Latest Premium Insight – Page 92
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Strategy & ChangeElsewhere in T-Mobile US: Georgia partnership for 5G incubator
Jay-Z reportedly buys back T-Mobile US’s stake in digital music player Tidal; T-Mobile Accelerator in growth mode.
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PremiumQ4 FY20: Shrinking Telxius focused on serving the core
Telefónica Infra’s biggest asset demonstrates worth ahead of its sale, while the remainder of the Telxius business is primped for a possible offload. Infra set to focus on development and management of fibre InfraCos to ease Group capital demands and accelerate fibre rollout, while serving the need of OBs. ...
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PremiumQ4 FY20: Telefonica Tech still growing into its role
Telefónica Tech described as “most resilient” area of the business, although growth appears below initial expectations. Licensing and reselling virtualised services key growth drivers, and enterprise offerings propelling divisional growth.
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Strategy & ChangeFY20: Core four battle on in tough times
Major markets collectively show declines at the end of a tough year, but Group remains committed to focusing investment on next-generation networks to transform its fortunes. Spanish operations still the crown jewels, and closely protected, but management still yearning for market consolidation. O2 UK’s five-year efficiency drive has it ...
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PremiumQ4 FY20: lightweight Hispam division swimming against the tide
FX once again crushes a period of robust defensive plays by Hispanoamérica operating businesses. Argentinian currency devaluation weighs heavily. Restructuring in Mexico provides a gloss to profitability for the final quarter. Management expectations moving on from a sale or spin-out towards development an insulated asset-light unit to minimise the ...
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: OTE takes EU deal
Magenta Telekom CEO vents 5G frustration.
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PremiumEE gets a bargain as operators low-ball 5G auction
Ofcom raises a total of £1.4bn in principal auction stage — several hundred million pounds less than expectations. Regulator has now opened the first phase of the negotiation period that should enable operators to build a contiguous block in the 3.4GHz–3.8GHz band. Lower spend on licences (so far) should ...
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PremiumBT keeps foot in Boots door with deal extension
Global secures win for its Dynamic Network Services portfolio as it expands relationship with WBA in a key industry vertical. Pharmacy branch deal underlines appeal of Cisco’s Meraki hybrid cloud offerings, available through BT Connect.
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PremiumElsewhere in BT Group: rural rent causing problems
DT feels BT’s pain; EE among the MNOs to take flak for making the most of rural rent reductions.
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PremiumElsewhere in BT Consumer: premium broadband competition grows
Vodafone UK takes swing at Consumer’s premium broadband service; net neutrality debate resurfaces.
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Strategy & ChangeElsewhere in Openreach: Superfast Cymru targets missed
Outage in Bridgeton; progress update on Superfast Cymru Phase 2; Openreach partner on brink; 4.5 million fibred up.
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PremiumElsewhere in BT Enterprise: small-cell deployments flagged
Infobip partnered for RCS enterprise marketing; BT among the backers for Microsoft Teams product launch.
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PremiumElsewhere in BT Global: Syngenta deal renewed
VMware SD-WAN deal for Alstom; agritech support for Syngenta
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PremiumQ3 FY20–21: Top team turn bullish as growth returns, just
Nick Read and Margherita Della Valle claim Group set for acceleration after sneaking back into growth territory during quarter. European macro and M&A questions continue to overhang claims of confidence in regional prospects, however. Amid continued talk of yet more in-country consolidation, “pragmatic” Vodafone will “always examine opportunities to ...
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PremiumVodafone bolsters fixed and mobile cover with tie-ups
Active network sharing with O2 to help fill 4G coverage gaps, and smooth regulatory clearance of a larger pact with Deutsche Telekom. Expanded fixed access wholesale deal with Deutsche Telekom encompasses provision of wholesale fibre access. New infrastructure project with Primevest will see VfD sell full fibre to the ...
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PremiumBT going it alone with Shared Rural Network plans
O2, Three, and Vodafone reach agreement to construct more than 220 new 4G masts by 2024, taking partial ‘not-spot’ coverage to 84% of UK landmass. Sites will cover areas BT/EE already reach, with “historic investment” seemingly respected, per Allera’s request. Frozen out of initial announcement, BT updated on its ...
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PremiumBT under fire in long-running NI public sector projects
Northern Ireland Assembly report slams contract extensions awarded to BT Group that cost taxpayers £120m. While civil servants displayed “indifference”, BT “ran rings” around them.
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PremiumOpenreach NI fibre plan stirs up Project Stratum
Openreach Northern Ireland on track to exceed FY20–21 full-fibre target. Overlap emerges with Openreach plan and publicly funded project. NI leads UK with highest full-fibre availability.
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PremiumVirgin Media’s foray into 5G signals end of BT era
All Virgin Media subscribers expected to leave BT network by early-2022. BT highlights “healthy pipeline” of new MVNO business opportunities.