Latest Strategy News – Page 119
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Network & InfrastructureSafaricom continues to eye Ethiopian expansion
Kenyan operator continues to edge towards its northern neighbour for next expansive step, with Ethiopia opening its markets to two new mobile competitors. Vodafone and associates reaching out to investment groups to back bid.
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PremiumBT to face bona fide converged challenge from VM–O2
Liberty Global and Telefónica Group creating a UK “connectivity champion” that will leapfrog Sky to become a close second competitor to BT Group. BT confident in its lead in the convergence race, and upbeat on consolidation opportunities, but Spanish fibre know-how and comparable digital portfolio could present new threat. ...
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PremiumBT drives climate plan with electric vehicle commitment
Telco continues to add to its carbon reduction plans through partnership with climate groups. Lifting up green-focused startups though a new accelerator programme expected to foster innovation.
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PremiumBT FY19–20: Looking on the bright side with new transformation plan
A new five-year plan, building on the transformation programme introduced in May 2018 was heralded by the Group.
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PremiumBT FY19–20: Fibre target raised — in theory…
BT is upping the target for full-fibre to 20 million premises passed by the ‘mid- to late-2020s’.
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Network & InfrastructureVodafone sets up new Czech TowerCo
Creation of new business is latest move in Vodafone’s M&A and business improvement plan for European sites.
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Strategy & ChangeDeutsche Telekom, Vodafone clap €130bn German stimulus
Massive €50bn pot set aside for ‘future’ technologies, including 6G, open RAN, AI, and quantum computing. New, €5bn mobile infrastructure company appears to take heat off mobile operators. Thinly veiled threat issued to network suppliers over ‘openness’ and interoperability.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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PeopleCan new Chairman bring back Vodafone’s bottle?
Coming straight from a 15-year CEO tenure, new Chairman does not look likely to be a back seat driver. Lack of a telco legacy appears significant, with Vodafone seeking to diversify products and more closely connect with individual customers. Growth-oriented M&A record suggests brief is not to dismantle Group. ...
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Strategy & ChangeBT begins new chapter in Spain
Rosa Ronda to head trimmed-down Spanish unit. Portobello Capital creates new company called Evolutio from former BT assets.
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Strategy & ChangeDT CSO Tschersich on security in an emergency
DT Chief Security Officer Thomas Tschersich: video conferencing here to stay, but widespread remote working will only work if there is increased trust between enterprise and cloud partners.
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Strategy & ChangeDT says no layoffs through carrier services switch
Transfer of international comms operations rescheduled for October, and seen as growth rather than pure cost-cutting play.
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PremiumBig Four providing a solid foundation
‘Show me the money’ the key message in Spain. Positivity in Germany and UK. Brazil trading up. LatAm carve-out progressing.
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Premium‘Resilient but not immune’ Telefónica takes its medicine
Plans for a Telefónica joint-venture with Virgin Media provided the big news, while smaller steps taken on wider digital transformation plans. COVID-19 inflicts a manageable early hit, but Group cautious on longer-term prospects. Scrip dividend offered as Group aims to carefully manage its cash and discretionary spending.
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PremiumVodafone Q4 FY19–20 management update: staying the course, post-coronavirus
Read infers Group is better placed, post-Colao for economic downturn. Della Valle confirms new, AT Kearney-inspired €1bn cost-cutting plan, after trailering move in late-2019. No disruption to Read’s M&A overhaul, beyond Egypt. Targets hit but glitchy performance, both at OpCos and Vodafone Business.
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PremiumBT and Vodafone down arms, talk post-crisis teamwork
Home-working seen as creating permanent new need for stronger networks covering UK homes, and potential for collaboration to deliver it. Industry cooperation seen as having played a key role in the robust management of changing demands on national infrastructure sparked by lockdown. Huawei takes a surprising dig at UK ...
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Strategy & ChangeVodacom puts home market business back in action
U-turn on Vodacom South Africa as it returns to becoming a standalone business with its own MD. Group creates simplified structure to manage expanded African portfolio.
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Partnerships & AlliancesTelcos see more cooperative post-crisis industry
Home-working creating a permanent new need for stronger networks covering the UK’s homes, and potential for collaboration to deliver it. Industry cooperation seen as having played a key role in the robust management of changing demands on national infrastructure sparked by lockdown.
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Enterprise (B2B)BT’s Karonis: teamwork key for new normal
B2B partnerships seen as especially key in post-COVID era, but BT sees margins being squeezed by cloud tie-ups. Response to current disruption is providing operators with food for thought on how they can move fast, and fix things.
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Partnerships & AlliancesTelefónica, Vodafone support COVID-climate aid alignment
Telcos represented in UN-backed statement urging alignment of COVID-19 economic response with climate action. Magyar Telekom, GSMA, and Orange also pledge support.