Telefonicawatch Report #55 May-June 2011 Snapshot
7 July 2011
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Table of Contents
4 Telefónica Group
4 Acquisitions and disposals
4 Telefónica cancels plans for Atento IPO
5 Positive spin in the Spanish press
5 Telefónica decision to even try IPO questioned
5 Acquisitions and disposals
6 People
6 People movement highlights
6 Executives
7 Networks
7 Google enters talks with operators
7 Financial reports
8 Telefónica Multinational Solutions
8 Telefónica wins G4S contract
8 Financial reports
8 Telefónica confirms dividend
8 Investors
9 Products and services
9 Telefónica backs tele‑conferencing body, partners Orange
9 Products and services
10 Technology
10 Telefónica joins “World IPv6 Day” initiative
10 Suppliers
11 Telefónica España
11 Strategy
11 Telefónica job cuts spark political controversy
11 Deal could cost Telefónica nearly EUR3bn
11 Contracts
11 Telefónica signs ANCERT framework agreement
12 Telco wants pay deal to reflect its revised stance
12 Incumbent balancing operational needs and political expediency
12 Devices
13 Telefónica unveils new organisational structure
13 Fibre
13 Rivals pressure Telefónica on fibre
14 Acquisitions and disposals
14 Telefónica to acquire hosting company Acens
14 Impact on NEC relationship unclear
14 Imagenio
16 Legal
16 Spain supports Telefónica EU appeal
16 Pricing and tariffs
16 New Movistar tariff sparks mobile price war
16 Industry groups
16 Telefónica backs
electronic ID push
17 Rivals react quickly
17 Text pricing the new frontline
17 MVNOs respond to rates they provoked
17 Tuenti
17 Tuenti trumpets security
18 Sudden about‑turn suggests element of panic
19 Signs of price cuts in fixed‑line sector too
20 Networks
20 4G auctions underway in Spain
21 Products and services
21 Telefónica launches ebook reading device
21 Telefónica changes e‑reader approach
21 Movistar Second Line integrated with Facebook
21 Products and services
21 Telefónica partners on
Spanish Chromebook launch
22 Telefónica proving it can work in digital worlds
22 Television services
22 Telefónica ties with Mediaset for HbbTV pilot
23 Telefónica Latinoamérica
23 Interview
23 OnMobile on working with Telefónica in LatAm
23 OnMobile offers Telefónica opportunity to avoid commoditisation
23 Interview
23 INTERVIEW OPPORTUNITY
24 Telefónica central management key to rapid rollout
24 OnMobile benefits from presence embedded in Telefónica networks
25 Telefónica deployment progressing well, despite challenges
26 Team on the ground an essential across Latin America
26 Europe remains a challenge
28 Regional developments
28 Qualcomm sees short‑term future focused on HSPA+
28 Regional developments
29 Regional deals
29 Telefónica ties with Siemens for UC in LatAm
29 Telefónica taps Cellcrypt for encrypted voice service
30 XIUS expands recharge business with Telefónica
30 Telefónica partners F‑Secure in Latin America
