More TelcoTitans Insight – Page 286
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Financial & PerformanceVodafone’s Q3 deciphered: glad-handing activists; German misfire; IoT, Africa fintech blossom
Management seeks to seize back agenda amid growing City pressure for urgency on asset sales. CEO Nick Read assures Group will be “proactive” in finding returns-focused deals. German user experience misstep takes gloss off solid set of numbers. Price rises planned across Europe, in response to rising costs.
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PremiumElsewhere in T-Mobile US: renewable energy migration achieved
Green target achieved; Millicom partnered on Latin American enterprise; Audi takes on 4G data.
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PremiumBT wary of Cellnex compromise on CKH tower merger
Spanish InfraCo willing to sell enough sites from existing estate to enable new UK tower player to emerge, overcoming CMA concerns on competition linked to planned CKH infrastructure acquisition. Four companies already stepped forward as potential buyers. BT remains concerned about impact on MBNL and 5G investment plans.
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PremiumBT Q3 FY21–22 Guidance: positives to come, but later than promised
Revenue down 2% for the year, but growth anticipated from Q1 FY22–23. All things point up, but large corporates at Enterprise and Global need turnaround to avoid continued struggles. Discovery tie-up a win–win for BT Sport (and maybe for Sky, but what about for BT itself?).
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InterviewOpenUK explores Gaia-X data model
Open technology advocacy group wants to keep UK engaged with Europe on developing federated data models.
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Public AffairsOTE handed €9m fine for data protection failings
Greek operator deemed to have infringed on GDPR law in 2020 data leak. Fines handed to Cosmote mobile operator and OTE Group parent.
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PremiumElsewhere in Brazil: Vivo signs solar deal with Helexia
Group makes customer satisfaction pledge; Vivo ramps up solar project.
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PremiumT-Mobile US hit by SIM swap attack
Small-scale data breach is latest of recent TMUS security incidents.
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PremiumT-Mobile US flies above 5G turbulence in C-Band
Ray happily explains that C-Band interference concerns raised by FAA and airlines do not impact TMUS. When NatCo’s C-band licences come into use in late-2023, Ray confident issues surrounding airline safety will have been resolved. Dispute causes mid-band 5G take-off delays for AT&T and Verizon.
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PremiumOi mobile sale gets pass, just
Regulators give green light to contentious carve-up of Oi Group’s mobile assets between Vivo, Claro, and TIM. However, Brazil’s Federal Prosecutor’s Office to probe how sale was conducted. Prosecutor cites competition concerns and recommends “administrative proceedings” to investigate collusion among trio to exclude other interested companies. Oi claims sell-off ...
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PremiumT-Mobile US adds more mid-band spectrum
NatCo acquires nearly 200 licences in FCC auction of 3.45GHz–3.55GHz airwaves. Ray not worried by growing mid-band arsenal of AT&T and Verizon.
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PremiumElsewhere in Telefónica Infra-Tech: 5G network launched at Viscofan production centre
Telefónica launches 5G network for Spanish smart factory; Intel joins smart road journey; ElevenPaths to deploy document security services for Spanish government.
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PeoplewatchOpenreach’s McTighe ‘steps away’ from Ofcom chair search
Mike McTighe, Openreach Chairman, reportedly withdraws from the search for an Ofcom chair. Now nearly two years in the making, the process is yet to find a clear frontrunner despite a number of names floated. Ex-BBC supremo Michael Grade is the latest hat in the ring.
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PremiumElsewhere in Systems Solutions: DT joins European Commission-led cloud alliance
European cloud alliance up and running; T-Sys eyes post-coronavirus opportunities as hospitals modernise; Cellnex peels back another layer in its relationship with DT.
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PremiumT-Systems targets public transport Goal
Goal Systems partnership aims to accelerate digitisation, initially in Central and Southern Europe.
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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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PremiumTesla back at the wheel for HT Mostar
NatCo sticks to familiar script in choosing enabler for network management upgrade.
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