All articles by Telefónicawatch – Page 23
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Network & InfraUK rail connectivity on the right track with O2 partnership
Newcastle to Edinburgh route gets connectivity boost thanks to LNER-O2 UK partnership.
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Partnerships & AlliancesTelefónica links Osasuna with football tech
Smart shin pad provider Humanox nets deal with Club Atlético Osasuna and Telefónica for Spanish grassroots rollout.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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Network & InfraTelevisa pits Izzi against Telcel dominance
Cut-price offering from quad-play service provider is the latest attempt to dethrone Carlos Slim in Mexico. Televisa making use of Mexico’s wholesale-only LTE infrastructure at a time when mobile competitors are re-examining business models to drive efficiency.
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Network & InfraO2 Germany picks Ericsson for 5G core
Operator chooses to rely on European partner for ‘security-relevant’ 5G core. Huawei and Nokia expected to have equal share of RAN. Government appears close to finalising security guidelines for 5G.
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InnovationO2 joins call for UK to step up self-driving tests
O2 UK, Cisco, and partners recommended a UK cyber test facility for connected and autonomous vehicles, complete with allocated spectrum and a core and fibre backbone.
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M&AEU court ruling could revive network consolidation
Commission found to have been wrong to block O2–Three merger, based on commitment to upholding four-player mobile markets in larger countries. While not yet final, the court’s decision may fire the starting pistol for a renewed wave of consolidation among telcos struggling to manage competition. Commissioner Vestager side-steps comment ...
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Venturing & InvestmentsTelefónica activates startup tech programmes
AI, blockchain, IoT, and carrier billing streams open for applicants, with free tech integration and potential Wayra investments on the table.
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Products & ServicesTelefónica picks new banking buddy
Commerzbank’s comdirect to support refresh of O2 Germany’s O2 Banking service, after break-up of relationship with launch partner Fidor Bank.
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Content & TVMovistar Chile overhauls IPTV service, integrates Netflix and Amazon
Operating business gives pay-TV service a major refresh with platform of platforms feel.
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Partnerships & AlliancesInternet para Todos ties with everis for OSS
Consultancy flags development of flexible, open source platform to power the IpT vision of extended wireless access.
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PremiumBig Four providing a solid foundation
‘Show me the money’ the key message in Spain. Positivity in Germany and UK. Brazil trading up. LatAm carve-out progressing.
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Premium‘Resilient but not immune’ Telefónica takes its medicine
Plans for a Telefónica joint-venture with Virgin Media provided the big news, while smaller steps taken on wider digital transformation plans. COVID-19 inflicts a manageable early hit, but Group cautious on longer-term prospects. Scrip dividend offered as Group aims to carefully manage its cash and discretionary spending.
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Analyst ReportTelefónicawatch Report #143 – May 2020
Key stories include: Leadership managing COVID-19 hit | Group picks JV option for UK FMC | Telcos tee up for US ‘Open’ drive | Vivo to stay course on overhaul | Mockers put on upstart Drillisch
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Network & InfraO2’s Haas calls for end to spectrum auctions
Still reeling from last year’s blow-out 5G auction, O2 is lobbying for a re-think on how spectrum rights are managed, and charged for, by the German government.
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Content & TVTelefónica intent on seeing off F1 rivals
Telefónica could pay up to €100m for in-demand motorsport rights as it defends its bundled content price premium.
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Suppliers & SCMCiena trumpets IP migration deal with O2
O2 UK opts for Ciena to migrate legacy time TDM infrastructure and traffic to an adaptive IP network. Operator set to also add network automation capabilities, utilising elements of the Ciena Services portfolio.
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Strategy & ChangeDrillisch ‘not giving up’ on network plans
Prospective new MNO in tight spot over 5G ambitions.
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OperationsO2 offloads lease handling to GCW
OB continues strategic overhaul of UK high street presence, with a “small number” of stores already on the market.
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Network & InfraTelefónica supports call for COVID climate aid alignment
Telcos represented in UN-backed statement urging alignment of COVID-19 economic response with climate action. GSMA, Magyar Telekom, Orange, and Vodafone also pledge support.