More Latest Insight – Page 273
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People
Ex-Vodafone UK CEO talks up turnaround cred at Frontier
Nick Jeffery claims five-year stint as Vodafone UK CEO was unmitigated success. Top brass at Frontier Communications seem to agree and want Jeffery to work his magic at the US broadband service provider.
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Premium
O2 data centres cool off with fresh air
Data centre upgrade reduces carbon emissions. New fresh air cooling equipment, paired with software from EkkoSense, used to keep data centres cool. “Radical” system supports O2’s pursuit of net-zero emissions by 2025.
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Network & Infrastructure
Frosty O2 and Drillisch finalise roaming deal
A new commercial arrangement with current MVNO landlord O2 Germany should enable the United Internet mobile player to forge ahead with plans for a 5G network. O2 aims to use the “significant proceeds” of the contract to accelerate its network expansion. Described neutrally as a reset of their relationship, ...
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Premium
BT people moves: new Director of Healthcare to lead NHS drive
Sultan Mahmud brought in to lead on NHS partnership and estate digitalisation, drawing on experience as innovation guru in NHS Trusts. Strategy & Transformation team appointments at Consumer. Ex-Vodafone exec appointed Group Treasury Director.
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Strategy & Change
Telefónica Peru set for further workforce cuts
Hispam unit’s headcount reduction plans emerge as part of restructuring process. Layoffs to be given go ahead by MTPE, according to Peruvian news outlets. Move follows stark FY20 results.
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Operations
DT to halve real estate footprint in cost reduction drive
Group will shutter 50% of its German real estate in the period to December 2024. Expected net savings could reach €200m. Reflective of a “new way of working” at T-Systems and TDE.
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Strategy & Change
Nemat maps out ‘hyperscaler-plus’ ambition
Group Head of Technology & Innovation uses Capital Markets Day presentation to frame DT as increasingly “hyperscaler-like” on speed-to-market. Addition of “telco-grade” voice and network security, argues Nemat, gives DT advantage over big tech. Exec lauds “superior production model” compared with European peers. Greater network automation presented as key ...
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Premium
DT’s deal-maker Langheim studies his share options
The long journey to the top in the USA is not yet complete, but DT’s message is that patience is paying off and reiterates plans to take the number-one slot. European portfolio reshaping in pipeline, with Dutch “crown jewel” TMNL prepped for ownership rejig and carve-out of “kingmaker” tower ...
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Strategy & Change
Gopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.
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Strategy & Change
Deutsche Telekom: Capital Markets Day
Capital Markets Day presentations show Group continuing to flourish thanks to big, correct calls over last decade. Group seeks to boost T-Share perceptions and better align itself with T-Mobile US’ rising valuation. Leadership puts money where its mouth is with bulk share buyup following ambitious mid-term strategy update. Höttges ...
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Strategy & Change
Leroy not rocking boat with FY24 goals
New regional CEO Dominique Leroy marking predecessor Srini Gopalan’s homework, and gives it an ‘A’. Similar plan laid out for Europe in next cycle, to maintain modest forward movement in revenue and earnings through service quality and efficiency improvement. Centralisation and cloudification of systems key targets in segment’s “next ...
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Premium
T-Systems turnaround match goes to a replay
Patience again called for as T-Sys presents COVID-19-afflicted medium-term figures. Chief Al-Saleh wins postponement of positive cash flow target to FY23 as he seeks to realign T-Sys for new normal. More cost cuts coming in IT, infrastructure, and staff as T-Sys seeks to meet expanded savings target. DT wants ...
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Premium
DT looks forward to big payday from US “racehorse”
Praise and pragmatism for American powerhouse at Capital Markets Day. No clues on timing for securing NatCo majority, but Group not in a hurry. New twist in relationship as NatCo and Group collaborate on B2B services. “Trans-Atlantic synergies” boost TMUS enterprise plan. Sprint International assets left hanging amid B2B ...
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Enterprise (B2B)
T-Mobile US and DT team up for transatlantic B2B services
NatCo and Group collaborate on developing services for global businesses. “Transatlantic synergies” boost TMUS enterprise plan. Sprint International assets left hanging amid B2B manoeuvres.
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Suppliers & SCM
Vodafone cancels Arch Summit 2021
Cancellation blamed on coronavirus-inflicted restrictions on travel. 2022 dates to be announced in “coming weeks”.
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Premium
Movistar Ecuador and CNT agree network-sharing deal
Shared network to expand 4G coverage for “Digital Ecuador” ambitions. Deal backs “asset-light” approach to development of Hispanoamérica operations.
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Strategy & Change
Höttges takes swipe at rivals over undisciplined “adventures”
DT Chief Executive indicates that spending billions on sports rights is a risky business. Part-DT-owned BT criticised for stretching itself on football content acquisition.
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Network & Infrastructure
DT ready to carve out “kingmaker” tower assets
Deutsche Telekom wants to carve out “all” of its towers across Europe, says CFO Christian Illek. Change in mindset comes following rapid rise in TowerCo valuations. Czech and Slovakian footprint next to be assessed for extraction from NatCos.
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M&A
VM-O2 sets sights on BT as merger gets final clearance
CMA’s final approval should see deal completed by 1 June. Owners trumpeting investment opportunities with fibre InfraCo potential coming to the fore.
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M&A
Deutsche Telekom pondering Dutch M&A options
Group appears cold on possibility of buying out junior partner in T-Mobile Netherlands when options open up in January 2022. New tie-up or sale flagged as likelier outcomes.