Latest Telco Insight – Page 254
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PremiumVi keeps tight rein on spectrum spending
As expected, Indian JV is by far the lowest spender in India’s recent multi-band spectrum auction. All three operators shun 5G-friendly 700MHz spectrum because of high reserve price.
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PremiumColao proposes 1Gbps for all Italians by 2026
Minister for Innovation and Digital Transition Vittorio Colao outlines his ambitions for Italy’s economic recovery. Rapid roll out of gigabit broadband is essential to the plan. But the stalled national broadband network plan must be resolved soon.
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PremiumVodafone UK secures mid-band 5G spectrum
OpCo decides against buying low-band airwaves as it intends to refarm 900MHz for 5G. Total amount raised is below expectations, indicating lack of appetite among operators for bidding war.
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Suppliers & SCMVodafone Romania picks ADVA, Edgecore for DCSG
OpCo completes “open IP routing” trial across seven sites. CTO hails pilot a “smooth introduction” to disaggregated networks.
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Suppliers & SCMEricsson joins team on Safaricom’s backhaul refresh
Deal sees Safaricom expanding focus on E-band microwave for bandwidth boost. Ericsson joins Aviat Networks in declaring participation in Safaricom’s 5G-era network programme.
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PremiumFY20: Deutsche Telekom taxis for cash flow take-off
DT expects post-Sprint upwelling of cash flow to begin during current fiscal year, laying basis for next phase of investments. Europe now conquered, says Group CEO as he sets sights on American leadership too. Group’s top line passes €100m with further growth expected in FY21.
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PremiumHeadline data: COVID covered
COVID-19 impacts figures but massively outweighed by Sprint deal and tempered in Europe by NatCo resilience. Group juggernaut rolls on as all key forecasts comfortably surpassed. Höttges goes NSFW to stress DT’s outsized strength versus atrophying European rivals.
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PremiumSpend: investment taps kept open, despite pressure
New TDE CEO Gopalan to search behind sofa for capex and opex savings for fibre push.
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PremiumGuidance: all levers set to growth mode
Earnings growth expected from both US- and Europe-side businesses. Sprint-boosted revenue base forecast for further expansion. TMUS to fuel revival from cash flow dip.
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PremiumTelefónica, Vodafone linked with Serbian tie-up
Duo namechecked by Serbian operator’s CEO as potential partners, and enablers of service-based expansion strategy. Partner Markets and Partners Program offer route to outside markets.
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Products & ServicesVodafone Germany builds up smart-home portfolio
German OpCo launches Building Connectivity 4.0 for central smart home management. UPLIFT startups tapped for periphery IoT products. Sustainability credentials touted again.
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Network & InfraVodafone launches Ireland’s first private 5G network
State-funded research group ties with VfIr to explore potential of emerging technologies on behalf of Irish manufacturing sector. Like other Vodafone deployments, 5G install uses hardware from Ericsson.
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PremiumDT’s Höttges shares the love with Cisco’s Robbins
Conversation between the two CEOs highlights DT’s use of Cisco 8000 series routers in Germany, as well as Höttges’ fondness for Spitfire cars and Cisco Webex.
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PremiumTDE moves into next phase of 5G journey with SA call
Telekom Deutschland conducts 5G SA video call between antenna-site near Munich to Bonn. Recorded latency times of 13ms. Nemat views the tech as essential if network slicing and edge computing are to realise full 5G potential.
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Strategy & ChangeQ4 FY20: Group thinks out of the box
DT’s new Head of Europe argues that the bloc’s fragmented market is ripe for change. Romania and Netherlands remain in DT’s M&A spotlight. FY20 results show Europe holding steady for DT, despite pandemic. Share buybacks increase holdings in Hrvatski Telekom, Magyar Telekom, and OTE.
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Strategy & ChangeQ4 FY20: T-Sys not for sale despite another FY of drag
Höttges wants to keep T-Sys in the DT family despite ongoing wait for the enterprise division to meet positive cash flow ambition. Pandemic-induced order entry and revenue drops laid out in FY20 results. Impact of crisis cushioned by efficiency measures and majorly tightened capex.
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PremiumSievert, Ray gloat after C-Band auction
Execs claim AT&T and Verizon still playing 5G catch-up after “spending tens of billions of dollars they didn’t have”. NatCo’s Virtual Analyst Day emphasises much higher deployment costs facing rivals if aiming for “meaningful nationwide coverage” with newly-acquired 3.7GHz assets. Ray estimates TMUS’s cost per 5G GB could be ...
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Suppliers & SCMRimini Street brought in to address TMUS SAP overspend
Contract tackling support shortfall on inventory management and financial reporting.
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Strategy & ChangeElsewhere in Vodafone Group: Tomorrow Street partner bags investment
Innovation partner SecurityScorecard lands more cash; TiVo maintains TV relationshi
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Venturing & InvestmentsElsewhere in Telefónica Venturing: fcase, CyG, and ProFuturo
Tech Ventures adds fraud detection to startup shopping list; Group interest CyG bags fresh investment.