Telefónica Deutschland (O2 Germany) – Page 15
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Premium
Q2 FY20 first take: Telefónica distracts as reality bites
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn off reported revenue, and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. Telefónica Infra ambition emerging as plans for new wholesale fibre networks ...
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Suppliers & SCM
Conduent to tidy O2 Germany’s mailroom
US-based mailroom digitiser brought in to support goals to become CX and digital champion.
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Network & Infrastructure
OOPT telcos select vendors for Phoenix prototypes
Vendors selected to develop TIP’s open, disaggregated optical transponder. Operators again urge faster development.
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Network & Infrastructure
Pompeo declares Álvarez-Pallete a US 5G ally
Statements from US Secretary of State on Telefónica intentions appears to contradict ongoing Group commitments to working with Huawei.
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Premium
Elsewhere in Germany: O2 targets infra smart meters
Smart meters to cut O2 energy bills, Sky deal for pay-TV expanded.
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Premium
Telefónica people moves: New UK leads; ElevenPaths CFO installed
Cybersecurity unit ElevenPaths looks ready to continue ambitious expansion. Former Chief Commercial Digital Officer Mariano de Beer takes on Independent Director role at Ribbon. Swaps at Wayra’s HispAm divisions.
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Suppliers & SCM
O2 supply chain cracks as German rollout goals missed
Indian plant closures and unavailability of field engineers blamed for failure to meet revised 4G rollout targets.
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Network & Infrastructure
Telefónica looks to cash in a dozen more data centres
Telefónica reportedly eyeing up €150m sale of twelve more DCs to Asterion. Also said to be angling for a stake in interrelated DC manager Nabiax. Same VC fund bought eleven Telefónica DCs in 2019, aiding Group efforts to alleviate debt and monetise assets.
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Network & Infrastructure
Germany makes Huawei wait
A decision on Chinese vendors’ involvement in German 5G deployment sees another delay, and is now (tentatively) expected for September 2020. Huawei security concerns remain central to opposition, with operators forced to make hedge their bets in the meantime.
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Premium
Telefónica sets eyes on COVID restart; announcements across all markets: Telefónicawatch roundup June-July 2020
Telefónica joined Restarting Together COVID-19 recovery programme, absent from ETSI’s E4P scheme, and one of 53 large companies to take a Bank of England emergency loan. TIWS test LEO satellite; ElevenPaths gets AWS security certification. Announcements across Telefónica’s core markets include ongoing 5G/China drama in the UK; Brazilian network-sharing ...
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Premium
Ashford joins Helios as NED; de Beer and Genish elected to Veon board
Telefónica Group alumni people movements for June-July 2020.
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Premium
Teté Soto named O2 UK Director of Transformation; MVNO Tesco Mobile gets new CMO
Telefónica people movements across European and Hispanoamérican OBs.
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Strategy & Change
O2’s Haas lukewarm over Germany’s rural wirelessco
Operator predictably wary over the potential of planned mobile infrastructure company to disrupt MNOs, despite rural-focused mandate.
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M&A
Telefónica Deutschland confirms tower switch
German operating business to transfer 10,100 sites to Telxius for €1.5bn. Transaction to reduce Telefónica’s net debt by €500m between 2020 and 2021, but won’t slow down its accelerated capex drive. Telxius portfolio has doubled since 2016.
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Strategy & Change
Deutsche Telekom, Vodafone clap €130bn German stimulus
Massive €50bn pot set aside for ‘future’ technologies, including 6G, open RAN, AI, and quantum computing. New, €5bn mobile infrastructure company appears to take heat off mobile operators. Thinly veiled threat issued to network suppliers over ‘openness’ and interoperability.
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Network & Infrastructure
O2 Germany picks Ericsson for 5G core
Operator chooses to rely on European partner for ‘security-relevant’ 5G core. Huawei and Nokia expected to have equal share of RAN. Government appears close to finalising security guidelines for 5G.
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Products & Services
Telefónica 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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Premium
Big 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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Network & Infrastructure
O2’s Haas calls for end to spectrum auctions
Still reeling from last year’s blow-out 5G auction, O2 is lobbying for a re-think on how spectrum rights are managed, and charged for, by the German government.
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Strategy & Change
Drillisch ‘not giving up’ on network plans
Prospective new MNO in tight spot over 5G ambitions.