All articles by Telefónicawatch – Page 20
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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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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 ...
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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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PremiumVivo 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 ...
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PremiumO2 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.
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Strategy & ChangeVivo 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.
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Strategy & ChangeServices 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.
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PremiumTelefónica: Elsewhere in core markets
O2 Banking charge on the horizon. OBs find silver linings in pandemic response.
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PremiumTelefónica: Elsewhere in Infra-Tech
Microsoft partnership expands to acens, IoT solutions pushed to the fore.
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PremiumTelefónica: Elsewhere in Hispanoamérica
COVID-19 presents challenges and opportunities as physical thefts rise, while digital services portfolios flourish.
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PremiumTelefónica: Elsewhere in Group
Ailing Alierta; EC maintains resistance to four-to-three consolidation.
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Government seeks sale of 32.5% Coltel stake — report
Government sale stirs speculation about Telefónica Colombia exit.
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B2BTelefónica 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.
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Network & InfraVivo partners Huawei on 5G lab
Brazilian operating business continues to collaborate with China-based vendor despite US opposition.
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Suppliers & SCMConduent to tidy O2 Germany’s mailroom
US-based mailroom digitiser brought in to support goals to become CX and digital champion.
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Analyst ReportTelefónicawatch 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”
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Network & InfraCellnex 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.
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Network & InfraPompeo 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.
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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.
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Venturing & Investments5G 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.