More Latest Insight – Page 346
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Telefónicawatch roundup - May 2020
Developments from across Telefónica Group entities. TBS taps ST Engineering iDirect for further hub; former contect centre subsidiary Atento flags waning ties to Group; Group becomes inaugural member of GSMA’s 5G IoT for Manufacturing Forum.
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Suppliers & SCM
Telefónica lays down gauntlet to cloud-native suppliers
Lopez challenges Kubernetes to prove itself in telco environment. Hybrid VM and cloud-native model the likely norm for operators already invested in NFV.
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Virgin Media builds backhaul business before O2 tie up
Virgin Media positioning itself as a BT backhaul alternative, but appeal may be curbed by O2 links.
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Telefónica to integrate DTS
Operating business said to be moving to next stage of TV asset tidy-up.
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O2 signals legal move over 5G auction
Operating business remains vexed by how Ofcom has structured mid-band licence sell-off.
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Group talks up TrustOS role in blockchain performance
Telefónica-led platform, based on Hyperledger Fabric, explores practicalities of implementing production-ready services. Academic papers of little use in determining strength of telco business case. More blockchain work needed in Telefónica’s collaboration with GSM Association to develop production-ready wholesale roaming service.
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Products & Services
O2 switches out banking partner
Fidor relationship, formed in 2016, does not appear to have set world alight.
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Strategy & Change
DT’s Höttges hints at hybrid office future
Höttges floated the prospect of a hybrid office setup for WFH employees, potentially reducing DT footprint beyond just its retail presence.
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Network & Infrastructure
Openreach raises FTTP sights as ADTRAN comes on board
ADTRAN set to take a substantial share of work building BT’s new fibre infrastructure as a third partner alongside Huawei and Nokia. Vendor’s involvement appears to have sparked a small jump in BT’s March 2021 rollout targets.
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Network & Infrastructure
Deutsche Telekom rethinks German tower expansion plan
2,000 per year add-on ambition “too optimistic” in current circumstances.
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Deutsche Telekom Q1/FY20 first take: only mild symptoms, so far
Upbeat executives comfortable enough to keep guidance and dividend unchanged, despite some COVID-19 impact on B2B projects and consumer sales.
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Financial & Performance
Telefónica talks up increasing digital relevance
Group believes seismic societal change will emphasise the relevance of emerging digital services. However, in recent months the rate of growth has been slowing, not accelerating. Corporate digitalisation still where the money’s at for Telefónica, with changes in the consumer market focused more on updating sales channels and improving ...
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Partnerships & Alliances
Telefónica, Nokia partner on IoT-enabled supply chains
Group research arm among 21 partners to join EC-backed consortium for next-generation supply chain management, centred on the port of Valencia.
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Network & Infrastructure
Vodacom looks to Loon in Mozambique
Mozambique partnership to deliver network expansion, if technicalities ironed out. First Loon tie-up within Vodafone Group.
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M&A
Celfocus sees opportunities to expand Vodafone account, post-sale
Former JV positive on go-to-market synergies, following full amalgamation with parent Novabase.
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Suppliers & SCM
Deutsche Telekom exec vents ecosystem frustrations
Chair of ETSI’s ZSM ISG calls for more purposeful collaboration between SDOs and open source communities. Frets that smaller software suppliers are excluded from standards input.
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Products & Services
Richter to scale Vodafone’s digital services opportunity
Vodafone Technology Director sees creative collaboration and an emphasis on core connectivity as crucial to building a role in digital services ecosystem, with IoT a key example of the opportunity. BT Enterprise CTIO highlights the way digital services demand is both accelerating and evolving in response to pandemic.
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Deutsche Telekom to issue more RFIs for TIP transport scheme
Group rounding up new posse of open transport suppliers under the TIP flag.
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People
Swantee lands at Warburg Pincus
Former EE and Sunrise CEO Swantee picked up by Warburg Pincus, conveniently timed as Swiss cable operator UPC looks for buyer. Exec joins a slew of ex-telco CxOs with private equity advisory roles.