More Recent Insight – Page 357
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PremiumUK 5G innovation: EU 5G PPP
A joint initiative between the EC and European industry. In its third wave of projects after launching in June 2018. Telefónica present via its R&D entity Telefónica I&D. Deutsche Telekom also involved in several projects via Group and Greek subsidiary; BT present in UK-focused projects.
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Strategy & ChangeElsewhere in Vodafone Group: SpaceMobile-NASA collaboration
NASA working with US satellite venture; Innovus bolsters security; Vodafone’s Harmonic partnership shows its size.
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Strategy & ChangeElsewhere in Vodafone's Associates and JVs: TPG 5G plans take shape
VodafoneZiggo flags Gigabit cable upgrades; 5G spectrum auction nearing in Australia.
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Partnerships & AlliancesVi extends IBM remit to big data analytics
Latest IBM deal in India brings Hadoop back into the fold.
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Products & ServicesVodafone Spain flags family-oriented Secure Net upgrade
No longer limited to mobile network traffic. Service launches family package with Parental Control bolt-on.
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Network & InfraVodafone UK unveils plans to kick-start open RAN
OpCo commits to 2,600-site rollout; suppliers in evaluation stage. VfUK aims for at least 20% of UK sites based on disaggregated architectures, but not until 2027. Timeline dovetails with Huawei kit removal roadmap. Investment geared towards encouraging more participation from operators, suppliers, and government to get open RAN ball ...
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InnovationVodafone brings 5G to UK CAM testbed
VfUK set to deploy macro 5G coverage along regional CAM route. Move builds on OpCo’s existing future mobility partnership in region, and efforts to tap into key UK government 5G development programme.
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Strategy & ChangeVodafone Ireland pushes for greater digital engagement
OpCo has deployed the first 50 Broadband Connection Points as the long-gestated National Broadband Plan starts to take shape. Reveals measures that were required to deal with the effects of the coronavirus pandemic.
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Partnerships & AlliancesVodafone Portugal strikes network-sharing deal with NOS
Two agree on mixture of passive and ‘active’ sharing of mobile networks, but not spectrum. Both parties insist they can reduce costs without surrendering autonomous, strategic decision-making.
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Strategy & ChangeElsewhere in Vodafone Africa: Vodacom in SA and Tanzanian trouble
Vodacom reportedly tangled in murder scandal in South Africa, and taking political fire over Tanzanian election.
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Strategy & ChangeElsewhere in Vodafone Europe: Greece targets submarine business
Vodafone Greece eyes submarine; cashiers going virtual in Spain; Vodafone UK blocked from handset blocking.
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PremiumBT Group Q2 FY20–21
Revenue and profit keep falling in pandemic. COVID-19 creates noise and uncertainty, but BT is pushing its transformation story, asking for patience as stakeholders get twitchy. Openreach a lone bright spot, although Global may be benefitting from long-term recovery strategy. An improved earnings forecast at BT is not expected ...
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Financial & PerformanceOpenreach fibre thrives but volume deal prospects fade
A strong quarter and half-year for the access services business demonstrates building momentum for fibre services in the face of the pandemic. Anticipated long-term volume deals may not materialise, but associated competitive pressure may help BT arguments on the need for a ‘fair bet’ from Ofcom.
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PremiumBT spend: opex coming down, capex still building to peak
Simplified systems are bringing efficiency but lower trading giving an unwanted helping hand. Capex rising, but a sharp decline is anticipated with copper switch-off.
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PremiumBT guidance: EBITDA recovery on horizon, sales rise fainter
Two more years of revenue decline ahead, but EBITDA improving and underpinning investment plans.
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PremiumMargins slip as BT Consumer pursues quality
Another tough COVID-19-impacted quarter but management playing the long game, with a focus on premium services. Network investment continuing as division seeks an uplift from next-generation platforms. BT reputation improving, but weaknesses remain outside core products, necessitating dual-brand approach. Commercial partnerships remain a key strategic element, but hit to ...
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PremiumBT Global braces for more COVID-19 headwinds
Precipitous revenue declines continue for Global as pandemic makes its presence felt, but mitigation measures and ongoing transformation ease the pain on profit levels. Growing underlying strength of division offers hope beyond an anticipated tough second half.
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Strategy & ChangeElsewhere in Telekom Deutschland: 5G Broadcast on the cards; Samsung edtech partnership flagged
TDE working on 5G-based in-vehicle broadcasting.
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Strategy & ChangeElsewhere in T-Mobile US: Vivint smart home available
5G-focused TMUS gives 6G proponents a brush-off. Smart-home experiment flagged in California.
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Strategy & ChangeKubernetes underpinning cloud native push
T-Mobile US highlights cloud cost benefits of container-based and standardised platforms. DT’s Nathan Rader reiterates need to change people and processes en route to a cloud-native future.