Latest Telco Insight – Page 296
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PremiumFinancial highlights: generating cash and cutting costs
Telefónica’s numbers for the quarter to 30 June 2020 (Q2 FY20) made grim reading.
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PremiumVodafone Q1 FY20–21
What ‘new normal’? Leadership pressing on with long-running efficiency and asset sale plans regardless of coronavirus disruption. Hints of bottlenecks owing to top duo’s workload. Group Finance’s €1bn cost-cutting plan “proceeding very well”. Footprint retrenchment not necessarily done, with some OpCos still appearing stuck on the margins. Currency weakness ...
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PremiumVodafone Q1 FY20–21 spend: no obvious change of course, post-COVID-19
Any post-COVID-19 spend strategy changes appear to either be being kept under wraps, or subjugated by leadership focus on keeping the business on track.
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PremiumVodafone Q1 FY20–21 headline performance: Germany and the rest
COVID-19 blow cushioned: strength in Germany and Portugal, with mixed performances elsewhere. Currency weakness turning Read’s focus on Africa sour.
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PremiumVivo and co seek exclusivity as Oi measures up suitors
Vivo, TIM, and Claro back in the driving seat on Oi assets acquisition as exclusive talks resume. Oi rejects proposals from private equity-funded infrastructure provider Highline. Vivo could bolster its weak north-east base. TIM may have most at stake in bidding, with speculation it would take the lion’s share ...
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PremiumVodafone Ireland wins role in National Broadband Plan
Vodafone Ireland to provide retail services to 300 Broadband Connection Points.
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Strategy & ChangeVodafone Albania denies exit rumours
Albanian OpCo pushes back against speculation that it will withdraw, claiming it remains a key market.
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M&ADT half-way out of Romania (maybe)
Agreement “in principle” reportedly struck between Orange and Romania’s government to take over Telekom Romania’s fixed-line business. Mobile arm still up for sale, as DT struggles to find full escape velocity from underperforming market.
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M&ATelefónica drops AxisMed
Group offloads care management specialist to Atrys Health. A pivot from ‘provider’ to ‘partner’ in Telefónica’s healthcare strategy.
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PremiumVodafone starts (another) new slate in Australia
Radical new corporate set-up for CEO Berroeta. Teoh (and son Shane) join the board. Mobile and fixed network “synergies” a priority. Multi-brand strategy sees Vodafone sit alongside slew of TPG sub-brands.
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M&AGovernment takes on Hrvatski Telekom over Mostar stake
Speculation over telecoms privatisation process in Bosnia and Herzegovina bubbles up again, pushing Hrvatski Telekom and Deutsche Telekom to consider options.
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PremiumO2 meets interim target on coverage obligations
Operating business back on track with LTE rollout after supply chain troubles, but is still playing catch-up on coverage obligations.
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Strategy & ChangeVivo to generate its own renewable energy
Opportunities for cost-savings are driving Vivo to get more hands-on with adoption of localised renewable energy sources. Twenty-year contract commitments from the operator said to be enabling innovative energy provider projects.
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Strategy & ChangeServices at the core of enigmatic Telefónica Tech
Beyond the big talk about Telefónica Tech, associated revenue remains modest, and growth not immune to pandemic impacts.
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PremiumTelefónica: Elsewhere in core markets
O2 Banking charge on the horizon. OBs find silver linings in pandemic response.
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PremiumTelefónica: Elsewhere in Hispanoamérica
COVID-19 presents challenges and opportunities as physical thefts rise, while digital services portfolios flourish.
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PremiumTelefónica: Elsewhere in Group
Ailing Alierta; EC maintains resistance to four-to-three consolidation.
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PremiumVodafone: Elsewhere in Europe
Vodafone continues its 5G network expansion, within bounds of spectrum availability. VodafoneZiggo could be going down the Vodafone Spain route by reining in sport TV partnerships.
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PremiumVodafone moves into standalone mode
Vodafone UK teams up with Ericsson, MediaTek, Oppo, and Qualcomm for the next stage of its 5G network.
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Partnerships & AlliancesVodafone claims personalisation progress
Adobe and Persado technology used in conjunction to send out curated text which produced “double-digit” uplift in conversion rates. Personalisation, driven by big data, is a “key strategy” for VfIt’s ongoing churn-reduction and CRM efforts.