Latest Premium Insight – Page 72
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PremiumVodafone Q1 FY21–22: ‘Phase two’ relaunched with M&A sweetener
Some hints of compromise with City overseers as Vodafone re-seeds post-pandemic, digital-led growth plan. New Chairman van Boxmeer appears to be lighting a fire under Group mindset and strategy. M&A talked up as a lever to help Vodafone in the push to revive growth. Another chunk of Vantage could ...
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Strategy & ChangeElsewhere in T-Mobile US: identity verification solution on trial for call scamming
TMUS’s B2B push moves forward with Lumen and Volkswagen tie-ups; NatCo stamps down on call scamming; AstrumU ramps up military vet recruitment drive.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: DT terminates De-Mail involvement
Last post for De-Mail; Group sees shareholder dissent over exec pay; mVAS project ticked off Pan-Net to-do list.
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PremiumVodafone Q1 FY21-22 Headlines: pandemic snags unwind, gradually
Group bounces out of pandemic slump, helped by lapping and increased business confidence. Cautious CEO warns of further “bumps in the road”. In Spain, another large-scale downsizing move made under cover of Digital Telco transformation, and as fodder for Group’s centralisation-led efficiency plans.
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PremiumVodafone Q1 FY21-22 Guidance: all quiet on capex front
Group unsurprisingly “firmly on track” to meet heavily caveated free cash flow target. Plan for spend “step-up”, highlighted in May 2021, appears yet to be firmed up after causing City consternation.
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Strategy & ChangeElsewhere in Telefónica Core Markets: O2 Business launches Managed Microsoft 365
Regulatory battles continue in Spain with mixed results; Movistar scores Italian football rights renewal.
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: Magenta ties with rivals for billing
Magenta teams up with rivals A1 & Three; Cosmote NB-IoT reaches 98% coverage; Hungarian regulator investigates SMS termination market.
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Strategy & ChangeElsewhere in Vodafone Partner Markets: MTS acquires Factorin
Developments from around Vodafone’s softpower network. MTS acquires control of Factorin. SoftBank continues satellite broadband endeavours. Musical chairs at Tele2.
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PremiumTelefónica plays 3G shutdown catch-up in Germany
Operator shunts forward 3G shutdown programme by a few months. Vodafone and Telekom closed their 3G networks in June 2021.
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PremiumTelefónica’s alarms JV adds new smarts
Commercial efforts have taken a toll on ARPU at Movistar Prosegur Alarmas.
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PremiumSievert blames Dish for CDMA “crisis”
TMUS CEO says Dish should do more to migrate Boost customers from “antiquated” 3G network. Holds firm on shuttering CDMA network on 1 January 2022, despite “grave concerns” expressed by DoJ. Says Dish’s network-sharing deal with AT&T will have no impact on five-year plan.
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Public AffairsMovistar builds defence against CNMC F1 rights decision
Operator to take Spanish regulator to national court over antitrust complaint lodged in August 2021. Telefónica’s F1 deal with DAZN in the spotlight of fresh DTS terms troubles.
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PremiumTelefónica shuts down 1,000 copper exchanges
Reaches milestone five years after the shutdown programme began. La Audencia Nacional annuls €3m CNMC fine on treatment of wholesale DSL customers. Green measures introduced in 2020 mean operator “on track” for net-zero emissions by 2025.
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PremiumDT trades Dutch NatCo for a scoop of US, plus sprinkles
Former DT CEO Obermann steps in with buyout of T-Mobile Netherlands through Apax–Warburg Pincus consortium. Deal is culmination of turnaround effort launched in 2016 when last attempt to sell NatCo fell through. Exit opens the lid on a box of intriguing strategic options for DT. DT directs some of ...
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PremiumHelexia adds solar smarts to Vivo’s self-generation push
Support work beginning on solar energy producer’s 20-year deal with Brazilian OB. Vivo’s renewables drive cranked up a notch with expansion of DG model.
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Strategy & ChangeElsewhere in Vodafone Europe: partnerships secured to showcase 5G
Vodafone OpCos secure partnerships to showcase 5G use-cases in Germany, Greece, and Italy.
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Suppliers & SCMVodafone Business taps Oracle for IoT billing
Existing supplier Oracle gets a bigger billing role at enterprise division. Scalable, cloud-based billing system to support Internet of Things growth.
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PremiumTMUS gets into fibre game with New York trial
Operator enters leasing arrangement in most populous US city. TMUS testing waters with T-Mobile Fiber, as telco slowly and steadily ramps up in-home internet service drive.
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PremiumTelekom taps utilities for fibre expansion
German NatCo is intent on using existing infrastructure to accelerate fibre build. Gopalan set on forming good relations with German municipalities.
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PremiumAtento notches growth in Telefónica CX relationship
Former Telefónica subsidiary Atento flags growth in Telefónica revenue as numbers return to pre-pandemic levels. Contact centre operator’s increased interest in ‘Multisector’ business not yet fulfilling revenue diversification ambitions, with Telefónica contract expirations looming.