More Latest Insight – Page 306
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Public Affairs
BT could face winter strike action
CWU ups the ante in the Count Me In campaign as employees back what could be the first national strike at BT in decades. New Birmingham office to be first regional hub in Better Workspace programme, but the pandemic is complicating other office searches.
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Strategy & Change
Elsewhere in Openreach: job creation takes off
European fibre surge anticipated; Openreach partner folds.
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Premium
Elsewhere in BT Enterprise: NTT renews wholesale deal
Transatel set to enable more EE features for UK MVNOs; Wholesale claims 5G rollout lead.
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Premium
Elsewhere in BT Consumer: Premiership Rugby not guaranteed
Rugby talks go to wire; BT Sport welcomes fans back, EE clearing not-spots.
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People
Former O2 and Vodafone duo take helm at Deutsche Glasfaser
O2 Germany’s ex-CEO Thorsten Dirks takes top-spot at fibre altnet. Vodafone Broadband Director Ruben Queimano named CCO, expanding existing Vodafone alumni presence in Deutsche Glasfaser leadership.
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Venturing & Investments
Telefónica on board with 5G emergency comms project
AI to be leveraged by EC-funded research group as a means of providing enhanced 5G network coverage for emergency services. Group building ecosystem around responsible use of AI. Another example of operator working the axis between e-health and connected-vehicles.
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Elsewhere in Africa: Vodacom's Joosub targets techco transition
Vodacom CEO defends Rain tie-up; Lesotho crisis continues; dominant Safaricom back in political spotlight; African OpCos keen on Huawei tech.
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Strategy & Change
Telefónica Tech changes shape ahead of carve-out
Reorganisation sees cybersecurity and cloud businesses merge. Telefónica IoT & Big Data Tech registered as a Telefónica Tech company.
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People
Deutsche Telekom moves: Health boss departs; investor arm gets Carter
Capital Partners unit moves quickly to capture ex-T-Mobile US finance chief Braxton Carter for its Senior Advisory Council. Telekom Healthcare & Security Solutions MD Mark Düsener leaves for Swisscom. Broadband Partnerships Head leaves Telekom for German newcomer.
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Deutsche Telekom Group Q3 FY20
Twin-track Group resilient in Europe while continuing to achieve strong growth in the USA. Mismatch between prospects and sentiment in two regions has become a key challenge for management. Attention turning to next strategic cycle, and how DT will seek to reinvigorate Europe-side businesses in stodgy political and regulatory ...
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Premium
Headline data: bulked-up DT busting out of old suit
Double-figure and triple-figure milestones nearing for expanded Group on sales and earnings. TMUS the star, again, but DT’s network of European telcos holding firm during highly problematic FY. Top management unclear on picture at T-Sys as orders slump.
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Guidance: beefed-up DT puts on a show
Up-sized Group uprates earnings again. America providing the main grunt, but Europe also chipping in. Stakeholders still queasy around cash generation, despite Group’s rude health at EBITDA level.
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Strategy & Change
Elsewhere in Vodafone Europe: 5G tested across the bloc
German rivals jump on campus bandwagon; physical and digital security launches; 5G use-cases explored in Netherlands, Spain, and UK.
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Premium
Elsewhere in Vodafone's Associates and JVs: Vi joins techco targets
Vi toes the techco line; Zain not intent on gate-crashing Vodafone Egypt sale.
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Partnerships & Alliances
T-Systems joins GAIA-X Automotive Alliance
T-Sys joins five others in cloud-based GAIA-X supply chain project. Investment in vehicle market interoperability and sustainability.
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People
Ex-T-Mobile CFO Braxton Carter joins DTCP
Carter kept in the Deutsche Telekom family with Senior Advisory Council seat. DTCP gains exec’s TMT investment expertise and experience.
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M&A
DT pulls Romanian fixed-line plug but marooned in mobile
Group’s fixed-line assets in Romania currently worth just under €0.5m. Romanian footing remains, with TRMC still falling under DT’s convoluted structure — for now.
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Premium
Vodafone people moves: Group SCM “succession planning” underway
Tolga Tomruk takes SCM Networks Director role, leading relationships with established equipment vendors and the ‘open’ challenger set. Safaricom follows up consumer-centric shift with new CTIO. VodafoneZiggo taps rival KPN for mobile networks lead. Musical chairs on Vodacom Group’s Board of Directors.
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Network & Infrastructure
UK gets on with life after Huawei
New 5G Diversification Strategy and Telecommunications (Security) Bill expected to introduce tough new network security expectations on operators, while attempting to reduce the risks associated with over-reliance on Ericsson and Nokia. Government backing open standards, and particularly open RAN, to create a diverse supply chain, but relative lack of ...
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People
Deutsche Telekom broadband partnership head leaves
Germany’s Bundeskartellamt signalling caution on future broadband alliances.