5G/6G – Page 15
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         Network & Infra Network & InfraMillicom sees joint Telefónica NetCo as key to Colombian ‘repair’Outgoing Millicom CEO Mauricio Ramos says network-sharing JV was “badly needed” to drive a turnaround in country’s hyper-competitive and capital-intensive telecoms market. Collaboration forms key part of both operators’ strategic switch-ups, with Millicom already seeing early benefits. Read more… 
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         Operations OperationsT-Mobile ramps up retail workforce ahead of price hikesAmerican NatCo appears to have reinforced its customer front line in Q1 FY24, as it seeks to keep pace on customer base growth while bedding in price rises. 
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         Strategy & Change Strategy & ChangeDT looks to Lumos for enlightenment on US fibre strategyFollowing tie-up with EQT to make first US fibre buy, the Group’s CEO says further transactions could lie ahead, but that that possible ‘phase two’ M&A targets have been scoped out. 
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         Network & Infra Network & InfraDT bosses not wild about BNetzA’s rights extension conditionsBNetzA proposals, outlined last week, would let Germany’s three major mobile players avoid a lot of the cost of re-acquiring licences due to expire next year. 
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         Network & Infra Network & InfraSpanish telco trio to share spectrum on rural 5G rollout: reportMásOrange, Telefónica, and Vodafone reportedly planning to pool spectrum assets for UNICO-5G Redes Activas initiative. Suggested move holds potential to reduce costs of meeting government rural coverage targets. 
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         Analyst Briefings Analyst BriefingsTelefónicawatch Weekly: Group focuses on key deals, initiatives in Q1 to keep GPS on trackOperator showcases modest growth in Q1 FY24 results publication, with plans for acceleration over rest of year, although uncertainty on critical initiatives remains. Meanwhile, mobile offerings strengthened in Germany, Spain, and the UK, both above and below the ground. Read more… 
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         M&A M&AT-Mobile’s Osvaldik stays coy on UScellular rumoursCFO indicates that UScellular would be approached in the same way as any other ‘hypothetical situation’. 
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         Financial & Performance Financial & PerformanceTelefónica Q1 FY24 Spend: investments made, efficiencies gainedContinued investment in AI, automation, and sustainability highlighted . Read more… 
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         Innovation InnovationUKTIN: Why collaboration is key to driving investment in R&D for the telecoms sectorOpEd: Jon Hunt, Project Board Member at the UK Telecoms Innovation Network, sees potential easing of M&A regulation in Europe as opening a path for telcos to improve collaboration, R&D and funding efforts on an international scale, including with academia and Big Tech. Read more… 
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         Network & Infra Network & InfraFour years in the making: O2 Germany activates cloud-based 5G coreTelefónica’s German operating business takes Nokia-AWS 5G cloud core to first million subscribers. Seen especially benefitting 5G standalone use cases… 
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         Network & Infra Network & InfraGerman telcos expand 4G coverage on Berlin’s U-BahnO2 Germany, Telekom Deutschland, and Vodafone Germany extend 4G subway network to cover all nine lines and 175 stations. 5G upgrade already in the works, as operators aim to meet Germany’s wider coverage targets along transportation corridors. Read more… 
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         Network & Infra Network & InfraO2 Germany, Samsung switch on first ‘commercial’ ORAN siteDeployment marks first of eight planned ORAN and vRAN sites in Landsberg am Lech, as O2 seeks to enable automation, accelerate infra rollout, and enable use-cases for businesses. Move plays into Telefónica’s wider capital intensity reduction strategy. Read more… 
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         M&A M&AMerged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMAMerger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more… 
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         Network & Infra Network & InfraVodafone kicks off mega RAN tender for Europe and AfricaTender puts vendors on tenterhooks as Group starts procurement process for radio networks covering its 170,000-site footprint, while trials complete in Italy with Nokia in tow. 
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         Partnerships & Alliances Partnerships & AlliancesTelefónica Mexico extends network-sharing deal with AT&TThe original 2019 agreement has been extended by three more years. 
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         Network & Infra Network & InfraTPG signs more regulator-friendly rural RAN-sharing deal with OptusAustralia’s TPG Telecom signs MOCN agreement with Optus in bid to present true regional challenge to Telstra, taking notes from regulator’s report on the unsucessful Telstra deal to add to optimism about green-light prospects… 
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         Financial & Performance Financial & PerformanceT-Mobile confirms fibre JV with EQT to buy LumosNatCo expects to invest close to $1.5bn in the JV and aims to pass 3.5m premises by 2028. Meanwhile, FWA subscribers surpass five million, the Mint Mobile deal wins regulatory approval, and long‑serving investor relations SVP Jud Henry takes on a new role in the TMUS finance organisation. Read more… 
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         Analyst Briefings Analyst BriefingsTelefónicawatch Weekly: UK alt-fibre rallying cry, fixed value extraction, and 6G disciplineLeaders from across the Group converge at various industry events, highlighting key issues and challenges faced in B2B and fixed network segments. Elsewhere, continued O2 stakebuilding; people changes at fibre and tower JVs; Digi still undecided on roaming provider… 
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         Eventwatch EventwatchTelefónica’s Rao warns against 6G jump before realising 5G’s B2B potentialFutureNet World: O2 Germany CTIO cautions telcos against jumping into 6G too quickly and calls for improvements in enterprise sector to close gap between potential and realised revenue growth. Read more, including further views from BT and Three UK… 
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         Analyst Briefings Analyst BriefingsVodafonewatch Weekly: Donà’s network wishlist, IoT wins, and small steps forward for ViLatest from Vodafone and its ecosystem as UK CNO Andrea Donà calls for more cash for quicker network upgrades; Celfocus partnership takes gold; SAP exec named Business boss; and India’s Vi finds new momentum in hunt for funding… 
 























