Latest Telco Insight – Page 19
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Events
Fÿuz 2022 recap: disaggregation advancing; metaverse the ultimate use case; monetisation TBC
Food for thought and takeaways from TIP’s tasty Fÿuz.
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Financial & Performance
DT Q3 FY22 guidance: ten-figure cash ambition still on
US surge drives third successive quarter of uprated forecasts and affirmation of aim to hit €10bn in free cash flow for first time.
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Financial & Performance
DT Q3 FY22 headlines: DT powers through the gloop
Highlights include turbo-boost in US from strengthened dollar, and German broadband gains over competitors.
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Partnerships & Alliances
Google Cloud flags TMUS tie-up on customer care
US NatCo to use AI and data analytics technology to improve customer relationships.
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Partnerships & Alliances
TMUS ties with Bosch, Cradlepoint for IoT connectivity
TMUS’s Ultra Capacity 5G network to fuel real‑time parking monitoring.
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Public Affairs
Passports returned to DRC operator execs after new tax agreements
Executives from Vodacom DRC and its peers will be allowed to travel after agreeing to new tax law.
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Strategy & Change
Elsewhere in Europe: Leroy gathers European leadership to discuss macroeconomic environment
Europe CEO gathers top‑team for macro planning; expansive Vantiva gets a win in Austria; Slovakia’s 5G network boosted.
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Network & Infrastructure
Crnogorski Telekom taps Tesla for 5G build
Crnogorski Telekom expands 5G network to 18 cities, underpinned by Ericsson Nikola Tesla deal.
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Financial & Performance
DT Q3 FY22 spend: fibre build gets into gear
DT justifies confidence on FTTP capacity ramp-up, delivering more homes passed in Q3 than previous two quarters combined.
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M&A
Vodafone NZ completes €1bn passive towers sale
Owner Infratil indicates that all conditions for the transaction were met.
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Network & Infrastructure
Telekom’s auction no-show fuels rumours of Romania exit
Telekom Romania Mobile Communications was the only operator not to sign up to participate in the country’s upcoming 5G spectrum auction.
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Strategy & Change
Vivo makes ESG linked remuneration overhaul
New reward plan to support retention of key executives, incorporating ESG measures.
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Strategy & Change
Elsewhere in UK: Volt’s customer base breaks one million
VM O2’s Volt customer base exceeds one million; dunnhumby aids Tesco Mobile on customer data.
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Strategy & Change
Elsewhere in Germany: O2 apologises for November outage
Mixed network news as O2 loses its voice, but trumpets 5G progress.
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Strategy & Change
Elsewhere in Spain: 5G services extended to O2 España customers
Financing now available for Telefónica–Repsol solar JV customers; Telefónica wins a pair of regional public sector contracts.
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Innovation (R&D)
Telefónica Innovation & Venturing: Open Future joins startup exchange programme in Portugal
Open Future joins startup exchange programme in Portugal.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: Telxius teams up with NJFX
Telxius lands new colocation station partner; Qualys joins Tech’s security ecosystem.
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Strategy & Change
Elsewhere in Telefónica Group: CaixaBank settles on Telefónica holding
Security unit spun out to create firmer line between Hispam and Group; CaixaBank claims to be settled at 3.5% Telefónica holding; cross-operator Eco Rating scheme welcomes new collaborators in Belgium, Portugal, and UK.
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M&A
INWIT boss: time not right for M&A
High cost of borrowing means new management taking “cautious approach” to consolidation.