Latest – Page 180
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Premium
Headline 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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Premium
Spending: 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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Strategy & Change
Elsewhere in Telefónica Hispanoamérica: spectrum plans firm up
Novator challenge builds; Telcel Mexican dominance resisted; Peruvian fines upheld.
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Network & Infrastructure
Vodafone 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 & Alliances
Drillisch 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 & Change
Jansen 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 & Change
Elsewhere 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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Products & Services
Telefónica|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 & Investments
New 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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Network & Infrastructure
Orange CEO open to pan-European TowerCo idea
Stéphane Richard sees “interesting opportunity” in possible tie-up with Deutsche Telekom or Vodafone. CEO wants to do “something smarter” with tower assets than selling masts to accumulator Cellnex.
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Innovation (R&D)
Telefónica-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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Public Affairs
Deutsche 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.
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Network & Infrastructure
Deutsche Telekom takes rain-check on full-fibre target
Rethink on mix of German next-gen deployment will see Group need a year more than expected to get up to full roll out speed.
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Products & Services
T-Systems re-morphs movement data analytics biz
Deutsche Telekom shuttered subsidiary Motionlogic in May, and has now added Motion Data products and services to IoT portfolio.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: Cisco partnered for Galician 5G
ElevenPaths ups game in Galician region; Telefónica flags renewed connected-car focus.
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Suppliers & SCM
BT procurement relocating to Dublin
Group CPO Pourrat energising procurement transformation with a new standalone business. Move to Dublin officially linked to city’s Big Tech hub, but Brexit bridge may also prove useful. White-collar union Prospect “dismayed” by the plans.
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Premium
UK 5G innovation: the startups to watch
Five standout startups driving UK 5G innovation. UK government helping underwrite. Regional initiatives open floor to smaller operators (MNOs in the wings).
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Partnerships & Alliances
Vodafone looks to unlock Spanish home security market
Vodafone Spain looks to mimic Telefónica success with entrance into connected-security market. Strategic agreement with market leader Securitas Direct picks up pieces of latter’s former relationship with incumbent rival. Deal announced after Telefónica and Prosegur’s JV highlights strong customer acquisition since launch earlier in 2020.
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Venturing & Investments
Tomorrow Street opens door to Block Gemini
Vodafone Procurement Company hoping to reap rewards after Block Gemini’s incubation and initial pilot. Third startup added to the innovation hot-house in just over a month, joining Quantexa and GeoSpock.
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Suppliers & SCM
BT taps Qlik for data analytics prowess
BT aims to create a ‘data-literate workforce’ to improve how it exploits its vast troves of customer data for up-selling opportunities.