All TelcoTitans.com articles in Telefónicawatch #159 – Page 2
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PremiumO2 Germany pushes back on 5GC rollout
Operator “fully on track” to meet coverage targets, but stalls on 5GC. Will not roll out 5G SA on a large-scale until it offers “real added value for customers”. Puts Huawei base station antenna innovation through its paces at 5G Tech City project in Munich.
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PremiumOperators sign second mobile pact for NRW
North Rhine-Westphalia steps up ambitions to be Germany’s leading 5G location. Markus Haas said operators have agreed to build 1,000 new sites in exchange for faster permits. Tower lease costs rising in line with expectations as network expands. CFO Rolle signals caution on FTTP buildout.
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Strategy & ChangeTelefónica progresses centralisation of Hispam
Milagros Montenegro takes on what appears to be a new purchasing role at the Hispam unit. More growth is reported for Q3, but it’s still early days for Hispam.
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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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Venturing & InvestmentsWayra buys into robotics startup
UM Autonomous Systems attracts €2.3m investment. Wayra additionally backs software solution developer Cobrainer.
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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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PeopleDunne moves upstairs as Brouillette takes lead at Verizon
Former O2 UK CEO steps aside as head of Verizon’s fixed-mobile consumer business. New role will see Dunne act as Strategic Advisor to Verizon Chairman. Change comes as new allegations linked to O2’s role in Phones 4u demise continue to emerge.
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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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Venturing & InvestmentsVivo transaction carries Telefónica Tech into Brazilian IoT space
Telefónica’s expansive growth areas division furthers its international ambitions by negotiating a tie-up with Vivo on IoT and analytics-based services. Deal mirrors an August transaction that gave Telefónica Tech an interest in Vivo’s cloud and security business.
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Financial & PerformanceTesco Mobile results: JV shines positive light on challenging period
Mixed bag for joint venture throughout UK lockdowns. “Highly competitive” twelve months sees operating profit rise 20%.
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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.
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PremiumTelefónica people moves: Group seeks strengthened government relations
Juan Montero takes over public policy and competition remit, with reshuffled reports in support. A direct swap on the Group’s Board sees María Rotondo Urcola fill Sabina Fluxà Thienemann’s shoes. Vivo names a successor for its vacant CIO spot. VM O2 builds out a marketing team to grow its ...
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M&ATelefónica’s El Salvador sale under review by regulator
$144m deal cannot go ahead without authorisation. SC has 90 business days to reach a decision.
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