All TelcoTitans Industry Content articles – Page 148
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Innovation (R&D)
UK telcos getting back to the labs, with 4.5%-R&D rise
UK telecoms players laid out more than £1bn on innovation during 2020, the first time they have done so since 2011. Ostensibly led by spend patterns at BT, sector has been regaining some of the significant ground it has lost after tightening budgets during downturn.
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M&A
KKR 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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Public Affairs
Altnets gird for legal battle over Openreach FTTP pricing — report
CityFibre said to be heading up legal challenge to Ofcom’s Equinox decision. Rural fibre builder Gigaclear among altnets joining forces to fight back against Openreach’s lower FTTP pricing structure.
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Strategy & Change
Höttges wants to ride black swans in Poland
Deutsche Telekom CEO urges T-Mobile Poland to be “agile and resilient” to black swan events. Warns of increasing unpredictability across all DT markets.
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Strategy & Change
Spain’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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Financial & Performance
Openreach accelerates provisioning to leave rivals in starting blocks
CEO Clive Selley on fibre build: phase one is “done”; now onto “selling and populating” stage. Bullish Business Briefing shows Openreach determined to establish its ‘fibre franchise’ as a marketplace while rivals strive for scale. Build process moving towards cruise control with Openreach cornering the market in skills.
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M&A
T-Systems sale speculation resurfaces
Reports in German media indicate DT could pare back ownership of — and exposure to — its long-challenged enterprise IT business. Suggestions point to a possible three-way deal in 2022.
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Strategy & Change
Vodafone seeks experts for skills hubs in Dresden and Málaga
Recruitment process currently looks more active in Málaga than Dresden.
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Partnerships & Alliances
Telefónica Tech joins Ferrovial’s 5G development initiative
5G smart roads project attracts support of Microsoft, among others.
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Network & Infrastructure
Vodafone 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.
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Strategy & Change
DT retains “strategic partnership” with Hungary
DT CEO Höttges meets with Hungarian PM. Operator’s local unit Magyar Telekom accelerates developments in the country.
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Partnerships & Alliances
SpaceMobile lines up 2022 trials with Vodacom
Chairman Abel Avellan says six-month interconnection and testing programme will follow launch of BlueWalker 3 prototype. Lift-off of giant spacecraft may see slight slippage. US startup adds more MNO partners to go-to-market ahead of 2023 debut.
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Vendor Voice
Oracle: Cloud evolution must be business-led for digital SPs
For many years, the telecoms industry has been attempting the balancing act of managing the decline of traditional services while extracting the full value of decades of massive investment in the operational systems that enable them. The challenge of escaping this ‘technology debt’ has now been heightened by a ...
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Strategy & Change
Telefónica progresses centralisation of Hispam
Milagros Montenegro takes on what appears to be a new purchasing role at the Hispam unit. More growth is reported for Q3, but it’s still early days for Hispam.
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Strategy & Change
O2 brand to appear in Movistar shop window
Reports indicate Movistar will trial O2-branded fixed and mobile services in its Telyco stores ahead of a potential broader rollout. News comes after loosened regional restrictions, allowing discounted O2 services in hundreds of new municipalities.
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Financial & Performance
Vodafone: 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.
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Vendor Voice
Interdependence Day — taking testing out of the lab
Test and assurance specialist Spirent spoke to TelcoTitans’ Vendor Voice and highlighted how the ongoing reinvention of telecoms networks is necessarily being accompanied by a reset regarding resilience. With cloud-native services and applications becoming the new standard as next-generation networks gain prominence, Spirent is urging operators to ‘take testing ...
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Venturing & Investments
Höttges: “All options open” for BT stake
Patrick Drahi free to make bigger move on BT from 11 December. French billionaire is planning to increase BT stake, reports Reuters. Sources say any move likely to involve DT. Höttges keeps cards close to chest.
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Network & Infrastructure
Vantage states ‘clear interest’ in Cornerstone buyout
Vodafone’s European TowerCo eyes opportunities in Netherlands and UK as partners Liberty and Telefónica look to cash in on wireless infrastructure assets. Strategic tie-up between Vantage and another MNO TowerCo also remains a possibility.
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Premium
BT people moves: new chief at BT Defence
Cole takes reins from retiring Boyle at BT Enterprise’s Defence division. Architecture directors named at BT Digital. EE’s Bennett joins host of former BT execs at challenger Freshwave. Shuter’s innovation and investment arm Division X makes two senior changes.