All Fibre (FTTC/FTTP) articles – Page 42
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Premium
Q1 FY21–22: Openreach shines again
It just looks so easy to upgrade and migrate the nation to fibre and IP while keeping a pack of massively funded jackals at bay. Even the odd slip looks like a sign of inherent strength. All key KPIs improving … and Gfast, too.
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Strategy & Change
Elsewhere in Openreach; expanded FTTP rollout
Openreach expands FTTP rollout, and expands cablelaying contracts to support the plans.
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Premium
Telefónica finalises Telxius tower sale as infra deals flow
American Tower acquires last tranche of 31,000 Telxius towers for €7.7bn, with deal set to reduce Telefónica net debt by €4.6bn. Fibre InfraCos in Latin America ramp up, with KKR expanding its relationship with the Group. Digital businesses also restructuring with Telefónica Tech spreading its influence.
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Suppliers & SCM
Movistar preps 5G backhaul with SIAE Microelettronica
Italian supplier scores another microwave deal in Latin America. Another building block for coming 5G launch.
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Premium
H1 FY21: Telefonica seeks rationality at its core
Core markets showing progress as the worst effects of the pandemic begin to recede. Steady move towards converged services across all markets reflects continued pursuit of a valuefocused strategy as digital services begin to proliferate. Spanish flagship leading the way on strategy, but still experiencing a tough competitive market. ...
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Q2/H1 FY21: Abasolo hails revitalised Hispam
15-quarter streak of negative headline reported figures broken. Buoyant management considers new asset-light operating model can prove longterm value of the regional OBs to the Group. Contract mobility and fibre broadband positioned as central to commercial turnaround.
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M&A
Telefónica said to be negotiating PangeaCo stake sale
Peruvian fibre business reportedly on the market, as Group’s Hispam monetising plans evolve further. PangeaCo to take form of Brazilian/Chilean equivalent, assuming part-sale goes through.
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M&A
DT interest Community Fibre subsumes rival
FTTP altnet backed by BT shareholder absorbs assets of smaller fibre builder. Business now looking “beyond London” as it continues to accelerate growth. Community Fibre’s FTTP footprint stands at 300,000 premises. Acquisition not impacting commercial operations or leadership structure of “independent” merger partner.
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Network & Infrastructure
Jansen now sees BT chasing 30 million premises with full-fibre
Extra five million presented as ‘infill’ and presumably more rural. Immediate competitive riposte to news of Virgin Media O2 FTTP retrofit, which it neatly doubles. Jansen says BT not concerned, but challenger altnets should be. No rush for fibre JV partner, but Jansen reveals a UK compatriot would be ...
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Vodacom optics take off with Nokia tech
South African optical network trials hailed as a success, with Nokia hardware enabling long-distance, high-capacity data transmission. Testing seen as a proof of concept for wider rollout and 5G services expansion.
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People
Vivo CIO segues into FiBrasil top job
Telefónica’s new FibreCo JV names Vivo veteran as CEO. CIO vacancy opens up at Brazil OB.
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Premium
Vodafone plugs into Grid to aid fibre expansion
OpCo ties with Grid Telecom in 20year mutual exchange agreement. Vodafone looks to drive infrastructure investment elsewhere, including 5G and submarine projects.
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Financial & Performance
BT Q1 FY21–22: another toughie, but with promise(s)
Q1 reiterated as a road to a recovery that will materialise in H2. Consumer reviving but Global eponymously damned. Microsoft deal more than slideware. Virgin Media–O2 FTTP investment could be a backhanded compliment and gift to BT.
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M&A
Vivo open to fibre M&A via new FiBrasil JV
CEO Christian Gebara signals interest if the price and quality is right. Brazilian fibre market becoming increasingly competitive.
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Premium
VM O2 bites bullet and pledges fibre future
A future upgrade of VM O2 fixed infrastructure will see coaxial cable edged out and fibre deployed throughout the operator’s footprint. Switching to XGSPON instead of DOCSIS 4.0 pricy, but manageable within modest budgets and with multiple longer term benefits. Pragmatic approach to fibre is partly driven by the ...
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Network & Infrastructure
German MNOs face “Herculean” flood recovery projects
O2, Telekom Deutschland, and Vodafone make headway in respective network restoration efforts after flash floods take out networks. Portable base stations plugging gaps left by damaged fibre.
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Partnerships & Alliances
Telefónica ties with KKR again on Colombian fibre InfraCo
FTTH InfraCos spun out in Brazil, Chile, and Colombia this month. Latest agreement with KKR sets up InfraCo in Colombia. Chilean fibre venture with KKR finalised. FiBrasil infrastructure company launched in Brazil. InfraCo model lightens capital investment intensity for Telefónica.
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Network & Infrastructure
BT accelerates Huawei swap-out and sets 2028 full 5G goal
By 2028 EE’s 5G network to reach 90% of landmass and the remainder “on-demand”. Consumer and Network-fronted event intended to stake BT’s claim for national network superiority, and development of a platform for growth. Exacting ESN connectivity demands pinned as a reason for open access caution, but accelerated Huawei ...
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M&A
Drahi cites Brexit for BT swoop
Co-founder of Altice telecoms group pays UK government ministers a visit about newly acquired 12.1% BT stake. Claims Brexit and relatively low FTTP rollout makes UK ripe for investment. Some in BT reportedly think overtures to government might be part of a grand takeover plan.
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Premium
Digging the UK fibre scene: competition hots up
Investment funds continue to flood fibre altnets, with emerging challengers collectively committing to passing more than 20 million homes in coming decade and many billions in investment promised.