Latest Telco Insight – Page 10
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Strategy & ChangeElsewhere in Brazil: Vivo goes Solar
Vivo opens new solar energy plant; invites 150 staff to participate in DNA in Action CX programme.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: AI tech released for Drones
Telefónica Tech homes in on drones’ development; ties with Éxxita Be Circular to establish European Green Tech Passport for electronic equipment.
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Financial & Performance
FY21: ‘Core Four’ keep playing to strengths
Telefónica|Vivo making headway on digital services and premium propositions. O2 Germany reaping success of investment in network upgrade. Telefónica España defending high‑value customers, but wants a TV market rethink. VM O2 focused on fibre to deliver a convergence challenge.
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Partnerships & Alliances
Vivo calls on old friends for “5G‑ready” IP transport
Selects Cisco, NEC to build “converged” transport network supporting fixed and wireless traffic. Network slicing capabilities to be part of unified architecture, using segment routing IPv6. Deployment timeframe unclear, but operator under regulatory orders to launch standalone 5G in main cities by August 2022.
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Suppliers & SCM
DT taps Netcracker for B2B automation
Netcracker recruited to automate DT’s B2B services. Hosted on AWS, Netcracker Service Orchestration will support operator’s services across LAN, WAN, and Wi‑Fi. TDE targeting new revenue streams in “multiple” B2B segments.
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Strategy & Change
Elsewhere in Deutsche Telekom Group: DT top of the pile
DT is top telco brand in Europe, again, and surpasses new arch-rival AT&T in global premier league.
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Network & Infrastructure
Rural network spin-off plan revived
New FibreCo to hit the ground running with contribution of existing customers and infrastructure. COO alludes to desire to ‘trigger consolidation’ of altnet fibre space. Spanish FibreCo to have a regional focus, with a nationwide InfraCo ruled out. Search now underway for investors to take a minority stake in ...
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Financial & Performance
FY21: Group anticipating a new, asset-light dawn
Solid organic performance fuels management confidence in Telefónica’s ability to maintain growth and regain traditional swagger. Álvarez‑Pallete on a mission regarding Telefónica transformation. New Spain and UK FibreCos to round off Group infrastructure monetisation programme. Near‑term growth may still be dependent on inorganic activity in Brazil and JV success ...
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Partnerships & Alliances
Telefónica and Microsoft target consumers
Group’s cognitive intelligence Fourth Platform has been rebranded as Kernel. Partners to explore adding Microsoft Teams to Movistar Home proposition.
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Partnerships & Alliances
Telefónica ups 5G campus network momentum
Group highlights work in progress with Pente Networks to speed private network deployments. O2 Germany hails campus network progress in Hamburg and Leipzig. VM O2 and Nokia hit the sweet spot in the UK.
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Strategy & Change
Elsewhere in Telefónica Group: Álvarez-Pallete weighs in on ePrivacy
Group calls for privacy norms rethink; cryptocurrency payments option mooted; Telefónica lauded for sustainability credentials.
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M&A
T‑Mobile Netherlands sale finalised
Consortium WP/AP Telecom Holdings concludes long‑awaited transaction. New owners keen on ‘business as usual’ approach, with eyes on continued growth. Deutsche Telekom expected to net about €3.8bn from sale.
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Partnerships & Alliances
SpaceMobile lures Orange with Vodafone template
Evolving cellular broadband provider now claims association with 1.8 billion mobile accesses as commercial plans progress. FY21 results see $80m more cash spent by SpaceMobile, but with $322m still at hand to fuel 2023 first phase launch. Management assures supply chain and satellite slots secure despite global upheaval.
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M&A
Dutch exit done; Abildgaard welcomes new owners
Abildgaard takes apparent swipe at Deutsche Telekom following long‑awaited sale to WP/AP Telecom Holdings consortium. CEO champions ambitious aim to turn Dutch operator into country’s largest fibre service provider within five years. CEO makes undisclosed investment in new‑look company. DT expected to have net about €3.8bn from sale, with ...
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Innovation (R&D)
Deutsche Telekom Innovation & Venturing: further funds for vHive & Axonius
DT pumps more funds into drones software developer vHive and cybersecurity asset management player Axonius.
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Venturing & Investments
DT invests in Helium’s distributed network
Telekom Innovation Pool joins $200m funding round in decentralised IoT network operator. Crypto token incentive model sees growth in recent years. Liberty Global among fellow participants.
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Partnerships & Alliances
BT flags new contract with Deutsche Post DHL
The two groups have been working together since at least 2010. Focus on building a sustainable and cloud‑based network to underpin supply chains.
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Network & Infrastructure
No further delays in Sprint 3G shutdown, insists TMUS
Following a three-month delay, reports had suggested the process could yet suffer further setbacks. Shutdown began 31 March and will be completed by the end of May. TMUS’ own network to follow suit on 1 July.
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Public Affairs
Álvarez-Pallete: scrap ePrivacy, improve GDPR
Telefónica Executive Chairman José María Álvarez‑Pallete calls on the European Commission to withdraw its proposed ePrivacy Regulation in favour of better enforcement of GDPR. ePrivacy ambitions of “harmonised” single market will not come to fruition, says the Spaniard. Calls for improved data legislation to compete with Asian and US ...
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M&A
Hrvatski Telekom to absorb evotv assets
Merger of HT Produkcija with Croatian incumbent on the cards. HT Produkcija, fully owned by Hrvatski Telekom and owner of evotv, will cease to exist.
