Telefónicawatch
This release
: #129
September 2018: 54pp
Releases/year: 10+
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Executive brief

Group: Telefónica aims to bring analysts on side with strategy update [p.5]

  • Group aims to stem share price losses.
  • Table: People Movement highlights.

Global Resources: 5G development [p.10]

  • O2 casts light on data transmission in new 5G trial.
  • Ericsson joins Vivo in 5G testing with massive MIMO trials…
  • … and peddles its Technological Cities wares.
  • 5TONIC embeds as a key EU research hub.
  • Telefónica spanning the spectrum with Ericsson.

Digital services [p.16]

  • Weve unravels.

Security: Longstanding Telefónica partners unite [p.19]

  • Allot, McAfee and Telefónica España to offer security service to SMEs.

Latin America: Colombia next generation coverage builds [p.22]

  • Movistar pays dearly for 40MHz in Mexico's spectrum auction.
  • Red Compartida could ease path to meeting coverage commitments.

Germany: Netcracker BSS platform to support O2's digitalisation [p.30]

  • O2 caught up in Germany's 5G angst.
  • O2 reformulates bundled deal strategy.

Spain: Vodafone complains about Telefónica free football offer [p.38]

  • Orange's soccer surge may support Telefónica's position.
  • Telefónica dampens talk of streaming deals for soccer rights.

UK: O2 UK launches Custom Plans [p.43]

  • O2 keeping up with consumer trends
  • O2 UK ranks last in RootMetrics' tests, again
  • Table: RootMetrics' network testing results, H1 2018
  • CTIL stalls as UK Digital Economy Act creates deadlock

Further reading

Index

Symbols

3GPP 36
21st Century Fox
- Sky plc 34

A

Adidas 8
Allot Communications 19
Alphabet
- Google 16
-- Android 42
Altán Redes 27, 28
- Red Compartida 27, 28, 50
Altran 44
Amazon 41, 44, 51
- Prime Video 41
América Móvil 23, 24, 27
- Claro 23, 24
- Telcel 25, 27, 28, 50
Anatel 12, 23, 50
Apple
- iOS 42
Atos Origin 14
AT&T 24, 25, 26, 27, 50
Avantel 24

B

Bas Corporation
- Kaixo Solar 26
Blackstone 17
BT Group 11, 46
Bundeskartellamt (Federal Cartel Office, Germany) 32, 51
Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (Federal Network Agency for Electricity, Gas, Telecommunications, Postal Service and Railways, BNA/BNetzA/RegTP, Germany) 32, 33, 35

C

CCS 44, 51
CCS Insight 44, 51
China Mobile 36
Chunghwa Telecom 36
Cisco Systems, Inc 11
CK Hutchison
- H3G
-- UK 46
CNDC (Argentina) 23
CNMC 38, 39, 51
CNMV 7
Costain 44, 51

D

Deutsche Telekom 36
Drillisch 32
- Yourfone 32

E

Endesa 38
Ericsson 12, 13, 14, 49
European Union 14, 34, 49
- European Commission 33
Euskaltel 39

F

Facebook 16, 41, 42
Fédération Internationale de Football Association (FIFA) 12
FON 14

G

Greater London Authority 48
Grupo Clarín
- Cablevisión 23, 50

H

Huawei 12, 28

I

IFT (Mexico) 25, 26, 50
Intel 14
Inter-American Development Bank 28

J

Juniper Networks 8

L

La Liga 40, 51
Liberty Global
- Virgin Media 8
-- Virgin Media Business 8
Lierde SICVA 7

M

McAfee 19, 20, 49
McKinsey & Co 7
Media Markt 35
Mediapro 40
Megacable 28
Ministry of Communications and Transportation (Mexico) 26
MVNOs 8, 31, 32, 33, 51

N

National Basketball Association (NBA) 38
NEC 30, 31
- Netcracker 30, 31, 51
Netflix 40, 41
NII Holdings, Inc 23
- Nextel Brazil 23
Nokia 11, 13, 14, 28, 49
NTT 36
- DoCoMo 36

