EMEA Telco Leaders – Page 227
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Suppliers & SCMUK tightens screws on telcos over Huawei
Government plans to tackle lack of diversity in upcoming new 5G strategy.
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PremiumBT people moves: Consumer gets new Commercial MD; ex-CEO Patterson takes charity post
Consumer goes shopping at Sainsbury’s for new Commercial boss. Openreach looking to energise data strategy with appointment of new lead. Gavin Patterson takes responsible business chairmanship.
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M&ACould Telefónica hold key in Prisa power play?
Manoeuvring said to be taking place around Telefónica’s residual holding in media group. Group reportedly open to selling 9.4%-stake but not at any price.
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PremiumBT Enterprise dials down on B2B costs
BT Enterprise flags more cost-cutting measures are being implemented as COVID-19 disruption adds to the broader challenges it faces in the digital era. As ever, partner and supplier consolidation and change is part of the plan. CEO Jansen presents enterprise 5G as bright spot amid gloom.
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Partnerships & AlliancesT-Systems’ and OVHcloud’s first GAIA-X offering takes shape
GAIA-X project gathers pace, as T-Systems and OVHcloud share details of first commercial services to be launched early next year. Deutsche Telekom remains strong supporter of GAIA-X. Largest cloud providers pledge support for project’s principles, but there are signs of regulatory headwinds ahead.
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M&ACellnex open to Telxius grab
TowerCo CEO cheerfully talks up prospect of acquiring stake in Group’s infrastructure business. Idea of Telefónica-Cellnex tie mooted previously — and never totally quashed. Telefónica’s weakening debt profile may prompt inorganic action around infrastructure.
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M&AVi cashes in from Indus Towers–Infratel merger
Vodafone’s loss-making JV in India gets a much-needed cash boost from sale of Indus stake. Vi reportedly in talks with private equity investors to raise more funds.
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Network & InfrastructureTelefónica tests TIP’s tricks in backhaul
Increasingly familiar group of vendors named in results of technical RFI for OpenSoftHaul solution, run by Telefónica and four other operators including Deutsche Telekom.
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Partnerships & AlliancesThree-tier cloud for Vértice platform
Telefónica Empresas and in-house cloud specialist acens partner for digital content distribution platform. Cloud services, hosting, infrastructure, and management provided in the deal.
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M&ATelxius prepares subsea business for sale — report
Telefónica TowerCo Telxius reportedly poking investors to see who bites. €2bn valuation for 100,000km-long submarine cable arm. Telxius’s terrestrial portion has seen continued growth, potentially readying for a pivot.
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Network & InfrastructureTelefónica links with Allianz on FTTP infrastructure
50:50 wholesale JV targets rural and semi-rural areas with fibre rollout. Majority of $5bn investment to be raised by bank loans. “Non-consolidated structure” reduces Group exposure.
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Venturing & InvestmentsInnovation in the crosshairs: Wayra X and Wayra Builder launched
Wayra marks tenth birthday with launch of all-digital hub Wayra X. Innovation arm looking beyond Telefónica footprint. Wayra Builder released to target tie-ups with external investors for internal tech spin-outs.
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Suppliers & SCMBT seeks instant purchasing power with Suplari
Procurement function seeking “relevance” by addressing “huge legacy” of aging IT, and reliance on Excel. Calculating spend with individual suppliers was long-winded. Quick-fire info seen as increasingly important amid COVID-19 and Brexit disruption.
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PremiumHeadline data: Another quarter of belt-tightening and falling revenue for Telefónica
Telefónica’s narrative of core market strength yet to fully win over doubters. Restructuring remains work-in-progress in Hispam, Tech, and Infra.
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PremiumSpending: cost controls “here to stay”
Current crisis said to have engendered long-term change for the Group, with claims that costs are being permanently cut, and not just deferred. Further confirmation provided that the peak of capex is behind the Group.
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PremiumOutlook: Cash is king
Telefónica appears just about on track to meet guidance on operating cash flow during this uncertain year. The weak share price is adding to worries on debt, but generating more free cash flow is the Group’s preferred response to pressure. Management tight-lipped on future dividend payments.
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Financial & PerformanceTelefónica Group Q3 FY20
Worries persist about Group debt, a tanking share price, and continued exposure to troubled LatAm markets, but Telefónica insists that €100bn of assets on the balance sheet that could be monetised should calm nerves. “Double dip” challenge of pandemic and FX fluctuations acknowledged by management, but Group positioned as ...
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Partnerships & AlliancesDrillisch soldiers on with roaming talks
Prospective MNO confirms it is seeking one national roaming agreement. DT’s Höttges questions whether potential rival is serious about building its own 5G network. Talks with Telefónica described as ‘constructive’.