cable
Telxius plugs into Google’s Dunant cable and bulks up its own South American bandwidth.
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Strategy & ChangeNetworks joins Digital division to replace BT Technology
BT Technology was shuttered and replaced by two new divisions: BT Digital and BT Networks. Harmeen Mehta and Howard Watson at the respective helms as BT seeks transformation and modernisation. Fotis Karonis replacement named at BT Enterprise.
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M&ATelefónica’s Cerdán has more M&A deals up sleeve
Medium-scale buyouts remain on radar for Telefónica Tech CEO. Bold talk on deal-making forming route to growth goals. Reported souring of Govertis transaction hasn’t put Telefónica off.
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Products & ServicesVodafone Business gets industrious with IoT solution development
Enterprise division targets IoT solutions growth in 2025 plan. Ambition is to build €1bn end-to-end IoT solution portfolio in next five years. Düsseldorf playing key role in product ramp-up. Mobile private networks are emerging growth opportunity.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: BT holding devalued
Deutsche Telekom adds name to open source Magma initiative; Orange and TIM add theirs to DT-backed programmes.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: OTE takes EU deal
Magenta Telekom CEO vents 5G frustration.
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Strategy & ChangeElsewhere in Systems Solutions: Security bulks Cynet tie-up
Further details on big Deutsche Post DHL contract; T-Sys enters next stage of EU R&D project; Security unit bulks up portfolio with Cynet link-up.
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Strategy & ChangeElsewhere in T-Mobile US: Georgia partnership for 5G incubator
Jay-Z reportedly buys back T-Mobile US’s stake in digital music player Tidal; T-Mobile Accelerator in growth mode.
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Strategy & ChangeFY20: Core four battle on in tough times
Major markets collectively show declines at the end of a tough year, but Group remains committed to focusing investment on next-generation networks to transform its fortunes. Spanish operations still the crown jewels, and closely protected, but management still yearning for market consolidation. O2 UK’s five-year efficiency drive has it ...
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PremiumQ4 FY20: lightweight Hispam division swimming against the tide
FX once again crushes a period of robust defensive plays by Hispanoamérica operating businesses. Argentinian currency devaluation weighs heavily. Restructuring in Mexico provides a gloss to profitability for the final quarter. Management expectations moving on from a sale or spin-out towards development an insulated asset-light unit to minimise the ...
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Strategy & ChangeElsewhere in Telekom Deutschland: CFOs increase influence
CFOs extend strategy influence; DT IoT expands into LoRaWAN; Nokia 4G ‘swapout’ completed.
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PremiumQ4 FY20: Shrinking Telxius focused on serving the core
Telefónica Infra’s biggest asset demonstrates worth ahead of its sale, while the remainder of the Telxius business is primped for a possible offload. Infra set to focus on development and management of fibre InfraCos to ease Group capital demands and accelerate fibre rollout, while serving the need of OBs. ...
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PremiumQ4 FY20: Telefonica Tech still growing into its role
Telefónica Tech described as “most resilient” area of the business, although growth appears below initial expectations. Licensing and reselling virtualised services key growth drivers, and enterprise offerings propelling divisional growth.
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M&ATele2 reaffirms planned T-Mobile exit as lock-in nears its end
Tele2 Group reiterates plans to exit the Dutch market “over time”. Agreement with Deutsche Telekom opens offload option from January 2022. Rumours of a DT exit remain fresh.
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Venturing & InvestmentsWayra injects cash into Valencian network tech player Kenmei
Network automation startup Kenmei broadening horizons, with ambitions outside domestic market. Startup’s AI specialism of potential interest to Telefónica. Rival MÁSMÓVIL joins in on funding round.
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Strategy & ChangeVodafone Business sharpens focus on SMEs
Vodafone Business unveils 2025 growth plan with pivot to SMEs. Partnerships with likes of Accenture seen as essential for expanding SME services. Group consolidation card played again: services to be created once centrally, and deployed locally in matrix organisation.