All Strategy & Change articles – Page 105
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PremiumEurope: Read stresses asset line-up is not settled
Vodafone leadership considering next phase of Group strategy, and indicates M&A moves could form part of new medium-term plan. Group open to solutions in markets not generating sufficient return on capital employed. Germany’s importance to Vodafone on display again; commitment to other markets less obvious.
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PremiumAfrica: resilient SA helps Vodacom through crisis
Vodacom continues to perform well despite regulatory and macro pressures across its regional footprint. However, unfavourable currency trends remain fly in the ointment when Group’s results are translated to Vodafone’s P&L. No sign yet that Vodafone management is going cool on its commitment to Africa, despite weaknesses and willingness ...
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Strategy & ChangeBT builds up Data & AI Solutions biz
Data & AI Solutions business searches for revenue gold in BT Group’s data hills. BT researchers tap data for better customer experience, while Openreach data scientists reduce cost of fibre rollout.
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Strategy & ChangeT-Systems exits Malaysia
T-Systems sold its business in Malaysia to investors last month after major customer Shell moved IT operations to India, TelcoTitans has learned.
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Strategy & ChangeLiberty likes idea of VodafoneZiggo listing
Vodafone partner’s CFO argues that an IPO would command “premium valuation” in comparison with incumbent KPN. Bracken casts Vodafone as “wonderful partner”, and that the JV has done a “great job” in cutting costs and increasing revenue. Talks enthusiastically about VodafoneZiggo as “national FMC champion”. ...
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Strategy & ChangeCould Telefónica exit Uruguay next?
Telecom Argentina reportedly mulling play for the Group’s local unit. Telefónica executives stress they remain open to all options to reduce its exposure in the Hispanoamérica region. Group continuing to experience frustrations in snakes-and-ladder-esque regional divestment programme.
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Strategy & ChangeCzech operator tops up on O2
O2 Czech Republic extends right to use Telefónica’s European brand name beyond 2030. Group’s ties with operator’s majority stakeholder not totally severed.
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PeopleIT transformation lead Rachel Higham leaves BT
Higham, Managing Director of IT, leaves a vacancy currently plugged by key lieutenant Mark O’Flaherty. Exec appointed CIO at advertising giant WPP. Self-styled “Chief Sherpa” leaves with substantial transformation work still to be done, despite marked progress.
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Network & InfrastructureOfcom hints at ten-year “fair bet” timeframe for BT
Openreach to be unconstrained on full-fibre pricing until 2031 under proposed plans from the regulator. Jansen claims he would rather have a cap on returns, and more time. Fellow infrastructure builders happy with clarity, but Openreach customer TalkTalk unhappy with impact on wholesale. Regulatory clarity may kickstart discussions on ...
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Network & InfrastructureBT calls for alternatives to fibre in rural Wales
Connecting the most challenging premises not viable under the USO. Openreach, backed by government infrastructure committees, wants to look beyond FTTP for gigabit access.
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Network & InfrastructureOpenreach connects dots in Highlands and Islands
Regional fibre programme reaches its conclusion with targets surpassed. R100 scheme to pick up the baton in 2021 to continue superfast expansion to Scottish hinterlands.
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OperationsBT picks Belfast for legal relaunch
Multi-million-pound investment goes towards revamp of Group’s legal presence. Another BT function chooses to switch activities across Irish Sea.
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Network & InfrastructureOpenreach consults with CPs on exchange closures
BT infrastructure arm continues prep for shutdown of 4,600 local exchanges. “Exchange evolution” programme may last 20 years, although early-2030s to see most dramatic change. Purchase of copper broadband services now halted in Salisbury.
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PremiumElsewhere in BT Group: Cisco takes IMImobile
Partners Cisco and IMImobile to meld customer comms solutions.
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Public AffairsBT could face winter strike action
CWU ups the ante in the Count Me In campaign as employees back what could be the first national strike at BT in decades. New Birmingham office to be first regional hub in Better Workspace programme, but the pandemic is complicating other office searches.
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Strategy & ChangeElsewhere in Openreach: job creation takes off
European fibre surge anticipated; Openreach partner folds.
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Strategy & ChangeTelefónica Tech changes shape ahead of carve-out
Reorganisation sees cybersecurity and cloud businesses merge. Telefónica IoT & Big Data Tech registered as a Telefónica Tech company.
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PremiumGuidance: beefed-up DT puts on a show
Up-sized Group uprates earnings again. America providing the main grunt, but Europe also chipping in. Stakeholders still queasy around cash generation, despite Group’s rude health at EBITDA level.
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PremiumDeutsche Telekom Group Q3 FY20
Twin-track Group resilient in Europe while continuing to achieve strong growth in the USA. Mismatch between prospects and sentiment in two regions has become a key challenge for management. Attention turning to next strategic cycle, and how DT will seek to reinvigorate Europe-side businesses in stodgy political and regulatory ...
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Network & InfrastructureHigh hopes: Vodafone plans African SpaceMobile debut
Territories such as Kenya and Democratic Republic of Congo seen as low-hanging fruit for edgy new satellite venture. Vodafone working behind scenes to build beyond investment in SpaceMobile, and exploit platform for network gain.