Latest Finance & Strategy Insight – Page 170
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Strategy & ChangeElsewhere in T-Mobile US: TMUS looks to puchase Shenandoah; Test Drive initiative gets a bump
TMUS expands customer acquisition campaign but customer rewards go awry; static continues between operators and FCC over data coverage claims.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: media speculation and hubraum startups
UK media revives the ‘will they won’t they’ BT–DT love story
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Strategy & ChangeHöttges goes on Huawei defensive
DT gambles on Germany taking neutral stance on Chinese supplier. High hopes open RAN will help diversify the ecosystem, but systems not ready yet.
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Strategy & ChangeElsewhere in Germany: Telekom Deutschland meets BNetzA broadband target
Elsewhere in Germany Source: Kostya Golinchenko / Unsplash Germany’s Bundesnetzagentur (Federal Network Agency/BNetzA) confirmed that Telekom Deutschland (TDE) had met an interim target of providing 50Mbps mobile broadband speeds across 97% of Germany, by population, ahead of a 30 September 2020 deadline imposed after it and ...
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Strategy & ChangeElsewhere in Deutsche Telekom's Europe: Deep Instinct added to T-Sys Poland offering
Inevitable Czech clash as ČTÚ confirms auction conditions. Hrvatski Telekom’s Optima distractions continue.
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Strategy & ChangeQ2 FY20: Un-Carrier quickly finds stride after H1’s bumps
New CEO and CFO team remain bullish on business growth opportunities, despite challenges of Sprint integration, COVID-19, and change of leadership. TMUS moots a period of commercial aggression against rivals in H2, working off economic downturn and 5G differentiation. B2B expansion also back (yet again) on agenda. Reported surpassing ...
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PremiumGuidance: Deutsche Telekom shows off its super-sized stats
Up-sized Group sees earnings coming in above €30bn.
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Strategy & ChangeQ2 FY20: Steadying European ship now a top DT priority
With the appointment of Dominique Leroy to lead Europe segment, DT appears to be ensuring it can attack regional revival from all sides. An outsider but not a maverick — Group continues ‘internationalisation’ of upper hierarchy but evidently does not want to rock boat in a time of crisis. ...
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Strategy & ChangeQ2 FY20: Gopalan backed to solve Germany paradox
Transferred from Europe segment, new CEO is being asked to bridge multiple, competing business objectives at Telekom Deutschland, as Group takes a fresh look at how to move its European-based businesses forward. Höttges’ comments suggest efficient fibre rollout remains a puzzle the operator has yet to get to the ...
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PremiumSpend: Deutsche Telekom enters de-leveraging phase
Höttges could reach for famed cookie jar to help bring down borrowing after US splurge.
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PremiumHeadline numbers: relying on US
USA growth now an even more dominant part of DT’s world. Management remain keen to ensure strength in Europe is not overlooked.
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Strategy & ChangeT-Systems launches Digital Solutions unit after integration rethink
New digitisation-focused unit first unveiled in April 2018. Detecon consultancy unit and T-Sys MMS no longer involved. New unit to have two joint leaders.
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Network & InfraMovistar signals interest in Colombian 5G spectrum
Operating business highlights plans to beef up its 5G spectrum platform, despite ongoing suggestions parent Telefónica is keen to reduce ties to the Colombian market.
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M&ATelefónica jilted in LatAm again
América Móvil gave up on Movistar El Salvador acquisition. Telefónica once again sees sale of a Latin American asset derailed by actions of local competition and regulatory watchdogs.
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Strategy & ChangeHeathrow operator Ferrovial has 5G on radar
Emerging tower and private network ambitions look to set up the Spanish group as a rival and/or partner of operators and their infrastructure arms.
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Strategy & Change
Green sees ‘correction’ in TV sports rights prices
BT is attempting to turn down the heat on expectations for broadcast sport auctions in a market that has already seen signs of cooling.
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PremiumBT TV: A tale of two UIs
The evolution of BT TV reflects a BT journey from an outward-looking “buy” approach to new technology, to a more self-reliant “build” mindset. Divisional BT architects said to have re-focused on project delivery, with strategically-minded enterprise architects taking a Group-wide perspective.
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PremiumNumbers: no sport and shut businesses take their toll
While whole Group faces headwinds, Consumer and Enterprise take the brunt of COVID-19 impact. The “usual” working capital payments on top of slumping earnings result in negative cash flow for the quarter.
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PremiumSpending: capex surge still around the corner
Lockdown slows network rollout, but capex remains on track to ramp up from next year. Existing cost cutting to be coupled with pandemic-driven spending reviews for additional sustainable savings. New Huawei rules said not to add to BT’s swap-out burden.
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PremiumGuidance: what’s the worst that can happen?
Outlook on revenue and EBITDA implies little good news for rest of FY20–21. Earnings growth anticipated in FY21–22, as regulatory headwinds fade and efficiency gains come into play.