Telefónica Group – Page 48
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PremiumVodafone, Telefónica launch fixed-broadband TIP group
Operators co-chair new TIP project group targeting FTTP access technologies. Vodafone cementing leadership at TIP.
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PremiumTelefónica Q3 FY21 Guidance and spend: hanging fire in uncertain times
Positive results not enough for Telefónica to lift guidance. Grip on spend remains in place, with focus on volume and mix discipline.
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Partnerships & AlliancesBT’s McRae fights corner for Nordic giants, as peers swing for Eur-O-RAN
BT Chief Architect highlights value of local major NEPs, as European peers promote greater supply chain diversification. Remarks follow McRae support for Ericsson foray into open RAN orchestration. BT committed to open RAN as part of opportunity to ‘network-ify’ applications and functions in new markets. Analysys Mason-backed report highlights ...
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Strategy & ChangeTelco leaders converge on Bilbao for ‘secret’ strategising
Deutsche Telekom, Telefónica, and Vodafone represented at the latest European Round Table event. Behind-closed-doors discussions focused on decarbonisation, skills transformation, and single market competition.
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PremiumLebara departs for O2
TDE’s longstanding deal with ‘ethnic’ MVNO comes to an end. Migration of customers expected to commence in 2022.
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PremiumMobiledgeX 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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PremiumTelefónica 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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PremiumTelefónica 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 & ChangeSpain’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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Strategy & ChangeO2 brand to appear in Movistar shop window
Reports indicate Movistar will trial O2-branded fixed and mobile services in its Telyco stores ahead of a potential broader rollout. News comes after loosened regional restrictions, allowing discounted O2 services in hundreds of new municipalities.
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Strategy & ChangeElsewhere in Telefónica Group: €100m spent on HQ digital refurb
Telefónica splashes out €100m on HQ digital refurb; Prosegur plots LatAm expansion with “ally” Telefónica.
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Strategy & ChangeTelefónica preps for 2,000+ job cuts — reports
Spanish operations look set for voluntary redundancy scheme rollout, according to multiple sources. Continuation of ongoing headcount reduction programme expected to be in place by mid-2022 following union negotiations later this month.
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Financial & PerformanceTelefónica prescribes digitalisation as Europe’s inflation antidote
Telefónica’s Argentinian inflation battle shows digitalisation value in markets facing cost challenges. Group management also seeks to ease qualms over rising energy costs and wage inflation in Europe through digitally driven efficiency drive.
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PremiumTelefónica people moves: Tech configures board
Cerdán inaugurated as President, with Colchero, Eguiron, and Prendes in tow at Telefónica Tech. Telefónica Peru names new CFO in effort to align business with the Group’s regional vehicle Telefónica Hispam. Virgin Media O2 continues to confirm team, with senior VM figures retaining titles.
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Partnerships & AlliancesProsegur plots LatAm expansion with “ally” Telefónica
Prosegur outlines plans to copy-paste Movistar Prosegur Alarmas JV model in overlapping LatAm footprint. MPA continues to grow customer base in latest results.
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Products & ServicesTelefónica “aiming for deflation” in La Liga rights tender
League offers up to five-year contracts, ignoring regulator advice. Depreciation anticipated following Lionel Messi departure. Companies have until mid-December to apply.
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Strategy & ChangeTelefónica cools on Spanish fibre sale (for now)
Vilá says domestic retail and wholesale FTTP operations “probably not reflected” in Group valuation. Repeats company line that Spanish fibre infrastructure is “strategic asset”, but doesn’t rule out monetisation in the future.
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Financial & PerformanceTelefónica passes €1bn in shape shifting Tech push
Telefónica Tech division hitting €1bn in annualised revenue flagged as a highlight in Group’s Q3 results presentation. Growth business’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance.
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Enterprise (B2B)O2 Germany pinches Lebara from DT
Telekom Deutschland’s long-standing deal with ‘ethnic’ MVNO comes to an end. Deal expected to commence in mid-2022 and take full effect during 2023.
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Network & InfrastructureVivo picks up Brazilian 5G spectrum
Brazilian operator among 15 participating in spectrum bidding. Long-awaited auction includes frequencies across a handful of 5G-friendly bands. Interest from new entrants poses competitive impact questions, with new national MNO now in the mix. Vivo opting for multi-vendor approach to its standalone core.