All articles by Richard Agnew – Page 38
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Network & InfraDT’s European Aviation Network heads offshore
Inflight connectivity offering expanded through tie-up with maritime infra player Tampnet.
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Partnerships & AlliancesVi mulls exit from Wi-Fi joint venture
Indian operator goes cool on Firefly joint venture with Airtel, set up in 2015.
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Network & InfraDeutsche Telekom’s new JV secures fibre funding
GlasfaserPlus wraps up a €2bn+ lending facility to help get its Gigabit roll out programme up and running.
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Network & InfraVantage gains build wiggle room with Vodafone deal change
TowerCo builds production speed and “optionality” by securing licence to outsource part of its site expansion work for Vodafone Germany.
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Network & InfraDT ‘open’ to more fibre friendships
Germany Chief Executive Srini Gopalan sees room for “one or two” FTTP joint ventures in the operator’s next-gen rollout master plan.
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M&ATelefónica remains open to Hispam M&A
Group says it remains focused on “modulating exposure” to unpredictable regional markets. Executives will consider further deal opportunities, despite appearing much more comfortable with exposure levels. Turnaround programme launched in 2019 providing “very solid results”. Hispam still not seen as ‘core’ territory.
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PeoplewatchNew CEO in at Tesco Mobile
Change of leadership at UK’s largest MVNO. New CEO again drawn from ranks of Virgin Media O2 co-parent Tesco.
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PeoplewatchBT’s supply chain digitiser ships out
Adam Brown, exec behind BT’s Digital Procurement Garage initiative and wide-ranging buying operations overhaul, leaves to join Maersk.
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OperationsIndus seeks to move on from “nail-biting” Vi crisis
Indian tower giant sees “discomfiting” client payment worries subsiding
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Financial & PerformanceHrvatski Telekom rides Q1 shocks but ‘ready to adjust’
Croatian operator says Ukraine war exacerbating supply disruption challenges and inflation. No change to FY22 guidance but management watching developments. Telco still keen on M&A to expand regional footprint.
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MarketingTelefónica has a change of plan on convergence
Fusión brand set to be replaced after a decade as totem for Group’s convergence strategy. Move comes with convergent ARPU and acquisition in stall. New service to draw on Group’s prolific recent recruitment of partners such as Microsoft, Prosegur, and Teladoc.
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Partnerships & AlliancesOrange leans on DT buying ties to counter inflation
Executives lay out anti-inflation toolkit in macro risk-inflected Q1 results call. BuyIn joint venture with DT highlighted as having an important role in dampening cost pressures. African ops described as “resilient” to Ukraine war shockwaves.
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InnovationStaex: DT spinoff aims to patch up fragmented IoT
Telekom Innovation Labs project on ‘new-generation’ IoT orchestration re-surfaces. New business Staex offers a fresh, decentralised take on running smart-utility and smart-city projects. First external funding secured. Startup sits outside of the DT perimeter but maintains ties with Detecon and T-Mobile.
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Strategy & ChangeDT’s Greek epic: 50% OTE ownership marker in sight
DT’s stake in Greek incumbent continues to inch upwards. Albeit recently a passive development, driven by OTE corporate treasury activity, the development chimes with numerous recent signals by Group management of its commitment to Greece and willingness to raise investment. DT’s third largest market.
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OperationsDeutsche Telekom setting up new IT consulting arm
New consultancy business added to brief of Group CIO Peter Leukert. Move appears designed to support Group’s ERP transformation. Step comes amid wait for confirmation of ERP outsourcing deal with Accenture.
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OperationsCost-cutter and digitiser _VOIS: Vodafone’s agent of change lands in three new Local Markets
Vodafone Intelligent Solutions said to have created new bases in Albania, Turkey, and the UK. Group’s long-term centralisation efforts netted over €1.2bn in savings in the three years to March 2021.
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PremiumDT Q4 FY21: New T-Mobile US mega-project remains on track
Momentum maintained on customer growth, despite rivals’ efforts to exploit post-Sprint vulnerabilities. NatCo claims to be through worst of post-Sprint churn phase. Synergy extraction programme said to be ahead of plan. DT executives remain delighted with development of American powerhouse and have options regarding plan to regain majority share. ...
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PremiumDT Q4 FY21: T-Systems dulls top line pain with withdrawals
FY21 sees big drop-offs in revenue and orders as legacy businesses contract and macro volatility bites. High-profile SAP partnership also seeing challenges. On earnings — T-Systems management’s main focus — the division reports further progress, helped by ongoing cost-cutting and jettisoning of unprofitable activities. But despite efficiency work, T-Systems ...
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PremiumDT Q4 FY21: Europe spend still on pause despite more decent data
New regional CEO Dominique Leroy kicks off leadership with a full FY of earnings growth. Nonetheless, DT remains unwillingly to up investment in region. Executives give downbeat assessment of regulatory and macro climate. Greece’s OTE and Austria’s Magenta Telekom among top performers.
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Suppliers & SCMDT to judge suppliers on their climate ambition
German operator looking for early win as it turns attention to vast — and growing — problem of supply chain emissions. Hardware vendors will be first to come under environmental spotlight as DT tweaks its RFP scoring system. Move comes following joint project with buying partner Orange.