O

OECD 33
Oi SA 23
OpenSport 38, 40, 51
Orange 14, 38, 39, 42, 51
- Spain 39

P

pureLiFi 10, 11, 49

R

Regions
- APAC
-- China 36
-- Japan 36
-- Singapore 36
-- Taiwan 36
- EMEA
-- Belgium 44
-- Cyprus 14
-- Europe 7, 14, 20, 29, 31, 32, 33, 34, 39, 40, 41, 48, 51
-- France 14, 44
-- Germany 7, 14, 30, 31, 32, 33, 35, 36, 42, 51
-- Greece 14
-- Ireland 20, 46
-- Italy 14
-- Netherlands 36, 44
-- Norway 36
-- Poland 36
-- Spain 6, 7, 8, 13, 19, 38, 39, 40, 41, 42, 49, 51
-- Sweden 36
-- Switzerland 36
-- Turkey 36
-- UK 7, 8, 10, 11, 14, 16, 31, 36, 42, 43, 44, 45, 46, 47, 48, 49, 51
- Latin America 7, 20, 21, 24, 26, 31, 41, 50
-- Argentina 7, 8, 23, 24, 42, 50
-- Brazil 7, 12, 23, 24, 28, 31, 42, 50
-- Central America 26
-- Chile 24, 42, 50
-- Colombia 7, 22, 24, 28, 50
-- Mexico 25, 26, 27, 28, 50
-- Peru 7, 28, 50
- North America
-- Canada 24
-- USA 36
RootMetrics 45, 46, 51

S

Samsung 36
Saturn 35, 51
Softbank 36
Sony 36
StarHub 36
Subtel (Chile) 24
Sunrise Communications 36
Swisscom 36

T

Technologies
- 2.5G 25, 26, 27
- 2G 36
- 3G 26, 36
-- 3.5G 12
- 4G
-- LTE 12, 24, 25, 26, 28, 32, 33, 34, 35, 36, 45, 46, 51
-- LTE-A 12, 46
- 5G 6, 10, 11, 12, 13, 14, 24, 25, 31, 32, 33, 35, 45, 48, 49, 51
- Broadband 23, 24, 28, 34, 41, 42
- Business/Operations Support Systems (BSS/OSS) 30, 51
- DSL 34
- FTTH 50
- GSM 36, 51
- high definition (HD) 24, 36, 51
- ICT 31
- Internet of Things 8
- LTE-A Pro 12, 22, 24, 27, 28, 50
- MIMO 12
- NGN 13
- SIM 24, 35, 41, 43
- TV 41, 42, 50, 51
- UMTS 36
- VoLTE 24, 36
- VoWi-Fi 36
- WLAN
-- Wi-Fi 10, 11, 24, 36, 50
Telecom Argentina 23
Telecom Italia 14, 23
- TIM Brasil 23
Telefónica Group 6, 7, 8, 13, 16, 17, 20, 28, 39, 40, 41
- Associates and investments
-- Telecom Italia 14, 23
- Digital services
-- AURA 20, 42
-- Axonix 17
-- ElevenPaths 20
-- Mobile commerce 16
-- OTT 40, 41, 51
-- Statiq 17
-- Telefónica I+D 14
-- Wayra 8
-- Weve 16, 17, 49
- Europe
-- E-Plus 33, 35, 36
-- Germany 30, 31, 32, 33, 34, 35, 36, 51
-- O2 8, 10, 11, 16, 17, 20, 30, 31, 32, 33, 34, 35, 36, 41, 43, 44, 45, 46, 49, 51
-- Spain 19, 20, 38, 40, 41, 42, 51
-- Telefónica Deutschland 8, 20, 28, 30, 31, 32, 34, 35, 36, 51
-- UK 8, 10, 16, 17, 43, 45, 46, 47
- Executives
-- Adams, Alison 8
-- Alierta, César 6
-- Álvarez-Pallete Lopez, José María 6, 7
-- Andraus Figueiredo, Carolina 8
-- Branco, Átila 12
-- Del Val, David 14
-- Eidmann, Guido 30
-- Fernandez Iglesias, Noé 8
-- Gilperez, Jose Luis 19
-- Haas, Markus 32, 33, 51
-- Hernández, Fabián 22
-- McManus, Derek 11
-- Morales, Carlos 28
-- O Sullivan, Paul 8
-- Parnell, Caroline 8
-- Sanchez, Carlos 8
-- Seubert, Oli 8
-- Vilá, Ángel 39
-- Wappett, Geoff 8
- Ex-executives
-- Goldenberg, Horacio 8
- Global Resources
-- 5TONIC 14, 49
-- Cornerstone Telecommunications Infrastructure 47
-- Telefónica?Business?Solutions 8, 31
-- Telefónica Global Services 8
-- UNICA 44
- Latin America
-- Argentina 50
-- Brazil 12, 23, 24
-- Colombia 22
-- Mexico 25, 26, 28
-- Vivo 12, 24, 49, 50
- Movistar+ 38, 41, 42, 51
- Products and services
-- Connected Car 8
-- Fusión 38, 42
-- Movistar+ 38, 41, 42, 51
-- Movistar Series 42
-- O2 Refresh 44
-- pay-TV 7, 23, 24, 38, 39, 41, 42
Telefónica Group
- Europe
-- Telefónica Deutschland 33
- Executives
-- Alierta, César 7
Telenor 36
telent 44
Televisa 28
TeliaSonera 36
Tower One Wireless 24
Transport for London 44
Transport Research Laboratory 44
Turkcell 36
Twitter 41

