All Strategy & Change articles – Page 103
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Public AffairsRegulatory questions posed over DT’s Romanian exit plan
Possibility of regulatory pushback to a deal raised by national competition head. European Commission would also want to have a close look.
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M&AEU: Vestager nod set to prompt regional consolidation race
Vestager distracts from four-to-three merger demands by highlighting potential for creation of pan-European big beasts. But is this feasible in any imminent iteration of Europe, beyond cross-border infrastructure ventures envisaged by Orange?
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PeopleBoddy to give Vodafone Ventures a pump?
Strategy Director’s addition to Vodafone Ventures board poses the question: what exactly is Vodafone’s strategy when it comes to technology VC?
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Strategy & ChangeO2 seeks to benefit from post-COVID-19 era
O2 UK turns sell-to relationships on store technology into commercial partnerships. Operator creates new suite of digital solutions to resolve social distancing challenges, using technology from two startups originally incubated by Wayra UK.
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PeopleHöttges continues shake-up with Germany CEO switch
DT’s leadership bowls a googly with appointment of Europe boss Srini Gopalan to head German NatCo. Message: nothing is sacred, as DT’s focus turns to re-imagining Europe-side businesses over 2020s.
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Network & InfrastructureSafaricom continues to eye Ethiopian expansion
Kenyan operator continues to edge towards its northern neighbour for next expansive step, with Ethiopia opening its markets to two new mobile competitors. Vodafone and associates reaching out to investment groups to back bid.
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PremiumBT drives climate plan with electric vehicle commitment
Telco continues to add to its carbon reduction plans through partnership with climate groups. Lifting up green-focused startups though a new accelerator programme expected to foster innovation.
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PremiumBT to face bona fide converged challenge from VM–O2
Liberty Global and Telefónica Group creating a UK “connectivity champion” that will leapfrog Sky to become a close second competitor to BT Group. BT confident in its lead in the convergence race, and upbeat on consolidation opportunities, but Spanish fibre know-how and comparable digital portfolio could present new threat. ...
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PremiumBT FY19–20: Looking on the bright side with new transformation plan
A new five-year plan, building on the transformation programme introduced in May 2018 was heralded by the Group.
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PremiumBT FY19–20: Fibre target raised — in theory…
BT is upping the target for full-fibre to 20 million premises passed by the ‘mid- to late-2020s’.
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Network & InfrastructureVodafone sets up new Czech TowerCo
Creation of new business is latest move in Vodafone’s M&A and business improvement plan for European sites.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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PeopleCan new Chairman bring back Vodafone’s bottle?
Coming straight from a 15-year CEO tenure, new Chairman does not look likely to be a back seat driver. Lack of a telco legacy appears significant, with Vodafone seeking to diversify products and more closely connect with individual customers. Growth-oriented M&A record suggests brief is not to dismantle Group. ...
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Strategy & ChangeBT begins new chapter in Spain
Rosa Ronda to head trimmed-down Spanish unit. Portobello Capital creates new company called Evolutio from former BT assets.
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Strategy & ChangeDT CSO Tschersich on security in an emergency
DT Chief Security Officer Thomas Tschersich: video conferencing here to stay, but widespread remote working will only work if there is increased trust between enterprise and cloud partners.
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PremiumBig Four providing a solid foundation
‘Show me the money’ the key message in Spain. Positivity in Germany and UK. Brazil trading up. LatAm carve-out progressing.
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Premium‘Resilient but not immune’ Telefónica takes its medicine
Plans for a Telefónica joint-venture with Virgin Media provided the big news, while smaller steps taken on wider digital transformation plans. COVID-19 inflicts a manageable early hit, but Group cautious on longer-term prospects. Scrip dividend offered as Group aims to carefully manage its cash and discretionary spending.
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PremiumVodafone Q4 FY19–20 management update: staying the course, post-coronavirus
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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PremiumBT and Vodafone down arms, talk post-crisis teamwork
Home-working seen as creating permanent new need for stronger networks covering UK homes, and potential for collaboration to deliver it. Industry cooperation seen as having played a key role in the robust management of changing demands on national infrastructure sparked by lockdown. Huawei takes a surprising dig at UK ...
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Strategy & ChangeVodacom puts home market business back in action
U-turn on Vodacom South Africa as it returns to becoming a standalone business with its own MD. Group creates simplified structure to manage expanded African portfolio.