Latest Finance & Strategy Insight – Page 173
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Strategy & ChangeBT steps up SME defence as it awaits insolvency tsunami
BT Enterprise’s Q1 FY20–21 performance shows a business briefly hollowed out, and anticipating further blows as it begins its recovery. Small Business Support Scheme is promoting ultrafast vouchers, bursaries and training in the hope of softening the impact of the pandemic recession. DCMS-backed scheme once again shows BT ready ...
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Strategy & ChangeNew joint tech division under CTIO Rao in works
Plans to create 60 ‘future-oriented’ positions in fields such as cloud and cybersecurity. German operating business continues network and IT integration efforts.
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Strategy & ChangeItaly’s INWIT: we’re Mercedes of tower race
CEO sees refresh of INWIT’s internal operations, instigated following meld of Vodafone Italy towers, as basis for industry leadership and stepping stone to expansion into new markets.
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PremiumQ2 FY20 first take: Telefónica distracts as reality bites
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn off reported revenue, and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. Telefónica Infra ambition emerging as plans for new wholesale fibre networks ...
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Strategy & ChangeDeutsche Telekom’s OneApp undergoes big data revamp
Data-handling turnaround to gain more insights from self-care app. New big-data solution supported by AWS and assortment of software tools.
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Content & TVVodafone rethinking content partner strategy
New unit in London charged with refreshing approach to content buying and alliances with the likes of Amazon and Netflix. As ever, “innovation” is emphasised but the underlying onus appears on consolidation and efficiency.
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InterviewInterview: Julie Snell of the Scotland 5G Centre
Former BT executive is relishing new challenge of bringing together a distinct and inclusive 5G strategy for Scotland. 5G continues to be a disruptive and highly politicised step-change in the telecoms industry’s development, with devolved government seeking policy differentiation from Westminster.
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Network & InfraCellnex swerves Telxius questions as it builds war chest
Robustly growing tower company with €11bn burning a hole in its pocket. Linked to an investment in Telefónica’s “magnificent” infrastructure division. Cellnex management say keen on operational control over investments.
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M&ASpanish altnet MÁSMÓVIL hits takeover turbulence
Activist investor tries to foil private equity buyout.
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PremiumElsewhere in Telefónica Infra-Tech: Kymatio gets funding boost; Navantia gets €5m contract
Telefónica backs TM Forum Open APIs, and Wayra invests in cybersecurity.
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Financial & PerformanceJio turns into Vodafone Idea’s worst digital nightmare
Massive Google investment underscores both Jio’s domination and its ambition to develop wide range of popular digital services. Who’s Who of foreign investors, which includes digital-savvy Facebook, now accounts for nearly a third of Jio Platform equity. Vodafone’s long-term outlook in India looks even more perilous than before, after ...
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PeoplewatchHaines bows out at BT
Veteran omnipresent through a plethora of BT reinventions confirms departure plans. Completing final service launch supporting new data and AI solutions. Expecting to return to a frontline role after a short break.
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Strategy & ChangeOpenet closes out charging win for EE
Vendor’s footprint extended beyond BT Mobile. Deal not just about adding capability — cost savings side noticeably talked up and project sees meld of existing charging technology partners.
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PremiumFitch gives Vivo AAA-grade
Fitch recognises Vivo’s business model with triple-A rating despite the COVID-19 effect.
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Financial & PerformanceONS data errors reshape UK telecoms landscape
The Office for National Statistics new methods marks change for the past 20 years’ price decline, but promise more accurate inflation and GDP readings. Change backs telcos’ claims that they are meeting demands of ‘more for less’ in tougher circumstances than assumed.
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Public AffairsRegulatory questions posed over DT’s Romanian exit plan
Possibility of regulatory pushback to a deal raised by national competition head. European Commission would also want to have a close look.
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M&AEU: Vestager nod set to prompt regional consolidation race
Vestager distracts from four-to-three merger demands by highlighting potential for creation of pan-European big beasts. But is this feasible in any imminent iteration of Europe, beyond cross-border infrastructure ventures envisaged by Orange?
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PeoplewatchBoddy to give Vodafone Ventures a pump?
Strategy Director’s addition to Vodafone Ventures board poses the question: what exactly is Vodafone’s strategy when it comes to technology VC?
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Strategy & ChangeTelefónica Tech crosses paths with ElevenPaths
Tech division to absorb in-house cybersecurity unit, say “industry sources”. ElevenPaths CEO Pedro Pablo Pérez not going anywhere, it seems.
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Strategy & ChangeO2 seeks to benefit from post-COVID-19 era
O2 UK turns sell-to relationships on store technology into commercial partnerships. Operator creates new suite of digital solutions to resolve social distancing challenges, using technology from two startups originally incubated by Wayra UK.