All articles by Telefónicawatch – Page 20
-
Premium
Vivo and co seek exclusivity as Oi measures up suitors
Vivo, TIM, and Claro back in the driving seat on Oi assets acquisition as exclusive talks resume. Oi rejects proposals from private equity-funded infrastructure provider Highline. Vivo could bolster its weak north-east base. TIM may have most at stake in bidding, with speculation it would take the lion’s share ...
-
Premium
O2 meets interim target on coverage obligations
Operating business back on track with LTE rollout after supply chain troubles, but is still playing catch-up on coverage obligations.
-
Strategy & Change
Vivo to generate its own renewable energy
Opportunities for cost-savings are driving Vivo to get more hands-on with adoption of localised renewable energy sources. Twenty-year contract commitments from the operator said to be enabling innovative energy provider projects.
-
Strategy & Change
Services at the core of enigmatic Telefónica Tech
Beyond the big talk about Telefónica Tech, associated revenue remains modest, and growth not immune to pandemic impacts.
-
Premium
Telefónica: Elsewhere in Infra-Tech
Microsoft partnership expands to acens, IoT solutions pushed to the fore.
-
Premium
Telefónica: Elsewhere in Hispanoamérica
COVID-19 presents challenges and opportunities as physical thefts rise, while digital services portfolios flourish.
-
Premium
Telefónica: Elsewhere in Group
Ailing Alierta; EC maintains resistance to four-to-three consolidation.
-
Premium
Telefónica: Elsewhere in core markets
O2 Banking charge on the horizon. OBs find silver linings in pandemic response.
-
Premium
Government seeks sale of 32.5% Coltel stake — report
Government sale stirs speculation about Telefónica Colombia exit.
-
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.
-
Network & Infra
Vivo partners Huawei on 5G lab
Brazilian operating business continues to collaborate with China-based vendor despite US opposition.
-
Suppliers & SCM
Conduent to tidy O2 Germany’s mailroom
US-based mailroom digitiser brought in to support goals to become CX and digital champion.
-
Analyst 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”
-
Network & Infra
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.
-
Network & Infra
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.
-
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.
-
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.
-
Premium
Elsewhere in Germany: O2 targets infra smart meters
Smart meters to cut O2 energy bills, Sky deal for pay-TV expanded.
-
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.
-
M&A
Spanish altnet MÁSMÓVIL hits takeover turbulence
Activist investor tries to foil private equity buyout.