Latest Strategy News – Page 105
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Strategy & ChangeDrillisch ‘not giving up’ on network plans
Prospective new MNO in tight spot over 5G ambitions.
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Network & InfrastructureTelefónica supports call for COVID climate aid alignment
Telcos represented in UN-backed statement urging alignment of COVID-19 economic response with climate action. GSMA, Magyar Telekom, Orange, and Vodafone also pledge support.
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Strategy & ChangeDT’s Höttges hints at hybrid office future
Höttges floated the prospect of a hybrid office setup for WFH employees, potentially reducing DT footprint beyond just its retail presence.
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Network & InfrastructureDeutsche Telekom rethinks German tower expansion plan
2,000 per year add-on ambition “too optimistic” in current circumstances.
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PremiumDeutsche Telekom Q1/FY20 first take: only mild symptoms, so far
Upbeat executives comfortable enough to keep guidance and dividend unchanged, despite some COVID-19 impact on B2B projects and consumer sales.
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Financial & PerformanceTelefónica talks up increasing digital relevance
Group believes seismic societal change will emphasise the relevance of emerging digital services. However, in recent months the rate of growth has been slowing, not accelerating. Corporate digitalisation still where the money’s at for Telefónica, with changes in the consumer market focused more on updating sales channels and improving ...
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PremiumVodafone FY19–20 quick take: no change here
Read infers Group is better placed, post-Colao for economic downturn. Della Valle confirms new, AT Kearney-inspired €1bn cost-cutting plan, after trailering move in late-2019. No disruption to Read’s M&A overhaul, beyond Egypt. Targets hit but glitchy performance, both at OpCos and Vodafone Business.
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Strategy & ChangeVivo commits to investment through crisis
Brazil CEO Christian Gebara cautiously optimistic on progress of joint investment plans despite potential impact of the coronavirus outbreak. FTTP rollout undertaken in conjunction with American Tower said to be progressing serenely in current circumstances. Telefónica|Vivo’s operational strength may also tempt more service providers to consider signing ...
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Strategy & ChangeT-Systems sees European spend cuts; remixes strategy
Pandemic prompts yet another strategic rethink at T-Sys. Division expects half of European business to cut IT spend. T-Sys doubles down on digitisation to help clients adapt. New strategy based around three-phase recovery. Exec denies 5G plans on hold in wake of COVID-19.
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Strategy & ChangeTele Columbus bats off TDE housing association rivalry
Rival suggests NatCo’s long-expressed ambition to attack bulk broadband market is still some way away from having an impact.
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PremiumDeutsche Telekomwatch roundup - May 2020
DTCP invest in SafeBreach and cash in on video conferencing software Blue Jeans; hub:raum co-led blockchain investment round in Ubirch. Tim Höttges rotates for Adel Al-Saleh on BT board. TMUS confirmed contracts with Bandwidth Inc, Avangrid Renewables, and AWS’ A2I solution.
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M&AO2 and VM: cash in the attic and a new shop front
While building a strong UK competitor is the headline motivation behind the plan to merge O2 UK and Virgin Media, for Telefónica the deal is a shining opportunity to get its Group finances in order. Structure of the JV suggests a key opening for Telefónica to bring its strong ...
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Strategy & ChangeGroup sees Millicom Costa Rica withdrawal as a bit rich
Telefónica threatens legal action after late-hour back-out by buyer.
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Strategy & ChangeDeutsche Telekom calls Camunda to orchestrate RPA and APIs
Camunda CEO: “RPA is a painkiller not a cure”. DT Service leans on business process management specialist to manage bots across multiple RPA platforms. Exec regrets not putting in place a process orchestration layer at start of RPA journey. Strategic goal is to shift from front-end RPA to APIs ...
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Partnerships & AlliancesDeutsche Telekom updates SKT tie-up, post-coronavirus
“Immersive” virtual meetings and challenges of network management on refreshed agenda.
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PremiumBT to invest its way through crisis says Jansen
Jansen declares an ambition to “invest more heavily on the back of this crisis” and use it to identify opportunities to drive economic recovery and benefit all stakeholders. BT CEO claims providing outlook guidance “just impossible” for months to come. No return to business-as-usual expected, but Group gearing up ...
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PremiumBT Sport reinvents to meet coronavirus challenge
Television unit develops innovative virtual studios and repackages older content to meet the challenges of maintaining a service during the live sport blackout.
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PremiumBTwatch roundup - May 2020
Coronavirus response takes shape across all Group entities. BT Consumer takes steps towards splitting with Carphone Warehouse following O2 UK’s recent withdrawal. Openreach boosts East Mids broadband to support home working.
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PremiumBlanco’s empire to permeate new Telefónica
Group CTIO expected to pull the strings as Telefónica Tech and Infra establish their purpose, and ensure consistency on the adoptions and commercialisation of new technology. Team of veteran architects and technologists to head six units managing global networks and systems. Memo hints at plans for more independent fibre ...
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Strategy & ChangeO2 UK cuts ties with Carphone Warehouse
Retailer’s pre-COVID-19 strategic retreat from the High Street, and resistance towards sales volume targets, matched with growing O2 emphasis on its own channels, prompted the breakdown of an already strained relationship.