All articles by Neal Doran – Page 22
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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 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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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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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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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.
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InterviewGawendo strategy to “move the needle” at Telefónica
Telefónica honing a venture strategy that aligns with current Group priorities and brings in new technology partners without dulling their edge. Gawendo paints picture of the telco ventures sector as collegial and collaborative as co-opetition reigns. Chema Alonso’s influence seen nudging Telefónica investment portfolio towards consumer propositions.
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M&AVestager: Brexit complicates O2-VM competitions ruling
European Competition Commissioner signals openness to allowing CMA to oversee the review of O2’s proposed merger with Virgin Media History, and the appeal of the EC being able to reassert its views on market consolidation, may still point to Europe asserting its prerogative however. O2 and Virgin Media see ...
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Vendor VoiceF5: telcos need allies for digital leap forward
In an interview with BTwatch, key figures from F5’s European operations discuss the application security service provider’s relationship with BT Group in the wake of securing a place on the telco’s streamlined list of 15 certified security partners. Richard Holben, the vendor’s BT Global Account Manager, and Ian Harris, ...
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Strategy & ChangeTelefónica distils Global Solutions
Kearney-orchestrated streamlining in line with Group restructure plans, and provides the opportunity for Telefónica to leverage its network reach further up the value chain. TIWS’ Beamonte to lead new unit, reporting into Tech boss José Cerdán.
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Strategy & ChangeBT’s Jansen plays for time on transformation
Eighteen months into the job, the BT CEO is striving to prove the business is on the right track, with a lower-key transformation than many expected. Jansen urging staff to adopt a “lean-in” approach with faster decision-making to accompany systemic change.
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Partnerships & AlliancesTelefónica renews Deutsche Telekom deal as fibre plans accelerate
Renewed and expanded wholesale volume deal will remove the handbrake on Telefónica’s broadband products, and drive TDE investment. While DT network currently focused on urban areas, Telefónica’s plans for a €5bn rural fibre network are reportedly nearing completion.
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Strategy & ChangeOpenreach fine as is — Lowth
BT CFO maintains Openreach contribution to the Group is undervalued, but that greater clarity and continued messaging on the progress of the fibre rollout could change perceptions. With all physical network assets tied to the BT pension and Openreach now effectively a services business, any attempt to bring in ...
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M&ATelefónica ponders surrendering Telxius majority
CFO Abasolo reportedly open to the idea of letting go of direct Telxius control to enable faster growth as an independent business.
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Public AffairsRead rails against states flouting EU law
Group CEO used a sponsored posting on the Politico website to demand, once again, a level playing field for Europe’s telecoms players, while bemoaning steps taken by several EU governments to sidestep European competition legislation. Article does not suggest Read’s bid for a reset of regulatory relations in Europe ...
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Network & InfraBT’s Nokia pick points to renewed virtualisation drive
Nokia to become 5G infrastructure top dog as Huawei fades. Virtualisation opportunities abound as BT and Nokia commit to expanding open RAN ecosystem, and imminent developments on the network edge are anticipated.
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Network & InfraO2 Germany launches 5G as Merkel looks to quash Huawei ban
Likening the launch to German reunification, O2 is delivering 5G in five cities from October on €40-per-month tariffs. NSA launch paving way for more ambitious plans. Media reports suggest Chancellor Angela Merkel will not ban O2 5G partner Huawei, although political resistance remains, and O2 is readying a back-up ...
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M&AFries and Álvarez-Pallete: two minds on UK JV
While Telefónica and Liberty said to be on same page on O2–Virgin Media integration, respective chiefs hinted at varying concerns and strategic priorities linked to the progress of the JV.
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Strategy & ChangeTelefónica simplifies structure of twin innovation engines
Telefónica is continuing with housekeeping to tidy up its web of subsidiaries, with startup investment the latest focus. As well as a backroom streamlining, Telefónica Innovation Ventures can be seen tightening a focus on Group strategic priorities including blockchain and cybersecurity. Chema Alonso playing an oversight role with Telefónica ...
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M&AVivo and co. secure stalking horse status on Oi
As the collective preferred buyer, Vivo, TIM, and Claro are confident they are in a position to outbid any rival interest in Oi’s mobile business. With a €2.6bn offer on the table, Vivo is highlighting the boost in investment in ultrafast networks that would be enabled by Oi’s windfall ...
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PeopleBT strips directorships from treasurer on murder charge
Quick changes made to company officers for major BT holding companies in the wake of Treasury Manager’s widely reported arrest. Review of Winnister’s responsibilities highlights complexity of BT’s many tiers of subsidiaries, and echoes of losses past still reverberating.