Core Markets – Page 14
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Network & Infrastructure
Deutsche Telekom gains clean sweep in 5G network rankings
Opensignal analysis recognises Telekom with clutch of awards, besting O2 and Vodafone across most metrics.
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Premium
Elsewhere in Spain: TSA to leverage Agama solution
Vantage upsells Telefónica on 5G; broadcast services arm shoots for quality with Agama deal.
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Premium
O2 sorts out Gigabit wholesale wrangle with Vodafone
“Extension” of Vodafone wholesale deal allows O2 to market internet speeds of up-to-1Gbps to over 22 million cable households.
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Premium
Elsewhere in Germany: operator claims 5G milestone
O2’s 5G network reaches a third of German population.
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Interview
Unmanned Life creates “brain” for autonomous robotics
Wayra-backed startup blends 5G, AI, and edge computing in “autonomy-as-a-service” platform for orchestrating fleets of drones and ground robots.
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Premium
Vivo taps AWS, Nokia for 5G SA core
Brazilian OB is firming up key players in its multi-vendor 5G ecosystem.
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Premium
Elsewhere in Brazil: Viasat contract extended
Telefónica|Vivo ponders BRL 3.5bn unsecured loan.
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Network & Infrastructure
Telefónica ‘learns lessons’ as open RAN plan scaled back
Spanish group looks to have reined back on flagship ‘50%’ target for open RAN rollout.
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Venturing & Investments
Telefónica leads partners in wearable health-tech venture
Telefónica and allies Atresmedia, Prosegur, and K Fund invest in remote assistance startup Durcal.
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M&A
Telefónica receives bids for minority stake in Spanish rural FibreCo
Spanish media suggests either 45% or 49% is up for grabs.
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Financial & Performance
Movistar Prosegur Alarmas remains on growth path
MPA customer numbers increase almost 50% in first quarter, although ARPU is lower.
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Network & Infrastructure
Vantage gains build wiggle room with Vodafone deal change
TowerCo builds production speed and “optionality” by securing licence to outsource part of its site expansion work for Vodafone Germany.
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Financial & Performance
Q1 FY22: Telefónica facing challenges with a spring in its step
Strong start to FY22 saw cross-examination on prospect of a quick upgrade on guidance for the year. VM O2 the odd one out as three of Telefónica’s core markets show strengthening operational performance and clear vision for market evolution. Telefónica Tech building momentum, but strategy of buying short-term growth ...
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Innovation (R&D)
Telefónica taps IDEMIA for quantum-secured SIM pilot
Quantum-safe 5G SIM proof-of-concept showcased for Telefónica’s Spanish customers. Partnership set to expand to consumer eSIM offerings. Operator aims to stay ahead of quantum cyberthreat curve.
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Operations
Telefónica tightens management focus for Spanish platform play
Previously heralded Industry Verticals unit now up and running as Telefónica implements a more ambitious multi-play strategy. Growing Wholesale business receives dedicated leadership, while regional management will take greater role in supporting B2B sector. Brand manager Serrahima given broader remit to improve customer experience in all sectors.
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M&A
Vivo eyes convergence options as Oi integration begins
Cross-selling to new Oi customer base a focus for CEO Christian Gebara as migration and integration gets underway, set to be completed in 2023. Synergies of BRL 5.4bn (£870m/€1bn) expected via efficiencies in costs, investments, and integration. Spectrum and mobile site tidy-up due this year, with half of the ...
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Marketing
Telefónica has a change of plan on convergence
Fusión brand set to be replaced after a decade as totem for Group’s convergence strategy. Move comes with convergent ARPU and acquisition in stall. New service to draw on Group’s prolific recent recruitment of partners such as Microsoft, Prosegur, and Teladoc.
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Strategy & Change
‘A deliberate ploy’: UK operators face backlash as prices increase
Consumers facing broadband and mobile price hikes question operators’ justifications. Infrastructure investment and heightened demand among the buzzwords, but critics say margins the greater concern. MVNOs come out on top against ‘big four’ in a consumer survey.
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M&A
Oi sale completed following two-year wait
Consortium featuring Telefónica|Vivo, América Móvil’s Claro Brasil, and TIM Brasil concludes BRL 14.5bn deal for Brazilian operator’s mobile assets. Move will bring a “new infrastructural balance” to the market. Initial interest was mooted in March 2020, with Oi having filed for bankruptcy in 2016. Telefónica|Vivo to net 12.5 million ...
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Network & Infrastructure
Vodafone fibre JV rumours resurface in Germany
UK-headquartered Group reportedly talking to investors. Maximum investment said to be capped at €10bn. Off-balance sheet option wheeled out again.