Latest Strategy News – Page 98
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PremiumQ1 FY21: final coronavirus quarter packs a punch
Spain and Germany OBs stabilise as first wave of coronavirus shocks works its way through results. Vivo displaying underlying strength, but currency fluctuations continue to turn positives to negative. With strong returns on falling revenue O2 UK bows out as a ‘core four’ market Hispam edges back into the ...
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Strategy & ChangeElsewhere in Telefónica Infra-Tech: Siemens paired for smart buildings
Siemens partnered for smart buildings; Gilat wins teleport contract; Silicom selected for SME SD-WAN drive.
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Financial & PerformanceDT’s top team drops €4m on shares
Leadership puts money where its mouth is following ambitious mid-term strategy update. German operator seeking to boost T-Share perceptions and align with T-Mobile US’ rising valuation.
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PremiumQ4 FY20–21: Vodacom turns to M&A to turbo-charge change
Fibre expansion back on as Vodacom steps up diversification plans. Operator negotiating potential strategic partnerships across infrastructure assets, as it develops own take on Vodafone’s leaner and lighter TechCo vision. South African group-within-a-group being offered greater freedom by Vodafone than increasingly tightly-controlled businesses in Europe. One question, as it ...
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Strategy & ChangeTelefónica Peru set for further workforce cuts
Hispam unit’s headcount reduction plans emerge as part of restructuring process. Layoffs to be given go ahead by MTPE, according to Peruvian news outlets. Move follows stark FY20 results.
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OperationsDT to halve real estate footprint in cost reduction drive
Group will shutter 50% of its German real estate in the period to December 2024. Expected net savings could reach €200m. Reflective of a “new way of working” at T-Systems and TDE.
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Strategy & ChangeNemat maps out ‘hyperscaler-plus’ ambition
Group Head of Technology & Innovation uses Capital Markets Day presentation to frame DT as increasingly “hyperscaler-like” on speed-to-market. Addition of “telco-grade” voice and network security, argues Nemat, gives DT advantage over big tech. Exec lauds “superior production model” compared with European peers. Greater network automation presented as key ...
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PremiumDT’s deal-maker Langheim studies his share options
The long journey to the top in the USA is not yet complete, but DT’s message is that patience is paying off and reiterates plans to take the number-one slot. European portfolio reshaping in pipeline, with Dutch “crown jewel” TMNL prepped for ownership rejig and carve-out of “kingmaker” tower ...
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Strategy & ChangeGopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.
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Strategy & ChangeDeutsche Telekom: Capital Markets Day
Capital Markets Day presentations show Group continuing to flourish thanks to big, correct calls over last decade. Group seeks to boost T-Share perceptions and better align itself with T-Mobile US’ rising valuation. Leadership puts money where its mouth is with bulk share buyup following ambitious mid-term strategy update. Höttges ...
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Strategy & ChangeLeroy not rocking boat with FY24 goals
New regional CEO Dominique Leroy marking predecessor Srini Gopalan’s homework, and gives it an ‘A’. Similar plan laid out for Europe in next cycle, to maintain modest forward movement in revenue and earnings through service quality and efficiency improvement. Centralisation and cloudification of systems key targets in segment’s “next ...
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PremiumT-Systems turnaround match goes to a replay
Patience again called for as T-Sys presents COVID-19-afflicted medium-term figures. Chief Al-Saleh wins postponement of positive cash flow target to FY23 as he seeks to realign T-Sys for new normal. More cost cuts coming in IT, infrastructure, and staff as T-Sys seeks to meet expanded savings target. DT wants ...
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PremiumDT looks forward to big payday from US “racehorse”
Praise and pragmatism for American powerhouse at Capital Markets Day. No clues on timing for securing NatCo majority, but Group not in a hurry. New twist in relationship as NatCo and Group collaborate on B2B services. “Trans-Atlantic synergies” boost TMUS enterprise plan. Sprint International assets left hanging amid B2B ...
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Enterprise (B2B)T-Mobile US and DT team up for transatlantic B2B services
NatCo and Group collaborate on developing services for global businesses. “Transatlantic synergies” boost TMUS enterprise plan. Sprint International assets left hanging amid B2B manoeuvres.
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Strategy & ChangeHöttges takes swipe at rivals over undisciplined “adventures”
DT Chief Executive indicates that spending billions on sports rights is a risky business. Part-DT-owned BT criticised for stretching itself on football content acquisition.
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Network & InfrastructureDT ready to carve out “kingmaker” tower assets
Deutsche Telekom wants to carve out “all” of its towers across Europe, says CFO Christian Illek. Change in mindset comes following rapid rise in TowerCo valuations. Czech and Slovakian footprint next to be assessed for extraction from NatCos.
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M&ADeutsche Telekom pondering Dutch M&A options
Group appears cold on possibility of buying out junior partner in T-Mobile Netherlands when options open up in January 2022. New tie-up or sale flagged as likelier outcomes.
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Strategy & ChangeElsewhere in Vodafone Group: Legal advisory panel refresh; Adobe trumpets VPC ties
Vodafone cancels Arch Summit 2021; Group updates legal advice team; Adobe describes VPC ties as “crucial”.
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Strategy & ChangeTM Forum puts skills gap in focus on the Human Factor
Organisation warns that the telecoms industry risks losing the war on attracting new talent.
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PremiumQ4 FY20–21: Vodafone Group goes off thrift script in Read ‘phase two’
FY20–21 presentation sees reins eased off investment, but to an unknown degree, and with a focus on select target areas within leadership’s comfort zone. Increasingly dominant German operations to get a capex boost, along with ever-expanding central functions. Announcement of strategy tweak falls on stony ground, with City appearing ...