Telefónicawatch
This release
: #128
August 2018: 56pp
Releases/year: 10+
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Executive brief

Group

H1 FY18 results [p.6]

  • Confident Telefónica aiming for radical change
  • Financial performance: good, but not unequivocally good
  • Table: Telefónica Group, performance by Unit

Acquisition and disposals [p.10)

  • Pontegadea buys into Telxius infrastructure company
  • Telefónica plans insurance unit sale
  • Table: People movements

Global Resources

Telefónica progresses 5G Technological Cities project [p.15]

  • Gigabit mobile data grabs headlines for Nokia and Samsung
  • Despite progress, operators have qualms on EU connected car plans
  • Getting industrial with ASTI Mobile Robotics
  • Telefónica backs vertical 5G research project

Telefónica trumpets Enterprise Private Network launch [p.19]

  • Great technological leap forward
  • Building the 5G business case
  • Figure: 5G Momentum Index

Telefónica lures vendors towards OpenRAN [p.21]

  • Telefónica also running with O-RAN Alliance
  • Telefónica marches on with APIs
  • Cultural and operational shift

Digital Services

Movistar Home to launch in Spain in Autumn 2018 [Pp28]

Telefónica's Digital Manifesto signals Group philosophy [p.29]

  • Connectivity the be all and end all
  • Curbing the dominance of internet platforms.
  • Social good justifies digital disruption

Mexico latest OB to open a Thinkx Lab [p.32]

Latin America

Huawei and Vivo demo 5G VR [p.34]

Courts and Subtel create spectrum turmoil for Operators [p.35]

  • Subtel freezing licences in the name of 5G research
  • Amazon test drives Telefónica data centre

Telefónica boasts of data test speeds in LatAm arms race [p.38]

Europe

O2 Germany hails progress on network improvements [p.40]

  • NGN Fiber Network breaks ground
  • Politicians and operators pulling together as one

Telefónica wins 50MHZ 5G spectrum for EUR107m [p.43]

  • Telefónica kicks off new football rights season
  • Telefónica insists it secured a good deal
  • Rivals feel the burn
  • Telefónica scores outsourcing first with Spanish bank

O2 and Sky extend MVNO deal for Sky Mobile [p.47]

  • O2 invites FTSE 100 companies to join its 5G testbed
  • O2 distances itself from Huawei

Further reading

Index

Symbols

5G Automotive Association 16
21st Century Fox
- Sky plc 8, 12, 45, 47
#WannaCry 30

A

Al Jazeera
- BeIN Sports 45
Alphabet
- Google 12, 28, 30, 42
Altice 18
Amazon 11, 28, 36, 42, 45
- Amazon Web Services 36, 42
Amdocs 21
América Móvil 34, 35
- Claro 8, 34, 35
Aricent Inc. 21
ASTI 17, 20
AT&T 8, 22, 38
Avianca 17, 20

B

Banco Bilbao Vizcaya Argentaria 6
Bharti Airtel 22, 23
Blackrock 6
BMW 16
BT Group 47, 48
Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (Federal Network Agency for Electricity, Gas, Telecommunications, Postal Service and Railways, BNA/BNetzA/RegTP, Germany) 41, 42

C

CaixaBank 6
China Mobile 22, 23
China Telecom 22, 25
CIENA 25
Ciena Corp. 21
Cisco Systems 21
Cisco Systems, Inc 18, 22
CK Hutchison
- H3G
-- UK 48
Comptel 23
Conadecus 35
Coriant 25

D

Daimler 16
Dell Technologies 25
- Dell EMC 25
Deloitte 11
Deutsche Telekom 16, 22, 41
Drillisch 42
- Yourfone 42

E

Entel 35, 38
Ericsson 12, 15, 16, 18, 19, 20, 38
European Telecommunications Standards Institute (ETSI) 24
European Union 16, 18, 44
- European Commission 16

F

Facebook 21, 28, 30
- Telecom Infra Project 21, 29
FACUA 44
Ford Motor Co. 16
Fujitsu 21

G

GCHQ 48
GSM Association (GSMA) 32, 35
- Mobile World Congress 22, 28

H

Huawei 16, 18, 34, 38, 48

I

Indra 23
Infinera 25
Intel 16, 21, 25
Inversis 46

J

Juniper Networks 25

K

KKR 10
KoolSpan 32
KT Corporation 22

L

La Liga 9, 44, 45, 46
Lime Micro 18

M

MásMóvil 43
Mavenir Systems 21
Mediapro 44, 45
Megacable 38
Microsoft 42
- Skype 17
Mozilla Foundation
- Firefox 30
- Firefox OS 30
MVNOs 38, 42, 47

