All Strategy & Change articles – Page 97
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PremiumElsewhere in Vodafone Europe: Spain overtakes Orange in retail
Spanish OpCo reclaims second spot from Orange in retail sector.
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PremiumVodafone Q3 FY21–22 Guidance: Déjà vu as Group eyes “sustainable growth”
Top brass remains optimistic as COVID-19 recovery continues.
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OperationsT-Mobile US reshuffles executive team
Mike Katz assumes resurrected CMO role to lead beefed-up Marketing function. Jon Freier to head operator’s customer care operations, replacing Callie Field, who takes on leadership role at T-Mobile for Business.
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PremiumTPG chooses Nokia for industrial private networks
Australian operator ties with Nokia to target energy and mining sectors in mobile private network deployments. Joint go-to-market sales and marketing initiative with technology innovations expected. Mining interests expand across Vodafone footprint.
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PremiumElsewhere in Vodafone Group: operator boasts iSIM first
‘G’s’ need a rethink, suggests Group network architecture point man Tenorio; Vodafone tests iSIM with Qualcomm, Samsung, and Thales.
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PeoplewatchVodafone Spain names new Digital Director
Esther Colmenarejo replaces Bosco Aranguren, who leaves to head DAZN’s Spanish operations. Appointment continues management revamp at challenged Spanish unit.
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PremiumM&A? We’re on it, insists Vodafone CEO
Activist investor Cevian Capital reportedly wants Vodafone management to push harder on in-market consolidation. Read reiterates claim that “pragmatic” and “open-minded” M&A has always been the plan under his watch, with returns-focused deals in Italy, Portugal, Spain, and the UK in the crosshairs. Vodafone knocks back Iliad bid for ...
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PremiumElsewhere in Vodafone Partner Markets: Cyta’s bold 5G claims
Cyta claims Cyprus will be first to reach 100% 5G population coverage in EU; Rogers’ Q4 FY21 profits down 10% on last year; Vodafone Qatar builds submarine cable station to extend Vodafone Group-backed 2Africa subsea cable.
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PremiumVodafone responds to Ukraine crisis on multiple fronts
Suspends 14-year Partner Markets agreement with Russia’s MTS. Vodafone Foundation deploys portable base stations to support refugees in Hungary and donates humanitarian aid. OpCos offer free calls and texts to Ukraine, and free roaming for customers remaining in the country. Vodafone Ukraine blocks roamers from Russia and supports customers ...
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Products & Services1NCE, Cisco on board as DT and T-Mobile meld IoT platforms
DT and T-Mobile US harmonising IoT management platforms as operators come together on transatlantic IoT play. 1NCE and Cisco among chosen enablers. Group’s stake in startup increases after 2021 funding round.
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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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PremiumVodafone Q3 FY21–22: Read asserts “proactivity” on M&A
Management seeks to seize back agenda amid growing City pressure for urgency on assets sales. Minimal progress appears to have been made on Read’s long-term push for four-to-three consolidation. German operation unsurprisingly draws questions following embarrassing missteps.
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Venturing & InvestmentsRevealed: DT’s fibre linkup with ex-Deutsche Glasfaser bosses
Group investment arm DTCP takes large minority stake in startup Fiber Experts Deutschland. Venture sees DT link up with former Deutsche Glasfaser execs Uwe Nickl and Dr. Stephan Zimmermann. Ex-DT executive Wolfgang Kniese involved in venture’s management.
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Financial & PerformanceDT’s FY21 report: events intervene but an empowered Höttges talks tough on towers
Another strong year of growth for Group, led by USA. Unfortunate clash with Ukraine invasion dulls shareholder reaction. Executives stress openness and flexibility when it comes to a big TowerCo deal, but want full recognition of DT assets’ worth. Muddiness on future of BT holding. Inflationary pressures said to ...
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M&AINWIT eyeing European towers for potential M&A
Vodafone and Telecom Italia TowerCo joint venture lays out framework for “financial flexibility”, enabling M&A when opportunities arise. CEO Giovanni Ferigo claims organic growth remains the focus, but admits interest in smaller European players. Capital allocated to enable inorganic options.
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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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Strategy & ChangeDT prepared to scale back Russian hub amid crisis
DT has thousands of employees in Russia. CEO indicates the Group could shift staff and operations away from St. Petersburg software development function, in response to Ukrainian crisis. Tasks could be shifted to other digital hubs in India or eastern Europe. Crisis brings centre’s expansion plans to an ...
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B2BT-Mobile expands beyond US, goes transatlantic on IoT
DT and American NatCo pick a safe, greenfield side-line of cross-border IoT as first target for international B2B collaboration plan they flagged in 2021. Move comes with T-Mobile quietly beginning to look beyond USA for opportunities, raising strategic questions for DT and its own international B2B interests.
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Public AffairsTelco inflation playbook: raise prices, cut costs, embrace digitalisation
Tough times ahead for telco customers, employees, and suppliers, as inflation drives price hikes, capex and opex control, and ongoing workforce reductions. Inflation-linked contracts to boost service revenue and outpace rising costs. Digital transformation efforts seen as key to cost savings.
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MarketingBT recalibrates ad strategy with in-house reshuffle
Operator joining up ad capabilities across Consumer, Enterprise, and Global. Establishes new Media Centre of Excellence to share learnings.