Latest Telco Insight – Page 207
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Strategy & ChangeHöttges set for five more years at DT
Group CEO is said to have requested an early extension of his mandate. Deutsche Post CEO Frank Appel named Chairman of the supervisory board. Aiming to build a stronger European presence.
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Partnerships & AlliancesBT joins industry bodies in health-tech drive
Operator added to Health Tech Alliance and The Kings Fund as part of effort to expand in the industry through collaboration. Health a sector of interest to CEO Jansen amid BT Enterprise resurgence.
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Products & ServicesNozomi added to BT security portfolio
Partnership will see OT, IoT specialist’s solutions resold via BT.
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PeopleBerroeta shuffles leadership team again
Technology roles brought together under ex-MTN CTIO Chiarelli. Cooney to lead unified Consumer domain. Leadership now bedded in after 18 months of integration.
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M&ADefences up as Drahi increases BT stake
Patrick Drahi’s Altice UK stops short of a takeover bid, but increases holding to 18%. UK government issues warning that it “will not hesitate” to protect national interests amid concerns of foreign investment in critical infrastructure incumbent. Takeover not Drahi’s ‘intention’, but caveats are in place.
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Content & TVMovistar, DAZN secure five-year La Liga deals
La Liga generates €4.95bn in revenue from new round of concessions. Movistar’s controversial agreement on hold ahead of talks between Telefónica and regulator CNMC.
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InnovationVodafone seeks a bit of tech stardust with Nova platform
New “innovation management ecosystem” promises financial and business support to execs with bright ideas. Focus appears both internal and external, with customers and partners of Vodafone expected to become involved. Move forms part of broader reset of Vodafone’s platforms and services strategy.
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M&AWill Drahi come knocking on BT’s door?
Six months on from French billionaire’s surprise raid on BT, Altice UK now free to up its stake or mount a takeover bid. Jansen called in for meeting with UK government minister to get the lowdown on Drahi’s intentions.
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Suppliers & SCMOpenreach urges Vauxhall to build British ‘green’ fleet
Clive Selley, Openreach CEO, “in talks” with Vauxhall owner Stellantis to increase production of electric vehicles at its UK plant. Vauxhall supplies Openreach’s 28,000-strong commercial van fleet, which will be ‘green’ by 2030. 1,000 EVs currently on the road in Openreach livery.
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Financial & PerformanceTalkmobile revamp takes a knock from COVID-19
Vodafone UK’s bid to refresh side-business Talkmobile gets bogged down as economising customers and intense competition hit revenue. OpCo still sees inhouse MVNO as a useful defence mechanism against low-cost mobile rivals.
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Analyst ReportVodafonewatch Report #201 – December 2021
Key stories include: Read fuels M&A fire | €2.4bn tax dispute nears conclusion | TPG gets 5G boost | JVs on German horizon | Safaricom refutes monopoly allegations
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PremiumTelefónica people moves: wholesale lead named at VM O2
VM O2 appoints Diego Tedesco to lead its Fixed Wholesale business in challenge to incumbent Openreach. SME-focused team also filled in at newly-merged UK operator, with appointments in marketing, products, and sales. Telefónica Tech draws in new faces from across the Group footprint.
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Products & ServicesDroniq hails success of first U-Space trial in Germany
Deutsche Telekom JV wants to become Germany’s first U-Space provider. EU U-Space regulation set to apply from January 2023. Droniq and Deutsche Funkturm are applying for a joint licence for aerial tower inspections.
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Public AffairsBT slammed for lack of action on spoofing
IP altnet pokes incumbent over limited success in rooting out fraudulent use of caller ID. BT focused on industry collaboration to address fraud challenge. Migration to all-IP by 2025 portrayed as critical to effective remedies for the problem.
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Venturing & InvestmentsWayra Hispam expands startup investment portfolio with Mexican duo
Vinco and Retrypay join over 100 startups as part of Wayra Hispam’s “ongoing commitment to digital transformation”.
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M&AMagyar Telekom divests healthcare subsidiary
Hungarian NatCo’s T-Systems Hungary business has divested its Pan-Inform subsidiary. Unit will be operated by the state following the deal’s conclusion in early-2022.
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PremiumSafaricom pushes back against monopoly complaints
CEO Peter Ndegwa tells rivals to focus on investments, not accusations. Hearing shows government support for Safaricom, which sees market dominance but not a monopoly.
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InnovationDCMS allocates £36m in R&D funding for 5G projects
Future RAN competition rewards 15 companies, including four BT partners. UK government distributes funds as part of its Supply Chain Diversification Strategy. Also sets target for 35% of UK mobile network traffic to be carried via open RAN by 2030. 2G, 3G expected to be retired by 2033 at ...
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PremiumElsewhere in T-Mobile US: Sievert dumps shares
Sievert sells shares; NatCo takes a hit for 911 outage.
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PremiumEmergency calls fault puts DT in spotlight
German emergency numbers 110 and 112 downed three times in as many months. Group CEO Höttges steps forward to accept responsibility.