Industry Insights

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Telecoms: Verizon on a path of disruption

28 May, 2015

Verizon Communications’ purchase of AOL is the latest in a series of ongoing steps the American telecom is taking to re-cast itself in the role of a disrupter – and transition from a century-old utility to a competitive threat in the converging telecommunications, technology and media industries. Other bold moves are in the works, as Verizon challenges the status quo in digital advertising, cable TV and internet service.


US pharmacy leader CVS seizing opportunities

26 May, 2015

Pharmacies and healthcare providers in the US are mobilising to meet the needs of the country’s aging population. For CVS Health, best known for its retail pharmacy chain, this means extending its reach. The company’s $12.7 billion deal to purchase pharmacy services provider Omnicare will broaden its role in the specialty pharmacy industry and give it greater access to the long-term care and assisted living market.


Fintech: A revolution in the making?

24 May, 2015

The question of how financial technology or “fintech” will impact the financial services industry looms large these days, with venture capital fuelling a wave of innovation. Tech start-ups are offering consumers a growing menu of services – lending, money transfers, wealth management and payments – once thought the sole province of banks. The techies may not topple banks entirely, but chipping away at their market share could take a toll.


Deutsche Telekom going strong in the US

21 May, 2015

Based on first quarter results, it appears the latest wave of consolidation among European telecoms is bearing fruit. Germany’s Deutsche Telekom, Europe’s largest carrier by revenue, reported an 11% increase in its pre-tax profit to €4.6 billion. The company’s earnings were bolstered by a weak euro and strong US operations. It owns 66% of T-Mobile US, and has launched a major expansion in the country.


Telefónica inches towards a turnaround

19 May, 2015

Spanish telecoms giant Telefónica has had its share of difficulty recovering from the financial crisis. But after six years of declining revenue and profit, paired with mounting debt, the company reported an encouraging first quarter. Performance in Spain remained weak, but gains in Germany and Brazil helped push group net profit up 162% to €1.8 billion. A tax gain related to the sale of its British division, O2 UK, also gave Telefónica a boost.


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Ulf Bergström
(T): +46 8.440.41.82

Katarina Brixéus
(T): +46 8.440.41.94

Marie W. Corell
(T): +46 8.440.41.91

Per Z Haeggström
(T): +46 8.440.41.83