All TelcoTitans Premium Content articles – Page 103
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BT continues to mull post-COVID-19 working options
Jansen seeks a return to normality. Changes to practices are afoot, however: Work Your Way flexible working initiative launched; distributed working pros and cons explored.
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BT Group Q1 FY20–21
First full COVID-19 quarter sees a sharp decline in revenue and EBITDA. Outflow of cash as network investment continues. Group CEO Jansen claims mists are clearing, enabling Group to issue guidance for the year — although BT anticipates little improvement until 2021. Openreach progress is the main positive for ...
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Elsewhere in BT Consumer: Brexit prep and ESN progress
Brexit preparations; fairer price commitments; ESN deployment progress.
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Elsewhere in Openreach: FTTP progress trumpeted
Fibre rolls past three million; weather and robbers cause disruption; fleet goes electric.
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Elsewhere in BT Enterprise: MedTech roll outs and a win with Mavenir
BT expands R&D efforts with NHSX, and adds Medic Bleep to its NHS offering. Enterprise expands its connected worker portfolio with Onsight from Librestream.
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Ofcom plots 5G spectrum auction for early-2021
700MHz and 3.6GHz–3.8GHz frequencies slated to go under hammer in January 2021. Regulator makes some provision to address mid-band fragmentation fears.
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BT champions DLT to help provision 5G private networks
Strong Russian flavour to project, with Rostelecom as Catalyst co-champion, and suppliers Nexign, RTC ARGUS among participants. Catalyst to underpin a network resource marketplace for Industry 4.0. Federated DLT Marketplace to meld with two other BT-supported TM Forum programmes, forming “Mega Catalyst”.
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BT sanguine on DT investment in London fibre rival
Minority BT stakeholder Deutsche Telekom adding to its UK interests through an investment in social housing-focused fibre altnet Community Fibre. Former EE Chief Olaf Swantee to make a UK return as venture’s Chairman. Community Fibre building a business case on sharing Openreach ducts and poles with aim to reach ...
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Elsewhere in BT Group: offline training and Newgate revamp
BT gets permission for Newgate Street revamp; restructuring plans hit resistance; Firebrand flagged as training partner for online and offline.
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Digital Reports
Telefónicawatch Report #146 – August 2020
Key stories include: Telxius fibre charge | Tech Services remain niche | Vivo sticks with Huawei | O2 and Ericsson on 5G campus | Liberty swoops for Cost Rica
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Digital Reports
Vodafonewatch Report #188 – July-August 2020
Key stories include: Group weathers COVID-19 storm in Q1 | Oz merger Mk II completed | Teradata lands expanded data role | INWIT studying regional tower play | Trump’s DE pullout clouds TKS future
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Q2 FY20: isolated Hispam brings the Group down
Capital efficiency remains a focus as the Group weighs a myriad of options for the future of its Latin American division. Beyond the challenges of the pandemic, tough competition and a relatively low-value customer base are proving a challenge to profitability in the region.
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Telefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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Spending: Capex peaks and operational efficiencies rise
Management assures infrastructure investment will be maintained, as key in post-COVID-19 world. Customer experience another priority area. Other projects being reined in to free up funds, though, with Abosolo stressing “strict screening” of spend plans
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Strategy & Change
Infra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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Guidance: it’ll all be over by Christmas (2021)
Telefónica said it expects to meet its revised FY20 guidance, although even with the minimal targets it has set itself there is a challenge to be faced.
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Financial highlights: generating cash and cutting costs
Telefónica’s numbers for the quarter to 30 June 2020 (Q2 FY20) made grim reading.
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Strategy & Change
Telefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...
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Vodafone Q1 FY20–21
What ‘new normal’? Leadership pressing on with long-running efficiency and asset sale plans regardless of coronavirus disruption. Hints of bottlenecks owing to top duo’s workload. Group Finance’s €1bn cost-cutting plan “proceeding very well”. Footprint retrenchment not necessarily done, with some OpCos still appearing stuck on the margins. Currency weakness ...
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Vodafone Q1 FY20–21 spend: no obvious change of course, post-COVID-19
Any post-COVID-19 spend strategy changes appear to either be being kept under wraps, or subjugated by leadership focus on keeping the business on track.