All TelcoTitans.com articles in Telefónicawatch #141
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PremiumTelefónica Transformation: ahead of schedule but hitting a bump
Digital services revenue hits 17% revenue increase year-on-year, with the bulk coming from video services. Telefónica Infra remains barebones, but the future looks promising.
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PremiumTelefónica guidance: 2019 targets met, just about
Telefónica claims to have met its FY19 guidance, frowing by 3.2%. 2020 stability promised, but Covid-19 means all bets are off.
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Strategy & ChangeTelefónica steps up response to coronavirus crisis
Group-wide commitments made to maintaining network capacity in light of changing demand. Cisco and Microsoft partnerships enabling additional enterprise customer support. Consumer benefits include temporary free content and information access, and leeway on data use. Cooperation with public administrations and local rivals seen across the Telefónica footprint.
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PremiumTelefónica to trial 5G open RAN
New vendor pack picked for fresh, Europe-based 4G/5G testing round. Open RAN to meld with UNICA as network cloud/virtualisation efforts spread out. O-RAN Alliance enters picture. No word on timing for open RAN go-to-market.
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PremiumTelefónica’s FY19: building a hybrid engine for a juggernaut
Targets on profit and revenue for the year achieved, but Group now guiding for a period of ‘low and slow’ progress on key financial metrics. While financial growth looks hard to come by, Álvarez-Pallete is aiming to create a higher purpose for Telefónica and drive engagement with his transformation ...
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Network & InfrastructureGovernment herds operators into rural sharing pen
March 2020 deadline met, saving government face. Unknown outcome from pushback against EE fee proposal.
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PremiumFinancial performance: growth peters out for ‘old Telefónica’
Telefónica heralds organic growth in revenue and operating income, but reported figures less glowing with OIBDA and cash flow decline. Enterprise business remains a bright spot for the Group.
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PremiumRegional performance: Group savours European stability
FY19 results the first since a tightened focus on four major markets. Volatility in Hispam business seen as justification for focus on key regions.
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PremiumTeam player Telefónica urges edge compute expansion
Group joins Telco Edge Cloud alliance to promote “federation of interconnected operators”. Work with China Unicom, KT, and Telstra on improving multi-operator MEC experience. Goal is to better expose network edge capabilities to third parties. Telefónica throws hat into ring of another alliance to speed up 5G MEC commercialisation. ...
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PremiumTelefónica plugs into carrier blockchain network
Partners with DT, Orange, and T-Mobile US to create inter-operator network based on DLT tech. High hopes of streamlining wholesale carrier roaming processes.
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PremiumTelefónica deepens Microsoft cloud alliance
Microsoft plans to open a new ‘Azure region’ for data centres in Spain and use Telefónica infrastructure to create a joint cloud services offering.
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PremiumJuniper ties with NEC to extend Fusión to Chile
Two key Telefónica partners working to upgrade core infrastructure using a tried and tested European model. Plans said to be 5G-ready, although Chile still some way from launching the next-generation network technology.
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PremiumTIM and Telefónica plot to carve up Oi
Ever-closer Brazilian operators exploring ways to consolidate in the mobile market without falling foul of the authorities. Determining the shape of a final deal, and clearing hurdles from Oi stakeholders, could be a drawn-out process, and distressed fourth-placed player still open to other offers.
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Suppliers & SCMTelefónica UK taps Mavenir again, this time for vIMS
Mavenir solution to slot into operator’s UNICA data centre infrastructure. Timelines hazy for commercial launch.
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Venturing & InvestmentsTelefónica-backed startup and venturing ecosystems, March 2020
Round-up of recent activity among Telefónica-backed startup and venturing ecosystems.
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Public AffairsOperators keep hold of licence fee ‘windfall’
Telefónica gains a win in a licence fee dispute. Group looks set to keep £54m returned, after courts find against Ofcom once more.
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PremiumVodafone feels frozen out by Movistar’s Disney+ win
Rival claims foul play in behind-scenes negotiations with Disney.
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Products & ServicesTelefónica España launches alarms JV with Prosegur
Movistar Prosegur Alarmas JV started operations in March 2020. Prosegur becomes minor Telefónica Group shareholder as part of transaction.
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Public AffairsPhones 4u lawyers claim evidence “mysteriously lost”
Phones 4u administrators expected to highlight an absence of information from former Group management as reason for suspicion that O2 UK may have put undue commercial pressure on the retailer.
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PremiumO2 critical of ‘final’ 5G auction rules
Operator still concerned over Three’s power coming into 3.4GHz–3.8GHz assignment negotiations. Talks’ outcome said to have implications for 5G enabler choices.