All Strategy & Change articles – Page 35
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Telekom Deutschland gives independence to wholesale unit
Kerstin Baumgart promoted to management team.
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BT opens Belfast office, ‘on track’ to complete UK real estate revamp
BT cuts ribbon on 2,000-seater Riverside Tower hub.
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MWC: DT banks on space to bring T-IoT to ‘next level’
Deutsche Telekom IoT uses SatCo tie-ups to expand reach of cross-border, unified IoT offering debuted with T-Mobile US in 2022.
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Investors kick Cellnex tyres; management ‘open’ to minority sales
Spanish group could bring financial partners into its country businesses, in a bid to speed up push towards financial stability.
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Magenta Telekom, Meridiam get go-ahead for fibre JV
EC clears Alpen Glasfaser to press on with rollout targeting 650,000 homes outside of main cities.
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Telefónica’s home security JV remains in growth — but in red, too
Operator’s connected alarm and monitoring venture with Prosegur continues to see strong uptake, growing user base at double-digit rates in FY22.
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DigitalBridge eyes casualties from European fibre fallout
Investment group sees financially squeezed altnets’ valuations dropping dramatically, offering up opportunities to absorb weakened players.
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Financial & Performance
Telefónica FY22: foundations ready, vision to follow
No surprises as the Group rounds off year hitting targets as expected and promising steady future progress. Little indication given of future strategy evolution, but a focus on opening infrastructure and network-as-a-service looks set to feature strongly. Consolidation the talk of the analyst call, with altnets on radar and ...
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People
Orange people moves: new home market head
Martin Bergner and Vincent Garnier take up Chief Data Officer roles at Orange’s rebranded business unit.
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T.Capital to supercharge DT’s strategic investments
Strategic investment activity is independently branded as T.Capital and gets set to play bigger role in Deutsche Telekom’s innovation drive.
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M&A
Schüler ‘open’ to altnet M&A as VMO2 builds fibre base
Virgin Media O2 CEO states altnet consolidation is possible, citing “very low” penetration rates among fibre providers.
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T-Mobile US ties with AWS on enterprise 5G edge
Operator augments 5G Advanced Network Solutions with AWS edge compute. ·Deutsche Telekom and T-Mobile among cohort supporting new Integrated Wireless on AWS programme. ·AWS taps telcos to sell private mobile services to enterprises.
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BT Q3 FY22–23 headlines: big picture positives, details remain devilish
Q3 seen to support BT’s upward trend, building towards an overall good FY defined by major strategic moves.
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M&A
Brazil’s Vivo sees fibre M&A possibilities hotting up
Operator open to being active deal-maker in market that “needs to be consolidated”, says CEO.
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3G: Vodafone’s legacy network shutdown gains pace in Europe
Vodafone OpCos in Greece, Ireland, and the UK initiate phased 3G blackouts as Group progresses towards network shutdowns.
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Telefónica proceeds serenely as Spain’s fibre scene braces for consolidation fallout
The reported suspension of a €1bn Spanish fibre access merger over financing difficulties sparked speculation that the crowded market may struggle with future funding.
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Orange questions sell off of Europe’s ‘critical’ infra
CEO Christel Heydemann wants to keep hold of tower business TOTEM, citing strategic and political concerns around majority sales of infrastructure assets.
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Vi grapples with losses, debt after equity conversion completes
Indian government now owns about 33% of JV.
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Vodafone sliced up again: Liberty piles pressure on UK group by taking 5% stake
Liberty CEO Mike Fries describes purchase of Vodafone shares as “opportunistic”.
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T-Mobile’s Neville Ray exits, networks chief to fill tech gap
Ray to depart in the autumn after heading 5G expansion strategy, Sprint integration, and “layer cake” spectrum approach at the Un-Carrier.