Latest Telco Insight – Page 216
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Analyst ReportDeutsche Telekomwatch Report #108 – November 2021
Key stories include: DT unveils new full-fibre friend | Update on open RAN to-do list | Russia targeted for digital drive | HT on lookout for regional M&A | TMUS makes CDMA concession
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Venturing & InvestmentsWayra buys into robotics startup
UM Autonomous Systems attracts €2.3m investment. Wayra additionally backs software solution developer Cobrainer.
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Suppliers & SCMT-Mobile applies margin pressure on partner Assurant
Insurance services player bags multi-year extension deal with T-Mobile. Deal includes commitment to offer in-store same day device repairs at 500 T-Mobile stores across the USA. Assurant President expects margin squeeze from new arrangement, offset by higher volumes through addition of Sprint customers.
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Vendor VoiceThe Telco-Techco differentiator: unleashing strategic data — Teradata
The value of data multiplies significantly once you integrate it. Breaking down silos to seamlessly orchestrate data can deliver a virtuous circle of customer experience improvement and operational efficiency, presenting a springboard for strategic reboot. Embracing data as mission-critical must be led from the top. Hyperscale partnerships provide an ...
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Partnerships & AlliancesVodacom in talks over rural wireless alliance
Operator scoping out partners to share investment in thousands of extra sites across its sub-Saharan African footprint. Venture adds to wider technology and business model experimentation by Vodacom, to fund network expansion.
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M&AVodacom expands into Egypt with Vodafone stake switch
Vodafone to increase its stake in Vodacom to more than 65% following the transaction. Internal deal follows STC’s failed mission to buy Vodafone Egypt during 2020.
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Financial & PerformanceSafaricom confident on Ethiopia despite ‘staff evacuation’
Staff safety and security a priority in Ethiopia, says Safaricom’s Peter Ndegwa, but progress remains on track despite distractions. Break-even forecasts braced for impact of conflict. Employees evacuated from Addis Ababa, according to reports.
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Financial & PerformanceTelefónica prescribes digitalisation as Europe’s inflation antidote
Telefónica’s Argentinian inflation battle shows digitalisation value in markets facing cost challenges. Group management also seeks to ease qualms over rising energy costs and wage inflation in Europe through digitally driven efficiency drive.
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Vendor VoiceCiena: Adapting the network mindset for the new digital world
Speaking to TelcoTitans’ Vendor Voice, key figures within Ciena underline the foundational role of networks in transitioning to the digital platform future that is now permeating telcos’ operational and customer functions. However, they also note that the embrace of models more familiar in an IT setting is causing some ...
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PremiumTelefónica people moves: Tech configures board
Cerdán inaugurated as President, with Colchero, Eguiron, and Prendes in tow at Telefónica Tech. Telefónica Peru names new CFO in effort to align business with the Group’s regional vehicle Telefónica Hispam. Virgin Media O2 continues to confirm team, with senior VM figures retaining titles.
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PeopleDunne moves upstairs as Brouillette takes lead at Verizon
Former O2 UK CEO steps aside as head of Verizon’s fixed-mobile consumer business. New role will see Dunne act as Strategic Advisor to Verizon Chairman. Change comes as new allegations linked to O2’s role in Phones 4u demise continue to emerge.
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Partnerships & AlliancesProsegur plots LatAm expansion with “ally” Telefónica
Prosegur outlines plans to copy-paste Movistar Prosegur Alarmas JV model in overlapping LatAm footprint. MPA continues to grow customer base in latest results.
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Partnerships & AlliancesUK telcos face missing out on Horizon Europe funding
Political brinkmanship between London and Brussels threatens access to €95.5bn R&D pot. UK preps Discovery Fund as alternative, but unlikely to match largesse of Horizon Europe.
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Partnerships & AlliancesDT and SK Telecom’s Techmaker JV launches first product
Indoor Booster 5G goes on sale in Bavaria initially. SK Telecom completes reorganisation into SKT and SK Square.
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Partnerships & AlliancesVodafone ‘doubles up’ in Serbia
Group’s Partner Markets federation adds Telekom Srbija to its line-up. Deal, which comes amid an attempted revamp of Partner Markets, encroaches on territory already covered by Vodafone’s long relationship with A1 Telekom Austria.
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Products & ServicesTelefónica “aiming for deflation” in La Liga rights tender
League offers up to five-year contracts, ignoring regulator advice. Depreciation anticipated following Lionel Messi departure. Companies have until mid-December to apply.
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Network & InfraBT implements riskmethods to tackle supply chain issues
riskmethods’ management application delivers “multi-tier transparency”. Move forms part of a wider supply chain management refresh.
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Venturing & InvestmentsVodafone veterans steer mimik to $14m funding
mimik Technology, founded and led by former Vodafone venturing executives, to use Series-A investment round to develop go-to-market strategy. T-Mobile-backed 5G OI Lab graduate picks up funding from multiple US VCs.
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Public AffairsPhones 4u saga continues with ‘burner’ phone allegation
Former Orange exec Benoit Scheen attempted to arrange untraceable call to collude with Vodafone, according to High Court claim. Illicit text messages uncovered as part of evidence discovery.
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Financial & PerformanceTelefónica passes €1bn in shape shifting Tech push
Telefónica Tech division hitting €1bn in annualised revenue flagged as a highlight in Group’s Q3 results presentation. Growth business’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance.