More on EMEA Telco Leaders – Page 163
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PremiumBT Wholesale takes Truphone from rival
EE network quality draws the MVNO to BT Wholesale from VM O2, as Virgin Media continues migration from EE to Vodafone.
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PremiumElsewhere in Deutsche Telekom Europe: Magyar discontinues T-Home DTH
HT goes sub-Optima; Magyar Telekom discontinues DTH; game over for TMPL on Play roaming.
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PremiumBT follows EE with BAI deal
Wholesale division to provide colocation space for neutral host network. BT flags wider focus on edge computing.
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PremiumBT Q3 FY21–22 Headlines: Openreach surging; CFUs in surgery
Corporate weakness postpones recovery, with BT Global recuperating and BT Enterprise still hurting. Openreach charges on, hitting new records for FTTP connections and (low) costs. City analysts focus on ‘mathematical’ minutiae of inflation response and impact on customers, costs, and payroll. Drahi and other predators ignored.
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Financial & PerformanceVantage tweaks schedule after ‘annoying’ builder delays
TowerCo’s build-to-suit programme hit by labour and material supply crunch. Management responds with move to simplify supply and logistics. Execs assure headline operational and financial goals remain in reach.
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Network & InfrastructureVM O2 seeks partners for £1bn fibre rollout
Telefónica and Liberty Global said to be contacting investors soon. Move would underpin aim to turn JV into “national fixed–mobile champion” to rival BT. Reports say VM O2 wants to bring fibre to seven million extra homes.
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PremiumElsewhere in Telekom Deutschland: “sustainable” product portfolio launched
TDE signs connectivity partnerships with Biotronik, Kummert, and NetSfere; sustainability awareness campaign adds suite of consumer services.
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PremiumBT Q3 FY21–22: king of a still-wobbly castle
Rational rivals embraced, but warned of “Armageddon scenario”, with Sky current BFF. Mixed results force management to cling to customer satisfaction and market share security blankets. Inflation a bonus for Consumer’s linked pricing. ‘Jam tomorrow’ outlook reiterated.
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Content & TVTelefónica eyeing new industrial partners for Movistar+
Early-stage consideration reportedly underway on partnership that would see Telefónica bring in new investor for domestic pay-TV platform and international production interests. North American Spanish-language media merger may provide template for closer links between platforms and content. Movistar+ rebranding underway to further differentiate service from core offerings.
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PremiumTDE launches text-based emergency calls app
Patented nora becomes “official” emergency calls app for German federal states.
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PeopleTelefónica’s Álvarez-Pallete elected to GSMA top spot
Group Executive Chairman takes to the helm, replacing Orange’s Stéphane Richard. “Strategic direction” under Álvarez-Pallete’s oversight for two-year tenure.
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PremiumBT Q3 FY21–22 Spend: costs under control
Cost-savings transformation programme continues to earn accolades among management, despite necessary investment in infrastructure. Broader market factors felt.
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PremiumNew 5G campus network deal for German refinery
5G campus network in Schwedt using 2.1GHz frequency band. ‘Dual-slice’ 5G campus network at Hanover trade fair is close to completion. TDE still in running for future BASF campus deals.
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PremiumElsewhere in Telefónica Group: Álvarez-Pallete’s “digital slavery” warning
Álvarez-Pallete issues stark warning over “digital slavery”; Group connects to Wi-Fi network.
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PremiumTDE builds up contact centre services suite
German NatCo signs deal with DT investment Aircall to deliver cloud-based voice solution to SMEs. DTGB Iberia partners Talkdesk for contact centre tools and expertise for Spanish customers.
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PremiumDeutsche Telekom Innovation & Venturing: Mastercard acquires Dynamic Yield
DTCP alumnus picked out by Mastercard; portfolio companies extend reach to USA; hubraum ends 2021 with MonoLets investment.
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M&ARegulator approves Oi sale
Decision confirmed, subject to conditions, after Brazilian regulator Anatel postponed ruling last week. A board member had asked for additional time to review sale to a consortium featuring Telefónica|Vivo, Claro Brasil, and TIM Brasil. Final approval still required from competition authority CADE.
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Financial & PerformanceVodafone under pressure from activist investor to boost shareholder returns
Bloomberg reports Cevian Capital has built up stake in Vodafone. Unnamed sources say Swedish investment firm putting pressure on Read and management team to move more aggressively on M&A. Accuses Vodafone board of lacking experience and strategic know-how in telecoms. Vodafone share price gets bounce after news breaks of ...
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Suppliers & SCMBT partner Versed AI on swerving supply chain strife
With volatility biting businesses, University of Cambridge spinout attracts investment from range of backers with interests in sourcing sustainability and transparency, including fund linked to eBay creator Pierre Omidyar.