Latest Premium Insight – Page 91
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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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PremiumTDE moves into next phase of 5G journey with SA call
Telekom Deutschland conducts 5G SA video call between antenna-site near Munich to Bonn. Recorded latency times of 13ms. Nemat views the tech as essential if network slicing and edge computing are to realise full 5G potential.
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Strategy & ChangeQ4 FY20: Group thinks out of the box
DT’s new Head of Europe argues that the bloc’s fragmented market is ripe for change. Romania and Netherlands remain in DT’s M&A spotlight. FY20 results show Europe holding steady for DT, despite pandemic. Share buybacks increase holdings in Hrvatski Telekom, Magyar Telekom, and OTE.
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Strategy & ChangeQ4 FY20: T-Sys not for sale despite another FY of drag
Höttges wants to keep T-Sys in the DT family despite ongoing wait for the enterprise division to meet positive cash flow ambition. Pandemic-induced order entry and revenue drops laid out in FY20 results. Impact of crisis cushioned by efficiency measures and majorly tightened capex.
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PremiumSievert, Ray gloat after C-Band auction
Execs claim AT&T and Verizon still playing 5G catch-up after “spending tens of billions of dollars they didn’t have”. NatCo’s Virtual Analyst Day emphasises much higher deployment costs facing rivals if aiming for “meaningful nationwide coverage” with newly-acquired 3.7GHz assets. Ray estimates TMUS’s cost per 5G GB could be ...
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Suppliers & SCMRimini Street brought in to address TMUS SAP overspend
Contract tackling support shortfall on inventory management and financial reporting.
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Strategy & ChangeElsewhere in Vodafone Group: Tomorrow Street partner bags investment
Innovation partner SecurityScorecard lands more cash; TiVo maintains TV relationshi
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Venturing & InvestmentsElsewhere in Telefónica Venturing: fcase, CyG, and ProFuturo
Tech Ventures adds fraud detection to startup shopping list; Group interest CyG bags fresh investment.
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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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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 & ChangeElsewhere in Telefónica’s Core Markets: Digital Workplace opens up
Movistar+ adds edutainment for at-home learning; O2 UK offers device-as-a-service for remote-working employees.
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Strategy & ChangeElsewhere in Telefónica Hispanoamérica: 4.5G in Mexico
Progress on OTT bundling in multiple markets; SME channel opened with BBVA; tax disputes continue in Peru.
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Strategy & ChangeElsewhere in Vodafone Europe: EU cluster partnerships and TechCo ambitions spread
Vodafone Turkey lays out four-pillar 2025 ambition as it steps into TechCo territory; Czech and Irish OpCos draw back high street presence; Vodafone Romania pilots TIP-built kit.
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Strategy & ChangeQ4 FY20: TMUS highlights DT’s ‘positive headache’
Group leadership relaxed on quandary of when to push button on re-acquisition of majority control in powerhouse NatCo. TMUS on track with Sprint integration, emphasising huge cash flow potential DT could tap into for expansion across Group.
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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 Vodafone Africa: Safaricom seeks partners
Safaricom looks to expand app ecosystem; Vodacom wins Cell C traffic but loses state mobile exclusivity.
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Venturing & InvestmentsElsewhere in Deutsche Telekom venturing and investments
DTCP increases investments in cybersecurity specialists Axonius and PerimeterX; portfolio companies validate worth with acquisitions; hubraum seeks GNSS startups.
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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 Telekom Deutschland: CFOs increase influence
CFOs extend strategy influence; DT IoT expands into LoRaWAN; Nokia 4G ‘swapout’ completed.
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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.