Core Markets – Page 34
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Network & Infrastructure
Pompeo declares Álvarez-Pallete a US 5G ally
Statements from US Secretary of State on Telefónica intentions appears to contradict ongoing Group commitments to working with Huawei.
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Premium
Elsewhere in Germany: O2 targets infra smart meters
Smart meters to cut O2 energy bills, Sky deal for pay-TV expanded.
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M&A
Claro joins Telefónica and TIM in Oi bid
América Móvil joins the cavalry as stalking horse bidders ride in with plans to divvy up Oi’s mobile base, bringing consolidation to the Brazilian market.
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Network & Infrastructure
Vivo launching 5G DSS in Brazil, semi-committing to Huawei infra
Telefónica’s NatCo to launch 5G network on refarmed spectrum this week, as COVID-19 holds up frequency auctions. DSS employed but workaround deemed“not ideal”. Vivo VP gives tentative green light to Huawei, despite increasing regulatory threat to Chinese-backed networks. Host of new digital ...
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Analysis
Telefónica España roundup: Pay-TV regulations and WFH plans
Three more years of regulation for wholesale pay-TV, but some payphone obligation relief; back to work plans in place post-lockdown.
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Premium
Elsewhere in Telefónica Infra-Tech: Kymatio gets funding boost; Navantia gets €5m contract
Telefónica backs TM Forum Open APIs, and Wayra invests in cybersecurity.
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Premium
Elsewhere in Telefónica Group: Green initiatives and TV studio launch
Telefónica recognised for green credentials, and maintains progress in TV content creation.
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Partnerships & Alliances
Telefónica Empresas adds SAP to cloud “dream team”
Madrid data centre is data sovereignty key to partnership with SAP Spain. Agreement bolsters Telefónica Empresas multicloud strategy.
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Partnerships & Alliances
Telefónica partners to promote digital pathology
Operator bringing connectivity, storage and security capabilities to a partnership fostering an accelerated path to medical diagnoses in Spain.
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Premium
Telefónica people moves: New UK leads; ElevenPaths CFO installed
Cybersecurity unit ElevenPaths looks ready to continue ambitious expansion. Former Chief Commercial Digital Officer Mariano de Beer takes on Independent Director role at Ribbon. Swaps at Wayra’s HispAm divisions.
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Partnerships & Alliances
DT, Telefónica, Vodafone units tackle pan-Euro BroadWay prototypes
Vodafone Portugal in one of three consortia building prototypes for pan-European public safety communication system. T-Mobile Netherlands and Telefónica I+D subbing in Consortium B.
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Network & Infrastructure
Telefónica snookered with 5G allocation battles ahead
Threat from Orange and Vodafone palling up on rural network sharing could be exacerbated if the pair are allowed to align mid-band 5G spectrum allocations.
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Suppliers & SCM
O2 supply chain cracks as German rollout goals missed
Indian plant closures and unavailability of field engineers blamed for failure to meet revised 4G rollout targets.
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Network & Infrastructure
Telefónica looks to cash in a dozen more data centres
Telefónica reportedly eyeing up €150m sale of twelve more DCs to Asterion. Also said to be angling for a stake in interrelated DC manager Nabiax. Same VC fund bought eleven Telefónica DCs in 2019, aiding Group efforts to alleviate debt and monetise assets.
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Premium
Fitch gives Vivo AAA-grade
Fitch recognises Vivo’s business model with triple-A rating despite the COVID-19 effect.
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Network & Infrastructure
Telefónica fuels 4G and IoT in Brazil’s agribusiness sector
Vivo Empresas forms partnership with bioenergy producer UISA.
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Content & TV
Telefónica nets UEFA tournament hat-trick
Movistar+ to air Champions League, Europa League, and newcomer Europa Conference. Winning €975m bid a relative steal as COVID-19 topples Telefónica’s competitors.
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M&A
EU: Vestager nod set to prompt regional consolidation race
Vestager distracts from four-to-three merger demands by highlighting potential for creation of pan-European big beasts. But is this feasible in any imminent iteration of Europe, beyond cross-border infrastructure ventures envisaged by Orange?
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Network & Infrastructure
Germany makes Huawei wait
A decision on Chinese vendors’ involvement in German 5G deployment sees another delay, and is now (tentatively) expected for September 2020. Huawei security concerns remain central to opposition, with operators forced to make hedge their bets in the meantime.
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Premium
Telefónica deepens Google Cloud ties in Spain
Partnership aims to “accelerate” digital transformation for Spanish businesses. Focus is on joint development of mobile edge computing solutions for 5G. Telefónica Tech slated for service delivery. Deal comes on heels of similar arrangement with Microsoft.