U

United Internet 32, 33, 51
University of Surrey 11
- 5G Innovation Centre 11

V

Verizon Communications 11, 36, 49
- Verizon Wireless 36
Virgin Group 8
Vodafone Group 8, 16, 32, 34, 36, 38, 39, 40, 42, 46, 47, 48, 51
- Germany 32, 34, 36
- Spain 38, 39
- UK 8, 16, 46, 47

W

World Bank
- ICSID 23
- International Center for the Settlement of Investment Disputes (ICSID) 23
- International Centre for Settlement of Investment Disputes 2

In an interview with La República newspaper, Telefónica Colombia President Fabián Hernández said the operating business expects to end 2018 with an additional 100,000 households signed up to its fibre network. Hernández further claimed that the local subsidiary had already connected 47,000 premises, with an investment of COP 100bn (€28m), as it works towards a goal of 500,000.

Shortly before the interview with Hernández, Telefónica Colombia indicated that it had made its fibre network available to 36,000 premises in the city of Cúcuta, off an investment of COP 9bn. Telefónica began its deployment of up-to-100Mbps fibre connectivity in Colombia in June 2017.

The local subsidiary’s president added that 162 municipalities will be covered by its 4.5G network by the end of 2018, after an initial expectation of reaching 129 in the year, and building on an investment in infrastructure of COP 500bn over the past two years. Hernández bemoaned the length of spectrum licences in the country, comparing their ten‑year duration to the 15–17 years offered in other countries in the region. The auction of frequencies in the 700MHz and 1,900MHz ranges is expected to be kicked off in the country soon.

Hernández also reiterated that the operating business is not interested in acquiring the 32.5% stake in Colombia Telecomunicaciones (Coltel) the government is in the process of offloading (and which was recently approved by the country’s Finance Ministry) to add to its existing 68.5% holding (Telefónicawatch, #122, #124, and #128).

  • Telefónica Colombia is expected to generate annual revenue of COP 5.5tn, and saw an organic increase of 2.3% in the first half of 2018, compared with the same period in 2017. Investment in the country for 2018 is set to reach COP 620bn.

Image: Prensa Movistar Colombia / Flickr

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