Latest Telco Insight – Page 17
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Strategy & ChangeTeoh tipped to flee TPG once escrow period ends
Operator’s main shareholders Vodafone and Hutchison free to sell shares after 12 July. So too is founder David Teoh, seen likely to up sticks first. Morgan Stanley analyst doesn’t foresee same share price carnage as when Teoh sold 3% stake last December.
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Partnerships & Alliances
VM O2 taps Amdocs Media for OTT onboarding
New deal looks to build on pre-merger relationship with Amdocs Media.
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Network & Infrastructure
VM O2 switches on Samsung’s 4G, 5G RAN lights
After more than six months of putting Samsung RAN kit through its paces in field tests, VM O2 flicks the switch on “multiple” 4G, 5G sites.
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Content & TV
Liberty refreshes catch-up TV features
In ‘super aggregator’ era, broadcast TV is “still very relevant”.
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Strategy & Change
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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Partnerships & Alliances
Vodafone Business flaunts “new, exciting phase” for IBM, Kyndryl partnership
Trio combine to “supercharge” digital transformations with best-of-breed cloud ecosystem.
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Public Affairs
Drahi’s BT stake raises national security concerns
UK Business Secretary Kwasi Kwarteng wields National Security & Investment Act to review, and potentially reverse, Altice UK’s latest BT stake acquisition.
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Network & Infrastructure
DT’s European Aviation Network heads offshore
Inflight connectivity offering expanded through tie-up with maritime infra player Tampnet.
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Public Affairs
Action ballot date set as union “maximises” BT pressure
Communication Workers Union to post ballot papers on 15 June.
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Strategy & Change
Allera flags big changes ahead under ‘New EE’
BT Consumer CEO says the first chapter of the BT-EE integration process has been completed.
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Innovation (R&D)
Startup health “intimately linked” to telco relationships
Changes to competition, funding, and processes required to support startup ecosystem, TEG finds.
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Network & Infrastructure
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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Strategy & Change
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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Venturing & Investments
Sees.ai flies high with Boeing backing
Vodafone partner picks up $100,000 funding from the aerospace giant.
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Network & Infrastructure
Comcast’s shadow over FWA, but Sievert bullish
Cable operator CEO says T-Mobile’s 5G FWA service has had no impact on churn.
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Strategy & Change
Elsewhere in Brazil: Viasat contract extended
Telefónica|Vivo ponders BRL 3.5bn unsecured loan.
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Partnerships & Alliances
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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Network & Infrastructure
“Proof this disruptive formula works”: Telefónica underlines progress in Peru
Telefónica-backed JV claims to have surpassed a reach of 2.5 million people in Peru across 13,600 locations.
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Partnerships & Alliances
Vi mulls exit from Wi-Fi joint venture
Indian operator goes cool on Firefly joint venture with Airtel, set up in 2015.
