Strategy – Page 15
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M&ATelefónica mulling Spanish infra stake sale?
Rumours circulate that Group is discussing fibre monetisation in Spain. Between five and ten funding vehicles reportedly put hats in the ring, as Group sounds out market interest. Sale speculation comes despite Telefónica classing its Spanish fibre infrastructure as a “strategic asset”.
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Strategy & ChangeElsewhere in Telefónica Infra-Tech: smart services drive in Huelva
Cloudflare and Tableau deployments highlighted; Group at forefront of smart services drive in port city of Huelva.
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Network & InfrastructureVodafone Turkey CEO signals support for three-way FibreCo
Turkey’s President is said to be in favour of a joint infrastructure company. Recently appointed Vodafone Turkey CEO appears keen too, as part of new 2025 growth strategy.
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Network & InfrastructureBT’s Watson highlights fibre’s central place in network ‘jigsaw’
CTO plays down fixed wireless’s role in meeting UK’s connectivity challenge. CityFibre and Hyperoptic welcome Ofcom’s WFTMR, but want Openreach to remain under strict scrutiny. Virgin Media O2 something of an elephant in the room as altnets pitch themselves as more agile rivals.
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PremiumAltnets object to Openreach FTTP price proposal
Regulatory spat over wholesale FTTP pricing spills out into the open. Openreach says new prices offer certainty and encourage FTTP take-up. Fibre rivals claim the cheaper wholesale pricing scheme will reduce infrastructure competition and deter investment. Ofcom provisionally says no action needed, but final decision is expected by the ...
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Strategy & ChangeElsewhere in Vodafone Associates & JVs: Indus tidies IT up
Indus tidies IT up; India becomes potential early target for Vodafone’s sat venture with AST.
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M&ATPG puts feelers out for TowerCo deal
Australian JV conducting “preliminary market assessment” ahead of possible spin-off. Scope of monetisation would be limited by operator’s low level of site ownership. Competitors have already made moves.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: Mistral goes live
Mistral goes live; Telefónica Tech gets sporty.
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M&ADT interest Community Fibre subsumes rival
FTTP altnet backed by BT shareholder absorbs assets of smaller fibre builder. Business now looking “beyond London” as it continues to accelerate growth. Community Fibre’s FTTP footprint stands at 300,000 premises. Acquisition not impacting commercial operations or leadership structure of “independent” merger partner.
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Network & InfrastructureJansen now sees BT chasing 30 million premises with full-fibre
Extra five million presented as ‘infill’ and presumably more rural. Immediate competitive riposte to news of Virgin Media O2 FTTP retrofit, which it neatly doubles. Jansen says BT not concerned, but challenger altnets should be. No rush for fibre JV partner, but Jansen reveals a UK compatriot would be ...
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OperationsIndus Towers said to firm up IT systems rework
TowerCo CEO flags progress in pursuit of post-merger synergies. “Indus team” completes IT systems integration, meaning management of 180,000+ site portfolio falls under one roof.
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M&AVodafone Italy hands highways infra to INWIT JV
OpCo’s divestment bulks-up INWIT portfolio, as TowerCo continues spending spree. INWIT to equip portion of new assets with IoT capabilities in “smart road” drive. Acquisition expected to be green-lighted before end-2021.
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PremiumVM O2 bites bullet and pledges fibre future
A future upgrade of VM O2 fixed infrastructure will see coaxial cable edged out and fibre deployed throughout the operator’s footprint. Switching to XGSPON instead of DOCSIS 4.0 pricy, but manageable within modest budgets and with multiple longer term benefits. Pragmatic approach to fibre is partly driven by the ...
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M&AVantage back in shop window as Vodafone builds revival
M&A remains a lever to help Vodafone revive growth, says CEO Read. New Chairman van Boxmeer lighting a fire under Group strategy and ambition. Another chunk of Vantage could be sold off to “like-minded” partner. Hint made of some UK deal-making in pipeline. Egyptian and Spanish assets remain in ...
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PremiumDigging the UK fibre scene: competition hots up
Investment funds continue to flood fibre altnets, with emerging challengers collectively committing to passing more than 20 million homes in coming decade and many billions in investment promised.
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Strategy & ChangeElsewhere in Openreach: fibre rollout crosses Forth Road Bridge
Altice impact on Openreach future yet to be seen; full-fibre rollout crosses the Forth Road Bridge.
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Strategy & ChangeElsewhere in Telefónica Infra-Tech: Telefónica Tech Ventures expands into IoT
Telefónica Tech Ventures expands into IoT; roads, manufacturing, and tourism targeted as Group continues to build “smart” business-to-business alliances.
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Strategy & ChangeElsewhere in Systems Solutions: IFF helps T-Systems to operate critical infrastructure
Research contractor supporting greater energy efficiency at DCs.
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Strategy & ChangeGopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.
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Network & InfrastructureDT ready to carve out “kingmaker” tower assets
Deutsche Telekom wants to carve out “all” of its towers across Europe, says CFO Christian Illek. Change in mindset comes following rapid rise in TowerCo valuations. Czech and Slovakian footprint next to be assessed for extraction from NatCos.