All articles by Cameron Page – Page 14
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Partnerships & Alliances
Telefónica Tech taps Teradata for AI-based data analytics
Tech bulks up AI solutions portfolio with expansion of relationship with longstanding analytics partner, bringing two new cloud platforms to clients while furthering the Group’s digital transformation goals…
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M&A
Telefónica ‘hits pause’ on Nabiax sale amid Microsoft talks
Sale of Spanish data centre JV with Asterion Industrial Partners reportedly delayed again until end of summer-2024, as refreshed hyperscaler cloud deal holds potential to boost valuation.
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Partnerships & Alliances
Telefónica signs on ClaroVTR as key Chilean fibre client
ON*NET Fibra Chile to enable broadband service provision over fixed network for a third Chilean mobile operator as part of 15-year deal.
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Network & Infrastructure
Vodafone, OXG pull €1bn from German fibre investment pot
OXG Glasfaser to widen Vodafone Germany’s reach in major expansion initiative, covering 900,000 homes. Project to begin imminently, at a time when Germany’s fibre market is only getting more competitive…
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Network & Infrastructure
Liberty eyes network-sharing deals in a “couple of markets”
MWC: Liberty Global CEO Mike Fries says network-sharing holds potential as part of broader need for telcos to up their partnering game and “return to profitable growth”.
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Weekly Briefings
Telefónicawatch Weekly: MWC sees German and Spanish units take centre stage
Group reveals more on strategic plans after publishing end-year financial results, with operating businesses in Germany and Spain in spotlight. Key collaborations with Ericsson and Microsoft see Group advance AI, API, cloud RAN, and 5G standalone interests…
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Partnerships & Alliances
Telefónica builds out Microsoft ties with AI, API deals
MWC: Group evolves relationship with tech giant through tie-ups over Kernel cognitive intelligence platform and GSMA’s Open Gateway initiative. Fresh initiatives line up neatly with three-year strategic targets. Read more…
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Network & Infrastructure
O2 Germany and Ericsson set C-RAN plan in motion
First rollout under Telefónica Group’s MoU with supplier to take place in Germany during first half of 2024. O2 seeks to achieve greater network flexibility and scalability with C-RAN, as operator highlights potential to open up new business models and initiatives.
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Products & Services
German telco trio debuts Open Gateway APIs
MWC: Deutsche Telekom, Telefónica, and Vodafone launch first APIs in Germany, with focus initially on providing anti-fraud and security to financial organisations. Various ongoing trials flagged with Fireblocks, Siemens Energy, and Sony. Collaboration presented as key as initiative takes centre stage at Mobile World Congress…
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Network & Infrastructure
Virgin Media O2 takes second place in UK’s 5G SA race
Operator launches 5G standalone commercial offering for customers in 14 locations, aiming to deliver higher bandwidth and lower latencies.
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Partnerships & Alliances
Telefónica open to fresh Digi Spain wholesale deal
Group confident in retaining wholesale client despite optional switch to Orange-MÁSMÓVIL following EC’s merger approval.
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Financial & Performance
O2 Germany targets market share, B2B to fill 1&1 hole — executional risk apparent
FY23: All-hands reboot to address hit from losing 1&1 to Vodafone — now chasing consumer volume plus booming B2B. Families targeted for economies of scale. Dividend parked while in recovery position, despite FY23 strength.
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Weekly Briefings
Telefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Public Affairs
Telefónica bests Millicom in Costa Rica sale lawsuit
Millicom pulled up in New York for arbitrary and opportunistic behaviour; nine-digit compensation mooted; fallout appears localised with newer partnership elsewhere…
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Weekly Briefings
Telefónicawatch Weekly: Group loses 2,800 staff but gains 500 AIs
AI, APIs, and automation at the forefront of fresh tech upgrades across the Group, as it seeks to meet new strategic objectives of increased opex and capex efficiencies. Particular emphasis on data capabilities home market, where operator has reached AI milestones and forged risk intelligence deals over the last week…
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Strategy & Change
Telefónica pushes beyond 500 AI system deployments
Mobile Europe 5G and Beyond: Chief Responsible AI Officer Richard Benjamins discusses technology’s potential to reduce opex and capex while driving efficiencies. Data collection and governance strategy tweaks position the operator to accelerate commercialisation of new AI-based products and services.
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Products & Services
Spanish telco trio kicks off Open Gateway API rollout
Orange, Telefónica, and Vodafone launch first APIs in Spanish market, focused on providing anti-fraud and security.
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Venturing & Investments
Telefónica invests in data startup Mitiga to keep eye on climate risk
Strategic investment arm provides fresh funding for Barcelona-based vendor of EarthScan intelligence platform, with aim to protect operator’s assets from weather events. Group expects involvement in climate risk sector to “grow significantly” in the coming years to reach sustainability goals…
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Weekly Briefings
Telefónicawatch Weekly: Group in a deal-making, people-shuffling mood
Agreements in energy, mobile, and security sectors aimed at bringing in fresh customers and reducing costs across international footprint; leadership changes promise to bring fresh perspectives as strategies shift and new shareholders enter the picture…
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People
O2 Germany’s marketing director heads for exit
Consumer boss Andreas Laukenmann temporarily fills boots as Michael Falkensteiner moves to focus on ”new tasks outside the company”.