All TelcoTitans Premium Content articles – Page 74
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Digital ReportsDeutsche Telekomwatch Report #109 – November 2021
Key stories include: Confidence on display with strong Q3 | TowerCo set to flee ‘MotherCo’ nest | Showdown looms with BT interloper Drahi | DT: Accenture ERP deal a ‘win-win-win’ | T-Systems sale rumours resurface
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PremiumH1 FY21–22: flat figures at BT Consumer do not curb Jansen enthusiasm
Consumer division sees revenue and earnings knock in Q2. Numbers show slow going on multi-play uptake, and star product and service lines being outshone by accessories. Executives remain bullish on the long-term growth promise of convergence, however.
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PremiumElsewhere in BT Technology: Adastral Park expanding
Adastral Park looks to expand; BT Labs names partner for IoT security; BT Sport involved in shared spectrum 5G broadcasting.
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PremiumBT wants to retain Huawei FTTP kit until 2030s
BT’s CTIO flags benefits of a converged core and legacy network closures.
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PremiumTelefónica Q3 FY21 Guidance and spend: hanging fire in uncertain times
Positive results not enough for Telefónica to lift guidance. Grip on spend remains in place, with focus on volume and mix discipline.
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PremiumElsewhere in Telefónica Infra-Tech: initiatives surgery, maritime, and sports
Digital initiatives flagged in surgery, maritime services, and sports.
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PremiumTelefónica applies blockchain to tower management
In-house blockchain platform TrustOS leveraged for partnership with Atrebo. TREE asset management platform enables real-time tower data gathering to support network deployment.
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PremiumElsewhere in BT Group: Phones 4u saga continues
Phones 4u saga rolls on; BT joins in with COP26 target-setting.
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PremiumBT inches toward 100% coverage with OneWeb tie-up
State-backed satellite operator OneWeb snags distribution agreement with BT to launch satellite trials in 2022. Pair share 2028 target for 100% connectivity coverage.
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PremiumVivo adds five million to FTTP target
2024 target upped to 29 million premises passed thanks to multi-pronged deployment strategy and cut-price rollout costs. Partnerships highlighted as key to increased ambition.
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H1 FY21–22 Guidance: BT’s past investment heralded as future hope
Progress on track and meeting expectations, with management pitching Enterprise as the one to watch for revenue growth. Fibre build phase “done” with anticipated returns to be reaped during “selling and populating” phase, now underway. Build moves Openreach to ‘fibre franchise’, with market rivals striving for scale.
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Venturing & InvestmentsTelefónica Innovation & Venturing Roundup: handful of Wayra investments flagged
Handful of investments flagged by regional Wayra hubs with interests in autonomous robotics, ed-tech, and fintech.
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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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PremiumTelefónica linked to Portugal return, as Drahi builds war chest
Portuguese market leader in fixed and mobile access available for sale as owner Drahi looks at Eutelsat and BT acquisitions. Telefónica may consider spreading its wings as debt worries die down. Lack of infrastructure ‘crown jewels’ may lessen appeal of any deal.
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PremiumLebara departs for O2
TDE’s longstanding deal with ‘ethnic’ MVNO comes to an end. Migration of customers expected to commence in 2022.
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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 ...