Latest Telco Insight – Page 279
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PremiumHeadline data: Another quarter of belt-tightening and falling revenue for Telefónica
Telefónica’s narrative of core market strength yet to fully win over doubters. Restructuring remains work-in-progress in Hispam, Tech, and Infra.
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PremiumSpending: cost controls “here to stay”
Current crisis said to have engendered long-term change for the Group, with claims that costs are being permanently cut, and not just deferred. Further confirmation provided that the peak of capex is behind the Group.
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PremiumOutlook: Cash is king
Telefónica appears just about on track to meet guidance on operating cash flow during this uncertain year. The weak share price is adding to worries on debt, but generating more free cash flow is the Group’s preferred response to pressure. Management tight-lipped on future dividend payments.
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Financial & PerformanceTelefónica Group Q3 FY20
Worries persist about Group debt, a tanking share price, and continued exposure to troubled LatAm markets, but Telefónica insists that €100bn of assets on the balance sheet that could be monetised should calm nerves. “Double dip” challenge of pandemic and FX fluctuations acknowledged by management, but Group positioned as ...
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Strategy & ChangeElsewhere in Telefónica Hispanoamérica: spectrum plans firm up
Novator challenge builds; Telcel Mexican dominance resisted; Peruvian fines upheld.
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Network & InfraVodafone hits open RAN trail in rural Ireland
Modest rollout of 30 sites planned initially, supporting 4G. Supplier partners include Comba Telecom, HP, Parallel Wireless, Supermicro, and VMware. Operator keen to include automation vendors in the open RAN ecosystem.
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Partnerships & AlliancesDrillisch soldiers on with roaming talks
Prospective MNO confirms it is seeking one national roaming agreement. DT’s Höttges questions whether potential rival is serious about building its own 5G network. Talks with Telefónica described as ‘constructive’.
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Strategy & ChangeJansen floats potential for Openreach stake sale
“Open-minded” Jansen may see an Openreach stake sale as a way to relieve pressure on investor demands for a quicker transformation. While CEO’s tone more positive on an asset sale, the challenges of extricating elements of the Group for a sell-off may limit options.
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Strategy & ChangeSafaricom still keen on Ethiopia entry
Safaricom blocked from operating fintech service in Ethiopia, potentially making case for entry shakier, but operator reaffirms Ethiopian commitment and intention to enter bidding war. ECA offers spectrum auction update, amid escalating regional conflict.
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Strategy & ChangeElsewhere in Telefónica's core markets: Oi sights rescue party; O2 hits 4G targets
Path for Oi acquisition clears; German 4G catch-up continues; O2 UK picks up EE spectrum.
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M&AForthnet share shuffle puts United Group in charge
Pending takeover ends will-they-won’t-they saga of possible Vodafone and Wind buyout. Forthnet MVNO supported by Vodafone Greece yet to be launched commercially, but reflects competitive threat for OpCo to ponder. Move for Wind rumoured as next step for United.
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PeopleVi’s Vora joins Mavenir leadership
Former Vi CTO Vishant Vora appointed executive President at Mavenir. Helping open RAN pioneer build out 5G proposition. Troubled Vi left to fight its own fires.
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Products & ServicesTelefónica|Vivo gearing up for Disney+ launch
Vivo melding OTT service with three separate payment plans from mid-November 2020. OTT market spiking, with operator attempting to keep pace.
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Venturing & InvestmentsNew Wayra investment targeting AI at self-checkout snags
Longstanding Group partner leads investment round in AI-powered checkout solution player Proppos. Food tech-focused startup has designs on international expansion.
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Public AffairsTelefónica Peru defends new city unit amid Twitter storm
Caught in political cross-fire, Peruvian operating business fends off flak over award of telecoms concession.
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PeopleDeutsche Telekom moves: Pekovic takes Romania top spot; Affirmed’s Ahmed joins DTCP
Vladan Pekovic named Telekom Romania CEO in wake of OTE exit. Affirmed Networks’ Hassan Ahmed takes DTCP advisory role. DT Europe CEO Dominique Leroy moves into another NatCo Board seat, this time in Greece.
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InnovationTelefónica-backed vehicle-testing lab flags new intake
V2X lab being put to use, with startups testing LiDAR, AI, and blockchain-based solutions in the hope of accelerating path to market. Telco affiliation part of five-strong cohort.
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Analyst ReportVodafonewatch Report #191 – November 2020
Key stories include: Group widens Smart Tech horizons | Wobble during Chairman switchover | Supplier Awards 2020 results in | UK puts down open RAN marker | Vodacom sticks with Nokia for 5G
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Public AffairsDeutsche Telekom exec blames regulators for “miserable state” of European market
VP of European Affairs launches no-holds-barred attack; wants regulation to be “enabling” rather than “value-destructing”. Exec calls for rethink on spectrum auctions, wholesale roaming, and mobile termination rates.