More TelcoTitans Insight – Page 337
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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 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 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 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.
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M&ACADE makes Vivo wait for share of Oi’s mobile assets
Industry watchdog still inspecting ins and outs of Oi divestment. Closure now expected in early-2022. Consortium partners still confident of being granted go-ahead.
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InterviewOpenreach Tech team powers UK fibre build
CTIO Colin Lees shares impact of tech overhaul on network build. More effort on provisioning and repair in three-year transformation project. Openreach owns IT and Network strategy decisions; BT Digital and BT Networks are key suppliers. Three-supplier strategy for FTTP advances with Adtran, Huawei and Nokia.
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Suppliers & SCMThe Nucleus Option: Vodafone bets big on Google
Vodafone promises data-driven business revolution by shifting to cloud-native data management and analytics platforms. Group sees “hundreds” of opportunities for business improvement in both commercial and operations spheres. Deal will come with Hotel California concerns surrounding Google hookup. Roadmap unclear for huge undertaking. Questions yet to be answered over ...
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Network & InfraDT rolls out RDK for next-gen home gateways
Home broadband devices set for Group-wide revamp. Desire for data drives DT to RDK. Broadband eclipses TV for now in DT’s software platform focus. DT embraces open-source community.
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PremiumMystery of Telefónica’s vanishing digital revenue as Tech takes off
Hard-fought progress at the start to the year looks set to provide a base to hit guidance, with management seeming open to improving outlook as the year progresses. Group keeping its options open on monetising Hispanoamérica interests and its fibre infrastructure in Europe. Telefónica Tech is open for business ...
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Strategy & ChangeSoftwarisation is industry’s destiny, says DT’s Gopalan
Telekom Deutschland Chief Executive sees industry value already shifting from physical infrastructure to software architecture. Network orchestration layer and partnerships key to realising telco-as-a-platform vision. Cannibalisation of legacy revenue part of the digital transformation journey.
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Network & InfraT-Systems launches second Open Telekom Cloud region in Amsterdam
Collaboration with NorthC enables T-Systems to expand the capacity of Open Telekom Cloud.
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Network & InfraCornerstone to pilot City of London 5G upgrade
“City-wide” open access network being explored. Joint venture’s 2017 contract now appears to include 5G. Deployment will depend on the outcome of trials.
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Partnerships & AlliancesAmdocs sets up shop on Vodafone’s Tomorrow Street
Long-time Vodafone partner signs strategic tie-up with scale-up incubator and offers digital transformation services to portfolio companies. Amdocs flags intention to market Tomorrow Street-backed solutions.
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PremiumDestination: new BT; ETA 2026
Jansen again evangelising glorious digital future: five-year timescale reiterated, with promises of peak fibre investment passing and financial nirvana arriving. Stability predicted for FY21–22. Investors more interested in gruel on today’s menu rather than jam promised tomorrow. The court of public opinion may ultimately rule on five-year tax dodge. ...