All articles by Telefónicawatch – Page 19
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PremiumElsewhere at Telefónica Infra-Tech: ElevenPath growth and cybersecurity prominence
ElevenPaths busy on portfolio expansion as Telefónica Tech ups cybersecurity game. German tower transfer to Telxius begins in earnest.
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PremiumElsewhere at Telefónica Group: Open Future adds 50+ startups in Argentina
Comtech delivers location technology, startups rounded up in Argentina.
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Strategy & ChangeElsewhere in Telefónica Hispanomérica: Claro hits competition woes; Movistar partners Avantel
Fighting AM dominance in Colombia; data abuses in Peru.
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Strategy & ChangeElsewhere in Telefónica's core markets: Ezentis bags Brazil contract; Atos in Spain
Ezentis and Tech Mahindra in key support roles, O2 UK introduces Bubl.
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Digital ReportsTelefónicawatch Report #146 – August 2020
Key stories include: Telxius fibre charge | Tech Services remain niche | Vivo sticks with Huawei | O2 and Ericsson on 5G campus | Liberty swoops for Cost Rica
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PremiumQ2 FY20: isolated Hispam brings the Group down
Capital efficiency remains a focus as the Group weighs a myriad of options for the future of its Latin American division. Beyond the challenges of the pandemic, tough competition and a relatively low-value customer base are proving a challenge to profitability in the region.
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PremiumTelefónica core markets: glimmers of a return to normality
Group’s key business engines report a mixed set of results, but with signs of recovery emerging over the course of Q2.
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PremiumSpending: Capex peaks and operational efficiencies rise
Management assures infrastructure investment will be maintained, as key in post-COVID-19 world. Customer experience another priority area. Other projects being reined in to free up funds, though, with Abosolo stressing “strict screening” of spend plans
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Strategy & ChangeInfra ambition to fibre up the world
Telefónica Infra-Tech Q2 FY20 analysis. Telxius set to expand its remit beyond tower management and subsea cables with ambitions to bring Group fibre deployment expertise to wholesale markets across Europe and Latin America. Investors may be sought to monetise new infrastructure. Telxius Q2 FY20 performance shows resilience in difficult ...
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PremiumGuidance: it’ll all be over by Christmas (2021)
Telefónica said it expects to meet its revised FY20 guidance, although even with the minimal targets it has set itself there is a challenge to be faced.
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PremiumFinancial highlights: generating cash and cutting costs
Telefónica’s numbers for the quarter to 30 June 2020 (Q2 FY20) made grim reading.
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Strategy & ChangeTelefónica Q2 FY20
Another social pact unveiled as COVID-19 and currency falls combine to wipe €1.5bn of reported revenue in second quarter and shred profitability. Cash generation a priority as strict — and seemingly permanent — spending and investment restrictions are put in place. “Resilience” the key quality attributed to the Group ...
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PremiumVivo and co seek exclusivity as Oi measures up suitors
Vivo, TIM, and Claro back in the driving seat on Oi assets acquisition as exclusive talks resume. Oi rejects proposals from private equity-funded infrastructure provider Highline. Vivo could bolster its weak north-east base. TIM may have most at stake in bidding, with speculation it would take the lion’s share ...
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PremiumO2 meets interim target on coverage obligations
Operating business back on track with LTE rollout after supply chain troubles, but is still playing catch-up on coverage obligations.
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Strategy & ChangeVivo to generate its own renewable energy
Opportunities for cost-savings are driving Vivo to get more hands-on with adoption of localised renewable energy sources. Twenty-year contract commitments from the operator said to be enabling innovative energy provider projects.
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Strategy & ChangeServices at the core of enigmatic Telefónica Tech
Beyond the big talk about Telefónica Tech, associated revenue remains modest, and growth not immune to pandemic impacts.
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PremiumTelefónica: Elsewhere in Infra-Tech
Microsoft partnership expands to acens, IoT solutions pushed to the fore.
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PremiumTelefónica: Elsewhere in Hispanoamérica
COVID-19 presents challenges and opportunities as physical thefts rise, while digital services portfolios flourish.
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PremiumTelefónica: Elsewhere in Group
Ailing Alierta; EC maintains resistance to four-to-three consolidation.
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PremiumTelefónica: Elsewhere in core markets
O2 Banking charge on the horizon. OBs find silver linings in pandemic response.