Latest from Infrawatch – Page 41
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Network & InfrastructureVodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
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Financial & PerformanceVodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
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Network & InfrastructureVantage states ‘clear interest’ in Cornerstone buyout
Vodafone’s European TowerCo eyes opportunities in Netherlands and UK as partners Liberty and Telefónica look to cash in on wireless infrastructure assets. Strategic tie-up between Vantage and another MNO TowerCo also remains a possibility.
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Network & InfrastructureHöttges seeks to bring balance to future tower tie-up
Deutsche Telekom CEO seeks to lure tower partner with promise of hands-off approach to managing the business, allowing it to flourish “independently”. Picky operator unenthusiastic about approaches taken by rivals to tower extraction, including Vodafone’s Vantage Towers IPO earlier in the year.
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M&AINWIT continues to fill M&A kitty
Growing Italian TowerCo building up a €1bn platform for deal-making at end of its latest strategic cycle, in FY23. Expansion plans could give co-parent Vodafone another runner in European TowerCo race, beyond main vehicle Vantage Towers.
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PremiumDT heads down under for fibre mate
Australia’s IFM named as Gigabit investment partner following long period of speculation. Move adds to TDE CEO Gopalan’s box of tricks as he seeks to pragmatically accelerate the Group’s slow-building fibre deployment. Startup JV embedded with various protective measures for DT, such as balance sheet deconsolidation, and long-term/standalone strategic ...
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Strategy & ChangeOpenreach off the table as BT drives fibre efficiency
Group ends talks on InfraCo JV as rising fibre demand and lower build costs dilute benefits of external funding. Virgin Media O2 firmly in BT sights as it aims to lock up wholesale market, and move fast on convergence. Future revenue growth anticipated, but greater efficiency and lower spending ...
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Strategy & ChangeTelefónica cools on Spanish fibre sale (for now)
Vilá says domestic retail and wholesale FTTP operations “probably not reflected” in Group valuation. Repeats company line that Spanish fibre infrastructure is “strategic asset”, but doesn’t rule out monetisation in the future.
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Network & InfrastructureColloms: DCMS must “crack on” with reform to back fibre
Openreach MD of Corporate Affairs confident on business’s ability to meet government goals on fibre deployment, but commercial programme will need support to maintain momentum. Physical access to sites potentially a huge obstacle to the rollout in both urban and rural areas, but “common sense” updates to legislation could ...
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PremiumNokia boasts optical potential for Vodafone Turkey
Vodafone Turkey’s network tuned to post 1Tbps speeds and demonstrate option for future scaling. 5G network expansion said to be a likely use-case.
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Network & InfrastructureDT said to be closing in on partner for fibre JV
Report names Brookfield, CDPQ, and IFM as among potential investment partners. In the region of €6bn could be injected into Telekom Deutschland’s FTTP funding pot.
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PremiumBT engages virtual twin(s) on infrastructure resiliency
Group one of three national infrastructure owners to pledge resources to project using simulation tech to overcome impact of climate change on UK’s built environment. Tranche of UK universities and research institutes involved too. Yet another example of BT dipping toes into ‘digital twin’ realm.
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Strategy & ChangeElsewhere in Vodafone Europe: VfD’s joy over Telekom Deutschland fibre ruling
VfD gets one up on rival Telekom Deutschland over FTTP; VfUK flags progress in trials with Ericsson on reducing massive MIMO energy consumption.
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Strategy & ChangeElsewhere in Vodafone Partner Markets: Proximus launches regional fibre JV
Developments from around Vodafone’s soft-power network: Get-go for Proximus’s regional fibre JV; MTS firms up tower spin out ambitions; NZ operator parts company with Vodafone Group’s Tobi.
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PremiumNokia and Vivo get together on mmWave tests
Brazilian OB chooses Finnish equipment vendor for high-frequency pilot, with FWA on agenda. Temporary 26GHz licence granted by Anatel, as regulator firms up date of long-awaited 5G-optimised spectrum auction. Vivo still free to use Huawei tech.
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PeopleOpenreach names new fibre delivery guy
Change at top of Fibre & Network Delivery unit as Matthew Hemmings comes in for Kevin Murphy. Internal hire sees Hemmings take lead of team focused on expanding Openreach’s UK-wide fibre network.
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Network & InfrastructureCiti said to be charged with Telefónica Spanish infra sale
Rumours continue to circulate around Telefónica’s fibre monetisation plans in Spain. Investment bank understood to have valued Spanish fibre infrastructure at €14bn. Sale speculation comes despite Telefónica classing its Spanish fibre infrastructure as a “strategic asset”. Report suggests Group is seeking resources to finance investments in 5G and digitisation. ...
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Strategy & ChangeElsewhere in Deutsche Telekom Group: Deutsche Funkturm flags mast deal
DT adds TripleA to tower-building team; real estate “right-sizing” takes effect.
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M&ATelefónica mulling Spanish infra stake sale?
Rumours circulate that Group is discussing fibre monetisation in Spain. Between five and ten funding vehicles reportedly put hats in the ring, as Group sounds out market interest. Sale speculation comes despite Telefónica classing its Spanish fibre infrastructure as a “strategic asset”.
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Strategy & ChangeElsewhere in Telefónica Infra-Tech: smart services drive in Huelva
Cloudflare and Tableau deployments highlighted; Group at forefront of smart services drive in port city of Huelva.