More Latest Insight – Page 310
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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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Partnerships & AlliancesTelefónica, Nokia partner on IoT-enabled supply chains
Group research arm among 21 partners to join EC-backed consortium for next-generation supply chain management, centred on the port of Valencia.
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Network & InfrastructureVodacom looks to Loon in Mozambique
Mozambique partnership to deliver network expansion, if technicalities ironed out. First Loon tie-up within Vodafone Group.
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M&ACelfocus sees opportunities to expand Vodafone account, post-sale
Former JV positive on go-to-market synergies, following full amalgamation with parent Novabase.
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Suppliers & SCMDeutsche Telekom exec vents ecosystem frustrations
Chair of ETSI’s ZSM ISG calls for more purposeful collaboration between SDOs and open source communities. Frets that smaller software suppliers are excluded from standards input.
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Products & ServicesRichter to scale Vodafone’s digital services opportunity
Vodafone Technology Director sees creative collaboration and an emphasis on core connectivity as crucial to building a role in digital services ecosystem, with IoT a key example of the opportunity. BT Enterprise CTIO highlights the way digital services demand is both accelerating and evolving in response to pandemic.
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PremiumDeutsche Telekom to issue more RFIs for TIP transport scheme
Group rounding up new posse of open transport suppliers under the TIP flag.
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PeopleSwantee lands at Warburg Pincus
Former EE and Sunrise CEO Swantee picked up by Warburg Pincus, conveniently timed as Swiss cable operator UPC looks for buyer. Exec joins a slew of ex-telco CxOs with private equity advisory roles.
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Financial & PerformanceVodafone Idea loses leadership in all three Metros
Indian JV relinquishes last urban stronghold and set to lose second spot overall.
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Suppliers & SCMISS’ Deutsche Telekom deal gathering speed despite virus and malware
DT’s new FM partner is beginning to feel the benefit of its relationship, despite an unfortunate series of internal and external obstacles.
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PremiumDeutsche Telekom and SAP charged with scaling German COVID tracker
T-Systems said to be providing server architecture for ramping up of a national contact tracing programme intended to help contain the spread of COVID-19. DT’s involvement comes as federal government bows to pressure to adopt a decentralised approach to tracing after resistance to centralisation from Apple and Google.
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Enterprise (B2B)McRae: collaboration with enterprise ‘critical’ in 5G era
BT aiming to embed with enterprise through the development of new ways to work with business enabled by 5G technology. McRae his typically sceptical self on network slicing proliferation, but has faith in the underlying principles of the technology in the right circumstances. The BT Chief Architect maintains that ...
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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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Innovation (R&D)T Mobile US to help design FAA’s drone tracking system
TMUS joins Airbus, Amazon, Intel and others on federal Remote ID protocol development.
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Public AffairsBlockchain expert warns of huge telco workload
Regulatory and legal hurdles often bigger than technical challenges.
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M&AJoosub still interested in SA fibre buyout
Vodacom remains on lookout for M&A opportunities, although next-generation network expansion has recently dropped down his to-do list.
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Network & InfrastructureVodafone Germany plans for 3G sunset
CTO Gerhard Mack announces 3G retirement date of 30 June 2021, putting a deadline on spectrum re-farming and prepping the OpCo for accelerated 5G rollout. OpCo follows in footsteps of VodafoneZiggo, which made the same move earlier this year.
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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.