All TelcoTitans Premium Content articles – Page 115
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PremiumDivisional highlights: the value of fibre
Management ready to look at ways to bring out the value of BT’s emerging fibre infrastructure. Beyond the current crisis and recession fears, BT Global advancing down the path to recovery. Sudden freeze of live events underlines the importance of BT Sport to Consumer division financial performance.
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PremiumNumbers: no sport and shut businesses take their toll
While whole Group faces headwinds, Consumer and Enterprise take the brunt of COVID-19 impact. The “usual” working capital payments on top of slumping earnings result in negative cash flow for the quarter.
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PremiumBT takes lead on new TIP OpenRAN subgroup
Influential BT researcher in a pivotal role between operators, technologists, and standards groups on Open RAN implementation.
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PremiumSpending: capex surge still around the corner
Lockdown slows network rollout, but capex remains on track to ramp up from next year. Existing cost cutting to be coupled with pandemic-driven spending reviews for additional sustainable savings. New Huawei rules said not to add to BT’s swap-out burden.
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PremiumBT continues to mull post-COVID-19 working options
Jansen seeks a return to normality. Changes to practices are afoot, however: Work Your Way flexible working initiative launched; distributed working pros and cons explored.
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PremiumBT Group Q1 FY20–21
First full COVID-19 quarter sees a sharp decline in revenue and EBITDA. Outflow of cash as network investment continues. Group CEO Jansen claims mists are clearing, enabling Group to issue guidance for the year — although BT anticipates little improvement until 2021. Openreach progress is the main positive for ...
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PremiumElsewhere in BT Consumer: Brexit prep and ESN progress
Brexit preparations; fairer price commitments; ESN deployment progress.
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PremiumElsewhere in Openreach: FTTP progress trumpeted
Fibre rolls past three million; weather and robbers cause disruption; fleet goes electric.
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PremiumElsewhere in BT Enterprise: MedTech roll outs and a win with Mavenir
BT expands R&D efforts with NHSX, and adds Medic Bleep to its NHS offering. Enterprise expands its connected worker portfolio with Onsight from Librestream.
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PremiumOfcom plots 5G spectrum auction for early-2021
700MHz and 3.6GHz–3.8GHz frequencies slated to go under hammer in January 2021. Regulator makes some provision to address mid-band fragmentation fears.
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PremiumBT champions DLT to help provision 5G private networks
Strong Russian flavour to project, with Rostelecom as Catalyst co-champion, and suppliers Nexign, RTC ARGUS among participants. Catalyst to underpin a network resource marketplace for Industry 4.0. Federated DLT Marketplace to meld with two other BT-supported TM Forum programmes, forming “Mega Catalyst”.
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PremiumBT sanguine on DT investment in London fibre rival
Minority BT stakeholder Deutsche Telekom adding to its UK interests through an investment in social housing-focused fibre altnet Community Fibre. Former EE Chief Olaf Swantee to make a UK return as venture’s Chairman. Community Fibre building a business case on sharing Openreach ducts and poles with aim to reach ...
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PremiumElsewhere in BT Group: offline training and Newgate revamp
BT gets permission for Newgate Street revamp; restructuring plans hit resistance; Firebrand flagged as training partner for online and offline.
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Analyst ReportTelefónicawatch Report #146 – August 2020
Key stories include: Telxius fibre charge | Tech Services remain niche | Vivo sticks with Huawei | O2 and Ericsson on 5G campus | Liberty swoops for Cost Rica
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Analyst ReportVodafonewatch Report #188 – July-August 2020
Key stories include: Group weathers COVID-19 storm in Q1 | Oz merger Mk II completed | Teradata lands expanded data role | INWIT studying regional tower play | Trump’s DE pullout clouds TKS future
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PremiumQ2 FY20: isolated Hispam brings the Group down
Capital efficiency remains a focus as the Group weighs a myriad of options for the future of its Latin American division. Beyond the challenges of the pandemic, tough competition and a relatively low-value customer base are proving a challenge to profitability in the region.
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PremiumTelefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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PremiumSpending: Capex peaks and operational efficiencies rise
Management assures infrastructure investment will be maintained, as key in post-COVID-19 world. Customer experience another priority area. Other projects being reined in to free up funds, though, with Abosolo stressing “strict screening” of spend plans
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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.