Strategy – Page 17
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Strategy & Change
Elsewhere in Systems Solutions: IFF helps T-Systems to operate critical infrastructure
Research contractor supporting greater energy efficiency at DCs.
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Strategy & Change
Gopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.
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Network & Infrastructure
DT ready to carve out “kingmaker” tower assets
Deutsche Telekom wants to carve out “all” of its towers across Europe, says CFO Christian Illek. Change in mindset comes following rapid rise in TowerCo valuations. Czech and Slovakian footprint next to be assessed for extraction from NatCos.
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Interview
Openreach Tech team powers UK fibre build
CTIO Colin Lees shares impact of tech overhaul on network build. More effort on provisioning and repair in three-year transformation project. Openreach owns IT and Network strategy decisions; BT Digital and BT Networks are key suppliers. Three-supplier strategy for FTTP advances with Adtran, Huawei and Nokia.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: e-health explored
E-health continues to expand as key Telefónica 5G vertical; SMEs targeted with Telefónica Tech cloud and security product additions.
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People
Openreach’s Milligan on importance of rural fibre
Openreach executive sees fibre deployment as key to reversing rural to urban migration. Building broadband is not enough: more education is required to ensure higher take-up. Need to ‘join the dots’ to ensure infrastructure and economic programmes are properly implemented.
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Strategy & Change
Selley “driving two trains” as fibre provisioning speeds up
Increasing Openreach resources are being funnelled towards ensuring customers are connected to full fibre — and revenue keeps coming in — while the rollout builds momentum. No firm date set to reach 20 million homes target, but annual goals to be flagged. As competition builds among fibre altnets, Openreach ...
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M&A
Bids expected for Telxius subsea cables
Telefónica debt reduction strategy set to extend to submarine infrastructure as buyers are sought for 100,000km cable network. Reports indicate that an agreement is wanted by mid-2021, with rough valuations standing around the €2bn mark.
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Network & Infrastructure
T-Mobile Netherlands bulks up on fibre via new KKR venture
Dutch NatCo builds on Primevest investments as first anchor tenant of Open Dutch Fiber. New fibre venture taps former CEO and CCO of Vodafone Germany partner Deutsche Glasfaser. Move raises further questions over Group plans for its Dutch business.
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Network & Infrastructure
Slovak Telekom rides Orange network for fibre growth
Operators reach agreement to share fibre network in bid to expand reach to greenfield sites. Over-the-top products to be a focus on launch in April.
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Premium
Q4 FY20: New Telekom CEO wants to muscle-up on fibre
Gopalan gets top-level billing in Q4 session as leadership shows confidence in new CEO to up DT’s domestic game. Group resets fibre mega-project goals. Apparently more sustainable FTTH plan puts ultrafast as central plank of future go-to-market strategy. New entity GlasfaserPlus emerges within Gopalan toolset. First signs emerge of ...
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: Telxius lands subsea cable
Telxius plugs into Google’s Dunant cable and bulks up its own South American bandwidth.
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Strategy & Change
Elsewhere in Vodafone Partner Markets: du builds Nokia 5G ties
Developments from around Vodafone’s soft-power network: du expands 5G ties with Nokia; new CEO at MTS; Rogers to subsume rival Shaw.
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Network & Infrastructure
Liberty: VodafoneZiggo tower sale is ‘work-in-progress’
CEO Mike Fries sees Dutch joint venture’s assets as undervalued. Partner appears aligned with Vodafone’s eagerness to extract cash from site networks across Europe. Broader discussions over VodafoneZiggo collaboration may be tied in with tower question.
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Network & Infrastructure
Vivo taps CDPQ for fibre spin out, as KKR invests in Chile
Telefónica|Vivo signs a 50:50 deal with Quebec-based investor to launch FiBrasil. Wholesale fibre provider will expand Vivo’s geographic reach, while the OB focuses on upgrading its existing fixed-network footprint. Long-heralded $1bn Chilean InfraCo plans culminate with KKR taking 60% stake.
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Network & Infrastructure
Magyar Telekom CEO rules out tower tie-ups
Tibor Rékasi anticipates no strategic activity in the “near future”. 5G coverage target met in Budapest.
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Network & Infrastructure
DT moves goalposts on German infrastructure mega-projects
Headline FTTH and cell site expansion roadmaps reworked. COVID-19 disruption, regulatory barriers, and bad weather cited as contributors. First signs emerge of the Group’s new, pandemic-influenced medium-term planning, due to be laid out later in 2021.
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People
Vantage Towers CEO says he’s no Vodafone lackey
Vivek Badrinath emphasises operational and strategic independence from Vodafone. CEO claims Europe is 20 years behind the USA in commercialisation of towers. Newspaper interview used to defend upcoming listing on Frankfurt Stock Exchange.
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M&A
Telefónica sells infra biz to American Tower
Telxius finds a home at US infrastructure giant. Transaction expected to wipe €4.6bn off Telefónica net debt.
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People
Openreach seeks people power to fuel full-fibre
BT infrastructure division announces 5,300 new jobs for 2021, although 2,800 of them will be created within subcontractors. Capacity needed to increase weekly rate of full-fibre premises passed from 40,000 to 50,000.