Infrawatch: Global – Page 33
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M&A
Vantage back in shop window as Vodafone builds revival
M&A remains a lever to help Vodafone revive growth, says CEO Read. New Chairman van Boxmeer lighting a fire under Group strategy and ambition. Another chunk of Vantage could be sold off to “like-minded” partner. Hint made of some UK deal-making in pipeline. Egyptian and Spanish assets remain in ...
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Network & Infrastructure
Vantage Towers CEO dismisses bond proxy tag
Vivek Badrinath enthuses about “exciting business model”. Sees scope for innovation and expansion through greater non-operator engagement. Always on the lookout for M&A opportunities, but existing markets take priority if going down consolidation route.
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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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Strategy & Change
Elsewhere in Telefónica Infra-Tech: Telefónica Tech Ventures expands into IoT
Telefónica Tech Ventures expands into IoT; roads, manufacturing, and tourism targeted as Group continues to build “smart” business-to-business alliances.
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Premium
Telefónica people moves: Prautzsch takes helm at German FibreCo
Telefónica Infra’s fibre JV with Allianz fills out management positions, drawing on Telefónica insiders. Ayucar and Martínez take CTO roles in the Digital Consumer & Data Office. Vivo rotates Operations and Wholesale leadership.
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Network & Infrastructure
Telefónica España sticks by Ericsson, Nokia for ‘real’ 5G
Scandinavian duo reportedly selected for 5G SA rollout. No real surprise as Ericsson, Nokia already ensconced in 5G NSA RAN. Spanish government offers sweeteners for rescheduled 700MHz spectrum sale.
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Strategy & Change
Elsewhere in Systems Solutions: IFF helps T-Systems to operate critical infrastructure
Research contractor supporting greater energy efficiency at DCs.
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Premium
EE adopts Nokia’s SON
Operator implements Nokia’s Self-Organizing Networks software in a bid to improve customer experience on its mobile networks. Nokia hails the deal as evidence of the strength of its BT account, which is said to have taken on a “continuous development” model.
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Strategy & Change
Elsewhere in Vodafone Associates and JVs: Vi and Vantage on 5G
Vi and Vantage Towers Greece get involved in 5G trials.
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M&A
Telxius completes European tower sale
Telefónica handed regulatory go-ahead for tower divestment, with German and Spanish sites handed to American Tower. Latin American portion to follow next year, pending approval. Submarine cables also up for grabs, with first bids reportedly received.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: Siemens paired for smart buildings
Siemens partnered for smart buildings; Gilat wins teleport contract; Silicom selected for SME SD-WAN drive.
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Suppliers & SCM
Movistar selects Nokia for 5G in Chile
Telefónica Chile gets on with 5G rollout amid uncertainty about its future within the Group.
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Strategy & Change
Gopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.
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Network & Infrastructure
DT ready to carve out “kingmaker” tower assets
Deutsche Telekom wants to carve out “all” of its towers across Europe, says CFO Christian Illek. Change in mindset comes following rapid rise in TowerCo valuations. Czech and Slovakian footprint next to be assessed for extraction from NatCos.
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Interview
Openreach Tech team powers UK fibre build
CTIO Colin Lees shares impact of tech overhaul on network build. More effort on provisioning and repair in three-year transformation project. Openreach owns IT and Network strategy decisions; BT Digital and BT Networks are key suppliers. Three-supplier strategy for FTTP advances with Adtran, Huawei and Nokia.
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Premium
Vantage may be set for new Cornerstone allies
Indications that O2 UK’s Cornerstone stake seen as non-strategic by prospective new co-parent Liberty Global, and could be jettisoned in name of post-merger “national champion” plan. Sale would raise cash for higher strategic ambition of fibre expansion. Liberty’s Fries shows willingness to get hands-on in refashioning VM–O2 post-merger. The ...
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: e-health explored
E-health continues to expand as key Telefónica 5G vertical; SMEs targeted with Telefónica Tech cloud and security product additions.
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People
Openreach’s Milligan on importance of rural fibre
Openreach executive sees fibre deployment as key to reversing rural to urban migration. Building broadband is not enough: more education is required to ensure higher take-up. Need to ‘join the dots’ to ensure infrastructure and economic programmes are properly implemented.
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M&A
Bids expected for Telxius subsea cables
Telefónica debt reduction strategy set to extend to submarine infrastructure as buyers are sought for 100,000km cable network. Reports indicate that an agreement is wanted by mid-2021, with rough valuations standing around the €2bn mark.
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Network & Infrastructure
T-Mobile Netherlands bulks up on fibre via new KKR venture
Dutch NatCo builds on Primevest investments as first anchor tenant of Open Dutch Fiber. New fibre venture taps former CEO and CCO of Vodafone Germany partner Deutsche Glasfaser. Move raises further questions over Group plans for its Dutch business.