Latest Telco Insight – Page 319
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Strategy & ChangeTelefónica Peru shareholding ownership switched, remains within Group
Group completed the transfer of a 50.22% shareholding in Telefónica Peru from Telefónica Latinoamérica Holding to Latin America Cellular Holdings.
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PremiumCOVID-19 impacts Telefónica Group share prices
Morgan Stanley cut the financial institution’s price target for Telefónica Group to €5.70 per share from €8, while maintaining a “neutral” rating.
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Analyst ReportTelefónicawatch Report #142 – April 2020
Key stories include: Fibre JV stake sale planned for Chile | Blanco’s empire to permeate new Telefónica | Telefónica enters the edge zone with Microsoft | Telefónica keeps Spain flying high in FTTP rankings | O2 UK heads 5PRING 5G accelerators
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Strategy & ChangeTelefónica maintains its links as markets adapt
SME suppliers in Spain thrown an early lifeline as Group takes steps to keep supply chain moving. O2 Germany reopening stores and account switching restrictions are eased in Spain. O2 UK focuses on supporting health services, but engineers at risk as 5G conspiracy suspicions lead to vandalism and assaults. ...
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M&AVodafone exits long-time IT sherpa Celfocus
Portuguese partner brings Celfocus’ systems expertise in-house.
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PremiumExec denies carrier blockchain split
CBAN CEO says GSMA initiative can “accelerate” development of mobile roaming product. CBAN and GSMA agree partnership to share information on DLT-based settlement. Industry fragmentation still a concern.
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PremiumTelefónica keeps Spain flying high in FTTP rankings
iDATE places Spain in creditable fourth spot among European countries in terms of full-fibre penetration, and a leader in major markets. Telefónica the country’s biggest FTTP contributor by subs, although Orange and Vodafone catching up. Copper switch-off programme key.
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PremiumVodafone losing grip in automotive market
2014 acquisition looks to be on a bad run and struggling to meet buyout rationale. COVID-19 worsening situation. VGE may be tuning up with Vodafone Automotive Deutschland addition. A sign Vodafone had not yet solved long-running headache of how to support bought-in innovation.
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PremiumVodafone Business co-pilots private 5G for Lufthansa
Apparent pragmatic row-back on opposition to private spectrum allocation.
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PremiumVodafone to issue more RFIs for TIP transport scheme
Vodafone rounding up new posse of open transport suppliers under the TIP flag.
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Products & ServicesVodafone shutters Bit and puts focus on yu
Closure a sign of Spanish OpCo’s move to a more fleet-footed go-to-market strategy.
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PremiumVodafone bags 5G spectrum; other OpCos have to wait
Hungarian business secures rights in three new bands. Digi plans legal action over ‘unfair’ 5G auction. 5G auction plans topple in Europe due to COVID-19.
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Suppliers & SCMRebel MPs push for Huawei ban
Attempt to kick out Huawei from UK infrastructure within three years fails to secure backing of Commons. Government considering tougher demands on HRVs to head off rebels, who are expected to return with reinforcements in the summer.
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PremiumVodafone takes bit-part role in UK 5G trials
Grants allocated from £200m 5G trials and testbed pot. Limited telco involvement: Vodafone takes most prominent role, Telefónica and Three UK follow.
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Public AffairsSupreme Court offers Vodafone scant hope
Top court in the land calls halt to operator self-assessment on fees. Irate judge threatens bosses with jail if liabilities not paid in timely manner. Read meets with India government ministers to seek assistance. COVID-19 lockdown measures provide temporary reprieve.
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Products & ServicesM-PESA set for expansion as deal is agreed
Decentralisation billed as way to unlock new phase of expansion.
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Public AffairsVodacom plays ball with CompCom on data pricing
Compromise found to help SA’s low-income groups access mobile data. Price elasticity expected to take sting out of sharp price cuts. Auction of 4G- and 5G-friendly spectrum still slated for late-2020.
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PremiumMicrosoft acquires Affirmed Networks
Microsoft agreed a deal to acquire Affirmed Networks, a wireless infrastructure solutions vendor and Vodafone investment.
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PremiumVodafone Business Poland launched for enterprise services
Vodafone returned to Poland with the creation of a new subsidiary to push business-to-business (B2B) services to local enterprises.
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PremiumVodafone, Deutsche Telekom sign NB-IoT roaming agreement
Vodafone signed a Narrowband Internet of Things (NB-IoT) roaming agreement with European arch-rival DT.