More TelcoTitans Insight – Page 394
-
PremiumQ2 FY20 first take: Telefónica distracts as reality bites
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn off reported revenue, and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. Telefónica Infra ambition emerging as plans for new wholesale fibre networks ...
-
Partnerships & AlliancesT-Sys adds KUKA robots to industrial internet catalogue
KUKA to provide automation and digitalisation products as DT expands private, industrial network play.
-
Network & InfraT-Mobile goes on campus with Ostrava tech university
Next steps laid out for DT’s Czechia campus network testing ground. 5G layer in pipeline although long-term upgrade dependent on auction timeframe and structure.
-
Strategy & ChangeDeutsche Telekom’s OneApp undergoes big data revamp
Data-handling turnaround to gain more insights from self-care app. New big-data solution supported by AWS and assortment of software tools.
-
ProfileProfile: José María Álvarez-Pallete López, Visionary Technocrat
Telefónica’s Executive Chairman and an avid numbers man, Álvarez-Pallete will take some convincing to follow business plans of others.
-
ProfileProfile: Kumar Mangalam Birla, Global Expansionist
Straight-talking and hard-working, Birla is a formidable businessman. His commitment to Vodafone Idea cannot be taken for granted.
-
ProfileProfile: Luigi Gubitosi, Turnaround Maestro
Gubitosi likes to shake things up to get cost-cutting results, even if means upsetting people.
-
ProfileProfile: Victor Li Tzar-Kuoi, Son of Superman
Arguably still in the shadow of his father, the renowned Li Ka-shing, Li Tzar-Kuoi may prove easier to do business with than Read’s other billionaire-dollar guests profiled here.
-
ProfileProfile: John Malone, Cable Cowboy
Eccentric billionaire Malone will push Vodafone hard for expansion, probably through acquisition, but any conflict at VodafoneZiggo seems to be reasonably contained so far.
-
ProfileProfile: Sunil Bharti Mittal, Family Guy
A self-made billionaire, Mittal knows how to challenge the busines status quo. His restlessness for growth may take some satisfying.
-
ProfileProfile: Dominique Senequier, Insurance Queen
A penchant for l’activisme” makes private equity specialist Senequier a potentially challenging business partner.
-
ProfileProfile: David Teoh, Man of Mystery
Billionaire recluse Teoh is entirely focused on what the customer wants. He seems unlikely to rein in his instincts following a TPG Telecom “merger of equals” with Vodafone Hutchison Australia. Of our eight profiles, we think Teoh will likely cause Read the most trouble.
-
Products & ServicesVodafone to smarten up Paddington
Recent Vodacom acquisition IoT.nxt flags incoming Vodafone HQ smart-tech install.
-
Network & InfraTDE targets more business parks with fibre
NatCo in sixth tranche of fibre buildout to industrial zones.
-
M&ATelefónica uses Liberty for Costa Rica exit Plan B
Telefónica still intends to pursue legal action against former buyer Millicom. New agreement looks to have wiped $70m off the previously agreed deal.
-
Partnerships & AlliancesAxiata swaps Vodafone for Telefónica
A score for Telefónica in global Partners Program vs Partner Markets match-up. Axiata to integrate and resell ElevenPaths cybersecurity. Deal expands Telefónica presence in ASEAN region as it strives to deliver growth through an overdue expansion in the MNC space.
-
PeoplewatchJoseph back in as Safaricom Chairman
Vodafone’s long-time Africa and m-money hand moves upstairs at Safaricom. Power appears re-balanced between Vodacom and state, Safaricom’s two largest shareholders.
-
Venturing & Investmentseverphone gets Telekom Innovation Pool boost
Berlin device- as-a-service startup gets €34m injection as remote-working norms establish demand.
-
Content & TVVodafone rethinking content partner strategy
New unit in London charged with refreshing approach to content buying and alliances with the likes of Amazon and Netflix. As ever, “innovation” is emphasised but the underlying onus appears on consolidation and efficiency.
-
Network & InfraScotland back in the game on rural 4G
Installation of rural sites re-starts and initially reticent MNOs now offering warmer support.