All articles by Telefónicawatch – Page 10
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PremiumO2 sorts out Gigabit wholesale wrangle with Vodafone
“Extension” of Vodafone wholesale deal allows O2 to market internet speeds of up-to-1Gbps to over 22 million cable households.
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PremiumElsewhere in Germany: operator claims 5G milestone
O2’s 5G network reaches a third of German population.
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PremiumVivo taps AWS, Nokia for 5G SA core
Brazilian OB is firming up key players in its multi-vendor 5G ecosystem.
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PremiumElsewhere in Brazil: Viasat contract extended
Telefónica|Vivo ponders BRL 3.5bn unsecured loan.
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PremiumElsewhere in Telefónica Infra-Tech: Telxius expands Brazilian connections
FiBrasil begins building up IT stack; Tech targets US cloud market.
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PremiumTelxius ownership rejig gains green light
Telefónica and Pontegadea set to finalise shared purchase of KKR’s 40% stake in Telxius.
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PremiumTelefónica signs OneWeb to strengthen rural coverage
Low-Earth orbit satellite provider OneWeb signs MoU with Telefónica Global Solutions to deliver cellular backhaul in Europe and Latin America.
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PremiumTelefónica Innovation & Venturing Roundup: Alaian alliance calls for fresh ideas
Wayra set for evolution with funds set aside for venturing in Israel and LatAm.
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PremiumElsewhere in Telefónica Group: Álvarez-Pallete gets pay pump
Álvarez-Pallete’s salary increases by nearly 70% in 2021 thanks to bonus for closure of Telxius tower divestment and O2 UK merger.
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Analyst ReportTelefónicawatch Report #162 – April 2022
Key stories include: CEO: Telefónica sights ‘new world’ | Vivendi keen to rekindle Group ties | Atento calls up private equity | Group builds on UK&I side hustle | Spanish rival merger talks welcomed
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PremiumTelefónica FY21 Headlines: slow but steady improvement
Group ends M&A- and pandemic-dominated year in forward gear on revenue and earnings. ‘Core’ quad performs solidly. Hispam turnaround progresses. Impairments in Peru and Spain fly below-the-radar. A final wave of infra deals on the way.
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PremiumTelefónica FY21 Guidance: growth expected, aided by deal-making
Management indicates gathering levels of confidence. M&A adds are key to recovery goals, however.
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PremiumTelefónica sets vision for rural connectivity
Internet para Todos joint venture inspires regional, rural manifesto. Proposed changes include calls for regulatory change and investment incentives. Lessons learnt in neighbouring markets implemented in IpT’s Peru home.
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PremiumTelefónica Innovation & Venturing Roundup: Open Future & Wayra on the lookout
Open Future and Wayra launch fresh startup calls; smart port developments in Valencia; co-investments promised in Spanish sports-tech.
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PremiumElsewhere in Telefónica Hispanoamérica: Eco Rating Scheme introduced across markets
Eco Rating system extended to Hispam; Chile preparing for 5G auction; FTTP rival Mundo acquired by DigitalBridge.
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PremiumTelefónica FY21: Group more comfortable with exposure levels
Hispam still not considered ‘core’. However, executives are clearly less concerned by volatility and cash flow drags from cluster of regional OBs. Group indicates deal-making shift from full country exits to infrastructure asset rejigging.
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PremiumElsewhere in UK: Schüler calls for 5G incentives
Schüler calls for more 5G backing; Truphone switches to BT Wholesale; brand campaign launched to drive Volt.
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PremiumElsewhere in Spain: Zoom added to Movistar Home
Movistar Prosegur Alarmas revs customer growth; Living Apps expand with Amazon, Twitter, and Zoom among the newcomers.
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PremiumTelefónica establishes solar energy JV with Repsol
Creation of 50:50 JV to take advantage of recent surge in energy prices. New venture will target both domestic and business markets.
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PremiumO2 tasks Nokia RIC to spot bad behaviour
Near-real-time RAN Intelligent Controller (RIC) to detect unusual behaviour of eleven RAN nodes as part of “learning phase”. Airspan flagged as supplier in open RAN small-cell deployment.