Latest Finance & Strategy Insight – Page 167
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Financial & PerformanceOpenreach fibre thrives but volume deal prospects fade
A strong quarter and half-year for the access services business demonstrates building momentum for fibre services in the face of the pandemic. Anticipated long-term volume deals may not materialise, but associated competitive pressure may help BT arguments on the need for a ‘fair bet’ from Ofcom.
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Strategy & ChangeElsewhere in Telekom Deutschland: 5G Broadcast on the cards; Samsung edtech partnership flagged
TDE working on 5G-based in-vehicle broadcasting.
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Strategy & ChangeElsewhere in T-Mobile US: Vivint smart home available
5G-focused TMUS gives 6G proponents a brush-off. Smart-home experiment flagged in California.
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Strategy & ChangeKubernetes underpinning cloud native push
T-Mobile US highlights cloud cost benefits of container-based and standardised platforms. DT’s Nathan Rader reiterates need to change people and processes en route to a cloud-native future.
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Strategy & ChangeElsewhere in Systems Solutions: Wind River trumpets T-Sys tie-up
Wind River flags campus network engagement and joins re-branded Open Infrastructure Foundation; T-Systems on lookout for partnerships in Brazil.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: Hrvatski upgrades to Prime; B2B Europe partners Versa Networks
Partnerships with Logate, Skroutz Food, and Versa Networks trumpeted.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: Simpel in the shopping basket
Navigation patents on the block; vendors urged to open up; T-Mobile Netherlands keeps it Simpel with proposed re-takeover.
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Network & InfraLowth downplays tower monetisation benefits
BT is continuing to buck the trend of creating TowerCos as it continues to value control over infrastructure assets.
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Venturing & InvestmentsWayra UK’s Moraes: startup maturity needed
UK Country Manager highlights shift in focus for Wayra: scale-ups that can better take advantage of Telefónica opportunities. UK strategy outlined: B2C a priority; 5G development encouraged. 5G to be deployed across all European Wayra hubs.
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InterviewGawendo strategy to “move the needle” at Telefónica
Telefónica honing a venture strategy that aligns with current Group priorities and brings in new technology partners without dulling their edge. Gawendo paints picture of the telco ventures sector as collegial and collaborative as co-opetition reigns. Chema Alonso’s influence seen nudging Telefónica investment portfolio towards consumer propositions.
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Strategy & ChangeBT deploys bot to get top techies talking
“Robotic speed dating” sessions among changes being made in a bid to build better connections within Group’s technology leadership. BT getting creative as it grapples with change agenda.
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Consumer (B2C)Legacy IT hinders BT Consumer brand meld
Siloed IT for BT, EE, and Plusnet creates cross-selling challenge. Vendor selection process for IT overhaul has been going on four years and is not yet complete.
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Public AffairsTalkTalk stiffens resistance to Openreach network pricing
Alternative network provider is waging an ongoing war with Openreach over wholesale fees.
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Strategy & ChangeT-Systems tags onto hyperscalers with new platforms business
Volkmar Rudat to head up latest business to emerge afresh from T-Systems’ post-COVID-19 reorganisation. New unit focused on selling value-add around cloud infrastructure and software from hyperscaler partners.
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Strategy & ChangeElsewhere in Openreach: engineers honoured, Welsh targets in sight
Engineers honoured with MBEs; fibre expansions trumpeted in Scotland and Wales; and PSTN switch-off trudges on.
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PremiumElsewhere in BT Group: Swantee eyes wholesale customers
Swantee eyes BT wholesale customers, Pourrat urges EV grants, Group supports new employee saving scheme.
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Partnerships & AlliancesT-Systems talks up mainframe business and IBM ties
New mainframe training programmes in place to replace old hands who will shortly retire. T-Sys has “thickest deal pipeline” in mainframe business since 2012.
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OperationsMagyar Telekom looks for lodgers in new HQ
Operator looking to mitigate overheads after opting to permanently shift to a hybrid working model. 5,500-strong workforce largely remote since spring, bar brief return. Sub-letting to partners on the cards. Wider Group-level philosophy changes take effect.
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Strategy & ChangeElsewhere in Telefónica Group: Living Apps winners and Movistar's solar business
Winners selected for Living Apps partnership and Restarting Together coronavirus recovery project; Movistar launches new subscription solar panel business.
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Partnerships & AlliancesWayra extends to third Spanish city
Telefónica innovation hub Wayra banks Valencia vicariously through partnership with Lanzadera. Jaun Roig-germinated hub names Telefónica strategic partner. Wayra doubles down on startup acceleration.