More Recent Insight – Page 301
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B2BVodafone’s Read wants Europe to ‘do a Spain’ on digital
Group CEO makes reference to €3bn budget for digitalisation of small businesses. Move chimes with existing Vodafone Business strategy to focus on SMEs.
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Partnerships & AlliancesArqit CEO lets slip mixed feelings about BT links
Startup boss concedes that its partner is also a QKD competitor, which “changes the addressable market somewhat”. He also tellingly describes BT as “very cautious” at a time when terrestrial QuantumCloud on cusp of commercial rollout.
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PeoplewatchVodacom Tanzania names Mdlalose CEO
Former Vodacom SA CFO takes the reins from Madrid-bound Hendi. Well-travelled Mdlalose looks to settle into Tanzanian challenge.
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Strategy & ChangeElsewhere in Vodafone Group: Microsoft CEO namechecks Vodafone
Vodafone leans in to European cloud initiative; Microsoft’s Nadella highlights 365 tieup upgrade.
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Network & InfraTelefónica gets nod for Colombian open RAN trial
Two Telefónica projects advance to a testing phase in Colombia’s Regulatory Sandbox initiative. Open RAN project builds on Internet para Todos rollout in Latin America. SOC targets real-time network experience monitoring.
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OperationsVivo Empresas gets hiring to accelerate digital sales
B2B unit to ramp up commercial activity through New Talents scheme. Hybridised work schedule on offer to applicants.
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Venturing & InvestmentsWayra-backed Optimus Price exceeds crowdfunding target
AI retail startup raises more than €450,000 on CrowdCube. Optimus Price adds to Wayra’s retail tech activity.
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M&ACityFibre eyes fresh cash injection
Press reports suggest Openreach challenger will announce fresh funds through stake sale and bond issue.
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Partnerships & AlliancesVodafone quietly steps into Gaia-X club
UK operator joins Deutsche Telekom, Orange, and Telecom Italia at the European cloud and data initiative. Gaia-X now has 300 members. T-Sys’s Adel Al-Saleh says scale, not US hyperscalers, are critical to the success of Gaia-X.
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PremiumVodafone people moves: Technology splits and board changes
Group board changes include Ahuja’s departure. Vodafone networks exec and TIP Chair Tenorio picks up Lime Micro chairmanship. Vodafone Spain continues leadership overhaul in Consumer, Enterprise, and Technology divisions.
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Venturing & InvestmentsIntel said to offload former DT investment Replay Technologies
One report suggests Verizon is buying part of Intel’s sports technology arm.
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Partnerships & AlliancesVodafone NZ goes lean as it splits from Group “mothership”
Former Vodafone OpCo’s new managers say unravelling of legacy IT snarl-up remains a work in progress and “fairly challenging”. “High-performance” business reset expected to deliver big earnings lift in current FY and beyond.
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PremiumQ1 FY21–21: Consumer slips into recover mode
Work in progress to deliver on the converged, addvalue dream. Initial pandemic bounce back benefits BT Sport, but mobile still in hibernation. Strong performance on FTTP, but rivals stepping up.
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PremiumQ1 FY21–22: Enterprise down but not out
Bad ‘old’ still swamping the ‘new’. Positives in an order book rebound and improved EBITDA. Shuter has a huge task to pivot the division, but clear opportunity for ‘New BT’.
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PremiumQ1 FY21–22: Global retains Jansen’s support in adversity
Digging beneath the barrel to find positives in Q1. Jansen a true believer who sees Global keeping pace with peers, buffeted by forces beyond its control, and well placed along with Enterprise to boost BT when corporate and public sector business bounces back.
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PremiumQ1 FY21–22: Openreach shines again
It just looks so easy to upgrade and migrate the nation to fibre and IP while keeping a pack of massively funded jackals at bay. Even the odd slip looks like a sign of inherent strength. All key KPIs improving … and Gfast, too.
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PremiumBT doubles down against overcharging allegations
Group intends to “vigorously defend” itself against a class action lodged with competition authorities that alleges historic overcharging for voiceonly customers.
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PremiumBT soothes relations with disgruntled CWU
BT finds common ground with workers’ union by making series of job security assurances. CWU’s Count Me In campaign bears fruit, with 2022 pay rise in pipeline for staff. Group transformation roadmap unaffected.
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PremiumQualitest expands 5G testing role
5G network expansion provides further opportunity to increase remit of software testing company Qualitest.
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PremiumTelefónica finalises Telxius tower sale as infra deals flow
American Tower acquires last tranche of 31,000 Telxius towers for €7.7bn, with deal set to reduce Telefónica net debt by €4.6bn. Fibre InfraCos in Latin America ramp up, with KKR expanding its relationship with the Group. Digital businesses also restructuring with Telefónica Tech spreading its influence.