More TelcoTitans Insight – Page 376
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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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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 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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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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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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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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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.
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Strategy & ChangeElsewhere in Systems Solutions: Wind River trumpets T-Sys tie-up
Wind River flags campus network engagement and joins re-branded Open Infrastructure Foundation; T-Systems on lookout for partnerships in Brazil.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: Hrvatski upgrades to Prime; B2B Europe partners Versa Networks
Partnerships with Logate, Skroutz Food, and Versa Networks trumpeted.
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Network & InfraNetWorkS! flags Samsung RAN tests
Rare appearance of South Korean vendor in Deutsche Telekom network discussions shows various avenues being explored following Huawei clampdown. Polish network-sharing JV is keeping its options open amid the controversy over China-based suppliers.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: Simpel in the shopping basket
Navigation patents on the block; vendors urged to open up; T-Mobile Netherlands keeps it Simpel with proposed re-takeover.
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Network & InfraLowth downplays tower monetisation benefits
BT is continuing to buck the trend of creating TowerCos as it continues to value control over infrastructure assets.
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M&ABT Global wraps up French exit
French infrastructure business bought by IT group said to generate in region of £100m in annual revenue. BT keen to highlight it will maintain a presence in France, with 60 major customers active on the country.
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Network & InfraEricsson joins Nokia in 5G RAN mix
Swedish supplier claims it will handle 50% of EE’s 5G traffic. Vendor stockpiles antennas ahead of Brexit to meet projected UK demand. BT’s Watson talks optimistically about reshaping networks for the future in the absence of Huawei.
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Venturing & InvestmentsWayra UK’s Moraes: startup maturity needed
UK Country Manager highlights shift in focus for Wayra: scale-ups that can better take advantage of Telefónica opportunities. UK strategy outlined: B2C a priority; 5G development encouraged. 5G to be deployed across all European Wayra hubs.
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Financial & PerformanceBT cash to take a hit on Brexit and Huexit stockpiling
An improved earnings forecast at BT is not expected to generate more cash as the operator buys up Huawei gear ahead of the 5G ban. Ericsson highlights its own efforts to ensure it can meet BT’s needs in uncertain times ahead.