All TelcoTitans.com articles in Telefónicawatch #145
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Suppliers & SCM
Atento eyes renewed Telefónica relationship
Former Group subsidiary indicates it is discussing a refresh of partnership. COVID-19 takes a toll on Atento Q2 revenue.
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Enterprise (B2B)
O2 flags 5G campus network launch for Mercedes Benz
German operator is working with Ericsson on a 5G network installation at Mercedes Benz’ “factory of the future”.
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M&A
Oi can afford to be choosy as rival bids for assets emerge
Restructuring Brazilian operator Oi is weighing up escalating offers for its mobile assets as a consortium of local operators compete with private equity-funded infrastructure provider Highline. TIM Brasil may have most at stake in bidding, with speculation it would take the lion’s share of Oi assets.
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Operations
Pandemic stalls Telefónica’s alarm JV launch
Pandemic lockdown said to have effectively wiped out the first quarter’s trading of Movistar Prosegur Alarmas, with crisis management the priority. Despite tough start, MPA customer base forecast to treble within a year.
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Strategy & Change
New joint tech division under CTIO Rao in works
Plans to create 60 ‘future-oriented’ positions in fields such as cloud and cybersecurity. German operating business continues network and IT integration efforts.
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M&A
Telefónica uses Liberty for Costa Rica exit Plan B
Telefónica still intends to pursue legal action against former buyer Millicom. New agreement looks to have wiped $70m off the previously agreed deal.
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Partnerships & Alliances
Axiata swaps Vodafone for Telefónica
A score for Telefónica in global Partners Program vs Partner Markets match-up. Axiata to integrate and resell ElevenPaths cybersecurity. Deal expands Telefónica presence in ASEAN region as it strives to deliver growth through an overdue expansion in the MNC space.
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Enterprise (B2B)
Telefónica digs deep for 4G in Brazil’s mining sector
Vivo forms partnership with Nokia to implement previously agreed LTE network at Vale mine. Nokia said the plan is to migrate the network to 5G in future.
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Network & Infrastructure
Vivo partners Huawei on 5G lab
Brazilian operating business continues to collaborate with China-based vendor despite US opposition.
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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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Digital Reports
Telefónicawatch Report #145 – July 2020
Key stories include: US embraces “clean” Telefónica | TIP optical vendors picked | Go Ignite flickers back to life | German supply chain cracks | SAP in Telefonica “dream team”
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Network & Infrastructure
Cellnex swerves Telxius questions as it builds war chest
Robustly growing tower company with €11bn burning a hole in its pocket. Linked to an investment in Telefónica’s “magnificent” infrastructure division. Cellnex management say keen on operational control over investments.
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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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Consumer (B2C)
Mexico price war heats up as Movistar leverages AT&T network
Movistar Mexico is taking advantage of an enhanced 4G footprint. Wading in to battle with both the incumbent and edgier MVNOs. Data-driven price war.
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Venturing & Investments
5G incubator club Go Ignite flickers back to life
Anything 5G on the radar of Deutsche Telekom, Orange, Singtel and Telefónica as they get the gang back together for one more startup search.
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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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Suppliers & SCM
Fortinet update for ElevenPaths OT, IoT security
Longstanding network security partner Fortinet ties with cybersecurity unit for industrial sector managed services. Continues collaborative history as Telefónica rejigs ElevenPaths positioning.
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M&A
Spanish altnet MÁSMÓVIL hits takeover turbulence
Activist investor tries to foil private equity buyout.
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Premium
Elsewhere in UK: O2 backs roaming extension; Redeem UK hits hard times
O2 UK flagged its intention to keep free roaming, and committed to conscious advertising. Device recycling partner beyond redemption, to be replaced by peer Ingram Micro.