All articles by Neal Doran – Page 13
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Strategy & ChangeMehta puts BT Digital “on steroids” to power transformation
Chief Digital & Innovation Officer Harmeen Mehta relishes opportunity for dramatic change at BT, as she sets about untangling digital architecture. Google-powered Digital Brain to bolster AI and data platform. Digital jumps on cost savings bandwagon, with £500m contribution expected. Talent and recruitment drive incoming.
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Partnerships & AlliancesSpaceMobile steps up commercialisation plans
Confirmation of multi-launch agreement demonstrates building momentum for space-based cellular connectivity solution, despite earlier prototype delays. Satellite operators jostling for launch spots as Russian rockets are frozen out in response to Ukraine invasion. Partner and investor Vodafone set to offer seamless SpaceMobile integration, with Group CTO framing the technology ...
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Partnerships & AlliancesBT strikes improved deal for Cellnex site access
“Enhanced” terms for a site services deal in place until at least 2031 will support EE’s 5G upgrade in key areas. Cellnex asserting its pro-competitive credentials as it slams the CMA for overstepping its remit in questioning the InfraCo’s planned acquisition of CK Hutchison’s UK towers.
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Financial & PerformanceTelefónica’s FY21 comms decrypted: anticipating a new, asset-light dawn
Solid organic performance fuels management confidence in Telefónica’s ability to maintain growth and regain traditional swagger. New Spain and UK FibreCos to round off Group infrastructure monetisation programme. Near-term growth may still be dependent on inorganic activity in Brazil and JV success in UK.
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Public AffairsUK’s Ofcom acknowledges telco’s Big Tech quandary
Regulator sees potential for hyperscalers to support more flexible mobile infrastructure. But it also identifies competition on service delivery as an opportunity and threat to traditional players. Limits on spectrum availability also putting the squeeze on operators as data demand keeps surging. CMA considering two decisions on competition that ...
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Public AffairsAlierta era scandal still haunting Telefónica
Telefónica pays €6m into court to cover potential civil liabilities linked to trial of disgraced former advisor Rodrigo Rato. Newspaper speculation portrays Rato’s co-defendant, former Telefónica counsel Sánchez de Lerín, as “the man with the briefcase of secrets” linked to the telco. Rato litigation an ongoing hangover from earlier ...
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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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Content & TVTelefónica eyeing new industrial partners for Movistar+
Early-stage consideration reportedly underway on partnership that would see Telefónica bring in new investor for domestic pay-TV platform and international production interests. North American Spanish-language media merger may provide template for closer links between platforms and content. Movistar+ rebranding underway to further differentiate service from core offerings.
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Public AffairsCellnex offers CMA deal to secure Hutchison UK tower merger
Spanish InfraCo willing to sell enough sites from its existing estate to enable a new UK tower player to emerge, and overcome CMA concerns on competition linked to its planned CKH infrastructure acquisition. Four companies have already stepped forward as potential buyers. CTIL objects to being positioned as a ...
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Public AffairsDCMS told to get a grip on Project Gigabit
“Disappointed” accounts committee frustrated by lack of measurable progress and clear plans for reaching 2025 target of 85% ultrafast coverage. Department blasted for lack of meaningful legislation on removal of barriers to deployment. DCMS still seeking clarity from operators on national rollout plans.
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OperationsBT and TalkTalk footing the YouView bill as losses mount, Arqiva exits
Latest accounts show the TV platform’s shareholders now down to six, with the two operators keeping the venture afloat. R&D budget remains high at £16m, compared to revenue of just £9m. Telcos remain coy on paying subscribers for their TV services.
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Network & InfrastructureGroup to sell Spanish copper amid infrastructure tidy-up
Cinco Días report claims private equity firm Macquarie will take over sections of legacy infrastructure from Spanish incumbent, boosting its network assets in the country. Telefónica’s focus remains on hitting a 2025 target for completing its fibre network. While Macquarie comes in, KKR exits Telxius as Telefónica and Pontegadea ...
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Public AffairsÁlvarez-Pallete warns of dangers of “digital slavery”
Telefónica Executive Chairman asserts that societal imbalance and data exploitation are risks that must be addressed as the world’s economies are digitised. Dire warnings of ‘slavery’ fit with Group commitments on creation of a digital rights framework that would see operators positioned as trusted partners.
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Public AffairsEricsson loses latest skirmish in Telefónica Avatar saga
Ericsson blocked from unilaterally changing working conditions for employees transferred from Telefónica in 2010 in conjunction with the AltamirA platform acquisition. A renewed deal linked to the platform removes Telefónica’s minimum spend commitment.
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Partnerships & AlliancesTelefonica targets health sector as digitalisation laggard
Healthcare sector viewed as an area with great digital potential, and slow take-up to date, with Telefónica focused on a collaborative approach. Across all sectors, innovation strategy remains focused on building not only networks, but platforms on top of them that will enable the Group to create new revenue ...
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M&ADefences up as Drahi increases BT stake
Patrick Drahi’s Altice UK stops short of a takeover bid, but increases holding to 18%. UK government issues warning that it “will not hesitate” to protect national interests amid concerns of foreign investment in critical infrastructure incumbent. Takeover not Drahi’s ‘intention’, but caveats are in place.
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Public AffairsBT slammed for lack of action on spoofing
IP altnet pokes incumbent over limited success in rooting out fraudulent use of caller ID. BT focused on industry collaboration to address fraud challenge. Migration to all-IP by 2025 portrayed as critical to effective remedies for the problem.
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M&ASpain shields Telefónica as KKR’s TI bid makes waves
Spanish government reinforcing restrictions that would halt hostile bids for Telefónica until 2023. Europe’s telco sector awash with bid speculation as KKR pursues TI, and Indian conglomerate Reliance Industries is linked to a BT bid.
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PremiumH1 FY21–22: Jansen trusts BT Global plan, despite setbacks
CEO focuses on the strategy, rather than current performance, to paint a picture of a viable future for the MNC-focused digital solutions unit. NPS remains a bright spot for Global, highlighting material gains from the BT transformation plan. Declining margins suggest work still to be done on recovery.
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Partnerships & AlliancesBT’s McRae fights corner for Nordic giants, as peers swing for Eur-O-RAN
BT Chief Architect highlights value of local major NEPs, as European peers promote greater supply chain diversification. Remarks follow McRae support for Ericsson foray into open RAN orchestration. BT committed to open RAN as part of opportunity to ‘network-ify’ applications and functions in new markets. Analysys Mason-backed report highlights ...