Latest Premium Insight – Page 97
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PremiumElsewhere in BT Enterprise: churn risk targeted
Division continues effort to nudge businesses and CPs away from legacy voice, and towards its own next-gen offerings.
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PremiumBT people moves: network strategy and internal learning changes
Lovelock takes internal learning spot to action Blewitt’s ecosystem development. Adrian Joseph adds Direct Line to his portfolio. Sports Rights MD Haworth makes tracks. Former BT fleet CEO takes to Enterprise.
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PremiumVodafone Q2 FY20–21
Cost-cutting props up performance during COVID-19-hit quarter and CFO indicates she is preparing to step up efficiency plans further. Lag in delivery of leadership’s “Phase Two” plans, including Tech 2025, muddying attempts to assure stakeholders of a brighter future. Lots of talk of “underlying” strength as Group’s leadership seeks ...
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PremiumHeadline numbers: weathering the storm, for now
Key numbers relatively solid, reflecting telecoms sector’s cushioning from worst of pandemic disruption. Cost-cutting props up earnings, offsetting top-line weakness. Results preceded latest coronavirus response measures, which will have exacerbated drag on roaming revenue. Government support measures and resumption of international travel cited as key to maintaining solidity.
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PremiumGuidance: tightly-wound numbers obscure future
On a like-for-like basis, Vodafone Group is holding its own in the pandemic so far and leadership appears confident regarding short-term outlook. Longer-term prospects remain a question mark, however, especially as cost-cutting — rather than the top-line growth — is keeping the Group on a steady course. Asset sales ...
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PremiumSpend: Della Valle dials it up on COVID cost-cutting
CFO flags acceleration of savings push during H1, and possibility of a further expansion of ambitions for the post-COVID era. Planned developments at Vodafone Procurement Company briefly mooted. Stark Retail and Shared Services cutbacks detailed.
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PremiumEurope: Read stresses asset line-up is not settled
Vodafone leadership considering next phase of Group strategy, and indicates M&A moves could form part of new medium-term plan. Group open to solutions in markets not generating sufficient return on capital employed. Germany’s importance to Vodafone on display again; commitment to other markets less obvious.
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PremiumAfrica: resilient SA helps Vodacom through crisis
Vodacom continues to perform well despite regulatory and macro pressures across its regional footprint. However, unfavourable currency trends remain fly in the ointment when Group’s results are translated to Vodafone’s P&L. No sign yet that Vodafone management is going cool on its commitment to Africa, despite weaknesses and willingness ...
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PremiumBT people moves: IT executives reshuffled
IT Managing Director Rachel Higham confirmed her departure, leaving a vacancy for the all-important IT transformation project. Changes to Group’s regional management, including the exit of BT’s England Director and a new Openreach Scotland chair. High-profile alumni take advisory spots at UK regulators.
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PremiumElsewhere in Vodafone Group: Colao tipped for fast lane
Fast lane for Colao?; Vodafone draws IoT.nxt further into fold; Vodafone brand disappears from Malta.
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PremiumElsewhere in BT Technology: Open Digital Architecture gets tested
BT backing digital architecture commoditisation; data traffic records tumble.
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PremiumElsewhere in BT Group: Cisco takes IMImobile
Partners Cisco and IMImobile to meld customer comms solutions.
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Strategy & ChangeElsewhere in Openreach: job creation takes off
European fibre surge anticipated; Openreach partner folds.
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PremiumElsewhere in BT Enterprise: NTT renews wholesale deal
Transatel set to enable more EE features for UK MVNOs; Wholesale claims 5G rollout lead.
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PremiumElsewhere in BT Consumer: Premiership Rugby not guaranteed
Rugby talks go to wire; BT Sport welcomes fans back, EE clearing not-spots.
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PremiumElsewhere in Africa: Vodacom's Joosub targets techco transition
Vodacom CEO defends Rain tie-up; Lesotho crisis continues; dominant Safaricom back in political spotlight; African OpCos keen on Huawei tech.
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PremiumDeutsche Telekom Group Q3 FY20
Twin-track Group resilient in Europe while continuing to achieve strong growth in the USA. Mismatch between prospects and sentiment in two regions has become a key challenge for management. Attention turning to next strategic cycle, and how DT will seek to reinvigorate Europe-side businesses in stodgy political and regulatory ...
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PremiumHeadline data: bulked-up DT busting out of old suit
Double-figure and triple-figure milestones nearing for expanded Group on sales and earnings. TMUS the star, again, but DT’s network of European telcos holding firm during highly problematic FY. Top management unclear on picture at T-Sys as orders slump.
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PremiumGuidance: beefed-up DT puts on a show
Up-sized Group uprates earnings again. America providing the main grunt, but Europe also chipping in. Stakeholders still queasy around cash generation, despite Group’s rude health at EBITDA level.
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Strategy & ChangeElsewhere in Vodafone Europe: 5G tested across the bloc
German rivals jump on campus bandwagon; physical and digital security launches; 5G use-cases explored in Netherlands, Spain, and UK.