Latest Virgin Media O2 Insight – Page 24
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M&AVM O2 CEO happy as spectator to BT takeover saga
Lutz Schüler, CEO at Virgin Media O2, said he “thanks God” his business is not distracted by shareholder goings on. Comes after Patrick Drahi expanded his shareholding in VM O2 rival BT. Schüler’s attention fixed on customer experience improvements and fibre rollout.
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PremiumTelefónica people moves: wholesale lead named at VM O2
VM O2 appoints Diego Tedesco to lead its Fixed Wholesale business in challenge to incumbent Openreach. SME-focused team also filled in at newly-merged UK operator, with appointments in marketing, products, and sales. Telefónica Tech draws in new faces from across the Group footprint.
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Network & InfraAltnets prep fibre wholesale platforms to rival Openreach
Two platforms aim to create full-fibre marketplaces for altnets and resellers. Signs of confederation among the UK’s 80-plus altnets, as wholesale competition heats up. Platforms facilitate Project Gigabit wholesale mandates and One-Touch Switching.
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Network & InfraHow CityFibre rolls with supply chain turbulence
Fibre builders not immune from global supply chain chaos. UK altnets feeling the pinch in chip and labour shortages, alongside rising costs. CityFibre supply chain director shares mitigation tactics.
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PremiumVodafone bulks up with full-fibre wholesale deals
Deals give Vodafone UK access to eight million full-fibre homes by April 2022. VfUK open to more wholesale partnerships. If Virgin Media O2 needs convincing for its wholesale plans, VfUK is interested.
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PremiumEquinox takes off as legal challenge looms
Openreach touts better-than-expected FTTP offer take-up. Equinox aimed at accelerating full-fibre adoption, but altnets could spoil the party with legal action.
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PremiumH1 FY21–22: Openreach enters fibre build phase two
Lonely position as sole BT unit posting positive results for the half year. CEO Clive Selley confident of future return on investment: FTTP rollout moving ahead of expectations; uptake supported by Equinox pricing deal and growing consumer demand.
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PremiumH1 FY21–22: flat figures at BT Consumer do not curb Jansen enthusiasm
Consumer division sees revenue and earnings knock in Q2. Numbers show slow going on multi-play uptake, and star product and service lines being outshone by accessories. Executives remain bullish on the long-term growth promise of convergence, however.
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PremiumTelefónica Q3 FY21 Headlines: recovery gathers steam but jitters persist
Group describes results as “significant step towards economic and social recovery”. OBs put in a solid quarter, with Vivo and Telefónica Deutschland reporting gathering commercial momentum. First quarter for refashioned UK business. Telefónica Tech’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Centralisation of Hispam progressing, and ...
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PremiumTelefónica Q3 FY21: Wary Group sticks to plan as recovery builds
Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance. All major OBs in growth and Hispam changes look to be having impact. Executives appear wary of conditions, with inflation and coronavirus lingering. Lid kept on capex as Group asserts discipline. Infra-Tech M&A frenzy ...
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Suppliers & SCMVM O2 puts Samsung in RAN frame
Longstanding suppliers Nokia, Ericsson put on alert as JV explores “vendor diversity”. VM O2 will put Samsung’s 4G and 5G RAN equipment through its paces. South Korean supplier maintains kit is open RAN-compliant (after some configuration changes).
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Strategy & ChangeElsewhere in the UK: Ofcom looking at scam calls
Ofcom and operators team on scam calls, within limits; VM O2 IPTV launch draws nearer.
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Network & InfraVantage 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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PremiumTelefónica people moves: Tech configures board
Cerdán inaugurated as President, with Colchero, Eguiron, and Prendes in tow at Telefónica Tech. Telefónica Peru names new CFO in effort to align business with the Group’s regional vehicle Telefónica Hispam. Virgin Media O2 continues to confirm team, with senior VM figures retaining titles.
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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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Financial & PerformanceTelefónica passes €1bn in shape shifting Tech push
Telefónica Tech division hitting €1bn in annualised revenue flagged as a highlight in Group’s Q3 results presentation. Growth business’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance.
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Financial & PerformanceTesco Mobile results: JV shines positive light on challenging period
Mixed bag for joint venture throughout UK lockdowns. “Highly competitive” twelve months sees operating profit rise 20%.
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PremiumTelefónica people moves: Group seeks strengthened government relations
Juan Montero takes over public policy and competition remit, with reshuffled reports in support. A direct swap on the Group’s Board sees María Rotondo Urcola fill Sabina Fluxà Thienemann’s shoes. Vivo names a successor for its vacant CIO spot. VM O2 builds out a marketing team to grow its ...
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Strategy & ChangeJansen battle-ready as competition grows on two fronts
BT CEO returns to pre-pandemic promises of a more robust defence of BT’s market position, on price if necessary. Speculation on heightened wholesale competition comes as Openreach Equinox fibre pricing looks set to reinforce the Group’s strong position. Retail threats may be more pressing for the incumbent as Sky ...
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Network & InfraVodafone takes Ofcom to task over proposed 2100MHz fees
Vodafone warns that rise in licence fees risks being passed onto end users. New annual licence fees for 2100MHz set to come into force from January 2022. Group calculates significantly lower fee compared with Ofcom’s proposal.