30 Argentina
31 Argentina
31 NEC set to launch cloud services with Telefónica
31 Telefónica wins city monitoring contract
31 Argentina
32 Telefónica sets up “Innovation Club”
32 Brazil
32 Telefónica to invest BRL 200m to expand fibre network
32 Brazil
33 Vivo integration and restructuring progresses
33 Brazil
33 Chile
33 Colombia
34 Chile
34 Movistar to expand incubator with innovation centre
34 Colombia
34 Movistar launches four ZTE handsets in Colombia
35 Mexico
35 Mexican regulator to curb América Móvil’s dominance
35 Clashes with TV companies prompt regulatory backlash against Telmex
35 Costa Rica
35 Ecuador
35 Nicaragua
36 Difficulties for América Móvil present opportunities to Telefónica
36 Peru
36 Movistar launches Sonora music service
36 Peru
37 Venezuela
37 Movistar expands network
37 Peru
37 Venezuela
38 Telefónica Europe
38 Czech Republic
38 Telefónica re‑claims leadership in 3G rollout
38 Czech Republic
39 Germany
39 O2 to commercially launch LTE services
39 Czech Republic
39 Germany
41 Huawei and Telefónica Germany open SIC in Germany
41 Germany
42 Schuster predicts German consolidation
42 Germany
43 Fonic passes two million customer milestone
43 O2 selects MicroNova network planning tool
43 Germany
44 Ireland
44 O2 Ireland to offer bundled cloud software
44 Microsoft continues to make presence felt in Telefónica development
44 Slovakia
44 Telefónica Slovakia announces 3G network launch date
44 Slovakia
45 UK
45 O2, EE, and Vodafone form payments joint venture
45 Generalised plans highlight operator priorities
45 UK
46 Open platform provides potential for rapid growth
46 Role of financial services to be determined as tech threat builds
47 Hutchison may slow launch down, as regulatory approval sought
47 O2 tops Ofcom’s mobile broadband charts
47 UK
48 Mobile wallet services move closer
48 Facebook top‑up enabled for O2
48 UK
48 UK operators cut prepay subsidies
49 O2 UK launches Business Broadband
49 UK
50 O2 voices objections to Ofcom spectrum auction plans
50 UK
51 Other dissenting voices
51 UK
51 O2 More claims more than 2m users
53 Ofcom’s response
53 Ambitious timetable on the verge of delay
53 Devices
54 O2 to return to twelve‑month contracts
54 O2 to offer ProntoForms
54 Recruitment
55 Dunne: customer value and new revenue streams
55 “Tough market” in Q1
55 Focus on value
55 “…out of context…”
55 Dunne on M2M
56 O2 values prepay customers
56 Falling ARPU
56 Supplier recruitment
57 JAJAH boosts international market share as new revenue streams flagged
58 Associates and investments
58 China Unicom
58 Audit Office uncovers financial “irregularities”
59 Unicom begins migrating users from PHS system
59 China Unicom signs regional network deals
60 Telecom Italia
60 Telecom Italia ties with Huawei for development
60 Telecom Italia eyes Brazilian acquisition
61 Telecom Italia denies plans for Media delisting
61 Telecom Italia promotes femtocell applications
