All articles by Cameron Page – Page 27
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Analyst BriefingTelefónicawatch 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 AffairsTelefónica 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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Analyst BriefingTelefónicawatch 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 & ChangeTelefónica 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 & ServicesSpanish 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 & InvestmentsTelefónica 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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Analyst BriefingTelefónicawatch 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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PeoplewatchO2 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”.
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Network & InfraAtlasEdge seeks role as UK C-RAN host
Director of Open RAN Paul Rhodes discusses plan to offer MNOs baseband capacity pooling as a way to deliver capex savings, reduced Scope 3 emissions, and support for new applications. However, scepticism around whether operators will adopt the architecture remains…
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Partnerships & AlliancesVirgin Media O2 signs on for another decade with Tesco
Two businesses extend their long-running joint venture well into the 2030s, responding to Tesco Mobile’s show of commercial resilience during pandemic and economic downturn, and progress on transformation.
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PremiumTelefónica Peoplewatch: new wave of director changes at Virgin Media O2
UK operator appoints new leaders in business development, commercial, transformation, and value creation segments.
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Products & ServicesTelefónica goes live with first 5G FWA offering in Brazil
Vivo Box 5G product provides commercial fixed-wireless access for the first time to Vivo customers, with an initial subscription-based service providing 150GB of data per month.
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Analyst BriefingTelefónicawatch Weekly: Group spending spree goes on shares, spectrum, and sports…
Telefónicawatch Weekly Briefing includes: laying out nearly €3bn on O2 Germany stake increase and Spain sports streaming rights. Chile’s upcoming 5G auction set to see more cash splashed.
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Products & ServicesO2 Germany customers stay on the move during train strikes
New findings from analytics and big data partnership with Teralytics said to give mobility providers “useful” insight for planning alternative arrangements during future strike action.
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Network & InfraTelefónica seeks OpenWiFi capacity lift from Helium Network
Group develops proprietary management platform to leverage Nova Labs’ “open-source” network of mobile hotspots for mobile data offload. Tie-up is initially focused on Mexico, but plans are in place to expand across Latin American markets, with hopes to cut infra costs further…
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Public AffairsTelefónica wants Chile to have a 5G auction rethink
Criticism of Subtel’s terms ramps up, as operator claims that scoring system, prohibition of third-party infra usage, and regulatory obligations grant advantage to 5G entrant Claro. Auction follows several others in Telefónica’s markets over last year, as Group looks to acquire new spectrum while reducing financial exposure in Latin America.
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Content & TVTelefónica forks out €1.3bn for La Liga streaming rights
Continuation of distribution deal with DAZN will see Movistar Plus+ customers retain access to all La Liga football matches until 2027.
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Analyst BriefingTelefónicawatch Weekly: Álvarez-Pallete takes the stage as Group nears centenary
The latest around Telefónica and its markets, including CEO Álvarez-Pallete taking to the stage at the World Economic Forum; Vivo shelving network-share deal with Winity; and O2 Germany getting “aggressive” on discounts…
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M&ATelefónica gets stakeholder thumbs up for O2 share boost
Voluntary acquisition offer, launched following loss of 1&1 network contract, ends with Telefónica gain a 21%-boost to its ownership in German operating business.
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PeoplewatchDeutsche Telekom Peoplewatch: European C-suite refresh rolls on
January 2024 update: Group makes management adjustments across various units in Croatia, France, Germany, and Greece.