More Latest Insight – Page 284
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Strategy & ChangeElsewhere in Telefónica’s Core Markets: Digital Workplace opens up
Movistar+ adds edutainment for at-home learning; O2 UK offers device-as-a-service for remote-working employees.
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Strategy & ChangeElsewhere in Telefónica Hispanoamérica: 4.5G in Mexico
Progress on OTT bundling in multiple markets; SME channel opened with BBVA; tax disputes continue in Peru.
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Strategy & ChangeElsewhere in Vodafone Europe: EU cluster partnerships and TechCo ambitions spread
Vodafone Turkey lays out four-pillar 2025 ambition as it steps into TechCo territory; Czech and Irish OpCos draw back high street presence; Vodafone Romania pilots TIP-built kit.
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Strategy & ChangeQ4 FY20: TMUS highlights DT’s ‘positive headache’
Group leadership relaxed on quandary of when to push button on re-acquisition of majority control in powerhouse NatCo. TMUS on track with Sprint integration, emphasising huge cash flow potential DT could tap into for expansion across Group.
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Strategy & ChangeElsewhere in Vodafone Partner Markets: du builds Nokia 5G ties
Developments from around Vodafone’s soft-power network: du expands 5G ties with Nokia; new CEO at MTS; Rogers to subsume rival Shaw.
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Strategy & ChangeElsewhere in Vodafone Africa: Safaricom seeks partners
Safaricom looks to expand app ecosystem; Vodacom wins Cell C traffic but loses state mobile exclusivity.
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Strategy & ChangeNetworks joins Digital division to replace BT Technology
BT Technology was shuttered and replaced by two new divisions: BT Digital and BT Networks. Harmeen Mehta and Howard Watson at the respective helms as BT seeks transformation and modernisation. Fotis Karonis replacement named at BT Enterprise.
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Network & InfrastructureACM: Dutch telcos free to buddy-up on network rollout
Co-locating, spectrum leasing, and roaming agreements all encouraged by regulator — but maintaining competition primary concern. TMNL and rival response “mostly positive”, with network sharing known to be long-time interest of incumbent KPN.
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M&ATelefónica’s Cerdán has more M&A deals up sleeve
Medium-scale buyouts remain on radar for Telefónica Tech CEO. Bold talk on deal-making forming route to growth goals. Reported souring of Govertis transaction hasn’t put Telefónica off.
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PeopleCEO Avidan leaves Deutsche Telekom IoT
Dennis Nikles appointed new MD at DT IoT. After building DT’s independent IoT business, Avidan exits company “at his own request”.
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Products & ServicesVodafone Business gets industrious with IoT solution development
Enterprise division targets IoT solutions growth in 2025 plan. Ambition is to build €1bn end-to-end IoT solution portfolio in next five years. Düsseldorf playing key role in product ramp-up. Mobile private networks are emerging growth opportunity.
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Venturing & InvestmentsElsewhere in Deutsche Telekom venturing and investments
DTCP increases investments in cybersecurity specialists Axonius and PerimeterX; portfolio companies validate worth with acquisitions; hubraum seeks GNSS startups.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: BT holding devalued
Deutsche Telekom adds name to open source Magma initiative; Orange and TIM add theirs to DT-backed programmes.
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Strategy & ChangeElsewhere in Telekom Deutschland: CFOs increase influence
CFOs extend strategy influence; DT IoT expands into LoRaWAN; Nokia 4G ‘swapout’ completed.
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Strategy & ChangeElsewhere in Systems Solutions: Security bulks Cynet tie-up
Further details on big Deutsche Post DHL contract; T-Sys enters next stage of EU R&D project; Security unit bulks up portfolio with Cynet link-up.
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Strategy & ChangeElsewhere in T-Mobile US: Georgia partnership for 5G incubator
Jay-Z reportedly buys back T-Mobile US’s stake in digital music player Tidal; T-Mobile Accelerator in growth mode.
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PremiumQ4 FY20: Shrinking Telxius focused on serving the core
Telefónica Infra’s biggest asset demonstrates worth ahead of its sale, while the remainder of the Telxius business is primped for a possible offload. Infra set to focus on development and management of fibre InfraCos to ease Group capital demands and accelerate fibre rollout, while serving the need of OBs. ...
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PremiumQ4 FY20: Telefonica Tech still growing into its role
Telefónica Tech described as “most resilient” area of the business, although growth appears below initial expectations. Licensing and reselling virtualised services key growth drivers, and enterprise offerings propelling divisional growth.
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Strategy & ChangeFY20: Core four battle on in tough times
Major markets collectively show declines at the end of a tough year, but Group remains committed to focusing investment on next-generation networks to transform its fortunes. Spanish operations still the crown jewels, and closely protected, but management still yearning for market consolidation. O2 UK’s five-year efficiency drive has it ...
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PremiumQ4 FY20: lightweight Hispam division swimming against the tide
FX once again crushes a period of robust defensive plays by Hispanoamérica operating businesses. Argentinian currency devaluation weighs heavily. Restructuring in Mexico provides a gloss to profitability for the final quarter. Management expectations moving on from a sale or spin-out towards development an insulated asset-light unit to minimise the ...