Latest Telco Insight – Page 217
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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.
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PremiumMore 3G networks head for retirement in Europe
NatCos in Hungary and Poland announce 3G switch-off plans. T-Mobile Poland reuses spectrum to add capacity to 4G and 5G services.
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Strategy & ChangeVodafone Technology embeds ‘build over buy’ mentality
Vodafone Global Digital Engineering head Ahmed El Sayed updates on Netcracker-backed transformation pilot in Hungary. Software engineering “the future” for Vodafone, as Group looks internally for revamped tech stack under ‘build not buy’ vision.
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Suppliers & SCMVodafone Supplier Awards 2021: winners
Winners announced across nine categories for the second – and, COVID-permitting, final – digital edition. Ciena headlines as ‘Supplier of the Year’, doubles up with ‘Outstanding Technology Performance’. Ericsson and Huawei return to form after absence in 2020.
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B2BO2 Germany pinches Lebara from DT
Telekom Deutschland’s long-standing deal with ‘ethnic’ MVNO comes to an end. Deal expected to commence in mid-2022 and take full effect during 2023.
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Financial & PerformanceT-Mobile rides cyberattack storm
Operator’s Q3 numbers indicate few customers ditched its services in wake of high-profile data breach in August. Competitor exploitation of Sprint integration challenges highlighted as bigger issue, albeit one T-Mobile intends to make “short-lived”. T-Mobile highlights organisational and cultural changes in response to attack.
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Suppliers & SCMSafaricom in talks with Kenya Power to install smart grid
Build, operate, and transfer deal reportedly under discussion.
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Network & InfraDT backed Gaia-X project rocked by report of infighting
Politico report says project has lost focus. Some sources cite active role played by Microsoft. Research data shows continuing dominance of US cloud providers in Europe.
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Network & InfraBT says 5G-VINNI paves way for E2E network slicing
Muschamp hails EU-funded project a success in laying groundwork to support “end-to-end” 5G network slicing across multiple sites and different vendors’ equipment. By exposing inadequacies of current industry standards, claims Muschamp, industry better placed to develop a standardised approach and avoid margin-squeezing headache of bespoke deployments. BT expects to ...
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PremiumDT people moves: Greece and Romania settle management
OTE Group’s new-look Board of Directors confirmed, with three fresh faces in Rodrigo Diehl, Catherine de Dorlodot, and Grigoris Zarifopoulos. Telekom Romania Mobile Communications, the newly separated business following the fixed-line sale, confirmed its commercial and HR heads. BuyIn devices chief moves to Orange TowerCo TOTEM. T-Mobile US gets ...
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Venturing & InvestmentsVivo transaction carries Telefónica Tech into Brazilian IoT space
Telefónica’s expansive growth areas division furthers its international ambitions by negotiating a tie-up with Vivo on IoT and analytics-based services. Deal mirrors an August transaction that gave Telefónica Tech an interest in Vivo’s cloud and security business.
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Financial & PerformanceTesco Mobile results: JV shines positive light on challenging period
Mixed bag for joint venture throughout UK lockdowns. “Highly competitive” twelve months sees operating profit rise 20%.
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Network & InfraSIRO moves to phase two, helped by EU funding
Vodafone Ireland’s wholesale broadband JV gets €620m funding boost. Phase two envisages additional 320,000 homes and businesses passed with fibre, but no timeframes given for completion. Phase 1, at 400,000 premises passed, steadily nears 450,000 target.
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Strategy & ChangeTMF’s Willetts: maintaining vendor status quo “dangerous”
Speaking to TelcoTitans, Nik Willetts, CEO of industry body TM Forum, outlined his perceptions of the state of digital transformation in the telecoms sector. Procurement-led vendor management needs to evolve towards partnership for digital acceleration. Hyperscalers can remain more friend than foe as operators seek new ways to differentiate ...
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PremiumElsewhere in Deutsche Telekom Europe: Cosmote’s FTTP update
Cosmote provides FTTP rollout update and flags new 5G R&D programme; Macedonian NatCo implementing smart city services in Skopje.
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Strategy & ChangeElsewhere in Systems Solutions: OVHcloud’s IPO
IPO to fuel Europe’s “cloud champion”; T-Sys’s Spanish unit reveals new HQ; sustainability concerns presented as commercial opportunity.
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Financial & PerformanceBT highlights cost-cutting progress as Drahi waits in wings
Group confirms it has achieved its headline £1bn savings target well ahead of original March 2023 deadline. Announcement is an attempt to display strengths ahead of this week’s Q2 results and in the face of potential Altice takeover bid before the end of the year.
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Public AffairsVodafone Pass reviewed following EU judgement
ECJ goes further than expected by consumer group. VfD may be forced to provide the same terms and conditions through EU. Other European OpCos could be affected.
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Venturing & InvestmentsVi can live long and prosper, insists CEO
Takkar welcomes government four-year moratorium on AGR dues and spectrum fees. Confident that relief package paves way for private investment. Vodafone rules out (again) cash injection into JV. Floor pricing issue still to be resolved.
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Analyst ReportBTwatch Report #329 – October 2021
Key stories include: BT faces threats from all sides | BT Digital targets startups | Pragmatism key for 6G R&D | Eagle-i security takes flight | All-IP comes with PSTN warning