More Recent Insight – Page 387
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M&AEU court ruling could revive network consolidation
Commission found to have been wrong to block O2–Three merger, based on commitment to upholding four-player mobile markets in larger countries. While not yet final, the court’s decision may fire the starting pistol for a renewed wave of consolidation among telcos struggling to manage competition. Commissioner Vestager side-steps comment ...
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OperationsVodacom brings in TechM to push automation
Services and systems integrator exploring ways to take bot-based task handling to next level.
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Venturing & InvestmentsTelefónica activates startup tech programmes
AI, blockchain, IoT, and carrier billing streams open for applicants, with free tech integration and potential Wayra investments on the table.
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Products & ServicesTelefónica picks new banking buddy
Commerzbank’s comdirect to support refresh of O2 Germany’s O2 Banking service, after break-up of relationship with launch partner Fidor Bank.
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Venturing & InvestmentsDTCP dials up investment in Aircall
Fund II backs France-based SaaS contact-centre outfit.
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B2BVodacom makes move into mobile private networks
Mining an early target for integrated IoT, edge, and analytics solution.
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Content & TVMovistar Chile overhauls IPTV service, integrates Netflix and Amazon
Operating business gives pay-TV service a major refresh with platform of platforms feel.
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InnovationOperators prep for 5G reality with Qualcomm
Qualcomm’s OEM certification programme expected to enable establishment of a new XR device category. European operators predict performance and sports content rights can be leveraged to create popular new applications that will showcase 5G’s worth.
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Strategy & ChangeDT CSO Tschersich on security in an emergency
DT Chief Security Officer Thomas Tschersich: video conferencing here to stay, but widespread remote working will only work if there is increased trust between enterprise and cloud partners.
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InnovationBT turns to AI to map supply chain long tail
Group looking for new relationships with smaller suppliers that can help optimise ways of working and support efficiency efforts.
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Suppliers & SCMAltran expands Vodafone 5G links
Vendor flags further 5G engagement with Vodafone, building on existing projects in Italy, Portugal, and Spain.
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Partnerships & AlliancesInternet para Todos ties with everis for OSS
Consultancy flags development of flexible, open source platform to power the IpT vision of extended wireless access.
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Strategy & ChangeDT says no layoffs through carrier services switch
Transfer of international comms operations rescheduled for October, and seen as growth rather than pure cost-cutting play.
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PremiumBig Four providing a solid foundation
‘Show me the money’ the key message in Spain. Positivity in Germany and UK. Brazil trading up. LatAm carve-out progressing.
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Premium‘Resilient but not immune’ Telefónica takes its medicine
Plans for a Telefónica joint-venture with Virgin Media provided the big news, while smaller steps taken on wider digital transformation plans. COVID-19 inflicts a manageable early hit, but Group cautious on longer-term prospects. Scrip dividend offered as Group aims to carefully manage its cash and discretionary spending.
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PremiumVodafone Q4 FY19–20 management update: staying the course, post-coronavirus
Read infers Group is better placed, post-Colao for economic downturn. Della Valle confirms new, AT Kearney-inspired €1bn cost-cutting plan, after trailering move in late-2019. No disruption to Read’s M&A overhaul, beyond Egypt. Targets hit but glitchy performance, both at OpCos and Vodafone Business.
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PremiumFacebook gives Jio a multi-billion pound like
Rival Jio gets fillip from hefty FDI and Facebook digital expertise. Unnamed VfI exec does not rule out similar webscale tie-up for the embattled JV. Indian JV relinquishes last urban stronghold and is set to lose second spot overall.
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PremiumVHA, Nokia take 700MHz path to 5G
JV aims to complement 3.5GHz 5G with low-band spectrum, “Optimisation” of 4G and 5G hints at AirScale DSS. Australian government and ACMA prep release of 850MHz and 900MHz frequencies for next-gen tech.
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PremiumVodafone public work declines, with battles ahead
VfUK’s position as a strong challenger on the supply of communications to government is under threat from the rise of Virgin Media, with its O2 merger plans likely to intensify competition. New contracts are still flowing through, but prospect of significant contract expiration by the end of 2020 flagged. ...
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PremiumVodafone could face long wait for spectrum
Rival O2 remains vexed by how Ofcom has structured mid-band licence sell-off.