62 Telecom Italia acquires retailer 4GH
63 Index
Index
SYMBOLS
2e2, 5, 57
A
AA, 30
Acer, 21
Advertising Standards Authority, 50
AES Atimus, 60
Alcatel-Lucent, 32, 59
Amazon.com
- Kindle, 21
América Móvil, 35, 36
- Slim, Carlos, 35, 36
- Telcel, 35
- Telmex Internacional
(Carso Global Telecom SAB)
- Teléfonos de México (Telmex), 35, 36
Anatel, 33
Apple, 23, 36, 37, 46, 54, 59
- iPad, 46
- iPhone, 36, 37, 46, 54, 59
AT&T, 6, 9, 42
Avenir, 49
B
Banca Sella, 61
Banco Bilbao Vizcaya Argentaria, 4
Barclaycard, 48
Barclays, 7
- Barclays Capital, 7
BCS Global, 9
Bernstein, 42
Bharti Airtel, 9
BNP Paribas, 4
British Broadcasting Corporation, 49
BT Group, 9, 11, 51, 53, 57
Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (Federal Network Agency for Electricity, Gas, Telecommunications, Postal Service and Railways, BNA/BNetzA/RegTP, Germany), 42
C
Cable & Wireless, 5, 9
CCS Insight, 7
Cellcrypt, 29
CFC (Mexico), 35, 36
China Mobile, 58, 59
China Netcom, 58
China Telecom, 58, 59
Chinese National Audit Office, 58
Chunghwa Telecom, 60
Citigroup, 4, 46
CMT (Spain), 16, 17
CNMV, 4
D
Deutsche Telekom, 6, 23, 42
- T-Mobile,
6, 21, 23, 38, 42, 44, 47, 48, 49
- Czech Republic, 38
- Slovakia, 44
- UK, 48
- USA, 6, 21, 42
Dilithium Networks, 23
E
Empresa de Telecoms. de Bogota (ETB), 33
ETB, 33
European Union, 16, 50
- European Commission, 50, 54
Everything Everywhere
(Orange/T-Mobile UK), 45, 47, 49, 50, 51
F
Facebook, 21, 22, 38, 39, 48
Financial Services Authority, 46
FIS, 48
Fitch, Inc., 30, 36
Forum for the Future, 41
France Télécom, 7, 16, 20
- Orange, 9, 13, 17, 18, 19, 20, 44, 47, 48, 49
- Spain, 13
- UK, 48
F-Secure, 30
G
G4S, 8
Global Crossing, 9
Glowpoint, 9
Goldman Sachs, 4
Google, 7, 21, 23, 36, 39, 46, 47, 54, 62
- Android, 7, 12, 36, 39, 54
- YouTube, 7, 38, 62
Grupo Santander
- Santander, 4
Gruppo Editioriale L’Espresso, 61
H
Hewlett-Packard, 9, 43
High Tech Computer Corp. (HTC), 39
Huawei, 39, 41, 59, 60
Hutchison Whampoa, 47
- H3G
- UK, 47, 50, 51
I
IDC, 9
iFormata Communications, 9
Informa plc, 46
Innova, 34
Intelligent Environments, 48
J
Jazztel, 19
JPMorgan Chase, 4
L
Labour Ministry (Spain), 11
- Gomez, Valeriano, 11, 12
LG, 12
Libyan Investment Authority, 8
M
Marketing Society, 47
Masergy, 9
Másmovil, 17, 18
MasterCard, 46
Mediapro
- Gol TV, 19
Mediaset, 22
MicroNova, 43
Microsoft, 6, 44, 51, 54
- Lync Online, 44
- Windows Mobile, 54
Movilforum, 32
MTC, 37
N
National Health Service (UK), 54
Nazca Capital, 14
NEC, 14, 31
NET, 44
NII Holdings, Inc., 46
Nokia, 16, 32, 35, 45, 59
- Ovi, 35
Nokia Siemens Networks, 59
O
Ofcom (UK), 47, 48, 50, 51, 53, 54
OnMobile Global, 23
- Rao, Arvind, 23, 26
ONO, 13, 19
Open Visual Communications Consortium, 9
Optimus, 12
P
PCCW, 9
Polycom, 9
Portugal Telecom, 6
Publicis Groupe
- ZenithOptimedia, 45
Q
Qualcomm, 28
R
Regions
- APAC
- China, 8, 58, 59, 60
- Taiwan, 60
- EMEA
- Czech Republic, 38, 39
