Latest Strategy News – Page 4
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M&AUK fibre M&A ‘easy’ (compared to challenges of compatibility, integration, compliance)
Challenger leaders at INCA gathering call out lack of industry standards as key obstacle to more M&A. Integration and migration are costly and complex, making compatibility a consideration for prospective buyers. Compliance also increasingly important in valuations. More positive is XGS-PON embrace, deemed a “damn fine standard for a starting place”, but beware legacy tech. Learn more…
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Network & InfrastructureO2 Germany boosts efficiency agenda with network analysis tools
O2 says in‑house analysis software is eliminating thousands of site visits and improves mobile network availability.
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Strategy & ChangeBT CEO prioritises scale as asset monetisation talks re-emerge
As BT considers options for BT Global, where scale was never achieved, CEO Allison Kirkby will use the same measure in discussions about potential portfolio changes elsewhere.
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Strategy & ChangeBT’s Mehta hails India’s role as recruitment drive continues
BT’s Chief Digital & Transformation Officer talked up the role of BT’s Indian team in transforming the Group while promoting the business as a place to work. Indian operations may not be immune to looming job cuts and the offloading of Global, however…
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Weekly BriefingsBTwatch Weekly: policy in focus as BT execs make the General Election rounds
Latest from BT and its ecosystem, including discussions of a political nature from a handful of senior Group leaders in the build up to the UK’s General Election. The future of TV, planning policy for network expansion, and the need for pro-innovation and investment changes all earned a mention…
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Network & InfrastructureO2 updates Ericsson 5G core deal to boost strategy refresh
Pair set to develop new, resource-saving core network functions as part of fresh “multi-year” agreement, as efficiencies-focused operator seeks to accelerate network automation and drive greater flexibility.
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Network & InfrastructureVodafone UK aims to contain opex with ‘green’ infrastructure investment
UK infrastructure and energy lead Francesca Serravalle opens up on Redstream Evolution network revamp and energy efficiency in bid to hold down operating costs.
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Weekly BriefingsDeutsche Telekomwatch Weekly: shoring up the home finances
Both sides of RoI equation in spotlight in key arena of German fixed broadband, as DT re-assesses market trends and continues search for ways to trim fibre rollout budget.
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Partnerships & Alliances‘Fixer’ Zegona seeks to shore up wholesale relationships, after Vodafone Spain buy
Following €5bn acquisition, Zegona CEO Eamonn O’Hare states intent to “move swiftly” on refreshed strategy, with early moves in wholesale segment reflecting a shift in priorities in order to reduce Vodafone Spain’s cost base and improve unit’s performance…
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Strategy & ChangeSnowflake: Building a telco space where data exchange can thrive
Vodafone, AT&T, Snowflake and Amdocs come together to explore telco operational and business realities and the breadth of possibilities for the age of data, digitalisation and AI when everything is connected. Learn more about how data environments are being transformed to get fundamentals right internally, for customers, and for wider collaboration…
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Innovation (R&D)BT R&D chief calls for “coherent” policies to support UK innovation
UK industrial strategy for telecoms needs a rethink to support homegrown technology development, drive demand, and revive ailing sector, according to Gabriela Styf Sjöman, Managing Director, Research & Networks Strategy at BT Group.
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Weekly BriefingsVodafonewatch Weekly: African infra in spotlight, Spanish retreat complete
Latest from Vodafone and its partners and interests as Spanish exit completes, Shared Ops leadership adjusted, and climate plans pushed back. In Africa, infra-sharing is on the cards, but Vodacom’s in-progress South African fibre deal faces backlash…
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Weekly BriefingsBTwatch Weekly: Kirkby sets agenda as Group targets simpler, leaner, better
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
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Financial & PerformanceDeutsche Telekom Q1 FY24 Highlights: low-key Europe division gets a rare ‘star’ turn
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.
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M&ADigi lands fresh role in OTE’s Romanian exit saga
OTE has signed an MoU with West Network Invest, said to be majority owned by Digi Romania.
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Strategy & ChangeVodafone clarifies climate ambitions, pushes net zero back five years
With the publication of its first Climate Transmission Plan, Vodafone delivers more concrete information on the Group’s decarbonisation plans and expectations, but downgrades an ambition to reach Scope 1&2 net zero.
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Financial & PerformanceBT FY23−24 Highlights: Kirkby unveils sharper BT; investors finally cheer
CEO Allison Kirkby lays out her vision for change, tightening the focus of her predecessor to pitch a simpler, nimbler BT Group with a ROCE mindset differentiated by CX. Network superiority remains central as impetus shifts from build to monetisation, without easing up on the former. With B2B a stubborn drag, the one major diversion from Plan Jansen: now UK-first, Global offloaded…
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Financial & PerformanceBT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
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Financial & PerformanceBT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
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Financial & PerformanceBT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…