More Latest Insight – Page 201
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PremiumVodafone H1 FY21–22 guidance: on-point numbers prompt upward correction
Group gains confidence from “in line” H1 numbers to raise floors on earnings and cash flow.
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PremiumVodafone H1 FY21–22 spend: capex boost falls silent, opex squeeze paused
Presentation sees no further update on (somewhat contentious) Group plans for a capex lift to fuel digital services growth. Executives moot another exceptional investment boost in Germany, for fibre rollout. Group Finance’s headline opex reduction programme comes to a temporary halt, amid pandemic effects.
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PremiumQ2 FY21–22 Headlines: Vodafone growth maintained despite B2B, Spain bumps
Group benefits as COVID-19 drag steadily eases. On positive side, forward movement maintained in Germany and UK, and picture improves in super-competitive Italy. Blotches include an apparent step back in growth at Vodafone Business, despite its star billing, and a return to reverse gear in perennially challenging Spain.
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PremiumElsewhere in BT Enterprise: Shuter boasts RNLI collab
BT recognised for managed services improvements; Shuter boasts of RNLI partnership.
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PremiumQ2 FY21–22: Vodafone's Read hypes prospects as M&A talk hots up
Leadership especially bullish on “momentum” and “sustainable growth” after solid Q2 data. Wave of M&A possibilities surround Vodafone only a few months after Group declared portfolio reshaping complete. Report sees Group maintain growth, but with mix of performances across businesses and a glitch on cost-saving progress. Guidance floors raised ...
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PremiumOfcom seeks to protect BT public phone boxes
Regulator estimates that 6,000 BT kiosks have been converted under Adopt a Kiosk scheme. Stricter rules could protect about 5,000 phone boxes. Ofcom proposes other changes to USO including fax support and directories.
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PremiumH1 FY21–22: Legacy still a drag on BT Enterprise
Legacy declines continued to outpace new service and digital growth, while mobile wholesale losses dimmed Q2 performance. EBITDA performance buoyed by lower costs. Jansen remains confident in Enterprise’s ability to grow again as CEO Rob Shuter’s organisational changes and new operating model take shape.
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PremiumElsewhere in BT Consumer: Plusnet issues persist
More cricket on the schedule; Smart Benefits portfolio bolstered; and Plusnet email issues persist.
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Innovation (R&D)Vodafone connected mobility platform nears launch
Road safety-focused V2X platform STEP set for early-2022 commercial launch. Vodafone drives connectivity via edge network, with HERE and Porsche among a stable of partners.
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PremiumCompelling 5G use-cases still to come, says EE
EE brand director concedes 5G marketing more difficult than when 4G arrived. Anticipates “a lot” of the 5G use-cases will not arrive in the short term. Next phase of rollout plan begins with indoor launch.
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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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Products & ServicesDT evangelises Polte to startup IoT device makers
IoT expert encourages hubraum community to test cellular-based location technology from US-based vendor. Maintains ‘OTT solution’ caters for many IoT use-cases. Polte survives DT’s rigorous testing process, which saw it preferred to cloud-based location technologies from Ericsson, Huawei, Nokia, and Skyhook.
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Suppliers & SCMMitie set to cash in on Huawei ban after DAEL buy
FM group indicates it is picking up more business from BT and Vodafone. DAEL Ventures UK brings in ADC capabilities for cell towers.
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Network & InfrastructureHome networks “don’t really have resilience”: Wibergh on Wi-Fi pain points
Vodafone CTO talks end-to-end-experiences, pandemic challenges, and IoT growth.
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Network & InfrastructureDT’s Jacobfeuerborn gives ‘flying towers’ up to ten years to take off
DT-backed SPL is seeking Series B funding. Second edition of GSMA white paper on HAPS due to be published in early 2022. Jacobfeuerborn sees HAPS as the ‘missing link’ between terrestrial and satellite networks.
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PremiumElsewhere in BT Technology: Adastral Park expanding
Adastral Park looks to expand; BT Labs names partner for IoT security; BT Sport involved in shared spectrum 5G broadcasting.
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PremiumBT wants to retain Huawei FTTP kit until 2030s
BT’s CTIO flags benefits of a converged core and legacy network closures.
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Network & InfrastructureRegulator: don’t let Ethiopia unrest slow network rollout
The Ethiopian Communications Authority has told STE to “expedite the project rollout” amid ongoing conflict in the country’s north. No wiggle-room in Q1 commercial launch deadline, despite Safaricom staff evacuation and national state of emergency.
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Innovation (R&D)New TelcoX research from TelcoTitans: state-of-play with Vodafone’s data drive
Survey provides exclusive insight into Vodafone executives’ perceptions of key suppliers. Including special focus on where operator is at with data adoption, to drive efficiencies and speed to market. Top ongoing challenges include organisational and technical bottlenecks.
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PremiumTelefónica Q3 FY21 Guidance and spend: hanging fire in uncertain times
Positive results not enough for Telefónica to lift guidance. Grip on spend remains in place, with focus on volume and mix discipline.