All TelcoTitans Premium Content articles – Page 98
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Spending: cost controls “here to stay”
Current crisis said to have engendered long-term change for the Group, with claims that costs are being permanently cut, and not just deferred. Further confirmation provided that the peak of capex is behind the Group.
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Outlook: Cash is king
Telefónica appears just about on track to meet guidance on operating cash flow during this uncertain year. The weak share price is adding to worries on debt, but generating more free cash flow is the Group’s preferred response to pressure. Management tight-lipped on future dividend payments.
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Headline data: Another quarter of belt-tightening and falling revenue for Telefónica
Telefónica’s narrative of core market strength yet to fully win over doubters. Restructuring remains work-in-progress in Hispam, Tech, and Infra.
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Strategy & Change
Elsewhere in Telefónica Hispanoamérica: spectrum plans firm up
Novator challenge builds; Telcel Mexican dominance resisted; Peruvian fines upheld.
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Strategy & Change
Elsewhere in Telefónica's core markets: Oi sights rescue party; O2 hits 4G targets
Path for Oi acquisition clears; German 4G catch-up continues; O2 UK picks up EE spectrum.
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Digital Reports
Vodafonewatch Report #191 – November 2020
Key stories include: Group widens Smart Tech horizons | Wobble during Chairman switchover | Supplier Awards 2020 results in | UK puts down open RAN marker | Vodacom sticks with Nokia for 5G
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Strategy & Change
Elsewhere in Telefónica Group: Prisa stake options mooted
Prisa stake potentially in play; Cisco trumpets Telefónica sell-with relationship; next stop USA for content?
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Strategy & Change
Elsewhere in Telefónica Infra-Tech: Cisco partnered for Galician 5G
ElevenPaths ups game in Galician region; Telefónica flags renewed connected-car focus.
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UK 5G innovation: the startups to watch
Five standout startups driving UK 5G innovation. UK government helping underwrite. Regional initiatives open floor to smaller operators (MNOs in the wings).
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Digital Reports
Deutsche Telekomwatch Report #99 – November 2020
Key stories include: BuyIn on manoeuvres for new normal | HAPS tie-up locked for take-off | DT takes a grip as TIP reorganises | IoT becomes Germany-driven | Samsung gets an in at NetWorkS!
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UK 5G innovation: projects, testbeds and trials
Inaugural DCMS 5G funding established testbeds across the UK: hubs for future 5G-enabled innovation. £200m funding pledged by 2022.
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UK 5G innovation: Rural Connected Communities
5G set to be leverages to improve the connectivity in rural, underserved areas across the UK. Rural nature sees telco participation lacking; regional operators pick up the slack. Startups and SMEs in the picture.
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UK 5G innovation: Industrial 5G
Three projects to build next-generation connectivity into UK industry. O2 and Vodafone take the lead. Universities make up significant proportion of consortia.
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UK 5G innovation: 5G Create
DCMS-funded projects take £16m in grants for 5G use-cases. Automation, broadcasting, and XR among the technologies. BT, O2, and Three participate.
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UK 5G innovation: West Midlands 5G
WM5G was established by the West Midlands Combined Authority and DCMS, with the DCMS promising more than £20m of investment by March 2022.
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UK 5G innovation: Scotland 5G Centre
The S5GC was established as a 5G development hub and is chaired by former BT executive Julie Snell. Attracted £5.3m Scottish government investment, to expire in 2022.
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UK 5G innovation: EU 5G PPP
A joint initiative between the EC and European industry. In its third wave of projects after launching in June 2018. Telefónica present via its R&D entity Telefónica I&D. Deutsche Telekom also involved in several projects via Group and Greek subsidiary; BT present in UK-focused projects.
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Strategy & Change
Elsewhere in Vodafone Group: SpaceMobile-NASA collaboration
NASA working with US satellite venture; Innovus bolsters security; Vodafone’s Harmonic partnership shows its size.
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Strategy & Change
Elsewhere in Vodafone's Associates and JVs: TPG 5G plans take shape
VodafoneZiggo flags Gigabit cable upgrades; 5G spectrum auction nearing in Australia.
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Strategy & Change
Elsewhere in Vodafone Europe: Greece targets submarine business
Vodafone Greece eyes submarine; cashiers going virtual in Spain; Vodafone UK blocked from handset blocking.