More TelcoTitans Insight – Page 404
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Strategy & ChangeDeutsche Telekom, Vodafone clap €130bn German stimulus
Massive €50bn pot set aside for ‘future’ technologies, including 6G, open RAN, AI, and quantum computing. New, €5bn mobile infrastructure company appears to take heat off mobile operators. Thinly veiled threat issued to network suppliers over ‘openness’ and interoperability.
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PremiumDT Group Q1 FY20 outlook: zero-touched
Display of strength extends to DT’s decision to leave guidance unchanged.
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PremiumDeutsche Telekom Q1 FY20 headlines: Trans-Atlantic platform coming together
Slow-and-steady recovery continues in Europe, at least ahead of lockdown. Major boost as broadband momentum regained in Germany.
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PremiumDT Group Q1 FY20: Höttges calls post-lockdown power-play
Upbeat executives comfortable enough to keep guidance and dividend unchanged, despite some COVID-19 impact on B2B projects and consumer sales. Typically energetic Höttges gets pro-active in post-COVID-19 politics, positioning DT as key enabler for socio-economic recovery and dismissing cable rivals’ broadband platform as illusory. Messages differ across Atlantic, with ...
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Network & InfraUK rail connectivity on the right track with O2 partnership
Newcastle to Edinburgh route gets connectivity boost thanks to LNER-O2 UK partnership.
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Financial & PerformanceSAP called in as BT addresses “material weakness” in reporting
Ongoing inadequacies in financial controls have resulted in BT submitting its consolidated accounts with caveats. IT system weaknesses, and insufficiently robust review of elements of financial information are the source of concerns. Governance and compliance solutions from SAP have been flagged as supporting greater resilience for the Group’s future ...
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PremiumDeutsche Telekomwatch roundup — June 2020
Deutsche Telekomwatch roundup — June 2020 Source: Deutsche Telekomwatch #94 Group Partnerships MobiledgeX, Deutsche Telekom’s edge computing platform spin-out, unveiled what it called a “demand-side” initiative, branded Seamster. The aim, said MobiledgeX, was to capture and model enterprise use-cases surrounding 5G and edge computing, and accelerate ...
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Partnerships & AlliancesCan new telco group bridge COVID tracing’s digital divide?
New rapid response specifications group, E4P, aiming to facilitate interoperability across European track-and-trace apps through a focus on privacy and security, with standards ready by end-summer 2020. Conflict between centralised and decentralised approach to developing tracing apps may prove a stumbling block, however.
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PremiumTMUS doubles down on 5G innovation
NatCo sets up 5G Open Innovation Lab with Intel, NASA. Sprint Accelerator programme relaunched.
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Partnerships & AlliancesDT backs launch of Europe’s GAIA-X cloud project
DT on team of 22 founding members as GAIA-X unveiled, albeit with technical snafu. Initiative talked up as “starting point of a European data ecosystem”.
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Partnerships & AlliancesTelefónica links Osasuna with football tech
Smart shin pad provider Humanox nets deal with Club Atlético Osasuna and Telefónica for Spanish grassroots rollout.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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Network & InfraT-Mobile Netherlands using AI to clean clogs
CTIO Larsen says Anodot’s automation tech being used to see network problems coming well before they hit service quality.
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Products & ServicesRadianz bulks up in blockchain with VALK partnership
Asset management services provider VALK adds its Corda-based blockchain product to BT’s Radianz Cloud.
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Suppliers & SCMBT remedies Prompt Payment Code failings
BT earns Prompt Payment Code signatory status after submitting substantial changes to supplier payment procedures, upping prompt payments to 95%.
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Network & InfraTelevisa pits Izzi against Telcel dominance
Cut-price offering from quad-play service provider is the latest attempt to dethrone Carlos Slim in Mexico. Televisa making use of Mexico’s wholesale-only LTE infrastructure at a time when mobile competitors are re-examining business models to drive efficiency.
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Network & InfraO2 Germany picks Ericsson for 5G core
Operator chooses to rely on European partner for ‘security-relevant’ 5G core. Huawei and Nokia expected to have equal share of RAN. Government appears close to finalising security guidelines for 5G.
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M&ABT exits Saudi JV
30-year relationship trimmed back as part of BT’s broader global operations revamp. Transformation process also sees closure of branch in Abu Dhabi.
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PeoplewatchCan new Chairman bring back Vodafone’s bottle?
Coming straight from a 15-year CEO tenure, new Chairman does not look likely to be a back seat driver. Lack of a telco legacy appears significant, with Vodafone seeking to diversify products and more closely connect with individual customers. Growth-oriented M&A record suggests brief is not to dismantle Group. ...
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Venturing & InvestmentsDeutsche Telekom makes proxy quantum leap with IDQ
DT-backed quantum security player’s latest family of QRNG chips targets massive base of IoT devices and smartphones.