- Europe, 5, 6, 7, 8, 10, 14, 16, 21, 26, 30, 38, 44, 46, 50, 53, 54
- Finland, 30
- France, 7, 16, 20
- Germany, 9, 18, 38, 39, 41, 42, 43, 56
- Greece, 7
- Ireland, 6, 7, 8, 9, 44
- Italy, 7, 60, 61, 62
- Portugal, 6, 7
- Slovakia, 44
- Spain,
4, 5, 7, 9, 11, 12, 14, 16, 17, 18, 19, 20, 21, 22, 23, 24, 26, 29, 31, 35
- Sweden, 20
- UK,
5, 6, 8, 11, 18, 28, 29, 38, 41, 45, 46, 47, 48, 49, 50, 51, 53, 54, 55
- Latin America,
7, 14, 21, 23, 24, 25, 26, 28, 29, 30, 31, 32, 33, 36, 37, 60
- Argentina,
25, 28, 30, 31, 36
- Brazil, 4, 25, 28, 31, 32, 33, 36, 60
- Central America, 25, 30
- Chile,
9, 25, 31, 33, 34, 36
- Colombia,
9, 10, 30, 33, 34, 36
- Costa Rica, 30, 35
- Ecuador, 30, 35
- El Salvador, 30
- Guatemala, 30
- Mexico, 25, 28, 35, 36
- Nicaragua, 30, 35
- Panama, 25, 30
- Peru, 6, 36, 37
- Venezuela, 36, 37
- North America
- Canada, 35
- USA, 29, 35
Repsol, 8
Research In Motion, 16, 44, 56, 53, 54
- BlackBerry, 16, 32, 44, 53, 54
Royal Ahold N.V. (Koninklijke Ahold N.V.), 6
Royal Bank of Scotland, 7
Royal KPN, 42
R Raphael & Sons, 46
S
Samsung, 12, 16, 21, 39, 45, 55
Secretaría de Comunicaciones
(Secom, Argentina), 30
SIC, 41
Siemens, 29, 59
Siemens Enterprise Comms., 29
Sina Corp, 58
Sony Ericsson, 45, 55
Spanish Notaries Certification Agency (ANCERT), 11
Sprint Nextel, 46
Subex Ltd, 10
Subtel (Chile), 33
T
Tata Communications, 9
Technologies
- 2G, 29, 37, 59
- GSM, 37
- Edge, 37
- PHS, 59
- 3G, 29, 37, 38, 44, 59
- HSPA+, 28
- UMTS, 37, 50
- TD-SCDMA, 59
- WCDMA, 60
- 4G
- LTE, 20, 28, 39, 41, 50, 53, 60, 62
- Broadband,
8, 13, 16, 19, 22, 28, 30, 31, 33, 36, 38, 39, 47, 49, 51, 60, 62
- DSL, 10, 19, 31, 42
- Business/Operations Support Systems (BSS/OSS), 10
- Cloud computing, 14, 31, 32, 61, 62
- electronic ID (eDNI), 16
- e-readers, 21
- Femtocell, 61
- FMC, 41
- IN, 41
- IP, 8, 10, 14, 21, 22, 29, 32, 44, 49, 57
- IPv6, 10
- M2M, 8, 10, 55
- MMDS, 33
- NAT, 10
- NFC, 45, 46, 47, 48
- Push-to-talk (PTT), 32
- SIM, 8, 47, 55
- SMS, 17, 31
- Telepresence, 9
- TV, 14, 22, 33, 35, 37, 38, 61
- DTH, 33
- Hybrid broadcast b’band TV (hbb-TV), 22
- IPTV, 14
- VDSL, 19, 38, 39
- VoIP, 21
- WAPI, 60
- WLAN
- WiFi, 29, 57, 60
TeleCable, 13
Telecentro, 30
Telecinco, 22
Telecom Italia, 7, 60, 61, 62
- Cubovision, 62
- IT IS, 62
- Patuano, Marco, 62
- Telecom Italia Media, 61
- Telecom Italia Mobile, 62
Telefónica Group,
4, 6, 7, 8, 9, 10, 12, 14, 16, 23, 33, 38
- Applications and development
- BlueVia, 9, 44
- Associates and investments
- China Netcom, 58
- China Unicom,
8, 58, 59, 60
- Portugal Telecom, 6
- Telecom Italia, 7, 60, 61, 62
- Atento, 4, 5, 7
- España, 9, 10, 11, 12, 13, 14, 16, 18, 19, 20, 21, 22
- Acens Technologies, 14
- Europe (O2), 5, 6, 8, 9, 38, 39, 43, 44, 45, 46, 47, 48, 49, 50, 51, 53, 54, 55, 56, 57
- Czech Republic, 6, 38, 39
- Fonic, 18, 43
- Germany, 9, 39, 41, 42, 43, 56
- Giffgaff, 47
- Ireland, 6, 44, 46
- JAJAH, 21, 44, 57
- O2 Media, 45, 50, 51, 57
- Slovakia, 44