N

NEC 21, 25
- Netcracker 25
Netflix 8
Netsia 19
NGN Fiber Network 40
Nokia 15, 16, 18, 21, 25
NTT 22, 23

O

Oi SA 36
Omnicom Group, Inc
- Organic 7
Open Networking Foundation 25
ORAN Alliance 21, 22
Orange 22, 23, 43, 46
- Spain 43, 46

P

Parallel Wireless 29
Pontegadea Group 10

Q

Qualcomm 16

R

Real Madrid 7
Red Hat 21
RedVoiss 36
Regions
- APAC
-- China 22, 23, 25
- EMEA
-- Europe 9, 10, 11, 15, 16, 18, 24, 29, 39, 44, 45
-- France 23
-- Germany 28, 40, 41, 42, 48
-- Ireland 47
-- Italy 45
-- Spain 6, 7, 8, 9, 10, 11, 12, 15, 20, 21, 22, 28, 30, 32, 42, 43, 44, 45, 46, 48
-- Sweden 38
-- UK 7, 8, 11, 12, 28, 43, 47, 48
- Latin America 8, 10, 11, 29, 33, 34, 36, 38
-- Argentina 7, 8, 10, 28, 36
-- Brazil 7, 8, 9, 28, 34, 36, 38, 48
-- Central America 8
-- Chile 8, 28, 32, 35, 36, 38
-- Colombia 8, 17, 20, 38
-- Ecuador 8
-- Mexico 8, 32, 38
-- Peru 8
-- Uruguay 8
-- Venezuela 8

S

Samsung 15, 16, 18, 21, 25
SES Global 18
Sigfox 32
Singtel 22
SK Telecom 22, 25
Société Générale 6
Stanford University 22
Subtel (Chile) 35

T

Tech Accord for Cyber Security 31
Tech Mahindra Ltd 21
Technologies
- 2.5G 38
- 2G 22, 42
- 3G 22, 40, 42
-- 3.5G 34, 35, 43
- 4G
-- LTE 15, 17, 19, 22, 32, 38, 40, 41, 42
- 5G 7, 15, 16, 17, 18, 19, 20, 24, 34, 35, 38, 40, 41, 42, 43, 47
- Blockchain 30
- Broadband 6, 9, 19, 20, 24, 36, 38
- Business/Operations Support Systems (BSS/OSS) 24
- eHealth 18
- Ethernet 25
- GSM 32, 35
- Internet of Things 32
- IP 10, 21
- IPTV 8
- LPWA 32
- MIMO 34
- MPLS 17
- NB-IoT 32
- Network functions virtualisation (NFV) 23, 24
- NGN 40
- PSTN 17
- R&D 24
- Software defined networking (SDN) 17, 21, 25
- TV 28, 44
- V2X 15, 16
- VoIP 17, 36
- WebRTC 10
- WLAN
-- Wi-Fi 9, 16
Technology
- RAN 21
Telecom Italia
- TIM Brasil 8
Telefónica Group 6, 8, 10, 11, 15, 16, 17, 18, 25, 29, 34
- Associates and investments
-- China Unicom 23
-- Indra Sistemas 23
-- Sigfox 32
- Digital 11, 12
- Digital services
-- AURA 28, 30
-- LUCA 29, 30
-- OTT 29, 45
-- Telefónica I+D 22, 23
- Europe
-- E-Plus 40, 42
-- Germany 11, 40, 41, 42
-- giffgaff 12
-- O2 8, 11, 12, 40, 41, 42, 47, 48
-- Spain 8, 9, 11, 12, 28, 42, 43, 44, 46, 48
-- Telefónica Deutschland 8, 11, 40, 41, 42
-- UK 8, 11, 12, 47, 48
- Executives
-- Abasolo, Laura 6
-- Álvarez-Pallete Lopez, José María 6, 7, 10, 19, 20, 29
-- Arizaleta, Javier 11
-- Bockfeld, Jochen 11
-- Branco, Átila 34
-- Del Val, David 22
-- Devine, Amanda 12
-- Elizondo, Antonio Jose 23
-- Evans, Mark 48
-- Fothergill, Ed 11
-- García, Juan Carlos 20
-- Gilpérez López, Luis Miguel 12
-- Gomez, Santiago 11
-- Haas, Markus 40
-- Jiménez Izquierdo, Miguel Ángel 11
-- Lima, Kleber 12
-- Mancebo Ortiz, Oscar 28
-- McManus, Derek 48
-- Meggs, Gavin 12
-- Merkle, Janina 11
-- Muñoz Marcos, Antonio 11
-- Muñoz, Vicente 20
-- Qadri, Sayed Yasser 12
-- Rainey, Claire 12
-- Stevenson, Paul 12
-- Thorsen, Wayne 12
-- Vilá, Ángel 6, 9
-- Ward, Dale 12
- Global Resources
-- 5TONIC 17, 18
-- Telefónica Business Solutions 17, 19
-- Telefónica Global Solutions 17
-- Telxius 10
-- UNICA 19, 23, 24
- Latin America 34
-- Brazil 8, 12, 34, 36
-- Chile 35, 36
-- Colombia 38
-- Mexico 11, 32, 38
--- Vivo 34
- Movistar+ 28, 44, 48
- Products and services
-- Living Cloud 24, 42
-- Movistar+ 28, 44, 48
-- pay-TV 7, 9, 28, 38, 44, 45, 46
Telenor 18
Telstra 22
Texas Instruments 21
Twitter 48

