Latest Orange Insight – Page 17
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Public Affairs
Regulatory questions posed over DT’s Romanian exit plan
Possibility of regulatory pushback to a deal raised by national competition head. European Commission would also want to have a close look.
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M&A
EU: Vestager nod set to prompt regional consolidation race
Vestager distracts from four-to-three merger demands by highlighting potential for creation of pan-European big beasts. But is this feasible in any imminent iteration of Europe, beyond cross-border infrastructure ventures envisaged by Orange?
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Network & Infrastructure
Safaricom continues to eye Ethiopian expansion
Kenyan operator continues to edge towards its northern neighbour for next expansive step, with Ethiopia opening its markets to two new mobile competitors. Vodafone and associates reaching out to investment groups to back bid.
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Partnerships & Alliances
Deutsche Telekom and Orange join at IP
Operators’ international wholesale divisions collaborate on new IPX proofs of concept.
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Partnerships & Alliances
Telefónica, Vodafone support COVID-climate aid alignment
Telcos represented in UN-backed statement urging alignment of COVID-19 economic response with climate action. Magyar Telekom, GSMA, and Orange also pledge support.
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Network & Infrastructure
European spectrum lag adds to 5G uncertainty
Ongoing delays to auctions are complicating operators’ spend planning, and are not necessarily just down to COVID-19.
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Premium
Telefónica keeps Spain flying high in FTTP rankings
iDATE places Spain in creditable fourth spot among European countries in terms of full-fibre penetration, and a leader in major markets. Telefónica the country’s biggest FTTP contributor by subs, although Orange and Vodafone catching up. Copper switch-off programme key.
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Premium
Vodafone bags 5G spectrum; other OpCos have to wait
Hungarian business secures rights in three new bands. Digi plans legal action over ‘unfair’ 5G auction. 5G auction plans topple in Europe due to COVID-19.
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Premium
BT teams with telco heavyweights for MEC standardisation
BT Group teamed up with heavyweight counterparts from Asia and Europe to develop standardised multi-access edge computing (MEC) networks.
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Premium
Deutsche Telekom eyes wider role for Magenta brand
DT is signalling plans to license the Magenta brand to create new strategic alliances that could compete with Vodafone’s Partner Markets arrangements.
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Premium
Deutsche Telekom links into carrier blockchain gang
DT and T-Mobile US team with Telefónica and Orange to create inter-operator network. High hopes of streamlining wholesale carrier roaming processes.
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Premium
Deutsche Telekom’s European division continues to improve, within limitations
CEO Gopalan given till 2024 to progress business revival plan. DT remains cautious, though, with brake held on spend. Outgoing M&A still on agenda, to help turnaround.
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Premium
Poland sets out wholesale-infused 5G agenda
TMPL signs up to proposed ‘Polskie 5G’ project for the 700MHz band. UKE starts auction process for 3.6GHz frequencies.
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Premium
Deutsche Telekom joins MEC partnership
Deutsche Telekom (DT) teamed up with heavyweight counterparts from Europe and Asia in a bid to develop standardised multi-access edge computing (MEC) networks and engage better with app developers.
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Premium
Telefónica plugs into carrier blockchain network
Partners with DT, Orange, and T-Mobile US to create inter-operator network based on DLT tech. High hopes of streamlining wholesale carrier roaming processes.
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Premium
Team player Telefónica urges edge compute expansion
Group joins Telco Edge Cloud alliance to promote “federation of interconnected operators”. Work with China Unicom, KT, and Telstra on improving multi-operator MEC experience. Goal is to better expose network edge capabilities to third parties. Telefónica throws hat into ring of another alliance to speed up 5G MEC commercialisation. ...
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Premium
Telxius, Orange supply backhaul for transatlantic submarine cable
Telxius is cooperating with Orange to supply backhaul connectivity for Dunant, a Google-backed submarine cable connecting Europe and the USA.
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Premium
Vodafone on OpenRAN trail but tricky terrain ahead
Tenorio reaches TIP summit, appointed Chairman. Vodafone joins O-RAN Alliance. Stubborn open RAN resistance from large suppliers. Low-volume barrier for hardware newcomers. 5G OpenRAN critical to achieve scale.
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Premium
Vodafone leadership awaits COVID-19 diagnosis
Share price nose-dives below £1 for first time since 1997. Impact on financial and strategic plans yet to emerge. OpCos focus on network resilience and employee welfare.
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Premium
Deutsche Telekom eyes challenge to Vodafone’s alliance network
Vodafone has been using Partner Market arrangements since 2002 to create a strategic presence outside its own network footprint. DT is now signalling plans to create competing alliances.