All TelcoTitans Premium Content articles – Page 74
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Vodafone extends VMware Telco Cloud to 5G SA
Aims to accelerate delivery of “new digital services” across Vodafone’s European footprint. Builds on Vodafone’s previous selection of VMware Telco Cloud infrastructure as its NFV platform.
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H1 FY21–22: Jansen trusts BT Global plan, despite setbacks
CEO focuses on the strategy, rather than current performance, to paint a picture of a viable future for the MNC-focused digital solutions unit. NPS remains a bright spot for Global, highlighting material gains from the BT transformation plan. Declining margins suggest work still to be done on recovery.
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Digital Reports
BTwatch Report #330 – November 2021
Key stories include: Mixed bag for BT in Q2 | R&D grows in UK, UAE | EE: 5G golden ticket still to come | Infra JV talks shelved | State support needed for fibre build
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Vodafone H1 FY21–22 guidance: on-point numbers prompt upward correction
Group gains confidence from “in line” H1 numbers to raise floors on earnings and cash flow.
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Vodafone H1 FY21–22 spend: capex boost falls silent, opex squeeze paused
Presentation sees no further update on (somewhat contentious) Group plans for a capex lift to fuel digital services growth. Executives moot another exceptional investment boost in Germany, for fibre rollout. Group Finance’s headline opex reduction programme comes to a temporary halt, amid pandemic effects.
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Q2 FY21–22 Headlines: Vodafone growth maintained despite B2B, Spain bumps
Group benefits as COVID-19 drag steadily eases. On positive side, forward movement maintained in Germany and UK, and picture improves in super-competitive Italy. Blotches include an apparent step back in growth at Vodafone Business, despite its star billing, and a return to reverse gear in perennially challenging Spain.
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Elsewhere in BT Enterprise: Shuter boasts RNLI collab
BT recognised for managed services improvements; Shuter boasts of RNLI partnership.
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Ofcom seeks to protect BT public phone boxes
Regulator estimates that 6,000 BT kiosks have been converted under Adopt a Kiosk scheme. Stricter rules could protect about 5,000 phone boxes. Ofcom proposes other changes to USO including fax support and directories.
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Q2 FY21–22: Vodafone's Read hypes prospects as M&A talk hots up
Leadership especially bullish on “momentum” and “sustainable growth” after solid Q2 data. Wave of M&A possibilities surround Vodafone only a few months after Group declared portfolio reshaping complete. Report sees Group maintain growth, but with mix of performances across businesses and a glitch on cost-saving progress. Guidance floors raised ...
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H1 FY21–22: Legacy still a drag on BT Enterprise
Legacy declines continued to outpace new service and digital growth, while mobile wholesale losses dimmed Q2 performance. EBITDA performance buoyed by lower costs. Jansen remains confident in Enterprise’s ability to grow again as CEO Rob Shuter’s organisational changes and new operating model take shape.
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Elsewhere in BT Consumer: Plusnet issues persist
More cricket on the schedule; Smart Benefits portfolio bolstered; and Plusnet email issues persist.
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Compelling 5G use-cases still to come, says EE
EE brand director concedes 5G marketing more difficult than when 4G arrived. Anticipates “a lot” of the 5G use-cases will not arrive in the short term. Next phase of rollout plan begins with indoor launch.
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Digital Reports
Deutsche Telekomwatch Report #109 – November 2021
Key stories include: Confidence on display with strong Q3 | TowerCo set to flee ‘MotherCo’ nest | Showdown looms with BT interloper Drahi | DT: Accenture ERP deal a ‘win-win-win’ | T-Systems sale rumours resurface
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H1 FY21–22: flat figures at BT Consumer do not curb Jansen enthusiasm
Consumer division sees revenue and earnings knock in Q2. Numbers show slow going on multi-play uptake, and star product and service lines being outshone by accessories. Executives remain bullish on the long-term growth promise of convergence, however.
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Elsewhere in BT Technology: Adastral Park expanding
Adastral Park looks to expand; BT Labs names partner for IoT security; BT Sport involved in shared spectrum 5G broadcasting.
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BT wants to retain Huawei FTTP kit until 2030s
BT’s CTIO flags benefits of a converged core and legacy network closures.
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Telefónica Q3 FY21 Guidance and spend: hanging fire in uncertain times
Positive results not enough for Telefónica to lift guidance. Grip on spend remains in place, with focus on volume and mix discipline.
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Elsewhere in Telefónica Infra-Tech: initiatives surgery, maritime, and sports
Digital initiatives flagged in surgery, maritime services, and sports.
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Telefónica applies blockchain to tower management
In-house blockchain platform TrustOS leveraged for partnership with Atrebo. TREE asset management platform enables real-time tower data gathering to support network deployment.
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Elsewhere in BT Group: Phones 4u saga continues
Phones 4u saga rolls on; BT joins in with COP26 target-setting.