| Pan-European | BeNeLux | Central Europe | Nordics | Southern Europe | UK/Ireland |
Pan-European
AT&T (Pan-European)
AT&T has followed up its big Shell win with a 400 site WAN deal with Smiths Group and it is investing billions of dollars in its global network including Ethernet VPLS. However, AT&T’s US-centric image is still proving hard to shake. (9/25/2008)
BT Global Services (Pan-European)
BT Global Services continues to be BT PLC’s star performer and is successfully using partnerships (e.g. HP) to expand its customer base. Competition from SIs and other operators is tough, but rising data revenues show BTGS is on the right track. (7/1/2008)
COLT Telecom (Pan-European)
COLT has a strong Ethernet product and has refreshed its SME range with its Experience services. COLT has posted improved data revenues and profitable quarters, however old doubts have not been completely expelled, a weakness in uncertain times. (10/31/2008)
Global Crossing (Pan-European)
(6/16/2008)
KPN International
KPN’s ‘Back to Growth’ strategy at home and ‘Challenger’ strategy abroad has placed the operator in good stead to offset an economic downturn. (11/5/2008)
Orange Busines Services (Pan-European)
Orange Business Services continues to win industry recognition for its services and large global network. Limited US penetration is an issue, and European mobile assets need to be fully leveraged to make the company a reference FMC provider. (8/28/2008)
T-Systems (Deutsche Telekom) (Pan-European)
T-Systems’ Cognizant partnership and the globalisation of its dynamic computing and service delivery will counter many critics. However, the company does lack the network infrastructure and market presence to be more visible outside Europe. (8/28/2008)
Vanco (Pan-European)
Just 20 days after suspending the trading of its shares, Vanco was sold to India’s Reliance Globalcom for $76.9 million. Reliance gets its foot into the enterprise, but its brand is largely unknown and global competition is tougher than ever. (6/2/2008)
Verizon Business (Pan-European)
Verizon Business offers an impressive range of global services including improved VoIP and Ethernet products. Verizon still lacks a strong mobility element to its portfolio, but solid financials and good momentum make its outlook positive. (11/14/2008)
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BeNeLux
Belgacom (BeNeLux)
Belgacom is comfortably ensconced in its domestic market, but it has a low retail profile outside of the BeNeLux region. Now organised around customer type, Belgacom needs to focus on delivering new services based on convergence and integration. (10/24/2008)
BT (BeNeLux)
BT is one of the few pan-European or global players present in the BeNeLux with the experience, presence and capability necessary to challenge the incumbents and other alternative operators for a good chunk of the corporate and public sector pie. (7/24/2008)
COLT Telecom (BeNeLux)
COLT must continue to raise brand awareness with corporates while reaffirming operational stability and a deserved reputation for reliable local service and support, significant competitive differentiators for the operator in the BeNeLux region. (8/11/2008)
Easynet (BeNeLux)
(4/16/2008)
KPN (BeNeLux)
KPN is delivering on its domestic business plan based on broadband, IP and a push into ICT, but its dominance of the national enterprise market will be challenged by ongoing integration issues, regulatory intervention and competitive pressure. (8/11/2008)
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Central Europe
Arcor (Central Europe)
Arcor’s acquisition by Vodafone has created Germany’s second largest carrier and has already produced an FMC voice product. However previous joint ventures had limited success and the pressure is on to prove that this will change post takeover. (9/9/2008)
BT (Central Europe)
BT Germany has enjoyed a highly successful year, with revenue exceeding EUR 1 billion and big-name contract wins such as Schenker and ASIC. BT is still the underdog against T-Systems, but it has proven to be a real contender in the past 12 months. (9/10/2008)
COLT Telecom (Central Europe)
COLT’s network presence and brand recognition are strong in Germany and its SME (COLT Experience) products are a plus. However, COLT has struggled for big customer wins and the lack of a mobility offer creates a gap in its portfolio. (9/16/2008)
QSC AG (Central Europe)
QSC has resolved internal bottlenecks and extended the reach of its SDSL service. However, QSC continues to post yearly losses, a worry in the current economic climate, and it faces being seen as a potential takeover target. (11/20/2008)
sunrise (Central Europe)
Sunrise’s acquisition of Tele2 has boosted its position in the consumer market and removed a key rival, but despite its success reducing LLU costs, it remains a small player in the enterprise space and evidence of any momentum is sorely lacking. (10/22/2008)
Swisscom (Central Europe)
Swisscom maintains a good lead in the Swiss market. Although Swisscom has no shortage of competitors for both national and international customers, continuing strong profits and a conservative strategy have put the operator in a healthy position. (10/16/2008)
