All Strategy & Change articles – Page 101
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PremiumBT Group Q1 FY20–21
First full COVID-19 quarter sees a sharp decline in revenue and EBITDA. Outflow of cash as network investment continues. Group CEO Jansen claims mists are clearing, enabling Group to issue guidance for the year — although BT anticipates little improvement until 2021. Openreach progress is the main positive for ...
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Strategy & ChangeTelefónica in front row seat as Spain unveils recovery plan
Left-leaning Spanish government to put digital transformation at the heart of plans to tackle pandemic challenges, playing to Telefónica strengths.
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Strategy & ChangeHrvatski Telekom loses rights over Mostar stake
Hrvatski Telekom and Deutsche Telekom will now be forced to consider options after right of first refusal is removed.
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PremiumBT sanguine on DT investment in London fibre rival
Minority BT stakeholder Deutsche Telekom adding to its UK interests through an investment in social housing-focused fibre altnet Community Fibre. Former EE Chief Olaf Swantee to make a UK return as venture’s Chairman. Community Fibre building a business case on sharing Openreach ducts and poles with aim to reach ...
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Strategy & ChangeBT to shut blighted Lancashire ICT business
Scandal-hit venture that became the embodiment of BT’s troubled partnership approach to council contracts to finally fade away. Council insourcing set to leave a significant dent in BT’s public sector revenue stream.
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PeopleBT job was “brutal” says ex-CEO Patterson
Former CEO claims he did not feel criticism towards end of BT tenure. Prefers ‘can-do’ mindset of Silicon Valley. BT decision making presented as paper-based and sluggish by comparison.
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PremiumQ2 FY20: isolated Hispam brings the Group down
Capital efficiency remains a focus as the Group weighs a myriad of options for the future of its Latin American division. Beyond the challenges of the pandemic, tough competition and a relatively low-value customer base are proving a challenge to profitability in the region.
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PremiumTelefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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PremiumSpending: Capex peaks and operational efficiencies rise
Management assures infrastructure investment will be maintained, as key in post-COVID-19 world. Customer experience another priority area. Other projects being reined in to free up funds, though, with Abosolo stressing “strict screening” of spend plans
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Strategy & ChangeInfra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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PremiumGuidance: it’ll all be over by Christmas (2021)
Telefónica said it expects to meet its revised FY20 guidance, although even with the minimal targets it has set itself there is a challenge to be faced.
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Strategy & ChangeTelefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...
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PremiumVodafone Q1 FY20–21
What ‘new normal’? Leadership pressing on with long-running efficiency and asset sale plans regardless of coronavirus disruption. Hints of bottlenecks owing to top duo’s workload. Group Finance’s €1bn cost-cutting plan “proceeding very well”. Footprint retrenchment not necessarily done, with some OpCos still appearing stuck on the margins. Currency weakness ...
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PremiumVodafone Q1 FY20–21 spend: no obvious change of course, post-COVID-19
Any post-COVID-19 spend strategy changes appear to either be being kept under wraps, or subjugated by leadership focus on keeping the business on track.
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PremiumVodafone Q1 FY20–21 headline performance: Germany and the rest
COVID-19 blow cushioned: strength in Germany and Portugal, with mixed performances elsewhere. Currency weakness turning Read’s focus on Africa sour.
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Strategy & ChangeVodafone Albania denies exit rumours
Albanian OpCo pushes back against speculation that it will withdraw, claiming it remains a key market.
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M&ADT half-way out of Romania (maybe)
Agreement “in principle” reportedly struck between Orange and Romania’s government to take over Telekom Romania’s fixed-line business. Mobile arm still up for sale, as DT struggles to find full escape velocity from underperforming market.
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PremiumVodafone starts (another) new slate in Australia
Radical new corporate set-up for CEO Berroeta. Teoh (and son Shane) join the board. Mobile and fixed network “synergies” a priority. Multi-brand strategy sees Vodafone sit alongside slew of TPG sub-brands.
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Strategy & ChangeVivo to generate its own renewable energy
Opportunities for cost-savings are driving Vivo to get more hands-on with adoption of localised renewable energy sources. Twenty-year contract commitments from the operator said to be enabling innovative energy provider projects.
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Strategy & ChangeServices at the core of enigmatic Telefónica Tech
Beyond the big talk about Telefónica Tech, associated revenue remains modest, and growth not immune to pandemic impacts.