Latest Strategy News – Page 112
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Strategy & Change
CFO Werner in box seat on Telekom’s data strategy revamp
Telekom Deutschland’s money man overseeing data-driven modernisation programme, including effort to meld siloes through over-riding data lake. Data strategy seen as key to growth, efficiency, and customer experience goals.
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Strategy & Change
Telefónica bulks up cybersecurity unit with Brazilian assets
Group further sharpens its focus on security services. ElevenPaths adds Peru to its local operations.
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Strategy & Change
IoT.nxt rejigs management to further exploit Vodafone links
Vodacom acquisition anticipates faster international growth, prompting operational changes along territorial lines. Among the trio of internal appointments is Mark Beets, handed responsibility for developing business with Vodafone’s Partner Markets organisation.
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Network & Infrastructure
Vodafone in “no rush” to deploy XGS-PON
Cornaglia says GPON fibre architecture is “probably sufficient” to meet bandwidth needs until 2025. Executive sees some promise in TWDM-PON technologies in longer term, but high costs and system instability causes for concern.
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Products & Services
TPG woos eco-conscious consumers with felix sub-brand
Carbon-neutral sub-brand signals fresh start for newly merged TPG Telecom. TPG steps up customer acquisition push with green and unlimited data offers and gets busy on convergence. Australian sub-brand follows Vodafone playbook.
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Suppliers & SCM
Deutsche Telekom to harness machine learning-based buying
DT’s finance and human resources shared services unit builds process mining expertise with Celonis. By 2025, DTSE aims to have machine learning-based recommendations for “Procure-to-Pay” process.
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Strategy & Change
Elsewhere in Vodafone Group: SpaceMobile-NASA collaboration
NASA working with US satellite venture; Innovus bolsters security; Vodafone’s Harmonic partnership shows its size.
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Strategy & Change
Elsewhere in Vodafone's Associates and JVs: TPG 5G plans take shape
VodafoneZiggo flags Gigabit cable upgrades; 5G spectrum auction nearing in Australia.
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Network & Infrastructure
Vodafone UK unveils plans to kick-start open RAN
OpCo commits to 2,600-site rollout; suppliers in evaluation stage. VfUK aims for at least 20% of UK sites based on disaggregated architectures, but not until 2027. Timeline dovetails with Huawei kit removal roadmap. Investment geared towards encouraging more participation from operators, suppliers, and government to get open RAN ball ...
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Strategy & Change
Vodafone Ireland pushes for greater digital engagement
OpCo has deployed the first 50 Broadband Connection Points as the long-gestated National Broadband Plan starts to take shape. Reveals measures that were required to deal with the effects of the coronavirus pandemic.
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Strategy & Change
Elsewhere in Vodafone Africa: Vodacom in SA and Tanzanian trouble
Vodacom reportedly tangled in murder scandal in South Africa, and taking political fire over Tanzanian election.
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Strategy & Change
Elsewhere in Vodafone Europe: Greece targets submarine business
Vodafone Greece eyes submarine; cashiers going virtual in Spain; Vodafone UK blocked from handset blocking.
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Premium
BT Group Q2 FY20–21
Revenue and profit keep falling in pandemic. COVID-19 creates noise and uncertainty, but BT is pushing its transformation story, asking for patience as stakeholders get twitchy. Openreach a lone bright spot, although Global may be benefitting from long-term recovery strategy. An improved earnings forecast at BT is not expected ...
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Financial & Performance
Openreach fibre thrives but volume deal prospects fade
A strong quarter and half-year for the access services business demonstrates building momentum for fibre services in the face of the pandemic. Anticipated long-term volume deals may not materialise, but associated competitive pressure may help BT arguments on the need for a ‘fair bet’ from Ofcom.
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Premium
BT spend: opex coming down, capex still building to peak
Simplified systems are bringing efficiency but lower trading giving an unwanted helping hand. Capex rising, but a sharp decline is anticipated with copper switch-off.
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Premium
BT guidance: EBITDA recovery on horizon, sales rise fainter
Two more years of revenue decline ahead, but EBITDA improving and underpinning investment plans.
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Premium
BT Global braces for more COVID-19 headwinds
Precipitous revenue declines continue for Global as pandemic makes its presence felt, but mitigation measures and ongoing transformation ease the pain on profit levels. Growing underlying strength of division offers hope beyond an anticipated tough second half.
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Strategy & Change
Elsewhere in Telekom Deutschland: 5G Broadcast on the cards; Samsung edtech partnership flagged
TDE working on 5G-based in-vehicle broadcasting.
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Strategy & Change
Elsewhere in T-Mobile US: Vivint smart home available
5G-focused TMUS gives 6G proponents a brush-off. Smart-home experiment flagged in California.
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Strategy & Change
Kubernetes underpinning cloud native push
T-Mobile US highlights cloud cost benefits of container-based and standardised platforms. DT’s Nathan Rader reiterates need to change people and processes en route to a cloud-native future.