Strategy – Page 13
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Premium
Elsewhere in Telefónica Infra-Tech: Asterion hits the M&A trail
Infra buddy Asterion on the acquisition trail; NB-IoT ecosystem expands; partner signed for Mexican security expansion.
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Network & Infrastructure
How CityFibre rolls with supply chain turbulence
Fibre builders not immune from global supply chain chaos. UK altnets feeling the pinch in chip and labour shortages, alongside rising costs. CityFibre supply chain director shares mitigation tactics.
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Premium
Elsewhere in Vodafone Associates & JVs: KKR bids for TIM
KKR submits cheeky bid for TIM; TPG requests joint functional separation undertaking.
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Premium
H1 FY21–22: Openreach enters fibre build phase two
Lonely position as sole BT unit posting positive results for the half year. CEO Clive Selley confident of future return on investment: FTTP rollout moving ahead of expectations; uptake supported by Equinox pricing deal and growing consumer demand.
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Premium
Elsewhere in Telefónica Infra-Tech: initiatives surgery, maritime, and sports
Digital initiatives flagged in surgery, maritime services, and sports.
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M&A
KKR launches Telecom Italia buyout attempt
Offer believed to be worth at least €32bn. Operator shares soar 30% as the news emerges.
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Network & Infrastructure
Vodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
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Financial & Performance
Vodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
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M&A
INWIT continues to fill M&A kitty
Growing Italian TowerCo building up a €1bn platform for deal-making at end of its latest strategic cycle, in FY23. Expansion plans could give co-parent Vodafone another runner in European TowerCo race, beyond main vehicle Vantage Towers.
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Strategy & Change
Openreach off the table as BT drives fibre efficiency
Group ends talks on InfraCo JV as rising fibre demand and lower build costs dilute benefits of external funding. Virgin Media O2 firmly in BT sights as it aims to lock up wholesale market, and move fast on convergence. Future revenue growth anticipated, but greater efficiency and lower spending ...
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Strategy & Change
Telefónica cools on Spanish fibre sale (for now)
Vilá says domestic retail and wholesale FTTP operations “probably not reflected” in Group valuation. Repeats company line that Spanish fibre infrastructure is “strategic asset”, but doesn’t rule out monetisation in the future.
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Strategy & Change
Elsewhere in Vodafone Europe: VfD’s joy over Telekom Deutschland fibre ruling
VfD gets one up on rival Telekom Deutschland over FTTP; VfUK flags progress in trials with Ericsson on reducing massive MIMO energy consumption.
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Strategy & Change
Elsewhere in Vodafone Partner Markets: Proximus launches regional fibre JV
Developments from around Vodafone’s soft-power network: Get-go for Proximus’s regional fibre JV; MTS firms up tower spin out ambitions; NZ operator parts company with Vodafone Group’s Tobi.
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Network & Infrastructure
Citi said to be charged with Telefónica Spanish infra sale
Rumours continue to circulate around Telefónica’s fibre monetisation plans in Spain. Investment bank understood to have valued Spanish fibre infrastructure at €14bn. Sale speculation comes despite Telefónica classing its Spanish fibre infrastructure as a “strategic asset”. Report suggests Group is seeking resources to finance investments in 5G and digitisation. ...
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Strategy & Change
Elsewhere in Deutsche Telekom Group: Deutsche Funkturm flags mast deal
DT adds TripleA to tower-building team; real estate “right-sizing” takes effect.
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M&A
Telefónica mulling Spanish infra stake sale?
Rumours circulate that Group is discussing fibre monetisation in Spain. Between five and ten funding vehicles reportedly put hats in the ring, as Group sounds out market interest. Sale speculation comes despite Telefónica classing its Spanish fibre infrastructure as a “strategic asset”.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: smart services drive in Huelva
Cloudflare and Tableau deployments highlighted; Group at forefront of smart services drive in port city of Huelva.
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Network & Infrastructure
Vodafone Turkey CEO signals support for three-way FibreCo
Turkey’s President is said to be in favour of a joint infrastructure company. Recently appointed Vodafone Turkey CEO appears keen too, as part of new 2025 growth strategy.
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Network & Infrastructure
BT’s Watson highlights fibre’s central place in network ‘jigsaw’
CTO plays down fixed wireless’s role in meeting UK’s connectivity challenge. CityFibre and Hyperoptic welcome Ofcom’s WFTMR, but want Openreach to remain under strict scrutiny. Virgin Media O2 something of an elephant in the room as altnets pitch themselves as more agile rivals.
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Premium
Altnets object to Openreach FTTP price proposal
Regulatory spat over wholesale FTTP pricing spills out into the open. Openreach says new prices offer certainty and encourage FTTP take-up. Fibre rivals claim the cheaper wholesale pricing scheme will reduce infrastructure competition and deter investment. Ofcom provisionally says no action needed, but final decision is expected by the ...