All Strategy & Change articles – Page 81
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Strategy & ChangeTelco leaders converge on Bilbao for ‘secret’ strategising
Deutsche Telekom, Telefónica, and Vodafone represented at the latest European Round Table event. Behind-closed-doors discussions focused on decarbonisation, skills transformation, and single market competition.
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PremiumH1 FY21–22 Spend: efficiencies found to give BT an edge
Improved cost points for BT’s fibre rollout front and centre, make for positive viewing. Operating expenditure down across the board, and capex up at CFUs.
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PremiumH1 FY21–22 Headlines: an uphill climb for some, others still falling at BT
Struggling enterprise businesses bring numbers down, with legacy stop-sells blamed and next-generation services expected to drive a turnaround. Consumer flat as wins offset losses, but market opportunity growing despite upped competition. Openreach a prince among paupers with fibre goals accelerated amid strong uptake and bullish stance.
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PremiumH1 FY21–22 at BT: scale and service to beat competition
InfraCo JV talks closed as rising fibre demand and lower build costs dilute benefits of external funding. CFUs continue their struggle, with Global faring especially poorly in pandemic bounce-back, but new services and improved brand reputation appear a source of hope. Future revenue growth anticipated, but efficiencies and reduced ...
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PremiumDT Q3 FY21 headline data: forward motion
Group juggernaut rolls on with all major dials heading upwards. Commercial strength seen in Germany and USA. CFO reassures on leverage following C-band splurge.
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PremiumDT Q3 FY21 spend: Höttges on search for ‘nerds’ to push efficiencies
Q3 data and commentary show Group remains focused on a twin-track strategy of driving savings to fuel investment in select areas of business where it sees opportunities. German and US priorities continuing to drive capital outlay. DT exploring every avenue in bid to staff and support digital transformation, and ...
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PremiumDT Q3 FY21 guidance: Cash flow accelerating to a Sprint
Confidence on show as DT guides for more earnings and cash flow growth. Leadership increases expectations from both US- and Europe-side businesses. TMUS remains in leading role of long-term growth story, however.
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Strategy & ChangeElsewhere in T-Mobile US: VoNR not yet ready
VoNR not yet ready; retail partnerships boost footprint; Google tie-up surfaces with new plan.
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PremiumQ3 FY21: Forager DT ‘hogs’ an extra billion in earnings
DT boosts full-year outlook for third time, adding €1bn in earnings and €500m in cash flow to its original FY21 forecasts. Already optimistic leadership becoming even more bullish as European markets recover, and T-Mobile US weathers competitive uptick while executing on Sprint integration. Results backdropped by M&A geared towards ...
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Strategy & ChangeElsewhere in Systems Solutions: T-Sys partners BVL and GS1
T-Systems launches logistics tie-up in Germany and R&D agreement in Barcelona.
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Strategy & ChangeElsewhere in Telekom Deutschland: TDE ties with Trumpf
Elsewhere in Telekom Deutschland: TDE ties with Trumpf Source: Mathias Konrath / Unsplash Nick Read, Chief Executive (CEO) at Vodafone — taking a leaf, perhaps, out of the Deutsche Telekom (DT) and Telefónica full-fibre playbook — said he is open to joint ventures and other off-balance ...
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Strategy & ChangeElsewhere in Deutsche Telekom Europe: NatCos flaunt partnership pipeline
NatCos flaunt their digital project and partnership pipeline across business collaboration, health, and smart-cities.
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Strategy & ChangeElsewhere in Deutsche Telekom Group: Nemat hits double figures
Nemat into double figures at DT; DT boosts network with Cisco routers implementation.
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PremiumDT sets course for multi-CDN architecture
Bandeira senses “pieces are coming together” for implementation in 2022. Less optimistic about network readiness to deliver AR/VR apps and gaming, putting them in the “long-term horizon” of five years.
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M&AKKR launches Telecom Italia buyout attempt
Offer believed to be worth at least €32bn. Operator shares soar 30% as the news emerges.
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PremiumTelefónica Q3 FY21 Headlines: recovery gathers steam but jitters persist
Group describes results as “significant step towards economic and social recovery”. OBs put in a solid quarter, with Vivo and Telefónica Deutschland reporting gathering commercial momentum. First quarter for refashioned UK business. Telefónica Tech’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Centralisation of Hispam progressing, and ...
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Strategy & ChangeElsewhere in Hispanoamérica: Chilean rivals team up
Rivals team up in Chile; Telefónica Mexico builds out its third-party coverage.
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Strategy & ChangeElsewhere in the UK: Ofcom looking at scam calls
Ofcom and operators team on scam calls, within limits; VM O2 IPTV launch draws nearer.
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Strategy & ChangeSpain’s ‘big three’ agitate for consolidation
Top execs at Orange, Telefónica, and Vodafone indicate ‘enough is enough’ in Spain’s hyper-competitive market. Telefónica Group COO says Spanish incumbent can play “facilitator role” for consolidation in a market that is “not sustainable”. Vodafone CEO’s patience running out on low returns from southern Europe; looking to “actively engage” ...
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Products & ServicesMovistar set for home insurance launch
Move continues Spanish operator’s consolidation in insurance sector.