Strategy – Page 14
-
Network & InfrastructureSubmarine cable vulnerabilities surface
Malicious threats loom, but accidental damage more common. Russian aggression, underwater volcanoes, fishing and anchoring roil subsea cable networks. Difficult to prevent damage, resiliency is best protection.
-
Network & InfrastructureTelefónica’s PangeaCo begins operations in Peru
Telefónica appears to have failed to find an investor for the Peruvian FibreCo. Political situation may have complicated efforts to find a partner.
-
PremiumElsewhere in Openreach: Selley plays down fibre workforce concerns
Selley dampens workforce concerns; copper stop-sell rollout continues.
-
PremiumElsewhere in Hispanoamérica: Movistar battles it out with WOM over fibre
Telefónica Chile wins over WOM in fibre building showdown; OB performs first remote 5G mammogram in region.
-
PremiumElsewhere in Vodafone Partner Markets: Nokia’s Baltic 5G RAN partnerships
Nokia picks up 5G RAN partnerships across the Baltics, and doubles up in Estonia.
-
PremiumElsewhere in Telefónica Infra-Tech: Asterion hits the M&A trail
Infra buddy Asterion on the acquisition trail; NB-IoT ecosystem expands; partner signed for Mexican security expansion.
-
Network & InfrastructureHow CityFibre rolls with supply chain turbulence
Fibre builders not immune from global supply chain chaos. UK altnets feeling the pinch in chip and labour shortages, alongside rising costs. CityFibre supply chain director shares mitigation tactics.
-
PremiumElsewhere in Vodafone Associates & JVs: KKR bids for TIM
KKR submits cheeky bid for TIM; TPG requests joint functional separation undertaking.
-
PremiumH1 FY21–22: Openreach enters fibre build phase two
Lonely position as sole BT unit posting positive results for the half year. CEO Clive Selley confident of future return on investment: FTTP rollout moving ahead of expectations; uptake supported by Equinox pricing deal and growing consumer demand.
-
PremiumElsewhere in Telefónica Infra-Tech: initiatives surgery, maritime, and sports
Digital initiatives flagged in surgery, maritime services, and sports.
-
M&AKKR launches Telecom Italia buyout attempt
Offer believed to be worth at least €32bn. Operator shares soar 30% as the news emerges.
-
Network & InfrastructureVodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
-
Financial & PerformanceVodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
-
M&AINWIT continues to fill M&A kitty
Growing Italian TowerCo building up a €1bn platform for deal-making at end of its latest strategic cycle, in FY23. Expansion plans could give co-parent Vodafone another runner in European TowerCo race, beyond main vehicle Vantage Towers.
-
Strategy & ChangeOpenreach off the table as BT drives fibre efficiency
Group ends talks on InfraCo JV as rising fibre demand and lower build costs dilute benefits of external funding. Virgin Media O2 firmly in BT sights as it aims to lock up wholesale market, and move fast on convergence. Future revenue growth anticipated, but greater efficiency and lower spending ...
-
Strategy & ChangeTelefónica cools on Spanish fibre sale (for now)
Vilá says domestic retail and wholesale FTTP operations “probably not reflected” in Group valuation. Repeats company line that Spanish fibre infrastructure is “strategic asset”, but doesn’t rule out monetisation in the future.
-
Strategy & ChangeElsewhere in Vodafone Europe: VfD’s joy over Telekom Deutschland fibre ruling
VfD gets one up on rival Telekom Deutschland over FTTP; VfUK flags progress in trials with Ericsson on reducing massive MIMO energy consumption.
-
Strategy & ChangeElsewhere in Vodafone Partner Markets: Proximus launches regional fibre JV
Developments from around Vodafone’s soft-power network: Get-go for Proximus’s regional fibre JV; MTS firms up tower spin out ambitions; NZ operator parts company with Vodafone Group’s Tobi.
-
Network & InfrastructureCiti said to be charged with Telefónica Spanish infra sale
Rumours continue to circulate around Telefónica’s fibre monetisation plans in Spain. Investment bank understood to have valued Spanish fibre infrastructure at €14bn. Sale speculation comes despite Telefónica classing its Spanish fibre infrastructure as a “strategic asset”. Report suggests Group is seeking resources to finance investments in 5G and digitisation. ...
-
Strategy & ChangeElsewhere in Deutsche Telekom Group: Deutsche Funkturm flags mast deal
DT adds TripleA to tower-building team; real estate “right-sizing” takes effect.