All TelcoTitans Premium Content articles – Page 105
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PremiumQ4 FY20: Telefonica Tech still growing into its role
Telefónica Tech described as “most resilient” area of the business, although growth appears below initial expectations. Licensing and reselling virtualised services key growth drivers, and enterprise offerings propelling divisional growth.
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Strategy & ChangeFY20: Core four battle on in tough times
Major markets collectively show declines at the end of a tough year, but Group remains committed to focusing investment on next-generation networks to transform its fortunes. Spanish operations still the crown jewels, and closely protected, but management still yearning for market consolidation. O2 UK’s five-year efficiency drive has it ...
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PremiumQ4 FY20: lightweight Hispam division swimming against the tide
FX once again crushes a period of robust defensive plays by Hispanoamérica operating businesses. Argentinian currency devaluation weighs heavily. Restructuring in Mexico provides a gloss to profitability for the final quarter. Management expectations moving on from a sale or spin-out towards development an insulated asset-light unit to minimise the ...
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Strategy & ChangeElsewhere in T-Mobile US: Georgia partnership for 5G incubator
Jay-Z reportedly buys back T-Mobile US’s stake in digital music player Tidal; T-Mobile Accelerator in growth mode.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: BT holding devalued
Deutsche Telekom adds name to open source Magma initiative; Orange and TIM add theirs to DT-backed programmes.
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Strategy & ChangeElsewhere in Systems Solutions: Security bulks Cynet tie-up
Further details on big Deutsche Post DHL contract; T-Sys enters next stage of EU R&D project; Security unit bulks up portfolio with Cynet link-up.
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Strategy & ChangeElsewhere in Telekom Deutschland: CFOs increase influence
CFOs extend strategy influence; DT IoT expands into LoRaWAN; Nokia 4G ‘swapout’ completed.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: OTE takes EU deal
Magenta Telekom CEO vents 5G frustration.
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Venturing & InvestmentsElsewhere in Deutsche Telekom venturing and investments
DTCP increases investments in cybersecurity specialists Axonius and PerimeterX; portfolio companies validate worth with acquisitions; hubraum seeks GNSS startups.
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PremiumEE gets a bargain as operators low-ball 5G auction
Ofcom raises a total of £1.4bn in principal auction stage — several hundred million pounds less than expectations. Regulator has now opened the first phase of the negotiation period that should enable operators to build a contiguous block in the 3.4GHz–3.8GHz band. Lower spend on licences (so far) should ...
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PremiumBT keeps foot in Boots door with deal extension
Global secures win for its Dynamic Network Services portfolio as it expands relationship with WBA in a key industry vertical. Pharmacy branch deal underlines appeal of Cisco’s Meraki hybrid cloud offerings, available through BT Connect.
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PremiumElsewhere in BT Consumer: premium broadband competition grows
Vodafone UK takes swing at Consumer’s premium broadband service; net neutrality debate resurfaces.
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PremiumElsewhere in BT Group: rural rent causing problems
DT feels BT’s pain; EE among the MNOs to take flak for making the most of rural rent reductions.
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PremiumElsewhere in BT Enterprise: small-cell deployments flagged
Infobip partnered for RCS enterprise marketing; BT among the backers for Microsoft Teams product launch.
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PremiumElsewhere in BT Global: Syngenta deal renewed
VMware SD-WAN deal for Alstom; agritech support for Syngenta
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Strategy & ChangeElsewhere in Openreach: Superfast Cymru targets missed
Outage in Bridgeton; progress update on Superfast Cymru Phase 2; Openreach partner on brink; 4.5 million fibred up.
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Analyst ReportVodafonewatch Report #194 – February-March 2021
Key stories include: Execs bullish as Group withstands virus | AWS edge platform launch nears | Swantee glides onto Group board | Remote access revamp progress | ‘Strategic’ talks over Czech reboot
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Analyst ReportBTwatch Report #321 – February-March 2021
Key stories include: Digital makeover for BT board | Canonical lauds BT innovation | Enterprise eyes NHS opportunity | 5G FWA launch at Global | Lees takes lead on transformation.
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PremiumQ3 FY20–21: Top team turn bullish as growth returns, just
Nick Read and Margherita Della Valle claim Group set for acceleration after sneaking back into growth territory during quarter. European macro and M&A questions continue to overhang claims of confidence in regional prospects, however. Amid continued talk of yet more in-country consolidation, “pragmatic” Vodafone will “always examine opportunities to ...
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PremiumVirgin Media’s foray into 5G signals end of BT era
All Virgin Media subscribers expected to leave BT network by early-2022. BT highlights “healthy pipeline” of new MVNO business opportunities.