More Latest Insight – Page 272
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Products & ServicesTVision relaunch blurred by carriage disputes
New live-TV streaming service raises hackles of media partners over how channels are distributed. Sievert does not see TVision as a profit pool, or loss leader, but way to stimulate demand for 5G and fixed wireless broadband. TVision Home to shutter on 30 December 2020.
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Innovation (R&D)German operators jump on campus 5G bandwagon
Once-dissenting operators now planning to use licence-based campus networks for service and technology development. Steady growth in 5G local frequency allocations maintained, reaching 88 organisations in the first year. Verizon also enters scene.
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Venturing & InvestmentsSky high: DT backed AppsFlyer ups valuation to $2bn
Mobile attribution player earns Salesforce Ventures investment, extending DTCP-backed Series-D round earlier this year. Startup becomes double unicorn, revenue also heading in the right direction.
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Partnerships & AlliancesO2 e-health partner Visionable ramps up operations
Startup enabling prompt treatment lands NHS contract on the back of successful Telefónica-backed pilot. Group renewing interest in ICT health sector.
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MarketingNew T-Mobile US unit to take Un-Carrier model into ads
2019 Pushspring buyout morphs into launch of T-Mobile Marketing Solutions business, with talk of “disruption” and focus on industry “pain points”.
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Network & InfrastructureChile auction: unhappy Movistar reins in spend
Five Chilean spectrum bidders announced: Movistar among MNOs looking for additional 5G bandwidth. Operating business’ antitrust complaints shushed until after the auction, with national 5G roadmap taking priority. Hispanoamérica monetisation plans, and a pivot towards less capital intensive service provision may have contributed to Movistar’s muted involvement.
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Suppliers & SCMUK tightens screws on telcos over Huawei
Government plans to tackle lack of diversity in upcoming new 5G strategy.
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Venturing & InvestmentsDTCP tops up Cellwize investment
DTCP adds another undisclosed sum to its investment in network automation specialist Cellwize. $32m total funding in the Series B round.
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PremiumBT people moves: Consumer gets new Commercial MD; ex-CEO Patterson takes charity post
Consumer goes shopping at Sainsbury’s for new Commercial boss. Openreach looking to energise data strategy with appointment of new lead. Gavin Patterson takes responsible business chairmanship.
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M&ACould Telefónica hold key in Prisa power play?
Manoeuvring said to be taking place around Telefónica’s residual holding in media group. Group reportedly open to selling 9.4%-stake but not at any price.
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PremiumBT Enterprise dials down on B2B costs
BT Enterprise flags more cost-cutting measures are being implemented as COVID-19 disruption adds to the broader challenges it faces in the digital era. As ever, partner and supplier consolidation and change is part of the plan. CEO Jansen presents enterprise 5G as bright spot amid gloom.
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Partnerships & AlliancesT-Systems’ and OVHcloud’s first GAIA-X offering takes shape
GAIA-X project gathers pace, as T-Systems and OVHcloud share details of first commercial services to be launched early next year. Deutsche Telekom remains strong supporter of GAIA-X. Largest cloud providers pledge support for project’s principles, but there are signs of regulatory headwinds ahead.
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M&ACellnex open to Telxius grab
TowerCo CEO cheerfully talks up prospect of acquiring stake in Group’s infrastructure business. Idea of Telefónica-Cellnex tie mooted previously — and never totally quashed. Telefónica’s weakening debt profile may prompt inorganic action around infrastructure.
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M&AVi cashes in from Indus Towers–Infratel merger
Vodafone’s loss-making JV in India gets a much-needed cash boost from sale of Indus stake. Vi reportedly in talks with private equity investors to raise more funds.
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Network & InfrastructureTelefónica tests TIP’s tricks in backhaul
Increasingly familiar group of vendors named in results of technical RFI for OpenSoftHaul solution, run by Telefónica and four other operators including Deutsche Telekom.
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Partnerships & AlliancesThree-tier cloud for Vértice platform
Telefónica Empresas and in-house cloud specialist acens partner for digital content distribution platform. Cloud services, hosting, infrastructure, and management provided in the deal.
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M&ATelxius prepares subsea business for sale — report
Telefónica TowerCo Telxius reportedly poking investors to see who bites. €2bn valuation for 100,000km-long submarine cable arm. Telxius’s terrestrial portion has seen continued growth, potentially readying for a pivot.
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Network & InfrastructureTelefónica links with Allianz on FTTP infrastructure
50:50 wholesale JV targets rural and semi-rural areas with fibre rollout. Majority of $5bn investment to be raised by bank loans. “Non-consolidated structure” reduces Group exposure.
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Suppliers & SCMMovistar taps Nokia for automation-led OSS upgrade
Operator implements near-zero touch automation to increase operational efficiency.