T-Systems (Deutsche Telekom) (Central Europe)
T-Systems has followed its deals with Airbus and Shell with big renewals with Siemens and Sparkassen Informatik. However, T-Systems’ domestic revenues and SME market share are slipping and it must act to preserve its grip on the German market. (8/28/2008)
Telekom Austria (Central Europe)
Telekom Austria remains dominant in its home market and whilst Fixed Net revenue is flat, it is increasing data revenues. The operator’s search for a ‘strategic partner’ is a smart move to combat its limited international profile and capability. (8/26/2008)
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Nordics
Elisa (Nordics)
(6/20/2008)
TDC (Nordics)
TDC has shifted its focus to targeting pan-Nordic enterprises alongside maintaining its established incumbent domestic activities. However, TDC remains fairly silent on enterprise mobility, giving competitors an edge in the corporate space. (8/11/2008)
Telenor (Nordics)
Telenor continues its steady revenue growth despite strong domestic and pan-Nordic competition. However, much of the company's business potential is reliant on its extensive EMEA and Asia-Pacific mobile interests in owned and associated companies. (8/6/2008)
TeliaSonera (Nordics)
TeliaSonera is growing revenues and expanding its international interests in emerging Baltic, Eastern European and Asian markets, but faces strong competition for multinational customers and increasing pressure in the Nordic corporate segment. (11/14/2008)
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Southern Europe
BT Group (Southern Europe)
BT is a powerful pan-European player with good momentum and a solid presence in Italy, Spain and France. The company is pushing aggressively to be a leading regional provider of IT and network services via organic growth and acquisition. (8/13/2008)
Completel (Southern Europe)
(6/2/2008)
France Telecom (Southern Europe)
France Telecom is the clear market leader in the French enterprise sector, and its scale, market entrenchment and fixed and wireless assets provide a bulwark against the increasing domestic competition spurred by continuing consolidation. (8/8/2008)
ONO (Southern Europe)
ONO is Spain’s largest alternative telecom operator, and while it offers a competitive range of products for SMEs, including enterprise-class VoIP with multimedia support, ONO is largely a consumer-oriented player driven by the residential market. (4/23/2008)
Telecom Italia (Southern Europe)
Telecom Italia remains Italy's dominant enterprise market player, but strategic shifts, management shuffling and a vague business roadmap undermine its credibility and create an atmosphere of uncertainty as to future developments. (8/6/2008)
Telefónica SA (Southern Europe)
Telefónica is a major global player with extensive assets, but faces challenges in delivering fixed/wireless synergies, integrating diverse operations and substantially raising its profile among multinationals not based in Spain or Latin America. (11/6/2008)
Wind SpA
(6/30/2008)
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UK/Ireland
Azzurri Communications
(3/6/2008)
BT (UK)
BT Business has made real progress in the UK SME sector with its BT Business One Plan and ICT services. However, effective marketing from MNOs around cheaper mobile broadband and better HSDPA coverage is a big challenge for BT in the UK market. (6/18/2008)
Cable & Wireless (UK)
Cable & Wireless is continuing its recovery in the UK having increased IP and hosting revenues and contracts with Tesco and Aviva. With strong Ethernet and IP telephony products and its interest in THUS, C&W has enough momentum to worry BT. (9/16/2008)
COLT Telecom (UK)
COLT has posted seven straight profitable quarters and increasing data revenues. COLT’s new PoP in Slough and its new ‘Experience’ SME products will help win customers, but limited mobility solutions and strong UK competition are big challenges. (7/21/2008)
Easynet (UK)
Easynet continues to win customers at home and overseas (e.g., iBAHN) and is backed by the financial might of BSkyB. However, Easynet is still a small-scale player that is up against incumbents and larger competitors, including mobile operators. (7/28/2008)
Global Crossing UK (UK)
Global Crossing UK has a strong national/global network and reference customers such as HMRC and Fujitsu. However, GCUK has yet to silence all its doubters and its needs to improve its brand visibility and post further positive financial results. (11/10/2008)
ntl:Telewest Business (UK)
ntl:Telewest Business has the UK’s second largest network and is still expanding (e.g. in Newcastle). ntl:Telewest continues to post large numbers of customer wins, but it needs complex managed services contracts to show that it can challenge BT. (9/8/2008)
THUS (UK)
THUS has posted its maiden full year profit, is continuing to win contracts and is increasing its managed services revenues. However, C&W’s acquisition of a 30% share in THUS is casting a shadow of uncertainty over the operator’s future. (8/4/2008)
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