More Latest Insight – Page 240
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Premium
MobiledgeX Edge–Cloud enables cross–operator R&D
DT spinout MobiledgeX’s Edge-Cloud platform leveraged for DT–Telefónica and DT–KDDI collaboration on edge compute proof of concepts. AR tour guides trialled with KDDI; traffic collision avoidance tech demoed with Telefónica Deutschland. Both solutions demonstrated under the auspices of GSMA’s Telco Edge Cloud pre-commercial trials initiative.
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Premium
Vodafone New Zealand said to initiate tower spinout
Former Vodafone OpCo’s parents reported to have hired advisors to guide them through separation and monetisation. Move comes with regional tower market heating up. Both Spark and Vodafone NZ moot interest in infra-sharing.
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M&A
KKR launches Telecom Italia buyout attempt
Offer believed to be worth at least €32bn. Operator shares soar 30% as the news emerges.
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Premium
Telefónica Q3 FY21 Headlines: recovery gathers steam but jitters persist
Group describes results as “significant step towards economic and social recovery”. OBs put in a solid quarter, with Vivo and Telefónica Deutschland reporting gathering commercial momentum. First quarter for refashioned UK business. Telefónica Tech’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Centralisation of Hispam progressing, and ...
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Public Affairs
Altnets gird for legal battle over Openreach FTTP pricing — report
CityFibre said to be heading up legal challenge to Ofcom’s Equinox decision. Rural fibre builder Gigaclear among altnets joining forces to fight back against Openreach’s lower FTTP pricing structure.
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Premium
Telefónica Q3 FY21: Wary Group sticks to plan as recovery builds
Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance. All major OBs in growth and Hispam changes look to be having impact. Executives appear wary of conditions, with inflation and coronavirus lingering. Lid kept on capex as Group asserts discipline. Infra-Tech M&A frenzy ...
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Strategy & Change
Höttges wants to ride black swans in Poland
Deutsche Telekom CEO urges T-Mobile Poland to be “agile and resilient” to black swan events. Warns of increasing unpredictability across all DT markets.
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Strategy & Change
Elsewhere in Hispanoamérica: Chilean rivals team up
Rivals team up in Chile; Telefónica Mexico builds out its third-party coverage.
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Premium
Movistar, WOM in fibre building show down
Rival operators both submitted proposals for multibillion-peso regional fibre deployment contract, set to be awarded in late-2021.
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Suppliers & SCM
VM O2 puts Samsung in RAN frame
Longstanding suppliers Nokia, Ericsson put on alert as JV explores “vendor diversity”. VM O2 will put Samsung’s 4G and 5G RAN equipment through its paces. South Korean supplier maintains kit is open RAN-compliant (after some configuration changes).
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Strategy & Change
Elsewhere in the UK: Ofcom looking at scam calls
Ofcom and operators team on scam calls, within limits; VM O2 IPTV launch draws nearer.
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Strategy & Change
Spain’s ‘big three’ agitate for consolidation
Top execs at Orange, Telefónica, and Vodafone indicate ‘enough is enough’ in Spain’s hyper-competitive market. Telefónica Group COO says Spanish incumbent can play “facilitator role” for consolidation in a market that is “not sustainable”. Vodafone CEO’s patience running out on low returns from southern Europe; looking to “actively engage” ...
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Products & Services
Movistar set for home insurance launch
Move continues Spanish operator’s consolidation in insurance sector.
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Financial & Performance
Openreach accelerates provisioning to leave rivals in starting blocks
CEO Clive Selley on fibre build: phase one is “done”; now onto “selling and populating” stage. Bullish Business Briefing shows Openreach determined to establish its ‘fibre franchise’ as a marketplace while rivals strive for scale. Build process moving towards cruise control with Openreach cornering the market in skills.
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Strategy & Change
Elsewhere in Spain: Spain looking to grow O2 budget play
O2 brand to appear in Movistar shop window as part of ongoing retail revamp; Telefónica Empresas takes on digitisation challenge in rural banks.
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M&A
T-Systems sale speculation resurfaces
Reports in German media indicate DT could pare back ownership of — and exposure to — its long-challenged enterprise IT business. Suggestions point to a possible three-way deal in 2022.
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Strategy & Change
Vodafone seeks experts for skills hubs in Dresden and Málaga
Recruitment process currently looks more active in Málaga than Dresden.
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Partnerships & Alliances
Telefónica Tech joins Ferrovial’s 5G development initiative
5G smart roads project attracts support of Microsoft, among others.
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Strategy & Change
Elsewhere in Germany: O2 Germany launches Easy IoT
Outsourced payroll automation on the move; O2 showcases real-world 5G developments.
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Premium
O2 Germany pushes back on 5GC rollout
Operator “fully on track” to meet coverage targets, but stalls on 5GC. Will not roll out 5G SA on a large-scale until it offers “real added value for customers”. Puts Huawei base station antenna innovation through its paces at 5G Tech City project in Munich.