All articles by Telefónicawatch – Page 19
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Suppliers & SCMO2 evolves Darwin Project with new lab
Nokia and Hispasat are providing the technology to support 5G and satellite connectivity for CAVs.
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Strategy & ChangeTelefónica gives OOPT some oomph in latest TIP update
Group closely involved in new OOPT transport initiatives, including OpenBNG and MUST. Telefónica champions Solution Groups, which aligns with Blanco’s focus on “end-to-end” virtualised architectures. Vodafone leads way, however, in sourcing ‘open’ radio hardware suppliers.
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Analyst ReportsTelefónicawatch Report #147 – September-October 2020
Key stories include: Acquisitions boost cybersecurity | Blanco and Rakuten in open embrace | Date centres reach the edge | AWS for German core | Ericsson enables Spanish 5G switch on
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PremiumTelefónica racing from nought to 75% on Spanish 5G
After keeping its powder dry, Telefónica is aiming for a rapid 5G rollout to support its ‘digital compact’ commitments to ultrafast connectivity. Ericsson and Nokia are providing the RAN for the NSA iteration of 5G, with a glidepath apparently ready for future standalone services. 3G expected to be shut ...
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PremiumO2 bill prompts Drillisch profits warning
MVNO Drillisch is continuing to hit roadblocks, and get battered on costs, as O2 and the other German operators play hardball on contract terms.
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PremiumO2 building virtual core with AWS, Ericsson as 5G debuts
Virtualised network core based on AWS public cloud infrastructure; Ericsson’s cloud-native 5G functions. OpCo aims to delivering “new industry solutions” securely and quickly, with Mercedes already deploying a 5G campus network. PoCs with selected partners underway; commercial availability slated for 2021. Group gears up for RAN virtualisation in Germany, ...
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PremiumAmdocs, Netcracker flag new Vivo contracts
Amdocs and Netcracker dig in deeper as part of ongoing work to upgrade Telefónica|Vivo’s systems.
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PremiumAnatel revives fines-for-investment swaps
Brazilian regulator finally agrees first Conduct Adjustment Agreement with TIM, enabling operators to swap fines for investment commitments.
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PremiumElsewhere at Telefónica Infra-Tech: ElevenPath growth and cybersecurity prominence
ElevenPaths busy on portfolio expansion as Telefónica Tech ups cybersecurity game. German tower transfer to Telxius begins in earnest.
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PremiumElsewhere at Telefónica Group: Open Future adds 50+ startups in Argentina
Comtech delivers location technology, startups rounded up in Argentina.
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Strategy & ChangeElsewhere in Telefónica Hispanomérica: Claro hits competition woes; Movistar partners Avantel
Fighting AM dominance in Colombia; data abuses in Peru.
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Strategy & ChangeElsewhere in Telefónica's core markets: Ezentis bags Brazil contract; Atos in Spain
Ezentis and Tech Mahindra in key support roles, O2 UK introduces Bubl.
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Analyst ReportsTelefónicawatch Report #146 – August 2020
Key stories include: Telxius fibre charge | Tech Services remain niche | Vivo sticks with Huawei | O2 and Ericsson on 5G campus | Liberty swoops for Cost Rica
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PremiumQ2 FY20: isolated Hispam brings the Group down
Capital efficiency remains a focus as the Group weighs a myriad of options for the future of its Latin American division. Beyond the challenges of the pandemic, tough competition and a relatively low-value customer base are proving a challenge to profitability in the region.
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PremiumTelefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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PremiumSpending: Capex peaks and operational efficiencies rise
Management assures infrastructure investment will be maintained, as key in post-COVID-19 world. Customer experience another priority area. Other projects being reined in to free up funds, though, with Abosolo stressing “strict screening” of spend plans
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Strategy & ChangeInfra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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PremiumGuidance: it’ll all be over by Christmas (2021)
Telefónica said it expects to meet its revised FY20 guidance, although even with the minimal targets it has set itself there is a challenge to be faced.
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PremiumFinancial highlights: generating cash and cutting costs
Telefónica’s numbers for the quarter to 30 June 2020 (Q2 FY20) made grim reading.
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Strategy & ChangeTelefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...