- Telefónica International Wholesale Services, 9
- UK, 5, 6, 8, 9, 22, 41, 45, 46, 47, 48, 49, 50, 51, 53, 54, 55, 57
- Executives
- Aguilera, Javier, 13
- Alierta, César, 6, 8
- Alvarez, Cristina, 13
- Álvarez-Pallete Lopez, Jose Maria, 33
- Anglada, Salvador, 13
- Ansaldo, Guillermo, 13, 14
- Blanco, Enrique, 13
- Brown, Alan, 44
- Cahill, Jonnie, 6
- Castro, Javier, 13
- D’arcy, Billy, 54
- Darley, Claire, 6
- De Beer, Mariano Sebastián, 33
- Dowd, Ben, 8
- Dunne, Ronan, 45, 48, 50, 55
- Dvorakova, Dana, 6
- Faura, Kim, 13, 47
- Fernández Valbuena, Santiago, 6
- Folgueiras, Andrea, 41
- Fraile, Raul, 29
- Gardijan, Zoran, 43
- Gayo, Emilio, 13
- Gilpérez, Luis Miguel, 33
- Hayes, Michael, 8
- Hosking, Tom, 6, 51
- Jimenez, Daniel, 29, 32
- Key, Matthew, 54
- Lolek, Ctiro, 6
- Lynch, Nick, 6
- Mackle, Feilim, 6
- Manzanares, Javier, 36
- Mitchell, Eugene, 6
- Muñoz, Claudio, 34
- Nevado, Adrián García, 13
- Rocillo, José, 13
- Ros, Ramon, 6
- San Miguel, Vicente, 10
- Schuster, Rene, 42
- Slovacek, Petr, 38
- Steele, Julie, 49
- Sylvester Gongora, Pamela, 6
- Teixeira, Paulo Cesar, 33
- Valente, Antonio Carlos, 33
- Zorrilla, Javier, 13
- Ex-executives
- Black, Cheryl, 6
- Otter, Sam, 6
- Latinoamérica,
23, 28, 29, 30, 32, 36
- Argentina, 30, 31, 32
- Brazil, 10, 32, 33
- Chile, 34
- Colombia, 10, 34
- Innova, 34
- Mexico, 35
- Peru, 6, 36, 37
- Telefónica Ingeniería de Seguridad, 31
- Venezuela, 37
- Vivo, 6, 32, 33
- Products and services
- Avisame, 31
- Eco Index, 41
- Eco Rating, 45
- Imagenio, 14, 19, 22
- Movistar Second Line, 21
- Movistar TV, 37
- O2 Active, 39
- O2 Business Broadband, 49
- O2 Calling, 57
- O2 Health, 54
- O2 LTE für Zuhause, 39
- O2 Money, 6, 45, 46, 48
- O2 More, 6, 50, 51
- O2 o, 43
- O2 Recycle, 49
- O2 Unify, 5, 8, 57
- Pay & Go, 48
- pay-TV, 33, 35
- Ringback tones (RBT), 23, 25
- Simplicity, 54
- Sonora, 36
- Speedy, 36
- Telepresence, 9
- Terra TV, 22
- Video-conferencing, 9
- You Are Here, 50
- Telefónica Multinational Solutions, 8
- Terra, 22, 36
TeliaSonera, 20
- Yoigo (Xfera), 20
Telstra, 9
Tesco, 18
- Tesco Mobile, 18
Thomson, 6
Tomorrow Focus Technologies, 43
Tribe Mobile, 28
TrueContext, 54
Tuenti, 17
- Tu, 17
TUSR (Slovakia), 44
TVA, 32
Twitter, 38, 58, 62
U
United Internet
- 1&1, 42
Universidad Austral, 32
V
VCCP, 45, 47
Verizon, 9
Virgin Group, 6, 28
- Virgin Group, 28
Visa, Inc., 46, 48
- Visa Europe, 46, 48
Vodafone Group, 6, 7, 16, 17, 18, 20, 24, 26, 38, 39, 42, 45, 47, 49, 50, 51
- Czech Republic, 39
- Spain, 16, 17, 20
- UK, 45, 47, 49, 50, 51
Voxmobili, 23
W
Wavecrest, 48
X
XIUS, 30
Z
Zacks Investment Research, 7
ZTE, 34
About Telefonicawatch
Report: #55
Covering: May-June 2011
Published: June 2011
Next report: July 2011
Ongoing tracking and insight into Telefónica Group; delivering valuable insight into the labyrinth that is Spain’s global telco giant.
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