More Latest Insight – Page 298
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O2 UK secures more 5G spectrum
Ofcom raises a total of £1.4bn in principal auction stage — several hundred million pounds less than expectations. Regulator has now opened the first phase of negotiation period that should enable operators to build contiguous blocks in the 3.4GHz–3.8GHz band. Lower spend on licences (so far) should provide an ...
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Public Affairs
Vodafone, Fastweb file lawsuits against TIM
Operators seek combined €1.1bn in damages, with incumbent accused of anti-competitive behaviour. Complaints follow AGCM investigation. TIM preparing “solid” defence on all fronts, with prospective merger partner Open Fiber weighing in too.
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Vodafone reels in €2.3bn from Vantage Towers IPO
Proceeds to pay down Group debt. IPO share price holds steady on the Frankfurt Stock Exchange.
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Vi keeps tight rein on spectrum spending
As expected, Indian JV is by far the lowest spender in India’s recent multi-band spectrum auction. All three operators shun 5G-friendly 700MHz spectrum because of high reserve price.
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Colao proposes 1Gbps for all Italians by 2026
Minister for Innovation and Digital Transition Vittorio Colao outlines his ambitions for Italy’s economic recovery. Rapid roll out of gigabit broadband is essential to the plan. But the stalled national broadband network plan must be resolved soon.
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Vodafone UK secures mid-band 5G spectrum
OpCo decides against buying low-band airwaves as it intends to refarm 900MHz for 5G. Total amount raised is below expectations, indicating lack of appetite among operators for bidding war.
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Suppliers & SCM
Vodafone Romania picks ADVA, Edgecore for DCSG
OpCo completes “open IP routing” trial across seven sites. CTO hails pilot a “smooth introduction” to disaggregated networks.
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Suppliers & SCM
Ericsson joins team on Safaricom’s backhaul refresh
Deal sees Safaricom expanding focus on E-band microwave for bandwidth boost. Ericsson joins Aviat Networks in declaring participation in Safaricom’s 5G-era network programme.
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FY20: Deutsche Telekom taxis for cash flow take-off
DT expects post-Sprint upwelling of cash flow to begin during current fiscal year, laying basis for next phase of investments. Europe now conquered, says Group CEO as he sets sights on American leadership too. Group’s top line passes €100m with further growth expected in FY21.
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Headline data: COVID covered
COVID-19 impacts figures but massively outweighed by Sprint deal and tempered in Europe by NatCo resilience. Group juggernaut rolls on as all key forecasts comfortably surpassed. Höttges goes NSFW to stress DT’s outsized strength versus atrophying European rivals.
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Spend: investment taps kept open, despite pressure
New TDE CEO Gopalan to search behind sofa for capex and opex savings for fibre push.
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Guidance: all levers set to growth mode
Earnings growth expected from both US- and Europe-side businesses. Sprint-boosted revenue base forecast for further expansion. TMUS to fuel revival from cash flow dip.
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Telefónica, Vodafone linked with Serbian tie-up
Duo namechecked by Serbian operator’s CEO as potential partners, and enablers of service-based expansion strategy. Partner Markets and Partners Program offer route to outside markets.
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Products & Services
Vodafone Germany builds up smart-home portfolio
German OpCo launches Building Connectivity 4.0 for central smart home management. UPLIFT startups tapped for periphery IoT products. Sustainability credentials touted again.
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Network & Infra
Vodafone launches Ireland’s first private 5G network
State-funded research group ties with VfIr to explore potential of emerging technologies on behalf of Irish manufacturing sector. Like other Vodafone deployments, 5G install uses hardware from Ericsson.
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Network & Infra
Safaricom partners Huawei, Nokia for 5G trials
Kenyan operator becomes the first East African telco to launch commercial 5G services in a limited rollout. Huawei and Nokia named technology partners, with local communications authority giving full backing to the China vendor’s security credentials.
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DT’s Höttges shares the love with Cisco’s Robbins
Conversation between the two CEOs highlights DT’s use of Cisco 8000 series routers in Germany, as well as Höttges’ fondness for Spitfire cars and Cisco Webex.
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DT eyes new tower markets amid domestic hurdles
TowerCo downgrades site-rollout target in Germany. Jacobfeuerborn, Illek hint at domestic M&A, expansion abroad. Group prowl for investor partners through DIV fund set up in collaboration with Cellnex. Deutsche Telekom wraps up Austrian tower spinout, adding another building-block added to multi-layered platform Group is building in European tower space. ...
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Q4 FY20: New Telekom CEO wants to muscle-up on fibre
Gopalan gets top-level billing in Q4 session as leadership shows confidence in new CEO to up DT’s domestic game. Group resets fibre mega-project goals. Apparently more sustainable FTTH plan puts ultrafast as central plank of future go-to-market strategy. New entity GlasfaserPlus emerges within Gopalan toolset. First signs emerge of ...
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TDE moves into next phase of 5G journey with SA call
Telekom Deutschland conducts 5G SA video call between antenna-site near Munich to Bonn. Recorded latency times of 13ms. Nemat views the tech as essential if network slicing and edge computing are to realise full 5G potential.