More latest insight – Page 322
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Strategy & ChangeNemat 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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PremiumDT’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 & ChangeGopalan 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 & ChangeDeutsche 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 & ChangeLeroy 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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PremiumT-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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PremiumDT 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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B2BT-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 & SCMVodafone cancels Arch Summit 2021
Cancellation blamed on coronavirus-inflicted restrictions on travel. 2022 dates to be announced in “coming weeks”.
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PremiumMovistar 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 & ChangeHöttges 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 & InfraDT 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&AVM-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&ADeutsche 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.
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Strategy & ChangeElsewhere in Vodafone Group: Legal advisory panel refresh; Adobe trumpets VPC ties
Vodafone cancels Arch Summit 2021; Group updates legal advice team; Adobe describes VPC ties as “crucial”.
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Strategy & ChangeTM Forum puts skills gap in focus on the Human Factor
Organisation warns that the telecoms industry risks losing the war on attracting new talent.
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Network & InfraDT’s Pan-Net activates edge in 5G cross-border tests
EU-funded trial networks test autonomous driving across borders. Group companies supply 5G connectivity and edge computing. More EU funds expected for connected and automated mobility (CAM).
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Network & InfraSAP CEO sees more ‘European’ industry clouds ahead
Catena-X Automotive Network appears just the start for European data spaces supported by Gaia-X. SAP is working on industry clouds for other sectors. Catena-X seen as proof point for Europe’s sovereign data and cloud initiative.
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PremiumQ4 FY20–21: Vodafone Group goes off thrift script in Read ‘phase two’
FY20–21 presentation sees reins eased off investment, but to an unknown degree, and with a focus on select target areas within leadership’s comfort zone. Increasingly dominant German operations to get a capex boost, along with ever-expanding central functions. Announcement of strategy tweak falls on stony ground, with City appearing ...
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Partnerships & AlliancesBT heads to the quantum cloud with Arqit
Group backs QuantumCloud developed by UK startup, which purports to provide QKD security protection to end-point devices over the cloud. BT named exclusive reseller of Arqit’s products in the UK.