More Latest Insight – Page 238
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PremiumTelefónica Q3 FY21 Guidance and spend: hanging fire in uncertain times
Positive results not enough for Telefónica to lift guidance. Grip on spend remains in place, with focus on volume and mix discipline.
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Partnerships & AlliancesBT’s McRae fights corner for Nordic giants, as peers swing for Eur-O-RAN
BT Chief Architect highlights value of local major NEPs, as European peers promote greater supply chain diversification. Remarks follow McRae support for Ericsson foray into open RAN orchestration. BT committed to open RAN as part of opportunity to ‘network-ify’ applications and functions in new markets. Analysys Mason-backed report highlights ...
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PremiumVodafone people moves: enterprise executives reshuffled
Several senior swaps at Vodafone Business, including a new Chief Marketing Officer and a handful of leadership changes at key verticals. TPG Telecom announces next CFO to fill vacant seat, and new CISO added. Vodafone Spain rejigs senior executives, splits Technology function.
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PremiumElsewhere in Telefónica Infra-Tech: initiatives surgery, maritime, and sports
Digital initiatives flagged in surgery, maritime services, and sports.
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PremiumTelefónica applies blockchain to tower management
In-house blockchain platform TrustOS leveraged for partnership with Atrebo. TREE asset management platform enables real-time tower data gathering to support network deployment.
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Network & InfrastructureBT preps for 2G cut-off
Operator confirms intent to follow 2023’s 3G services shutdown with retirement of 2G. Executives say preparations are in place to support customers and partners through transition. Move comes amid particular concern over how 2G sunset will impact rural, M2M, and elderly users.
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PremiumElsewhere in BT Group: Phones 4u saga continues
Phones 4u saga rolls on; BT joins in with COP26 target-setting.
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PremiumBT inches toward 100% coverage with OneWeb tie-up
State-backed satellite operator OneWeb snags distribution agreement with BT to launch satellite trials in 2022. Pair share 2028 target for 100% connectivity coverage.
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Partnerships & AlliancesTelefónica explores rural solutions with solar plane startup Skydweller
Collaboration targets disaster relief and deep-rural areas.
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PremiumVivo adds five million to FTTP target
2024 target upped to 29 million premises passed thanks to multi-pronged deployment strategy and cut-price rollout costs. Partnerships highlighted as key to increased ambition.
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H1 FY21–22 Guidance: BT’s past investment heralded as future hope
Progress on track and meeting expectations, with management pitching Enterprise as the one to watch for revenue growth. Fibre build phase “done” with anticipated returns to be reaped during “selling and populating” phase, now underway. Build moves Openreach to ‘fibre franchise’, with market rivals striving for scale.
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Venturing & InvestmentsTelefónica Innovation & Venturing Roundup: handful of Wayra investments flagged
Handful of investments flagged by regional Wayra hubs with interests in autonomous robotics, ed-tech, and fintech.
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Strategy & ChangeTelco leaders converge on Bilbao for ‘secret’ strategising
Deutsche Telekom, Telefónica, and Vodafone represented at the latest European Round Table event. Behind-closed-doors discussions focused on decarbonisation, skills transformation, and single market competition.
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Strategy & ChangeDT’s Ahrens reaffirms commitment to Gaia-X amid turbulence
T-Systems CTO Maximilian Ahrens sees DT as a “bridge builder” for Gaia-X. Chairman of European cloud association insists it is still in startup phase and accepts “an element of needing to find ourselves”. Summit marked by reported sponsorship row and France-based Scaleway become first major member to exit the ...
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PremiumH1 FY21–22 Spend: efficiencies found to give BT an edge
Improved cost points for BT’s fibre rollout front and centre, make for positive viewing. Operating expenditure down across the board, and capex up at CFUs.
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Innovation (R&D)UK telcos getting back to the labs, with 4.5%-R&D rise
UK telecoms players laid out more than £1bn on innovation during 2020, the first time they have done so since 2011. Ostensibly led by spend patterns at BT, sector has been regaining some of the significant ground it has lost after tightening budgets during downturn.
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PremiumH1 FY21–22 Headlines: an uphill climb for some, others still falling at BT
Struggling enterprise businesses bring numbers down, with legacy stop-sells blamed and next-generation services expected to drive a turnaround. Consumer flat as wins offset losses, but market opportunity growing despite upped competition. Openreach a prince among paupers with fibre goals accelerated amid strong uptake and bullish stance.
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PremiumH1 FY21–22 at BT: scale and service to beat competition
InfraCo JV talks closed as rising fibre demand and lower build costs dilute benefits of external funding. CFUs continue their struggle, with Global faring especially poorly in pandemic bounce-back, but new services and improved brand reputation appear a source of hope. Future revenue growth anticipated, but efficiencies and reduced ...
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PremiumTelefónica linked to Portugal return, as Drahi builds war chest
Portuguese market leader in fixed and mobile access available for sale as owner Drahi looks at Eutelsat and BT acquisitions. Telefónica may consider spreading its wings as debt worries die down. Lack of infrastructure ‘crown jewels’ may lessen appeal of any deal.