More Recent Insight – Page 318
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PremiumDT looks forward to big payday from US “racehorse”
Praise and pragmatism for American powerhouse at Capital Markets Day. No clues on timing for securing NatCo majority, but Group not in a hurry. New twist in relationship as NatCo and Group collaborate on B2B services. “Trans-Atlantic synergies” boost TMUS enterprise plan. Sprint International assets left hanging amid B2B ...
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B2BT-Mobile US and DT team up for transatlantic B2B services
NatCo and Group collaborate on developing services for global businesses. “Transatlantic synergies” boost TMUS enterprise plan. Sprint International assets left hanging amid B2B manoeuvres.
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Suppliers & SCMVodafone cancels Arch Summit 2021
Cancellation blamed on coronavirus-inflicted restrictions on travel. 2022 dates to be announced in “coming weeks”.
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PremiumMovistar Ecuador and CNT agree network-sharing deal
Shared network to expand 4G coverage for “Digital Ecuador” ambitions. Deal backs “asset-light” approach to development of Hispanoamérica operations.
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Strategy & ChangeHöttges takes swipe at rivals over undisciplined “adventures”
DT Chief Executive indicates that spending billions on sports rights is a risky business. Part-DT-owned BT criticised for stretching itself on football content acquisition.
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Network & InfraDT ready to carve out “kingmaker” tower assets
Deutsche Telekom wants to carve out “all” of its towers across Europe, says CFO Christian Illek. Change in mindset comes following rapid rise in TowerCo valuations. Czech and Slovakian footprint next to be assessed for extraction from NatCos.
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M&AVM-O2 sets sights on BT as merger gets final clearance
CMA’s final approval should see deal completed by 1 June. Owners trumpeting investment opportunities with fibre InfraCo potential coming to the fore.
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M&ADeutsche Telekom pondering Dutch M&A options
Group appears cold on possibility of buying out junior partner in T-Mobile Netherlands when options open up in January 2022. New tie-up or sale flagged as likelier outcomes.
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Strategy & ChangeElsewhere in Vodafone Group: Legal advisory panel refresh; Adobe trumpets VPC ties
Vodafone cancels Arch Summit 2021; Group updates legal advice team; Adobe describes VPC ties as “crucial”.
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Strategy & ChangeTM Forum puts skills gap in focus on the Human Factor
Organisation warns that the telecoms industry risks losing the war on attracting new talent.
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Network & InfraDT’s Pan-Net activates edge in 5G cross-border tests
EU-funded trial networks test autonomous driving across borders. Group companies supply 5G connectivity and edge computing. More EU funds expected for connected and automated mobility (CAM).
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Network & InfraSAP CEO sees more ‘European’ industry clouds ahead
Catena-X Automotive Network appears just the start for European data spaces supported by Gaia-X. SAP is working on industry clouds for other sectors. Catena-X seen as proof point for Europe’s sovereign data and cloud initiative.
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PremiumQ4 FY20–21: Vodafone Group goes off thrift script in Read ‘phase two’
FY20–21 presentation sees reins eased off investment, but to an unknown degree, and with a focus on select target areas within leadership’s comfort zone. Increasingly dominant German operations to get a capex boost, along with ever-expanding central functions. Announcement of strategy tweak falls on stony ground, with City appearing ...
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Partnerships & AlliancesBT heads to the quantum cloud with Arqit
Group backs QuantumCloud developed by UK startup, which purports to provide QKD security protection to end-point devices over the cloud. BT named exclusive reseller of Arqit’s products in the UK.
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M&ATelefónica seeks buyers for logistics unit Zeleris — report
Telefónica España distribution and logistics subsidiary reportedly on the market with a €100m price tag. EY on board to push for a sale as divestment strategy continues across the Group.
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PremiumVodafone people moves: Group names Network Operations lead
Group Networks leadership filled out with Clavero taking operations remit from Europe-bound Yildizi; El Sayed picks up European engineering lead. Top-level changes in EU Cluster OpCos. M-PESA Africa leadership firmed up.
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PremiumQ4 FY20–21: Vodafone Group lines up for NextGenerationEU subs
Leadership pins hopes on European Union twelve-figure cash injection to breathe new life into troubled Mediterranean markets. Group prepping its own capex uplift in tandem with EU’s, but focus is primarily on German ‘safe zone’. While operator is positive on European prospects, little is offered to convince underlying market ...
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PremiumVodafone Q4 FY20–21 headlines: footing regained and Group ready for climb
Top execs keen to portray Vodafone as ready for bounce-back. Top-line recovery remains Africa- and Germany-centric. Signs domination of efficiency drives may have run course and revenue base needs a boost.
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PremiumVodafone Q4 FY20–21 guidance: capex bill causes pushback
Group opens up with medium-term growth commitments. However, City analysts appear irked by cash flow uncertainties stemming from spend to fuel that growth.
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PremiumVodafone Q4 FY20–21 spend: a rare loosening of the purse strings
Leadership keen to assure that RoI will dictate where capex flow is directed. Lack of opex focus suggests digital efficiencies programmes could be in for a reboot.