Latest Telco Insight – Page 179
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         Public Affairs Public AffairsDeutsche Telekom strikes wage deal with unionAgreement on wage increases reached after third round of talks. 
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         Suppliers & SCM Suppliers & SCMArqit excited by prospects despite controversial reportBT-partnered quantum encryption startup’s share price remains sharply down following savage WSJ article. 
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         Financial & Performance Financial & PerformanceQ1 FY22: Telefónica facing challenges with a spring in its stepStrong start to FY22 saw cross-examination on prospect of a quick upgrade on guidance for the year. VM O2 the odd one out as three of Telefónica’s core markets show strengthening operational performance and clear vision for market evolution. Telefónica Tech building momentum, but strategy of buying short-term growth ... 
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         Operations OperationsBT targets skills shortage with Digital Campus plansOngoing skills transformation programme will see a virtual learning environment established, dubbed a “one-stop shop” for employee development. Internal reskilling and upskilling remain central to Group’s sustainable growth plan. 
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         Analyst Reports Analyst ReportsDeutsche Telekomwatch Report #114 – May 2022Key stories include: Cellnex confirms tower tie-up interest | BuyIn trumpeted as inflation antidote | SKT partnership gets another update | Gopalan devolving power from Bonn | TMUS doubles down on Home Internet 
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         Financial & Performance Financial & PerformanceBT Q4 FY21–22: foundations in place, but cracks wideningTypically rosy Openreach figures relied on heavily for positive spin to results mixed bag. 
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         People PeopleChanel allure forces BT Board changeLeena Nair to step down from BT Board, following recent appointment as Global CEO of Chanel. 
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         M&A M&ATelefónica remains open to Hispam M&AGroup says it remains focused on “modulating exposure” to unpredictable regional markets. Executives will consider further deal opportunities, despite appearing much more comfortable with exposure levels. Turnaround programme launched in 2019 providing “very solid results”. Hispam still not seen as ‘core’ territory. 
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         Financial & Performance Financial & PerformanceVodafoneZiggo ‘prioritises customer experience’, reports “solid” Q1Preliminary Q1 FY22 results show 37,000 mobile contract additions, taking VfZ beyond five million SIMs. Suffers inevitable impact of losing F1 rights in 2021, though damage appears contained. VodafoneZiggo pledges to supply all customers with 1Gbps connection by the end of the year. 
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         Public Affairs Public AffairsVodafone gains partial victory against former ONO execsLa Audiencia de Madrid rules that ONO execs accused of tax fraud before Vodafone takeover should pay VAT fees siphoned off cableco’s books. Ruling falls well short of €140m in damages Vodafone was originally seeking. 
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         People PeopleMahomed leads raft of changes at BT Media & BroadcastDirector Faisal Mahomed takes on broader portfolio role across Enterprise units. Commercial, Portfolio, and Sales leadership changes at broadcasting division. 
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         People PeopleNew CEO in at Tesco MobileChange of leadership at UK’s largest MVNO. New CEO again drawn from ranks of Virgin Media O2 co-parent Tesco. 
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         People PeopleTelekom’s broadband partnering guru exitsDido Blankenburg, who has piloted Telekom Deutschland’s fibre agreements for the past four years, says his work is done. Broadband Cooperation unit to be dissolved. Telekom CEO Gopalan calls Blankenburg a “valuable sparring partner” on recently refreshed strategy. 
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         Public Affairs Public AffairsBT: UK can beat EU to TechCo network contributionsWhile Europe’s ‘fair contribution’ row on network investments intensifies, BT’s Policy & Public Affairs Director Alex Towers underlines opportunity for UK to “get there first”. 
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         People PeopleBT’s supply chain digitiser ships outAdam Brown, exec behind BT’s Digital Procurement Garage initiative and wide-ranging buying operations overhaul, leaves to join Maersk. 
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         Partnerships & Alliances Partnerships & AlliancesDT expands SKT tie-up to metaverse and beyondDeutsche Telekom and SK Telecom map out new areas for cooperation. Tests of SKT’s metaverse platform expected in Germany by end 2022. 
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         Network & Infra Network & InfraSlovakia prepares for 5G with 3.6GHz spectrum auctionCountry’s four operators take home near-equal shares of available frequency. 
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         Analyst Reports Analyst ReportsBTwatch Report #334 – May 2022Key stories include: Social Tariffs in Spotlight | EE named flagship brand | London quantum network launched | R100 delays confirmed | Altnets draw more funding 
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         Products & Services Products & ServicesT-Mobile launches “no BS” campaign to fight cablecosLatest ‘Un-Carrier’ move aims to fix what T-Mobile claims are entrenched issues in US broadband market. 5G FWA network set for expansion. Consumers offered suite of deals and incentives. Enterprise Head Callie Field adds plans for businesses. 
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         Premium PremiumElsewhere in Vodafone Africa: Telkom SA settles with ICASATelkom SA reaches out-of-court settlement with ICASA over spectrum auction; Vodacom granted appeal in Please Call Me case. 
 





















