Premium Telefónica Content – Page 24
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Strategy & Change
Elsewhere in Telefónica Hispanomérica: inclusive digitalisation at the fore
Colombia CEO Hernández calls for inclusive digitisation, while Peru’s Internet para Todos notches another 4G reach milestone.
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Strategy & Change
Elsewhere in Telefónica’s Core Markets: Vivo-Claro deal gets checked
Vivo’s RAN-sharing agreement with Claro gets unwanted attention from CADE amid competition concerns.
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Strategy & Change
Elsewhere in Telefónica Group: on the IPv6 trail
Telefónica back on IPv6 development trail; Group lands substantial CAP pay-out; TIM in on Telefónica-backed open RAN alliance.
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giffgaff embraces AWS public cloud
Telefónica UK’s sub-brand MVNO goes “all-in on AWS”. Move accelerates product development. Years-long effort required changes in processes and skills.
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Telefónica agrees to monetise Cornerstone
Telefónica UK and Vodafone UK give each other freedom to “commercialise” their 50% stakes in Cornerstone JV. Uncertain how Group’s top brass will proceed, but partial or full sale seems likely.
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O2 and Sky test 5G broadcast in live sport event
5G smartphones capture handball Bundesliga action for Sky’s live broadcast.
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Canonical and Netcracker flag new Vivo contracts
CIO Kriger reveals progress with key IT projects Fusión and Pandora as part of ongoing work to upgrade Telefónica|Vivo’s systems.
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O2 gets in on “grey spot” action with DT and Vodafone
O2 boasts of bilateral site sharing agreements with its rivals that are expected to expand 4G coverage to hundreds of previously underserved rural locations. Agreement reached as German watchdog only approves existing DT and Vodafone grey spot partnership on condition that O2 is brought into the fold.
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: ElevenPaths banks growth in Spain
Telefónica Tech’s IoT & Big Data unit tags contract extensions, while ElevenPaths expands its Spanish order book.
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Strategy & Change
Elsewhere in Telefónica Hispanoamérica: Peru penalties laid bare
Telefónica Peru remains on naughty step. Play axed from Telefónica Mexico’s content offering.
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Elsewhere in Telefónica’s Core Markets: O2 commits to roaming
Regulation relaxed in Spain. O2 commits to roaming. Vivo signs renewables deal.
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Strategy & Change
Elsewhere in Telefónica Group: dev facilities in Catalonia
Support for Spanish as an AI language, research on IoT for agriculture, and applications of technology for social causes explored.
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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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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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Outlook: 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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Strategy & Change
Elsewhere in Telefónica Hispanoamérica: spectrum plans firm up
Novator challenge builds; Telcel Mexican dominance resisted; Peruvian fines upheld.
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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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Strategy & Change
Elsewhere in Telefónica Group: Prisa stake options mooted
Prisa stake potentially in play; Cisco trumpets Telefónica sell-with relationship; next stop USA for content?
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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.