Latest Finance & Strategy Insight – Page 188
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Products & ServicesVodafone Q4 FY18-19
Diminishing cash wiggle-room reflected in dividend cutback. Reliance on Liberty deal increasingly in focus, as Group continues pivot towards struggling Europe Region. Questions starting to increase around lack of a growth platform.
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Strategy & ChangeT-Sys hangs up on user support
Business tidy-up still getting into “full swing”, more than 18 months after T-Sys Chief Executive Adel Al-Saleh’s appointment.
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Strategy & ChangeLast-mile fee hike proposed
Timely boost from BNetzA, but 5G costs and Vodafone move cloud wholesale picture.
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PremiumDT bites the bullet in German 5G auction
DT bids heavily on acquiring more airwave concessions, despite reservations. Germany throws Huawei a 5G lifeline.
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PremiumDT highlights further mmWave tests with Ericsson
Group remains keen on microwave-based 5G backhaul.
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PremiumLong-range drone JV comes on radar
DT tries its luck on another long-view innovation investment.
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PremiumTim maintains Zen despite tension in airwaves
Group keeps on course for performance targets. Q1: another TMUS-powered quarter, but European segments growing contribution. Sprint and German 5G auction outcomes cloud outlook. Hints of churn worries amid European turbulence.
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PremiumVodacom snaps up solution provider IoT.nxt
Business development partnership upgraded. Suggestions that times have changed regarding operator tie-ups.
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PremiumVodafone’s ‘other’ division continues slide to background
Currency weakness dampens Region’s growth. Division out in the cold, with strategic plans focusing elsewhere.
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Strategy & ChangeVodafone gets out of the way on M-PESA expansion
Vodacom and Safaricom given licence to pursue “M-PESA 2.0”.
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PremiumGroup waiting by phone for Liberty troubleshoot
Executives dig-down for evidence of “operational” progress as top-line slumps. Revenue momentum dissipates in Germany; Spain and Italy remain in reverse. Emphasis still geared to savings rather than much-needed growth uptick.
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PremiumGroup finds face-saving NZ exit but Oz rejig stalls
Read’s portfolio cull in non-European markets continues. Group hopes it is third-time-lucky for a deal to remove shackles in NZ. Infrastructure funds offered up as new M&A buddies for Group in retreat. Auxit denied: TPG deal knockback dampens the mood.
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PremiumVodafone delivers remedy package for Liberty merger
Wholesale deal with Telefónica aims to secure Liberty merger go-ahead. Vodafone also commits to deliver OTT TV services in Germany. DT and broadcasters remain unimpressed. EC pushes back deadline again on merger investigation.
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Strategy & ChangeJansen prepares to kick-off in public
Speculation was mounting on potential strategy updates that would accompany BT Group’s full year results presentation on 9 May 2019.
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Strategy & ChangeLopez on the edge as Telefónica aims to tame complexity
With a fibre foundation topped with a virtualised network, Telefónica is aiming to create flexible services that adapt to customer needs. Edge computing key to service evolution, but will be driven by incremental benefits, not a single compelling killer application. As Telefónica focuses on becoming a technology-focused company, partnerships ...
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Strategy & ChangeEWE fibre JV comes to life
Capital offset plan looks to be going ahead, boosting TDE’s fibre long-game.
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PremiumISS expands DT facilities ties into go-to-market
Sign of times in telecoms, as supply deal expands into commercial realm.
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Strategy & ChangeHöttges back in Budapest
CEO’s second recent trip to capital raises questions. Speculation of Hungarian sale talks adds to intrigue.
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PremiumCEO roles highlighted in Phones 4u collusion claims
Collusion claims based on internal Phones 4u emails are said to put senior O2 and Telefónica Group executives in the spotlight as the retailer’s administrators prepare court filings.
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Products & ServicesMovistar Money reaches wider audience
Telefónica is taking another step forward in the development of a consumer finance business in its home market, opening up the offer of small personal loans to more customers.