More Latest Insight – Page 382
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PremiumVodafone Group’s TOBi goes to Turkey
Vodafone partners with Microsoft for a Turkish TOBi version.
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PremiumVodafone Q4 FY18-19 spend: offset on track
With well drying up and 5G costs rising, leverage reduction is focus for “next few years”. Opex savings plan ahead of schedule, says Della Valle. Fibre splurge looks over, with capex reins kept on tight.
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PremiumVodafone Q4 FY18-19 headlines: headwinds and data fog
Little cause for cheer in top-line trends.
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Products & ServicesVodafone Q4 FY18-19
Diminishing cash wiggle-room reflected in dividend cutback. Reliance on Liberty deal increasingly in focus, as Group continues pivot towards struggling Europe Region. Questions starting to increase around lack of a growth platform.
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Products & ServicesTVision Home flickers into life; bundling bigger picture
TVision Home switched on in eight cities, with mobile app in pipeline. Preparations underway for FWA assault on home broadband market. NatCo’s ultimate aim is to become fully converged player in “5G era”. TMUS aspirations highly dependent on Sprint merger, however.
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PremiumTMUS–Sprint deal on knife edge; mixed signals from DoJ
Deadline pushed back, but Legere still claims to be optimistic about chances. WSJ reports DoJ as reluctant on merger as “currently structured”. Continued lobbying in Washington makes final decision difficult to call.
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Strategy & ChangeT-Sys hangs up on user support
Business tidy-up still getting into “full swing”, more than 18 months after T-Sys Chief Executive Adel Al-Saleh’s appointment.
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PremiumEricsson Nikola Tesla lands another core and RAN win
Repeat win for HT’s evident preferred network running buddy.
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Strategy & ChangeLast-mile fee hike proposed
Timely boost from BNetzA, but 5G costs and Vodafone move cloud wholesale picture.
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PremiumDT bites the bullet in German 5G auction
DT bids heavily on acquiring more airwave concessions, despite reservations. Germany throws Huawei a 5G lifeline.
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PremiumDT highlights further mmWave tests with Ericsson
Group remains keen on microwave-based 5G backhaul.
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PremiumLong-range drone JV comes on radar
DT tries its luck on another long-view innovation investment.
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PremiumTim maintains Zen despite tension in airwaves
Group keeps on course for performance targets. Q1: another TMUS-powered quarter, but European segments growing contribution. Sprint and German 5G auction outcomes cloud outlook. Hints of churn worries amid European turbulence.
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Suppliers & SCMVfI signs raft of deals for post-merger synergies
Fresh contracts with long-established suppliers Ericsson, HPE, and IBM. Merger partners wield more procurement power as VfI. Focus on back-office streamlining, virtualisation, and digital transformation. CEO Sharma says post-merger synergy targets are “ahead of track”.
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PremiumVodacom snaps up solution provider IoT.nxt
Business development partnership upgraded. Suggestions that times have changed regarding operator tie-ups.
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PremiumVfIt launches FTTH pilot in ‘digital divide’ areas
FTTH expansion into ‘market failure’ localities. Expanded wholesale relationship with Open Fiber. Network tie-up between TI and Open Fiber still on cards.
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PremiumIberian OpCos tout 5G game with cross-border roaming
Neighbours make friends on 5G cross-over.
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PremiumVfR seeks 5G silver lining to regulatory cloud
Supernet 5G goes live in parts of Bucharest but awaiting handsets. Government aims for high returns in upcoming spectrum auction. New turnover tax adds more pressure on telecoms sector. Rival DT reportedly mulling market exit.