All articles by Telefónicawatch – Page 17
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PremiumTelefónica joins talks on EU’s €10bn cloud project
Brussels seeks industry support and investment for federated cloud plan. New alliance to focus on edge computing and industrial data spaces. Telefónica among telcos expected to play a role. Project to work with GAIA-X, avoiding duplication.
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PremiumO2 UK secures more 5G spectrum
Ofcom raises a total of £1.4bn in principal auction stage — several hundred million pounds less than expectations. Regulator has now opened the first phase of negotiation period that should enable operators to build contiguous blocks in the 3.4GHz–3.8GHz band. Lower spend on licences (so far) should provide an ...
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PremiumSpain ties up 3.5GHz loose ends
Telefónica, Orange each acquire 10MHz concession for €21m reserve price. After elongated allocation process stretching over five years, Telefónica ends up with 100MHz of 5G-friendly 3.5GHz spectrum, second only to Orange (110MHz). Timelines fuzzy for auction of 700MHz and 26GHz frequencies, two other bands long identified by Madrid as ...
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PremiumTelefónica España plans 400Gbps IP Fusión upgrade
Pilots with Huawei and Nokia reveal optical transport capacity potential. 400Gbps rollout to start this year in Spain. Huawei technology achieves 600Gbps and 800Gbps in optical mesh tests.
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Strategy & ChangeElsewhere in Telefónica Hispanoamérica: 4.5G in Mexico
Progress on OTT bundling in multiple markets; SME channel opened with BBVA; tax disputes continue in Peru.
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Strategy & ChangeElsewhere in Telefónica Infra-Tech: Telxius lands subsea cable
Telxius plugs into Google’s Dunant cable and bulks up its own South American bandwidth.
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Strategy & ChangeElsewhere in Telefónica Group: European Commission lays out plans
Telefónica backs EC green goals, as Digital Compass launched; Spanish government seeks cybersecurity support; payphones to be axed.
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Strategy & ChangeElsewhere in Telefónica’s Core Markets: Digital Workplace opens up
Movistar+ adds edutainment for at-home learning; O2 UK offers device-as-a-service for remote-working employees.
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Venturing & InvestmentsElsewhere in Telefónica Venturing: fcase, CyG, and ProFuturo
Tech Ventures adds fraud detection to startup shopping list; Group interest CyG bags fresh investment.
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PremiumQ4 FY20: Shrinking Telxius focused on serving the core
Telefónica Infra’s biggest asset demonstrates worth ahead of its sale, while the remainder of the Telxius business is primped for a possible offload. Infra set to focus on development and management of fibre InfraCos to ease Group capital demands and accelerate fibre rollout, while serving the need of OBs. ...
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PremiumQ4 FY20: Telefonica Tech still growing into its role
Telefónica Tech described as “most resilient” area of the business, although growth appears below initial expectations. Licensing and reselling virtualised services key growth drivers, and enterprise offerings propelling divisional growth.
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Strategy & ChangeFY20: Core four battle on in tough times
Major markets collectively show declines at the end of a tough year, but Group remains committed to focusing investment on next-generation networks to transform its fortunes. Spanish operations still the crown jewels, and closely protected, but management still yearning for market consolidation. O2 UK’s five-year efficiency drive has it ...
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PremiumQ4 FY20: lightweight Hispam division swimming against the tide
FX once again crushes a period of robust defensive plays by Hispanoamérica operating businesses. Argentinian currency devaluation weighs heavily. Restructuring in Mexico provides a gloss to profitability for the final quarter. Management expectations moving on from a sale or spin-out towards development an insulated asset-light unit to minimise the ...
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Analyst ReportTelefónicawatch Report #151 – February 2021
Key stories include: VM-O2 plot fibre drive | Data centre share swap with Asterion | Rao’s IT grand designs | Spain preps for recovery investment | OSM foundations in Chile
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Analyst ReportTelefónicawatch Report #150 – January-February 2021
Key stories include: Telefónica wields political power | European giants back open RAN | Canonical rules in Brazil | CX focus for España board | Amdocs boosts BSS presence
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PremiumTelefónica experiments in 5G Technologies Cities
Palliative care trial with Nokia in Segovia using 26GHz frequencies. Network slicing pilot with Cisco and the University of Vigo in Galicia.
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PremiumVivo selects Ericsson for charging solution
B2B and B2C charging consolidated on vendor’s OpenStack-enabled Ericsson Charging platform. Agreement builds on 2012 BSS partnership, with an eye to deployment of emerging 5G products and use cases.
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PremiumO2 aiming to conquer cable country
Fixed broadband link-up with Vodafone finally comes to fruition, with O2 now claiming nationwide reach, and faster speeds. Wholesale deal with Tele Columbus still a work in progress, but mutually beneficial investment still anticipated.
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Premium5G and edge added to activation programme
Wayra Acceleration Programme expanding to seek out edge innovation, and leverage Spain’s rapid 5G rollout.
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Venturing & InvestmentsElsewhere in Telefónica Venturing: Wayra buys into retail
Wayra doubles up on retail and fintech focus. Brazilian portfolio trimmed further with LinkApi exit.



















