Latest Telco Insight – Page 194
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Partnerships & AlliancesSafaricom signs up VMware as Ethiopian cloud partner
New OpCo to use vendor’s Telco Cloud Platform to underpin network and IT functions as it sets up greenfield operation.
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Partnerships & AlliancesT-Mobile US wheels in Amdocs for data management
Amdocs CEO flags “multi-year” deal on DataONE, the vendor’s cloud-based data management system. Closer BSS integration following Sprint merger, and gaining actionable insights from customer behaviour, appear key goals. DataONE contract follows last year’s adoption of amdocsONE to provide “next-generation” comms and media services.
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Financial & PerformanceTelefónica’s FY21 comms decrypted: anticipating a new, asset-light dawn
Solid organic performance fuels management confidence in Telefónica’s ability to maintain growth and regain traditional swagger. New Spain and UK FibreCos to round off Group infrastructure monetisation programme. Near-term growth may still be dependent on inorganic activity in Brazil and JV success in UK.
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Strategy & ChangeDT prepared to scale back Russian hub amid crisis
DT has thousands of employees in Russia. CEO indicates the Group could shift staff and operations away from St. Petersburg software development function, in response to Ukrainian crisis. Tasks could be shifted to other digital hubs in India or eastern Europe. Crisis brings centre’s expansion plans to an ...
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M&ATelefónica preps new vehicle for digital M&A in Brazil
Local operating business Vivo indicates it may channel deals through a new platform as it seeks to build out its digital services ecosystem. Move would extend Vivo’s control over M&A and provide an alternative route to Telefónica’s central Wayra and Tech divisions.
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Network & InfraHöttges gives OTE personal vote of confidence
Hails “growth prospects” of Greek operator on FTTP field visit to Athens. Says Greece is “very significant” to Deutsche Telekom.
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OperationsVivo to begin sunsetting 2G this year
Brazilian operator says cogs starting to move in convoluted 2019 network-sharing tie-up with rival TIM. Switch to a single shared grid set to move beyond pilot phase, enabling operators to begin re-farming 2G frequencies.
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Network & InfraBT wants more suppliers to support quantum leap
Operator wants to bring down tech costs to help commercialise new set of services being prepared with next-gen encryption. Comments come with telco weeks away from debuting its first quantum-enabled metro network. Telco prepping international quantum security services play.
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PeopleDT’s former R&D head joins Riddle & Code
Blockchain expert John Calian takes up co-CEO role. The Austrian blockchain company worked with T-Labs on the Xride programme.
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M&ATelefónica Tech UK&I hints at more acquisitions
Telefónica Tech to continue UK shopping spree this year. After snapping up Cancom UK&I, division wants to expand cloud and cybersecurity presence in the region.
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Network & Infra“Huge volume of work ahead”: Openreach details storm recovery efforts
Eunice and Franklin repairs ongoing, but still almost 20,000 Openreach customers unable to access broadband. “Vast majority” down to power outages. About 100 Openreach poles damaged alongside 300 green roadside cabinets.
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Venturing & InvestmentsEutelsat CEO sees EU constellation role with OneWeb in tow
Eva Berneke outlines opportunities to help “ensure European sovereignty”. Eutelsat now second-largest shareholder in OneWeb after Bharti Global. Kwasi Kwarteng suggests bigger role for OneWeb in the UK.
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PremiumTelefónica Deutschland extends Haas deal
Markus Haas will remain as CEO until the end of 2025, stretching his stay at the company to 24 years across various roles. Telefónica Deutschland cites Haas’ successful execution of “ambitious plans” as key reason behind extension.
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B2BT-Mobile expands beyond US, goes transatlantic on IoT
DT and American NatCo pick a safe, greenfield side-line of cross-border IoT as first target for international B2B collaboration plan they flagged in 2021. Move comes with T-Mobile quietly beginning to look beyond USA for opportunities, raising strategic questions for DT and its own international B2B interests.
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Products & ServicesT-Systems and Google sovereign cloud ready for launch
Ahead of schedule, initial offering will launch in March with phased rollout over next three years. First result of latest tie-up between Google and T-Systems and a positive sign for Europe’s Gaia-X project.
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Partnerships & AlliancesTPG Telecom agrees regional RAN share with Telstra
Ten-year Multi-Operator Core Network (MOCN) network-sharing agreement signed off. TPG will gain access to 3,700 Telstra cell sites within a “defined coverage zone” across regional and “urban fringe” areas in Australia. Option to extend network-sharing deal by up to ten years. TPG intends to decommission 725 mobile sites within ...
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Network & Infra“They shut down schools and hospitals”: Vodafone Portugal laments hackers
Bullish open letter says the operator is a “force they will never be able to erase”. Mário Vaz, Vodafone Portugal CEO, says recovering from “terrorist” incident will be a “lengthy” job.
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M&ANabiax mulling sale of ex-Telefónica data centre bundle
Business set up through Asterion–Telefónica partnership reported to be assessing demand for set of eleven data centres in Americas. Move appears to shift focus of Nabiax, and its commercial tie-up with Telefónica, towards Spain. Centres were picked up in 2019 and 2021, as part of Telefónica’s trimming of Hispam ...
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Analyst ReportTelefónicawatch Report #161 – February 2022
Key stories include: Copper next to go in asset sale programme | Duo make play for pay-TV tie-up | Tech strengthens with Advisory Board | Regulators reluctantly pass Oi purchase | VM O2 CTO on delivering for the user
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Public AffairsTelco inflation playbook: raise prices, cut costs, embrace digitalisation
Tough times ahead for telco customers, employees, and suppliers, as inflation drives price hikes, capex and opex control, and ongoing workforce reductions. Inflation-linked contracts to boost service revenue and outpace rising costs. Digital transformation efforts seen as key to cost savings.