Latest Strategy News – Page 99
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M&ATelefónica seeks buyers for logistics unit Zeleris — report
Telefónica España distribution and logistics subsidiary reportedly on the market with a €100m price tag. EY on board to push for a sale as divestment strategy continues across the Group.
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PremiumQ4 FY20–21: Vodafone Group lines up for NextGenerationEU subs
Leadership pins hopes on European Union twelve-figure cash injection to breathe new life into troubled Mediterranean markets. Group prepping its own capex uplift in tandem with EU’s, but focus is primarily on German ‘safe zone’. While operator is positive on European prospects, little is offered to convince underlying market ...
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PremiumVodafone Q4 FY20–21 guidance: capex bill causes pushback
Group opens up with medium-term growth commitments. However, City analysts appear irked by cash flow uncertainties stemming from spend to fuel that growth.
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PremiumVodafone Q4 FY20–21 spend: a rare loosening of the purse strings
Leadership keen to assure that RoI will dictate where capex flow is directed. Lack of opex focus suggests digital efficiencies programmes could be in for a reboot.
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InterviewOpenreach Tech team powers UK fibre build
CTIO Colin Lees shares impact of tech overhaul on network build. More effort on provisioning and repair in three-year transformation project. Openreach owns IT and Network strategy decisions; BT Digital and BT Networks are key suppliers. Three-supplier strategy for FTTP advances with Adtran, Huawei and Nokia.
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PremiumMystery of Telefónica’s vanishing digital revenue as Tech takes off
Hard-fought progress at the start to the year looks set to provide a base to hit guidance, with management seeming open to improving outlook as the year progresses. Group keeping its options open on monetising Hispanoamérica interests and its fibre infrastructure in Europe. Telefónica Tech is open for business ...
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Strategy & ChangeSoftwarisation is industry’s destiny, says DT’s Gopalan
Telekom Deutschland Chief Executive sees industry value already shifting from physical infrastructure to software architecture. Network orchestration layer and partnerships key to realising telco-as-a-platform vision. Cannibalisation of legacy revenue part of the digital transformation journey.
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PremiumDestination: new BT; ETA 2026
Jansen again evangelising glorious digital future: five-year timescale reiterated, with promises of peak fibre investment passing and financial nirvana arriving. Stability predicted for FY21–22. Investors more interested in gruel on today’s menu rather than jam promised tomorrow. The court of public opinion may ultimately rule on five-year tax dodge. ...
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M&ASuitor emerges for Telefónica Uruguay
Grupo Olmos, Argentinian healthcare, insurance, and media conglomerate, formalises intention to enter negotiations for the OB. Former Telefónica Espana CEO Gipérez appointed to “lead” acquisition project.
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Strategy & ChangeNew home for DT’s eastern European and Russian IT units
Internal IT functions brought within domain of Technology & Innovation Head Claudia Nemat. Potentially consolidation-focused move comes with Deutsche Telekom IT in midst of transformation and efficiency drive.
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Partnerships & AlliancesVodafone tools up for data-driven future
Group is deploying tools from Mehrwerk and Qlik to help implement its ‘digital first’ strategy. VodafoneZiggo is using Qlik Sense to turn its workforce into ‘data-driven employees’.
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Network & InfrastructureEthiopia tender win: gov talks up Vodafone’s ‘quality’
Safaricom-led consortium emerges as sole new entrant in damp squib of an auction. Group’s rare move into new market muddied by competitors’ apparent wariness regarding risks in Ethiopia. Only two bidders emerge for new licences. Fears of incumbent’s political heft added to suitors’ macro uncertainties. Plan for an Ethio ...
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PeopleInglis out as BT continues Board refresh
Another Board change as Mike Inglis, six-year Non-Executive Director, readies for his departure later this year. Sara Weller to (partly) fill his shoes on committees.
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Partnerships & AlliancesProsegur wants to take Telefónica JV international
Overlapping LatAm markets being eyed for expanded partnership between Telefónica and connected security partner Prosegur. Movistar Prosegur Alarmas JV said to be maintaining growth in Spain, despite lockdown.
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Strategy & ChangeElsewhere in Vodafone Africa: Safaricom’s data centre refresh
Safaricom plans data centre refresh; Millicom backs out of Tanzania.
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Strategy & ChangeVodafone adds smarts to real estate strategy
Technology from acquisition IoT.nxt is helping Vodafone to better optimise its office space. Rollout chimes with coronavirus challenges and Group’s cost savings goals. External customers being scoped out for system.
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Strategy & ChangeElsewhere in Vodafone Europe: Deegan questions Spain's 5G investment policy
5G- and VR-powered maintenance deal on Italy’s railways; call for network investment reform in Spain.
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Strategy & ChangeCornerstone exit could be early item on VM-O2 agenda
Indications made that prospective JV’s Cornerstone stake seen as non-strategic, and could be jettisoned in name of “national champion” Grand Plan. Sale would raise cash for higher strategic ambition of fibre expansion. Liberty “gearing up” for talks with partners to team up on Gigabit rollout. Fries showing willingness to ...
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Network & InfrastructureBT warns “Quantum Apocalypse” might happen in 2024
Optical research expert says quantum computers could crack current public-key cryptosystems within a few years. Ubiquitous fibre connectivity particularly vulnerable to attack. BT sees QKD — “fighting quantum with quantum” — as key in safeguarding national critical infrastructure.
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Products & ServicesVena: BT launches “smart” broadcast network
BT Media & Broadcast division unveils Vena as end-to-end broadcast platform. Enabling remote production at core of new service, reflecting expedited industry-wide transition during pandemic. Two “major broadcasters” already on the books. Evolution pending in existing Media & Broadcast partnerships.