More Latest Insight – Page 235
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PremiumElsewhere in BT Group: BT in VM O2’s sights
VM O2 issues veiled threat to BT incumbency; legal proceedings continue in alleged overcharging case.
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PremiumOneWeb rescues launch plan with SpaceX
UK-backed operator can send more satellites into orbit this year after cancelling launches on Russian rockets. Fallout from Russia’s invasion of Ukraine hits satellite comms operator and threatens years of international space collaboration. Possible knock-on effect on distribution partner BT if service is delayed.
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PremiumDT Q4 FY21: New T-Mobile US mega-project remains on track
Momentum maintained on customer growth, despite rivals’ efforts to exploit post-Sprint vulnerabilities. NatCo claims to be through worst of post-Sprint churn phase. Synergy extraction programme said to be ahead of plan. DT executives remain delighted with development of American powerhouse and have options regarding plan to regain majority share. ...
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PremiumTMUS lends AT&T a helping 3G hand (until July)
Under pressure from the Alarm Industry Communications Committee, AT&T signs 3G roaming deal with TMUS. AICC says it is ‘too little, too late’ and that “millions of Americans” will be left without emergency home alarms. TMUS to shutter 3G network on 1 July 2022.
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PremiumElsewhere in Deutsche Telekom Europe: Cosmote signs with BBC
EC intervenes on Czech MVNO regulation; Cosmote signs content agreement with BBC Studios.
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PremiumElsewhere in Systems Solutions: division wins WHO deal
Division gains a high-profile World Health Organisation vaccine certificate win; other product developments in data science and supply chain due diligence.
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PremiumDT Q4 FY21: T-Systems dulls top line pain with withdrawals
FY21 sees big drop-offs in revenue and orders as legacy businesses contract and macro volatility bites. High-profile SAP partnership also seeing challenges. On earnings — T-Systems management’s main focus — the division reports further progress, helped by ongoing cost-cutting and jettisoning of unprofitable activities. But despite efficiency work, T-Systems ...
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PremiumDT Q4 FY21: Europe spend still on pause despite more decent data
New regional CEO Dominique Leroy kicks off leadership with a full FY of earnings growth. Nonetheless, DT remains unwillingly to up investment in region. Executives give downbeat assessment of regulatory and macro climate. Greece’s OTE and Austria’s Magenta Telekom among top performers.
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PremiumMakedonski Telekom begins 5G switch-on
North Macedonian NatCo sets about 5G infrastructure rollout, but forced to rely on DSS in short term. 5G-ready 700MHz and 3.6GHz spectrum still on hold amid competition concerns.
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PremiumElsewhere in Telekom Deutschland: testbeds built at hubraum in Berlin
IoT partnerships signed with Murata and Nowi, with Omniflow smart city tie-up demoed at MWC.
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Network & InfraVodacom is big spender in SA spectrum auction
Long-awaited auction finally complete, but legal challenge looms. Vodacom is highest bidder, just ahead of MTN, and snags most spectrum. Government halts plan for controversial Wholesale Open Access Network.
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PeopleVivo stalwarts exit in board reshuffle
Telefónica’s Brazilian operator proposes changes to its Board of Directors, with Group shareholders BBVA and CaixaBank represented via newcomers Gual and Moreno. Former CEO Valente to leave, along with ex-Group COO Linares, and others. Political figures also on the way out.
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Analyst ReportsVodafonewatch Report #204 – March 2022
Key stories include: M&A? Read’s all about it | Talks underway on Indus sale | MTS relations suspended | Vodafone Portugal on “terrorist” cyberattack | Safaricom preps Ethiopia launch
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Suppliers & SCMDT to judge suppliers on their climate ambition
German operator looking for early win as it turns attention to vast — and growing — problem of supply chain emissions. Hardware vendors will be first to come under environmental spotlight as DT tweaks its RFP scoring system. Move comes following joint project with buying partner Orange.
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Network & InfraVodafone continues 5G drive with German standalone launch
Vodafone Germany first to launch SA network in country. Claims more than ten million customers can already access services from home. Partners with DAZN to test 5G mobile streaming of the German Bundesliga. Moves continue notable European 5G ramp-up for Vodafone in 2022.
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PremiumDT names partners for expanded unified comms service
RingCentral, Unify, and Zoom on the partner list for DT’s ‘X powered by Telekom’ communications-as-a-service propositions. Expanded partnerships signed with attention on the public sector, security, and remote working.
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PremiumDT Q4 FY21: Strengthening TDE nails targets
Telekom Deutschland stays ‘in the zone’ with twin-track sales and profit growth during FY21. NatCo maintains commercial momentum in broadband arena. Executives downplay threat of inflation to fibre mega-project. Ongoing growth expected in FY22.
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PremiumDT signs up first customer for 5G SA campus network
Prinzhorn picks DT and Ericsson based on their international reach. Low device availability highlighted as bottleneck for campus network deployment. DT joins German state-backed CampusOS project to drive open 5G campus networks.
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PremiumElsewhere in Deutsche Telekom Group: Inmarsat takeover facing opposition
Illek wary on Drahi’s BT intentions; Nemat urges sector to “be human”; Inmarsat deal said to be causing UK ructions.
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Partnerships & AlliancesDT partner SoftBank hit by perfect storm
Investors raise concerns over ‘money-losing startups’ that litter SoftBank’s portfolio. Vision Fund II, DT’s partner in at least three investments, remains a priority.