Core Markets – Page 43
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Partnerships & AlliancesVodafone rejigs FTTP relationship with Telefónica
Reworked deal said to give challenged Spanish OpCo a broader fibre platform and better terms, in return for expanded commitments.
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M&ATelefónica Deutschland confirms tower switch
German operating business to transfer 10,100 sites to Telxius for €1.5bn. Transaction to reduce Telefónica’s net debt by €500m between 2020 and 2021, but won’t slow down its accelerated capex drive. Telxius portfolio has doubled since 2016.
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Strategy & ChangeDeutsche Telekom, Vodafone clap €130bn German stimulus
Massive €50bn pot set aside for ‘future’ technologies, including 6G, open RAN, AI, and quantum computing. New, €5bn mobile infrastructure company appears to take heat off mobile operators. Thinly veiled threat issued to network suppliers over ‘openness’ and interoperability.
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Partnerships & AlliancesTelefónica links Osasuna with football tech
Smart shin pad provider Humanox nets deal with Club Atlético Osasuna and Telefónica for Spanish grassroots rollout.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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Network & InfrastructureO2 Germany picks Ericsson for 5G core
Operator chooses to rely on European partner for ‘security-relevant’ 5G core. Huawei and Nokia expected to have equal share of RAN. Government appears close to finalising security guidelines for 5G.
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Products & ServicesTelefónica picks new banking buddy
Commerzbank’s comdirect to support refresh of O2 Germany’s O2 Banking service, after break-up of relationship with launch partner Fidor Bank.
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PremiumBig Four providing a solid foundation
‘Show me the money’ the key message in Spain. Positivity in Germany and UK. Brazil trading up. LatAm carve-out progressing.
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Network & InfrastructureO2’s Haas calls for end to spectrum auctions
Still reeling from last year’s blow-out 5G auction, O2 is lobbying for a re-think on how spectrum rights are managed, and charged for, by the German government.
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Content & TVTelefónica intent on seeing off F1 rivals
Telefónica could pay up to €100m for in-demand motorsport rights as it defends its bundled content price premium.
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Strategy & ChangeDrillisch ‘not giving up’ on network plans
Prospective new MNO in tight spot over 5G ambitions.
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PremiumTelefónica Latin America people movements, May 2020
LatAm region gets refreshes in Brazil and Mexico. Former VP Milagros Montenegro gets CFO spot at Peru.
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PremiumTelefónica Europe people movements, May 2020
Changes across O2 UK and MVNOs giffgaff and Tesco Mobile. O2 Germany brought in VW’s Langendorf as Head of Communications.
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PremiumTelefónicawatch roundup - May 2020
Developments from across Telefónica Group entities. TBS taps ST Engineering iDirect for further hub; former contect centre subsidiary Atento flags waning ties to Group; Group becomes inaugural member of GSMA’s 5G IoT for Manufacturing Forum.
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PremiumTelefónica to integrate DTS
Operating business said to be moving to next stage of TV asset tidy-up.
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Products & ServicesO2 switches out banking partner
Fidor relationship, formed in 2016, does not appear to have set world alight.
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Strategy & ChangeVivo commits to investment through crisis
Brazil CEO Christian Gebara cautiously optimistic on progress of joint investment plans despite potential impact of the coronavirus outbreak. FTTP rollout undertaken in conjunction with American Tower said to be progressing serenely in current circumstances. Telefónica|Vivo’s operational strength may also tempt more service providers to consider signing ...
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Network & InfrastructureEuropean spectrum lag adds to 5G uncertainty
Ongoing delays to auctions are complicating operators’ spend planning, and are not necessarily just down to COVID-19.
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PremiumTelefónica set to win UEFA cups
Economic uncertainty said to have left Telefónica as the only serious bidder for Spanish rights to UEFA club competitions for planned 2021-24 seasons. Deal expected to see operator shell out €1.1bn, the same price it paid when it sub-licensed rights for the 2018-21 period.