All articles by Cameron Page – Page 16
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Products & Services
O2 Germany fightback reaches rivals’ families
CEO Markus Haas eyes portfolio of family-focused offerings, seeking to lure new customers and better compete with rivals. Latest in strategy to offset hit from loss of 1&1 roaming contract…
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Network & Infrastructure
Brazil’s Vivo axes Winity network-sharing tie-up
Controversial deal falls through as contiguous 700MHz spectrum blocks returned to Anatel. Operators blame regulatory conditions as they prepare to push back against wider infra-sharing ban in Brazil, citing capex reduction and coverage expansion as benefits.
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Premium
Telefónica secures place at Colombia’s 5G auction
MinTIC reveals Telefónica will bid alongside Claro and WOM for 3.5GHz spectrum licences, with Telefónica also bidding through separate entity with partner Tigo.
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Premium
Tech targets LatAm B2B growth with fresh hires
Operator’s B2B digital services arm brings in familiar faces to lead Brazilian and Mexican operations.
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Premium
Movistar–Tigo network-share deal approved
Superintendencia de Industria y Comercio green lights Movistar and Tigo infrastructure-sharing deal in Colombia, but still awaiting clearance from other regulatory authorities including MinTIC.
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M&A
Spain makes “strategic” move for 10% stake in Telefónica
Spanish government set to become the operator’s largest shareholder, with move framed as “of essential importance” to defending national interests. Purchase follows stc’s controversial entry as a Telefónica shareholder, as its European expansion drive continues.
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Venturing & Investments
European Investment Bank funnels €175m into German rural fibre
Northern Fibre Holding Group increases fibre build scope with fresh EU funding. Owner UBS keen to continue investing in the country, noting public funding as crucial to success.
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Premium
FY23–26 plan: Tech charts course to €3bn sales target
Division seeks to ease reliance on acquisitions while expanding portfolio of “next-gen” IT solutions to grow total revenue.
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M&A
Telefónica|Vivo ‘in talks’ over potential Oi fibre unit buy
Potential 15%+ increase in already fast-growing Brazilian fibre reach, fuelling Spanish Group’s charge to 100 million worldwide…
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Premium
Latest Telefónica people moves: Hispam names new CX, transformation leaders
Hispam tweaks the roles of several directors, including in business development, customer care, digital transformation, and management control.
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People
Virgin Media O2 swaps commercial and ops execs
Ulrik Bengtsson and Gareth Turpin depart, with former strategic director Rob Orr taking the operational wheel, and Christian Hindennach filling in as commercial lead temporarily.
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M&A
Altice Portugal ‘enters stc’s European crosshairs'
Saudi Arabian operator said to be jostling with private equity firms targeting Patrick Drahi’s beleaguered outpost, as Middle Eastern telco shopping spree in Europe continues…
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Network & Infrastructure
Telefónica ‘preps’ sizeable tender for 5G SA core in Spain
Shaking out Huawei cobwebs, Telefónica said to be seeking supplier for user plane, with “tens of millions of euros” deal value. Further stacking the odds against still-beholden rivals…
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Network & Infrastructure
Digital Realty taps Blackstone for $7bn EU-US data centre hyper-build JV
Investment giant furthers digital infra interests, targeting 500MW in new IT load across four hyperscale DC campuses in EU and US from 2025.
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M&A
Telefónica ‘closes out’ digital-R&D merger, creating strategic digitalisation unit led by CDO
Hacker-in-chief Alonso to lead newly-formed Telefónica Innovación Digital, encompassing data, digital services and innovation functions. Part of Group-wide simplification drive, supporting strategic digital transformation. Learn more…
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Venturing & Investments
EC grants €1.2bn to fuel cloud computing push
4iG, Deutsche Telekom, Orange, Telefónica, and TIM among IT and telecoms players collaborating on IPCEI-CIS project, seeking to produce a common, open-source architecture for European cloud deployments. First phase of industrial rollout expected to complete by 2031, with goal creating 1,000 jobs and “positive spill-over effects” in the process.
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Strategy & Change
Telefónica puts O2 share-buying offer on the table
Shareholders able to tender their shares until mid-January 2024, with settlement expected before fiscal year dividend payment in May. Group has already upped its stake in German operating business, with full takeover and revised dividend policy intended to support new three-year strategic plan.
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Products & Services
O2 Germany pushes ahead with holo-comms VR bet; ‘targets’ 2026 debut
“Actively pushing ahead” to support mixed reality within 5G environment. First holographic call made from HQ, but obstacles to overcome…
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Premium
Telefónica|Vivo seeks B2B scale with merger of IT services units
Combination of IT units aimed at achieving scale efficiencies and helping drive growth of operator’s Brazilian B2B ecosystem.
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Products & Services
Telefónica promises speed boost by taking fibre in-house in Spain
Operator pledges to bring “contracted” speeds to every room with new Wi-Fi amplification solution. Commercial launch of FTTR continues push on fibre services signups as copper shutdown approaches, with potential to generate additional fixed-line revenue and user stickiness.