All articles by Neal Doran – Page 20
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PremiumQ2 FY20 first take: Telefónica distracts as reality bites
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn off reported revenue, and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. Telefónica Infra ambition emerging as plans for new wholesale fibre networks ...
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Partnerships & AlliancesAxiata swaps Vodafone for Telefónica
A score for Telefónica in global Partners Program vs Partner Markets match-up. Axiata to integrate and resell ElevenPaths cybersecurity. Deal expands Telefónica presence in ASEAN region as it strives to deliver growth through an overdue expansion in the MNC space.
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Products & ServicesHöttges defends corona app as problems emerge
Both DT and SAP management played down a glitch in their contact tracing app’s notification system as downloads passed the 16 million mark. Issues across iOS and Android devices may have slowed notifications for millions, but after fixes were issued DT promised to keep public better informed on technology ...
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Suppliers & SCMAmdocs snaps up emerging rival Openet
Amdocs acquisition follows on the heels of a significant Openet coup at EE, highlighting the threat carried by the Irish competitor.
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Network & InfrastructureCellnex 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 & InfrastructurePompeo 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.
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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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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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Network & InfrastructureUK retreats in face of unrelenting US Huawei-NGN pressure
Trump admin tactics force hand of NCSC on restricting Huawei in networks. Ability of UK security to assess and monitor Huawei deployments undermined when simultaneously trying to secure a threadbare alt supply chain. At least that’s the mainstream story.
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PeopleHaines bows out at BT
Veteran omnipresent through a plethora of BT reinventions confirms departure plans. Completing final service launch supporting new data and AI solutions. Expecting to return to a frontline role after a short break.
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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 & InfrastructureTelefónica 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 & InfrastructureIoT key to BT’s DyNS drive
Vendor licensing costs and proprietary hardware acting as a brake on widespread SD-WAN uptake, but more compelling IoT economics bringing DyNS to factory floors. BT partnership with Dell spotlighted as an enabler of BT progress in expanding its portfolio. IoT expected to help drive 5G investment through reliable, low-latency ...
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Network & InfrastructureUS forces UK hand on Huawei, Germany resists
Reports that tightened US sanctions may be a game changer on Huawei security pave the way for a UK government U-turn on its approach to the vendor. In Germany, leaked DT contract details underline willingness of Huawei to hedge operator risks with stockpiled supplies and financial guarantees.
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Suppliers & SCMBT eagerly anticipates Nokia cloud revamp
Nokia is targeting cloud service providers with new kit promising automated, scalable cloud service development via a new NetOps toolbox.
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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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M&AFries on VM-O2 merger: don’t mention the tax breaks
Liberty Global anticipates substantial opportunities for savings by injecting Virgin Media tax losses into O2, but Fries wary that such behaviour may not chime with goal of creating new UK “national champion”.