All Strategy & Change articles – Page 107
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M&A
Forthnet share shuffle puts United Group in charge
Pending takeover ends will-they-won’t-they saga of possible Vodafone and Wind buyout. Forthnet MVNO supported by Vodafone Greece yet to be launched commercially, but reflects competitive threat for OpCo to ponder. Move for Wind rumoured as next step for United.
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Public Affairs
Telefónica Peru defends new city unit amid Twitter storm
Caught in political cross-fire, Peruvian operating business fends off flak over award of telecoms concession.
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Network & Infrastructure
Orange CEO open to pan-European TowerCo idea
Stéphane Richard sees “interesting opportunity” in possible tie-up with Deutsche Telekom or Vodafone. CEO wants to do “something smarter” with tower assets than selling masts to accumulator Cellnex.
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Strategy & Change
Elsewhere in Telefónica Group: Prisa stake options mooted
Prisa stake potentially in play; Cisco trumpets Telefónica sell-with relationship; next stop USA for content?
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Network & Infrastructure
Deutsche Telekom takes rain-check on full-fibre target
Rethink on mix of German next-gen deployment will see Group need a year more than expected to get up to full roll out speed.
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Strategy & Change
CWU plots against BT transformation plans
Union’s Bonfire Night declaration promises fireworks as BT attempts to simplify processes linked to redundancies. BT management under opposing pressure from investors to move more quickly to reduce headcount.
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Venturing & Investments
Wayra joins €2.5m ticket for rural Wi-Fi partner
Wi-Fi solution startup Galgus closes Series-A funding round led by Conexo Ventures, with Wayra investing too. Galgus is a Telefónica partner on public Wi-Fi in under-served areas.
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Strategy & Change
CFO Werner in box seat on Telekom’s data strategy revamp
Telekom Deutschland’s money man overseeing data-driven modernisation programme, including effort to meld siloes through over-riding data lake. Data strategy seen as key to growth, efficiency, and customer experience goals.
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Strategy & Change
Telefónica bulks up cybersecurity unit with Brazilian assets
Group further sharpens its focus on security services. ElevenPaths adds Peru to its local operations.
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Strategy & Change
IoT.nxt rejigs management to further exploit Vodafone links
Vodacom acquisition anticipates faster international growth, prompting operational changes along territorial lines. Among the trio of internal appointments is Mark Beets, handed responsibility for developing business with Vodafone’s Partner Markets organisation.
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Network & Infrastructure
Vodafone in “no rush” to deploy XGS-PON
Cornaglia says GPON fibre architecture is “probably sufficient” to meet bandwidth needs until 2025. Executive sees some promise in TWDM-PON technologies in longer term, but high costs and system instability causes for concern.
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Products & Services
TPG woos eco-conscious consumers with felix sub-brand
Carbon-neutral sub-brand signals fresh start for newly merged TPG Telecom. TPG steps up customer acquisition push with green and unlimited data offers and gets busy on convergence. Australian sub-brand follows Vodafone playbook.
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Suppliers & SCM
Deutsche Telekom to harness machine learning-based buying
DT’s finance and human resources shared services unit builds process mining expertise with Celonis. By 2025, DTSE aims to have machine learning-based recommendations for “Procure-to-Pay” process.
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Network & Infrastructure
Vodafone UK unveils plans to kick-start open RAN
OpCo commits to 2,600-site rollout; suppliers in evaluation stage. VfUK aims for at least 20% of UK sites based on disaggregated architectures, but not until 2027. Timeline dovetails with Huawei kit removal roadmap. Investment geared towards encouraging more participation from operators, suppliers, and government to get open RAN ball ...
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Strategy & Change
Vodafone Ireland pushes for greater digital engagement
OpCo has deployed the first 50 Broadband Connection Points as the long-gestated National Broadband Plan starts to take shape. Reveals measures that were required to deal with the effects of the coronavirus pandemic.
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Premium
BT Group Q2 FY20–21
Revenue and profit keep falling in pandemic. COVID-19 creates noise and uncertainty, but BT is pushing its transformation story, asking for patience as stakeholders get twitchy. Openreach a lone bright spot, although Global may be benefitting from long-term recovery strategy. An improved earnings forecast at BT is not expected ...
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Financial & Performance
Openreach fibre thrives but volume deal prospects fade
A strong quarter and half-year for the access services business demonstrates building momentum for fibre services in the face of the pandemic. Anticipated long-term volume deals may not materialise, but associated competitive pressure may help BT arguments on the need for a ‘fair bet’ from Ofcom.
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Premium
BT spend: opex coming down, capex still building to peak
Simplified systems are bringing efficiency but lower trading giving an unwanted helping hand. Capex rising, but a sharp decline is anticipated with copper switch-off.
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Premium
BT guidance: EBITDA recovery on horizon, sales rise fainter
Two more years of revenue decline ahead, but EBITDA improving and underpinning investment plans.
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Premium
BT Global braces for more COVID-19 headwinds
Precipitous revenue declines continue for Global as pandemic makes its presence felt, but mitigation measures and ongoing transformation ease the pain on profit levels. Growing underlying strength of division offers hope beyond an anticipated tough second half.