All TelcoTitans Premium Content articles – Page 109
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Strategy & ChangeInfra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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PremiumGuidance: it’ll all be over by Christmas (2021)
Telefónica said it expects to meet its revised FY20 guidance, although even with the minimal targets it has set itself there is a challenge to be faced.
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PremiumFinancial highlights: generating cash and cutting costs
Telefónica’s numbers for the quarter to 30 June 2020 (Q2 FY20) made grim reading.
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Strategy & ChangeTelefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...
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PremiumVodafone Q1 FY20–21
What ‘new normal’? Leadership pressing on with long-running efficiency and asset sale plans regardless of coronavirus disruption. Hints of bottlenecks owing to top duo’s workload. Group Finance’s €1bn cost-cutting plan “proceeding very well”. Footprint retrenchment not necessarily done, with some OpCos still appearing stuck on the margins. Currency weakness ...
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PremiumVodafone Q1 FY20–21 spend: no obvious change of course, post-COVID-19
Any post-COVID-19 spend strategy changes appear to either be being kept under wraps, or subjugated by leadership focus on keeping the business on track.
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PremiumVodafone Q1 FY20–21 headline performance: Germany and the rest
COVID-19 blow cushioned: strength in Germany and Portugal, with mixed performances elsewhere. Currency weakness turning Read’s focus on Africa sour.
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PremiumVivo and co seek exclusivity as Oi measures up suitors
Vivo, TIM, and Claro back in the driving seat on Oi assets acquisition as exclusive talks resume. Oi rejects proposals from private equity-funded infrastructure provider Highline. Vivo could bolster its weak north-east base. TIM may have most at stake in bidding, with speculation it would take the lion’s share ...
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PremiumSafaricom puts Aviat and Nokia to work on 5G prep
Kenyan operator taps old friend Aviat Networks for 5G backhaul as the country preps for commercial 5G rollout. Nokia’s Gigabit Passive Optical Networking will be deployed to combat increased bandwidth demands in the country.
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PremiumAccra fibre build begins
Vodafone Ghana CEO Obo-Nai launches Accra phase of copper-to-fibre upgrade project, but laments theft and vandalism setbacks.
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PremiumVodafone Ireland wins role in National Broadband Plan
Vodafone Ireland to provide retail services to 300 Broadband Connection Points.
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Strategy & ChangeVodafone Albania denies exit rumours
Albanian OpCo pushes back against speculation that it will withdraw, claiming it remains a key market.
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PremiumVodafone starts (another) new slate in Australia
Radical new corporate set-up for CEO Berroeta. Teoh (and son Shane) join the board. Mobile and fixed network “synergies” a priority. Multi-brand strategy sees Vodafone sit alongside slew of TPG sub-brands.
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PremiumO2 meets interim target on coverage obligations
Operating business back on track with LTE rollout after supply chain troubles, but is still playing catch-up on coverage obligations.
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Strategy & ChangeVivo to generate its own renewable energy
Opportunities for cost-savings are driving Vivo to get more hands-on with adoption of localised renewable energy sources. Twenty-year contract commitments from the operator said to be enabling innovative energy provider projects.
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Strategy & ChangeServices at the core of enigmatic Telefónica Tech
Beyond the big talk about Telefónica Tech, associated revenue remains modest, and growth not immune to pandemic impacts.
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PremiumTelefónica: Elsewhere in Infra-Tech
Microsoft partnership expands to acens, IoT solutions pushed to the fore.
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PremiumTelefónica: Elsewhere in Hispanoamérica
COVID-19 presents challenges and opportunities as physical thefts rise, while digital services portfolios flourish.
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PremiumTelefónica: Elsewhere in Group
Ailing Alierta; EC maintains resistance to four-to-three consolidation.
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PremiumTelefónica: Elsewhere in core markets
O2 Banking charge on the horizon. OBs find silver linings in pandemic response.