All articles by Telefónicawatch – Page 21
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PremiumElsewhere in UK: O2 backs roaming extension; Redeem UK hits hard times
O2 UK flagged its intention to keep free roaming, and committed to conscious advertising. Device recycling partner beyond redemption, to be replaced by peer Ingram Micro.
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M&AClaro joins Telefónica and TIM in Oi bid
América Móvil joins the cavalry as stalking horse bidders ride in with plans to divvy up Oi’s mobile base, bringing consolidation to the Brazilian market.
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Network & InfraVivo launching 5G DSS in Brazil, semi-committing to Huawei infra
Telefónica’s NatCo to launch 5G network on refarmed spectrum this week, as COVID-19 holds up frequency auctions. DSS employed but workaround deemed“not ideal”. Vivo VP gives tentative green light to Huawei, despite increasing regulatory threat to Chinese-backed networks. Host of new digital ...
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AnalysisTelefónica España roundup: Pay-TV regulations and WFH plans
Three more years of regulation for wholesale pay-TV, but some payphone obligation relief; back to work plans in place post-lockdown.
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PremiumElsewhere in Telefónica Infra-Tech: Kymatio gets funding boost; Navantia gets €5m contract
Telefónica backs TM Forum Open APIs, and Wayra invests in cybersecurity.
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PremiumElsewhere in Telefónica Group: Green initiatives and TV studio launch
Telefónica recognised for green credentials, and maintains progress in TV content creation.
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Public AffairsTelco execs to share private comms in Phones 4u case
Senior management at Telefónica, BT, DT, Orange, and Vodafone may be required to hand over their phones for inspection as discovery continues in the lawsuit examining alleged operator collusion in the downfall of Phones 4u.
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Partnerships & AlliancesTelefónica partners to promote digital pathology
Operator bringing connectivity, storage and security capabilities to a partnership fostering an accelerated path to medical diagnoses in Spain.
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Venturing & InvestmentsTelefónica opens wallet for Nozomi Networks
TIV investment builds on partnership between ElevenPaths and the industrial cybersecurity specialist. Reinforces current focus on protecting operational technology.
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Partnerships & AlliancesTelefónica brings Erictel IoT to Brazil and UK
Erictel IoT tech at the core of LUCA offerings. To be supported in more Telefónica markets as close links with Ericsson spin-off intensify.
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Network & InfraTelefónica snookered with 5G allocation battles ahead
Threat from Orange and Vodafone palling up on rural network sharing could be exacerbated if the pair are allowed to align mid-band 5G spectrum allocations.
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Suppliers & SCMO2 supply chain cracks as German rollout goals missed
Indian plant closures and unavailability of field engineers blamed for failure to meet revised 4G rollout targets.
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Network & InfraTelefónica looks to cash in a dozen more data centres
Telefónica reportedly eyeing up €150m sale of twelve more DCs to Asterion. Also said to be angling for a stake in interrelated DC manager Nabiax. Same VC fund bought eleven Telefónica DCs in 2019, aiding Group efforts to alleviate debt and monetise assets.
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PremiumFitch gives Vivo AAA-grade
Fitch recognises Vivo’s business model with triple-A rating despite the COVID-19 effect.
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Analyst ReportsTelefónicawatch Report #144 – June-July 2020
Key stories include: Tech crosses paths with ElevenPaths | Google Cloud ties deepened in Spain | US ratchets Huawei pressures in Brazil | Vodafone rejigs Spain FTTP relationship | Ericsson’s UK 5G brief expanded
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Network & InfraTelefónica fuels 4G and IoT in Brazil’s agribusiness sector
Vivo Empresas forms partnership with bioenergy producer UISA.
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Content & TVTelefónica nets UEFA tournament hat-trick
Movistar+ to air Champions League, Europa League, and newcomer Europa Conference. Winning €975m bid a relative steal as COVID-19 topples Telefónica’s competitors.
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M&AEU: Vestager nod set to prompt regional consolidation race
Vestager distracts from four-to-three merger demands by highlighting potential for creation of pan-European big beasts. But is this feasible in any imminent iteration of Europe, beyond cross-border infrastructure ventures envisaged by Orange?
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Network & InfraO2 gives 4G a pre-tie-up top-up
UK operating business seeks to bolster “national champion” pitch ahead of Virgin Media merger. Focus is on eliminating 4G ‘not-spots’ and boosting 4G and 5G coverage at tourist attractions.
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Network & InfraGermany makes Huawei wait
A decision on Chinese vendors’ involvement in German 5G deployment sees another delay, and is now (tentatively) expected for September 2020. Huawei security concerns remain central to opposition, with operators forced to make hedge their bets in the meantime.