All TelcoTitans Premium Content articles – Page 114
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PremiumElsewhere in Africa: Vodacom ties with Cloudflare and Appsflyer
AppsFlyer and Cloudflare gain foothold within Vodacom ecosystem.
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Strategy & ChangeElsewhere in Europe: 5G projects gain momentum across Vodafone OBs
VfUK closes in on Gigafast rollout target; 5G projects gain momentum across OBs.
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Strategy & ChangeElsewhere in Vodafone's Associates & JVs: Vi confirms Indus Tower merger is back on
Dutch cable switchover resumes; Subex gains a role in Vi’s IT consolidation.
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PremiumHuawei woes add to Vodafone Idea pressure
JV forced to consider other options for 5G network. India looks set to tacitly ban use of Chinese equipment. New fundraising efforts on the horizon following AGR decision.
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Suppliers & SCMVodafone moves business support functions to S/4HANA
Upgrade simplifies finance, human resources, and supply chain. Long-time suppliers SAP, Accenture complete project in 18 months, after more than a year of preparation. Vodafone Germany opts for IBM’s help with SAP S/4HANA migration.
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Analyst ReportBTwatch Report #315 – August-September 2020
Key stories include: Fibre investment rising through crisis | BT TV: a tale of two UIs | Sharp Shuter at Enterprise | Symantec out at BT Security | NI market profile
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Strategy & ChangeElsewhere in T-Mobile US: TMUS looks to puchase Shenandoah; Test Drive initiative gets a bump
TMUS expands customer acquisition campaign but customer rewards go awry; static continues between operators and FCC over data coverage claims.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: media speculation and hubraum startups
UK media revives the ‘will they won’t they’ BT–DT love story
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Strategy & ChangeElsewhere in Germany: Telekom Deutschland meets BNetzA broadband target
Elsewhere in Germany Source: Kostya Golinchenko / Unsplash Germany’s Bundesnetzagentur (Federal Network Agency/BNetzA) confirmed that Telekom Deutschland (TDE) had met an interim target of providing 50Mbps mobile broadband speeds across 97% of Germany, by population, ahead of a 30 September 2020 deadline imposed after it and ...
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Strategy & ChangeElsewhere in Deutsche Telekom's Europe: Deep Instinct added to T-Sys Poland offering
Inevitable Czech clash as ČTÚ confirms auction conditions. Hrvatski Telekom’s Optima distractions continue.
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Strategy & ChangeQ2 FY20: Un-Carrier quickly finds stride after H1’s bumps
New CEO and CFO team remain bullish on business growth opportunities, despite challenges of Sprint integration, COVID-19, and change of leadership. TMUS moots a period of commercial aggression against rivals in H2, working off economic downturn and 5G differentiation. B2B expansion also back (yet again) on agenda. Reported surpassing ...
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PremiumGuidance: Deutsche Telekom shows off its super-sized stats
Up-sized Group sees earnings coming in above €30bn.
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Strategy & ChangeQ2 FY20: Gopalan backed to solve Germany paradox
Transferred from Europe segment, new CEO is being asked to bridge multiple, competing business objectives at Telekom Deutschland, as Group takes a fresh look at how to move its European-based businesses forward. Höttges’ comments suggest efficient fibre rollout remains a puzzle the operator has yet to get to the ...
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Strategy & ChangeQ2 FY20: Steadying European ship now a top DT priority
With the appointment of Dominique Leroy to lead Europe segment, DT appears to be ensuring it can attack regional revival from all sides. An outsider but not a maverick — Group continues ‘internationalisation’ of upper hierarchy but evidently does not want to rock boat in a time of crisis. ...
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PremiumSpend: Deutsche Telekom enters de-leveraging phase
Höttges could reach for famed cookie jar to help bring down borrowing after US splurge.
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PremiumHeadline numbers: relying on US
USA growth now an even more dominant part of DT’s world. Management remain keen to ensure strength in Europe is not overlooked.
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Strategy & Change
Green sees ‘correction’ in TV sports rights prices
BT is attempting to turn down the heat on expectations for broadcast sport auctions in a market that has already seen signs of cooling.
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PremiumBT TV: A tale of two UIs
The evolution of BT TV reflects a BT journey from an outward-looking “buy” approach to new technology, to a more self-reliant “build” mindset. Divisional BT architects said to have re-focused on project delivery, with strategically-minded enterprise architects taking a Group-wide perspective.
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PremiumBT takes charge of 5G factory floor
BT collaborates with Worcestershire 5G (W5G) testbed and Ericsson to install ‘live’ 5G factory. Runs and manages private 5G network for Worcester Bosch. Takes technology lead at W5G to accelerate UK adoption of smart-manufacturing.
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PremiumGuidance: what’s the worst that can happen?
Outlook on revenue and EBITDA implies little good news for rest of FY20–21. Earnings growth anticipated in FY21–22, as regulatory headwinds fade and efficiency gains come into play.