V

Viacom 12
Vivendi SA 34
Vodafone Group 9, 16, 21, 23, 40, 41, 42, 43, 46, 47, 48
- Germany 40
- Spain 43, 46
- UK 48
Volkswagen Group
- SEAT 15
Vonage 10
- Tokbox 10

W

World Bank
- ICSID 35
- International Center for the Settlement of Investment Disputes (ICSID) 35

Z

Zara 10

  • After a range of app-based launches, AURA hardware is to land as the hub of the home in Spain.

Telefónica España is to launch Movistar Home, its home video hub that is underpinned by its cognitive intelligence-driven digital assistant AURA, during October 2018.

The device is to be rolled out to other Telefónica markets in 2019, where there is deemed to be demand, particularly those following a convergent strategy.

Telefónica was also reportedly in “early”-stage negotiations with Google to cross­-integrate respective Movistar Home and Google Home and Google Assistant services. The operator was said to be performing technical tests with Google to integrate the technologies.

Google was also reported to be in similar talks with Spain’s other operators, with 20% of internet searches currently said to be voice-activated according to the internet giant. Google began offering its Google Home and Home Mini speakers in Spain during June 2018 with recently integrated Spanish-language support. Telefónica’s digital assistant comes with support for four languages, comprising English, German, Portuguese, and Spanish.

The Movistar Home device, which has its own screen with voice and video call capabilities, is similar in form to the Amazon Echo Show, will also manage home connectivity. The unit is intended to be a hub for users to manage all their Telefónica services and devices, and will give Movistar+ pay-TV customers access to additional functionality including account and billing management.

Telefónica launched AURA at the Mobile World Congress trade event in February 2018, with iterations released in six markets via three interfaces: a mobile app in Argentina, Brazil, and the UK; Facebook Messenger in Chile and Germany; and the Movistar+ pay-TV platform in Spain (Telefónicawatch, #124). However, the version in Spain did not appear to feature billing and account management at launch, with the release of the Movistar Home device ostensibly bringing this functionality to users, in addition to the ability to issue voice-activated commands to request content, subtitles, playback and recording functions, scheduling information, and recommendations already available on the pay-TV app.

Movistar Home‘s launch is to be accompanied by an advertising campaign, called Meet Movistar Home, and Telefónica was reported to have rolled out the device to six flagship stores in Barcelona and Madrid to test and showcase its capabilities.

Oscar Mancebo Ortiz, Head of Movistar Home at Telefónica España, said the device will initially focus on the telco’s main services, such as connectivity and television, but is expected to soon be expanded to other uses such as home automation. To this end, the telco was said to be working with “16 manufacturers and four technologies” in vertical sectors, including lighting and temperature management.

Telefónica emphasised the device’s privacy credentials, and indicated that it will have a “physical tab to ‘block it’ and create a ‘mute’ that makes a circuit cut at the hardware level to prevent it from being circumvented”, and added that it does not record or store any data.

Image: Telefónica

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