Latest Strategy News – Page 101
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Network & InfrastructureMovistar signals interest in Colombian 5G spectrum
Operating business highlights plans to beef up its 5G spectrum platform, despite ongoing suggestions parent Telefónica is keen to reduce ties to the Colombian market.
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M&ATelefónica jilted in LatAm again
América Móvil gave up on Movistar El Salvador acquisition. Telefónica once again sees sale of a Latin American asset derailed by actions of local competition and regulatory watchdogs.
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Strategy & ChangeHeathrow operator Ferrovial has 5G on radar
Emerging tower and private network ambitions look to set up the Spanish group as a rival and/or partner of operators and their infrastructure arms.
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PremiumBT TV: A tale of two UIs
The evolution of BT TV reflects a BT journey from an outward-looking “buy” approach to new technology, to a more self-reliant “build” mindset. Divisional BT architects said to have re-focused on project delivery, with strategically-minded enterprise architects taking a Group-wide perspective.
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Strategy & Change
Green sees ‘correction’ in TV sports rights prices
BT is attempting to turn down the heat on expectations for broadcast sport auctions in a market that has already seen signs of cooling.
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PremiumSpending: capex surge still around the corner
Lockdown slows network rollout, but capex remains on track to ramp up from next year. Existing cost cutting to be coupled with pandemic-driven spending reviews for additional sustainable savings. New Huawei rules said not to add to BT’s swap-out burden.
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PremiumBT continues to mull post-COVID-19 working options
Jansen seeks a return to normality. Changes to practices are afoot, however: Work Your Way flexible working initiative launched; distributed working pros and cons explored.
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PremiumBT Group Q1 FY20–21
First full COVID-19 quarter sees a sharp decline in revenue and EBITDA. Outflow of cash as network investment continues. Group CEO Jansen claims mists are clearing, enabling Group to issue guidance for the year — although BT anticipates little improvement until 2021. Openreach progress is the main positive for ...
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Strategy & ChangeTelefónica in front row seat as Spain unveils recovery plan
Left-leaning Spanish government to put digital transformation at the heart of plans to tackle pandemic challenges, playing to Telefónica strengths.
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Strategy & ChangeHrvatski Telekom loses rights over Mostar stake
Hrvatski Telekom and Deutsche Telekom will now be forced to consider options after right of first refusal is removed.
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PremiumBT sanguine on DT investment in London fibre rival
Minority BT stakeholder Deutsche Telekom adding to its UK interests through an investment in social housing-focused fibre altnet Community Fibre. Former EE Chief Olaf Swantee to make a UK return as venture’s Chairman. Community Fibre building a business case on sharing Openreach ducts and poles with aim to reach ...
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Strategy & ChangeBT to shut blighted Lancashire ICT business
Scandal-hit venture that became the embodiment of BT’s troubled partnership approach to council contracts to finally fade away. Council insourcing set to leave a significant dent in BT’s public sector revenue stream.
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PeopleBT job was “brutal” says ex-CEO Patterson
Former CEO claims he did not feel criticism towards end of BT tenure. Prefers ‘can-do’ mindset of Silicon Valley. BT decision making presented as paper-based and sluggish by comparison.
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PremiumQ2 FY20: isolated Hispam brings the Group down
Capital efficiency remains a focus as the Group weighs a myriad of options for the future of its Latin American division. Beyond the challenges of the pandemic, tough competition and a relatively low-value customer base are proving a challenge to profitability in the region.
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PremiumSpending: Capex peaks and operational efficiencies rise
Management assures infrastructure investment will be maintained, as key in post-COVID-19 world. Customer experience another priority area. Other projects being reined in to free up funds, though, with Abosolo stressing “strict screening” of spend plans
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PremiumGuidance: it’ll all be over by Christmas (2021)
Telefónica said it expects to meet its revised FY20 guidance, although even with the minimal targets it has set itself there is a challenge to be faced.
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Strategy & ChangeInfra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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PremiumTelefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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Strategy & ChangeTelefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...
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PremiumVodafone Q1 FY20–21
What ‘new normal’? Leadership pressing on with long-running efficiency and asset sale plans regardless of coronavirus disruption. Hints of bottlenecks owing to top duo’s workload. Group Finance’s €1bn cost-cutting plan “proceeding very well”. Footprint retrenchment not necessarily done, with some OpCos still appearing stuck on the margins. Currency weakness ...