All Strategy & Change articles – Page 104
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Partnerships & Alliances
Telcos see more cooperative post-crisis industry
Home-working creating a permanent new need for stronger networks covering the UK’s 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.
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Enterprise (B2B)
BT’s Karonis: teamwork key for new normal
B2B partnerships seen as especially key in post-COVID era, but BT sees margins being squeezed by cloud tie-ups. Response to current disruption is providing operators with food for thought on how they can move fast, and fix things.
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Partnerships & Alliances
Telefónica, Vodafone support COVID-climate aid alignment
Telcos represented in UN-backed statement urging alignment of COVID-19 economic response with climate action. Magyar Telekom, GSMA, and Orange also pledge support.
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Network & Infrastructure
Telefónica supports call for COVID climate aid alignment
Telcos represented in UN-backed statement urging alignment of COVID-19 economic response with climate action. GSMA, Magyar Telekom, Orange, and Vodafone also pledge support.
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Strategy & Change
DT’s Höttges hints at hybrid office future
Höttges floated the prospect of a hybrid office setup for WFH employees, potentially reducing DT footprint beyond just its retail presence.
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Network & Infrastructure
Deutsche Telekom rethinks German tower expansion plan
2,000 per year add-on ambition “too optimistic” in current circumstances.
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Deutsche 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 & Performance
Telefónica 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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Vodafone 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 & Change
Vivo 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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Strategy & Change
T-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.
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Deutsche Telekomwatch roundup - May 2020
DTCP invest in SafeBreach and cash in on video conferencing software Blue Jeans; hub:raum co-led blockchain investment round in Ubirch. Tim Höttges rotates for Adel Al-Saleh on BT board. TMUS confirmed contracts with Bandwidth Inc, Avangrid Renewables, and AWS’ A2I solution.
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M&A
O2 and VM: cash in the attic and a new shop front
While building a strong UK competitor is the headline motivation behind the plan to merge O2 UK and Virgin Media, for Telefónica the deal is a shining opportunity to get its Group finances in order. Structure of the JV suggests a key opening for Telefónica to bring its strong ...
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Strategy & Change
Group sees Millicom Costa Rica withdrawal as a bit rich
Telefónica threatens legal action after late-hour back-out by buyer.
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Partnerships & Alliances
Deutsche Telekom updates SKT tie-up, post-coronavirus
“Immersive” virtual meetings and challenges of network management on refreshed agenda.
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Strategy & Change
Deutsche Telekom calls Camunda to orchestrate RPA and APIs
Camunda CEO: “RPA is a painkiller not a cure”. DT Service leans on business process management specialist to manage bots across multiple RPA platforms. Exec regrets not putting in place a process orchestration layer at start of RPA journey. Strategic goal is to shift from front-end RPA to APIs ...
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BT to invest its way through crisis says Jansen
Jansen declares an ambition to “invest more heavily on the back of this crisis” and use it to identify opportunities to drive economic recovery and benefit all stakeholders. BT CEO claims providing outlook guidance “just impossible” for months to come. No return to business-as-usual expected, but Group gearing up ...
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BT Sport reinvents to meet coronavirus challenge
Television unit develops innovative virtual studios and repackages older content to meet the challenges of maintaining a service during the live sport blackout.
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BTwatch roundup - May 2020
Coronavirus response takes shape across all Group entities. BT Consumer takes steps towards splitting with Carphone Warehouse following O2 UK’s recent withdrawal. Openreach boosts East Mids broadband to support home working.
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Premium
Blanco’s empire to permeate new Telefónica
Group CTIO expected to pull the strings as Telefónica Tech and Infra establish their purpose, and ensure consistency on the adoptions and commercialisation of new technology. Team of veteran architects and technologists to head six units managing global networks and systems. Memo hints at plans for more independent fibre ...