All Strategy & Change articles – Page 124
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Strategy & ChangeElsewhere in Deutsche Telekom Group: DTCP flags more activity
DTCP activity (and new investment) flagged; Group quietly signs up to Open RAN Policy Coalition; EAN partner nets funding.
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Strategy & ChangeElsewhere in Telekom Deutschland: carbon footprint targeted
TDE working to cut its carbon footprint; premium Wi-Fi service launches; Zoom enters reseller partnership.
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InterviewInterview: Telekom Security CEO Thomas Fetten charts growth course
Thomas Fetten gets to work on focusing T-Sec portfolio and charting course for growth, while looking for M&A, JVs, and partnership opportunities. Key growth areas include industrial control, cloud, and consulting. Regional focus is Germany, Austria, and Switzerland for now; geographic expansion planned for next phase.
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Strategy & ChangeTelefónica Tech readies for formation
Group brings in specialists to finalise Tech unit creation, with three-pronged subsidiaries beginning to take shape. Formal structure steadily catching up with well-established tech intent.
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Network & InfraVodafone Germany prioritises HFC over FTTP in Gigabit push
OpCo reallocates FTTP budget to finance HFC upgrades and expansion. Cable seen as giving better return on investment. VfD commits to fulfilling existing pipeline of FTTP projects. DOCSIS 4.0 in the wings.
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Vendor VoiceSalesforce Industries: bringing cloud Vlocity to telco CX
As the CRM giant sharpens its focus on telco transformation, Salesforce Industries highlights the need for operators to lose legacy baggage, embrace cultural change, and focus on collaboration to move at digital pace. Experience of acquisition Vlocity demonstrates three trends in telco transformation, from gradual evolution to enthusiastic adoption ...
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Network & InfraMovistar launches Peru InfraCo post political storm
Telefónica in Peru is establishing a new entity to support fixed-line rollout in remote areas, and is seeking partners. Prior to announcement of new intentions, the award of a new licence to the operator by a government in turmoil sparked suspicions of impropriety.
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MarketingNew T-Mobile US unit to take Un-Carrier model into ads
2019 Pushspring buyout morphs into launch of T-Mobile Marketing Solutions business, with talk of “disruption” and focus on industry “pain points”.
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Network & InfraChile auction: unhappy Movistar reins in spend
Five Chilean spectrum bidders announced: Movistar among MNOs looking for additional 5G bandwidth. Operating business’ antitrust complaints shushed until after the auction, with national 5G roadmap taking priority. Hispanoamérica monetisation plans, and a pivot towards less capital intensive service provision may have contributed to Movistar’s muted involvement.
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M&ACould Telefónica hold key in Prisa power play?
Manoeuvring said to be taking place around Telefónica’s residual holding in media group. Group reportedly open to selling 9.4%-stake but not at any price.
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Venturing & InvestmentsInnovation in the crosshairs: Wayra X and Wayra Builder launched
Wayra marks tenth birthday with launch of all-digital hub Wayra X. Innovation arm looking beyond Telefónica footprint. Wayra Builder released to target tie-ups with external investors for internal tech spin-outs.
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Suppliers & SCMBT seeks instant purchasing power with Suplari
Procurement function seeking “relevance” by addressing “huge legacy” of aging IT, and reliance on Excel. Calculating spend with individual suppliers was long-winded. Quick-fire info seen as increasingly important amid COVID-19 and Brexit disruption.
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PremiumHeadline data: Another quarter of belt-tightening and falling revenue for Telefónica
Telefónica’s narrative of core market strength yet to fully win over doubters. Restructuring remains work-in-progress in Hispam, Tech, and Infra.
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PremiumOutlook: Cash is king
Telefónica appears just about on track to meet guidance on operating cash flow during this uncertain year. The weak share price is adding to worries on debt, but generating more free cash flow is the Group’s preferred response to pressure. Management tight-lipped on future dividend payments.
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PremiumSpending: cost controls “here to stay”
Current crisis said to have engendered long-term change for the Group, with claims that costs are being permanently cut, and not just deferred. Further confirmation provided that the peak of capex is behind the Group.
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Financial & PerformanceTelefónica Group Q3 FY20
Worries persist about Group debt, a tanking share price, and continued exposure to troubled LatAm markets, but Telefónica insists that €100bn of assets on the balance sheet that could be monetised should calm nerves. “Double dip” challenge of pandemic and FX fluctuations acknowledged by management, but Group positioned as ...
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Strategy & ChangeJansen floats potential for Openreach stake sale
“Open-minded” Jansen may see an Openreach stake sale as a way to relieve pressure on investor demands for a quicker transformation. While CEO’s tone more positive on an asset sale, the challenges of extricating elements of the Group for a sell-off may limit options.
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Strategy & ChangeSafaricom still keen on Ethiopia entry
Safaricom blocked from operating fintech service in Ethiopia, potentially making case for entry shakier, but operator reaffirms Ethiopian commitment and intention to enter bidding war. ECA offers spectrum auction update, amid escalating regional conflict.
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M&AForthnet share shuffle puts United Group in charge
Pending takeover ends will-they-won’t-they saga of possible Vodafone and Wind buyout. Forthnet MVNO supported by Vodafone Greece yet to be launched commercially, but reflects competitive threat for OpCo to ponder. Move for Wind rumoured as next step for United.
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Public AffairsTelefónica Peru defends new city unit amid Twitter storm
Caught in political cross-fire, Peruvian operating business fends off flak over award of telecoms concession.