More on EMEA Telco Leaders – Page 257
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PremiumBT FY19–20: Jansen leading through the gloom
Managed services revenue slumps at Global, while mobile fails to prove itself a panacea across corporate divisions. Guidance for the year largely achieved, but post-COVID-19 uncertainty prompts Group to hold off on future forecasts. Transformation ambitions uprated on internal IT overhaul and redoubled commitment to invest in next-generation networks, ...
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Network & InfrastructureBT’s McRae on edge: “we want to do a lot more”
Chief Architect Neil McRae outlined key drivers for edge compute, and role of network operators in adoption. Edge forecast to be “everywhere”, with telco operators needing to reposition and collaborate in order to keep hyperscalers at bay. Private networks, eHealth, and remote monitoring flagged as key early use-cases.
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Partnerships & AlliancesVodacom’s IoT.nxt digs for in-house growth
Startup claims fears over absorption into the Vodacom super-structure have so far been unrealised. Internet of Things player wins central place in Vodafone’s private network package for mining businesses.
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Partnerships & AlliancesVodafone rejigs FTTP relationship with Telefónica
Reworked deal said to give challenged Spanish OpCo a broader fibre platform and better terms, in return for expanded commitments.
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M&ATelefónica Deutschland confirms tower switch
German operating business to transfer 10,100 sites to Telxius for €1.5bn. Transaction to reduce Telefónica’s net debt by €500m between 2020 and 2021, but won’t slow down its accelerated capex drive. Telxius portfolio has doubled since 2016.
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Network & InfrastructureVodafone sets up new Czech TowerCo
Creation of new business is latest move in Vodafone’s M&A and business improvement plan for European sites.
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Network & InfrastructureDT tie-up looks beyond city limits
Smart-city and 5G-flavoured partnership with Münster utility eases rollout constraints being suffered by Deutsche Funkturm.
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Network & InfrastructureHrvatski Telekom flags DSS 5G success
Croatian NatCo claims progress in dynamic spectrum sharing implementation at 5G test ground in Samobor.
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Strategy & ChangeDeutsche Telekom, Vodafone clap €130bn German stimulus
Massive €50bn pot set aside for ‘future’ technologies, including 6G, open RAN, AI, and quantum computing. New, €5bn mobile infrastructure company appears to take heat off mobile operators. Thinly veiled threat issued to network suppliers over ‘openness’ and interoperability.
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PremiumDT Group Q1 FY20 outlook: zero-touched
Display of strength extends to DT’s decision to leave guidance unchanged.
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Financial & PerformanceSAP called in as BT addresses “material weakness” in reporting
Ongoing inadequacies in financial controls have resulted in BT submitting its consolidated accounts with caveats. IT system weaknesses, and insufficiently robust review of elements of financial information are the source of concerns. Governance and compliance solutions from SAP have been flagged as supporting greater resilience for the Group’s future ...
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PremiumDeutsche Telekomwatch roundup — June 2020
Deutsche Telekomwatch roundup — June 2020 Source: Deutsche Telekomwatch #94 Group Partnerships MobiledgeX, Deutsche Telekom’s edge computing platform spin-out, unveiled what it called a “demand-side” initiative, branded Seamster. The aim, said MobiledgeX, was to capture and model enterprise use-cases surrounding 5G and edge computing, and accelerate ...
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Partnerships & AlliancesCan new telco group bridge COVID tracing’s digital divide?
New rapid response specifications group, E4P, aiming to facilitate interoperability across European track-and-trace apps through a focus on privacy and security, with standards ready by end-summer 2020. Conflict between centralised and decentralised approach to developing tracing apps may prove a stumbling block, however.
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Partnerships & AlliancesDT backs launch of Europe’s GAIA-X cloud project
DT on team of 22 founding members as GAIA-X unveiled, albeit with technical snafu. Initiative talked up as “starting point of a European data ecosystem”.
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Partnerships & AlliancesTelefónica links Osasuna with football tech
Smart shin pad provider Humanox nets deal with Club Atlético Osasuna and Telefónica for Spanish grassroots rollout.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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Suppliers & SCMBT remedies Prompt Payment Code failings
BT earns Prompt Payment Code signatory status after submitting substantial changes to supplier payment procedures, upping prompt payments to 95%.
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Network & InfrastructureO2 Germany picks Ericsson for 5G core
Operator chooses to rely on European partner for ‘security-relevant’ 5G core. Huawei and Nokia expected to have equal share of RAN. Government appears close to finalising security guidelines for 5G.
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M&ABT exits Saudi JV
30-year relationship trimmed back as part of BT’s broader global operations revamp. Transformation process also sees closure of branch in Abu Dhabi.
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PeopleCan new Chairman bring back Vodafone’s bottle?
Coming straight from a 15-year CEO tenure, new Chairman does not look likely to be a back seat driver. Lack of a telco legacy appears significant, with Vodafone seeking to diversify products and more closely connect with individual customers. Growth-oriented M&A record suggests brief is not to dismantle Group. ...