More latest insight – Page 375
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Partnerships & AlliancesT-Mobile cuts Sprint’s VoIP tie-up with Ooma
IP telephony player becomes latest partner to flag it is grappling with change wrought by rationalisation of the New T-Mobile technology and services ecosystem.
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Network & InfraOpenreach NI pushes to keep pace in dynamic Gigabit contest
Openreach Northern Ireland accelerating full-fibre rollout as challengers expand their ambitions. Market has highest full-fibre coverage in UK, but urban–rural divide persists. Startup Fibrus takes on Openreach and Virgin Media. Long-awaited, £165m Project Stratum to be awarded soon.
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Network & InfraSafaricom to put network disaggregation into the wild
Kenyan operator to expand Vodafone’s Africa test-ground for open solutions. Project gearing is more towards core and backhaul than RAN. Scale and efficiency gains highlighted.
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PeoplewatchDeutsche Telekom key movers: BuyIn taps DT for Rubas; B2B restructure forces changes
BuyIn draws another DT executive to its ranks, appointing Rubas as MD and CFO. New B2B structure prompts top-level changes at T-Systems, Telekom Security, and Deutsche Telekom Global Business Solutions. T-Mobile US changes continue as part of Sprint consolidation.
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Partnerships & AlliancesNAGRA secures extended Vodafone TV partnership
Vendor’s digital TV security platform to be deployed across further European OpCos to support Vodafone TV growth.
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Strategy & ChangeBT to shut blighted Lancashire ICT business
Scandal-hit venture that became the embodiment of BT’s troubled partnership approach to council contracts to finally fade away. Council insourcing set to leave a significant dent in BT’s public sector revenue stream.
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Public AffairsTelefónica Argentina hit by Fernández decree
Presidential decree to freeze broadband, telephony, and pay-TV tariffs until end-2020 further weakens Argentina’s place in Telefónica world. Move seen as damaging enough to warrant cross-industry response. In subsequent dialogue with Enacom, operators show some willingness to play ball in return for assurances on “industry sustainability”.
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PeoplewatchVodafone movers: Australia settles in; Smart Tech gets a Head
Vodafone Smart Tech gets BizDev VP. Australia’s new telco TPG shifts its backroom.
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B2BTelefónica creates new unit to target UK security space
Operator is looking to build an international platform for new Telefónica Cibersecurity Tech division. Targeting markets inside and outside its footprint.
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M&ABT readies itself to ward off unwanted advances
With its share price deflated, dividend suspended, and a series of financial challenges on the horizon, BT Group is consulting on the best way to shore its defences against unsolicited bids. Boutique banker and trusted Vodafone advisor Robey Warshaw may be added to BT defence team. KKR emerges as ...
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PeoplewatchBT job was “brutal” says ex-CEO Patterson
Former CEO claims he did not feel criticism towards end of BT tenure. Prefers ‘can-do’ mindset of Silicon Valley. BT decision making presented as paper-based and sluggish by comparison.
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PremiumQ2 FY20: isolated Hispam brings the Group down
Capital efficiency remains a focus as the Group weighs a myriad of options for the future of its Latin American division. Beyond the challenges of the pandemic, tough competition and a relatively low-value customer base are proving a challenge to profitability in the region.
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PremiumSpending: Capex peaks and operational efficiencies rise
Management assures infrastructure investment will be maintained, as key in post-COVID-19 world. Customer experience another priority area. Other projects being reined in to free up funds, though, with Abosolo stressing “strict screening” of spend plans
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PremiumGuidance: it’ll all be over by Christmas (2021)
Telefónica said it expects to meet its revised FY20 guidance, although even with the minimal targets it has set itself there is a challenge to be faced.
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Strategy & ChangeInfra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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PremiumTelefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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Strategy & ChangeTelefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...
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PremiumFinancial highlights: generating cash and cutting costs
Telefónica’s numbers for the quarter to 30 June 2020 (Q2 FY20) made grim reading.
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PremiumVodafone Q1 FY20–21
What ‘new normal’? Leadership pressing on with long-running efficiency and asset sale plans regardless of coronavirus disruption. Hints of bottlenecks owing to top duo’s workload. Group Finance’s €1bn cost-cutting plan “proceeding very well”. Footprint retrenchment not necessarily done, with some OpCos still appearing stuck on the margins. Currency weakness ...
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PremiumVodafone Q1 FY20–21 spend: no obvious change of course, post-COVID-19
Any post-COVID-19 spend strategy changes appear to either be being kept under wraps, or subjugated by leadership focus on keeping the business on track.