All articles by Telefónicawatch – Page 21
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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.
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PremiumElsewhere in Germany: O2 targets infra smart meters
Smart meters to cut O2 energy bills, Sky deal for pay-TV expanded.
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Suppliers & SCMFortinet 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.
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M&ASpanish altnet MÁSMÓVIL hits takeover turbulence
Activist investor tries to foil private equity buyout.
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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 ReportTelefónicawatch 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