Group boasts of “record” Q3 results, but numbers shadowed by strategic and operational challenges. Dividend trimmed to keep spend taps flowing and offset US and balance sheet pressures. Capex guidance raised. German broadband “softness” tackled. Leadership looks forward to All-IP completion for German go-to-market. Romanian difficulties continue: “all possibilities” ...
Ill feelings for European enemy pushed aside, superseded by common goal of better capital utilisation.
DT keen to stress it M&A options up sleeve and no philosophical stance against sales, as balance sheet pressures increase.
Chancellor under pressure to take harder line on Chinese supplier. TDE faces risk of shutting down “unsafe” network components. Hungary, UK indicate willingness to ignore US calls for Huawei clampdown.
Germany’s move for shared European cloud infrastructure backed. CEO laments lack of European rivals to tech giants from America, Asia. TDE announces upcoming campus network products. NatCo signs strategic partnership with Teradata. T-Sys unveils new public and private cloud propositions.
Small legup for NatCo’s fibre push in Prague.
O2 Czech Republic again came out in defence of its contentious mobile network‑sharing agreement with T‑Mobile Czech Republic (TMCZ), amid recent reports that regulators’ concerns over the deal were fuelling delays in the country’s 5G auction, now due to take place in 2020.
Telekom Deutschland is now offering its GET CHARGE e‑mobility application for electric cars in 29 countries across Europe, after debuting the solution during 2018.
T‑Mobile Netherlands (TMNL) ignited a storm on Twitter and online forums over what appears to have been a disastrous and short‑lived attempt to route fixed and mobile internet traffic via Deutsche Telekom’s (DT) node in Germany, rather than locally through the Amsterdam Internet Exchange (AMS‑IX).
People movements include: Mark Kemp, Danjin Saletovic, Olivia Schauerhuber, Igor Serafimovski, Frantisek Mala, Tomasz Mielnik, Kuba Pancewicz.
Deutsche Telekom Global Carrier (DTGC) flagged further expansion of work with fellow operators and technology partners on blockchain-based wholesale settlement processes.
T‑Systems (T‑Sys) signed a strategic partnership with German IT consultancy SNP Schneider‑Neureither & Partner, focused on helping T‑Sys customers migrate to key software ally SAP’s S/4HANA platform.
T‑Systems (T‑Sys) highlighted a smart‑city partnership with infrastructure fund Arcus Infrastructure Partners and management consultant Arthur D. Little.
Organic growth in key metrics puts Group broadly on track to hit guidance for the year, although Mexico a drag. Management maintaining focus beyond near‑term for 5G and digital transformation. Services beyond connectivity slowly feeding MNC growth.
After the abrupt end of its Securitas partnership, Telefónica is again attempting to integrate security services into its connected home strategy. Despite allusions to “smart” solutions, Prosegur currently remains principally a traditional burglar alarm business. Shareholder and partner.
Juniper is taking a strategic partnership role in the UK, building on its work in Telefónica Group’s home market. Potential noted for Juniper to expand its influence on additional markets, and reinforce existing deployments across the Telefónica footprint.
Latest people movements include: Hans Jordan, Mattias Karlsson, David Blázquez, Daniele Sidoti, Jon Angus, Kirsty King, Markus Lloyd, Catherine Marks, Duncan Morris, Hiran Ravat, Helen Roberts, Victor Aloi, Gary Stewart.