Telefónicawatch
This release
: #130
October 2018: 66pp
Releases/year: 10+
Click for more details of this release

EXECUTIVE BRIEF

GROUP: MANAGEMENT UPDATE [p.6]

  • Álvarez-Pallete prods Europe to do better
  • Álvarez-Pallete reflecting European mood
  • Table: Diagnosis and proposals for Europe's telecoms sector
  • Financial reports

Table: People movements [p.9]

GLOBAL: 5G [p.12]

  • Telefónica Germany picks Samsung for 5G FWA trial
  • Telefónica and Samsung alliance has been building
  • O2 keeps up 5G drive for hearts and minds
  • O2 on virtual reality show bandwagon

TELECOM INFRA PROJECT [p.16]

  • Telefónica helps reel in vendors for TIP projects 
  • Telefónica beds down in TIP

DIGITAL SERVICES: BIG DATA [p.16]

  • LUCA turns two
  • Beyond the celebrations and plaudits, work continues with AI focus
  • Robots on the shoulders of data giants
  • Telefónica taps Devo to gain service insights
  • Points of connection
  • Cybersecurity deal further links companies

COGNITIVE INTELLIGENCE [p.26]

  • AURA's rapid growth
  • Alonso's AURA permeates Group
  • Partnerships key to launch, and continued growth

ELEVENPATHS [p.28]

IOT [p.29]

  • The ThinX takes off in Barcelona
  • Research put into action with more smart city implementations

WAYRA [p.31]

  • Wind of change blows through Wayra
  • Germany leads the way

LATIN AMERICA: REGIONAL DEVELOPMENTS [p.35]

  • Leap in video content demand anticipated for LatAm

REGIONAL PROJECTS: SUPPLIERS [p.36]

  • Speculation bubbles up on LatAm sell-off
  • Mexico remains a perpetual (missed) opportunity
  • As LatAm sale prospects rise, UK listing plans decline

BRAZIL [p.39]

  • Vivo bulks up on content
  • Vivo primes Brazil for Amazon
  • NFL touches down

PERU [p.43]

  • Clear Blue powers Telefónica internet expansion

EUROPE: GERMANY [p.46]

  • O2 Germany to use Telekom fibre to support 5G
  • Growing rapprochement between rivals
  • O2 willing to work with everyone
  • 5G on the horizon, but controversies remain

SPAIN: EZENTIS WINS TWO TELEFÓNICA ESPAÑA CONTRACTS [p.49]

  • Ezentis supports Telefónica home and away
  • PepePhone comes back to Telefónica for fibre
  • Past disputes put behind rivals as Telefónica embraces wholesaling
  • Movistar Home aimed at Christmas market
  • Vodafone turns to Google for assistance

UK: O2 TEAMS WITH THREE AND SSE TO PLUG FIBRE GAP [p.53]

  • Pure mobile players unite to solve a shared problem
  • O2 opens up management centre
  • Key partners visible at SPMC
  • SMIP proving its value

FURTHER READING

INDEX

A

Acision 56
ADVA Optical Networking 16
AI 21, 22, 26, 27
Alibaba 25
- Alphabet
-- Google 7, 10, 27, 51, 60
- Android 40, 42
- YouTube 10
Alpha Networks 18
Altiostar 18
Amazon 7, 27, 39, 43, 51, 61
- Prime Video 39, 51, 61
América Móvil 42
- Claro 42
Analysys Mason 13
Apple
- iOS 40, 42
Arqiva 13
Aspiro 40
Atos Origin 30
AT&T 17, 18

B

Bezeq
- Pelephone 22
Bharti Airtel 18
Boingo 10
BT Group 10, 54, 55
- BT Wholesale 55
Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (Federal Network Agency for Electricity, Gas, Telecommunications, Postal Service and Railways, BNA/BNetzA/RegTP, Germany) 48, 62

C

China Mobile 18
China Telecom 18
Cisco Systems, Inc 13
CK Hutchison 53
- H3G
-- UK 47, 53, 54, 62
Clear Blue Technologies 43, 61
CNMC 50
Cohere Technologies 12
Colt Group 19
Corus 58

D

Deutsche Telekom 18, 46, 47, 62
Devo Technology 24, 60
Drillisch 48
- Yourfone 48

E

Edgecore Networks 16, 59
El Corte Inglés 51, 62
Empirix 56
Ericsson 13, 41, 55, 56, 61
Etisalat 10
ETNO 6, 8
European Union 8, 38, 41
- European Commission 8
Ezentis 49, 62

F

F5 Networks 56
Facebook 7, 16, 17, 18, 27, 43, 61
- OpenCellular 43, 61
- Telecom Infra Project 16, 43, 59
- WhatsApp 42
Forrester 22, 25
Fractal Analytics 25
Furukawa 36, 61

G

Genpact 25
Goldman Sachs 38
Grupo Ezentis 49
Grupo Santander
- Santander 30
GSM Association (GSMA)
- Mobile World Congress 27, 28, 60

H

HBO 35, 51
Hispasat 30
Hortonworks 21
Huawei 13, 21, 30, 55, 56

I

IBM 25
ICE (Costa Rica) 42
IDC 30
Informa plc 19
- Ovum 26, 27
ING Bank NV 38
International Monetary Fund (IMF) 41

K

Kibo Ventures 25
Korea Telecom 18
KPMG 9
Kudelski Group
- Nagra 33

L

La Liga 52
Lastminute.com 14
Lime Micro 18
LinkedIn 10, 24
Logtrust 25

M

MásMóvil 50
- PepePhone 50
- Yoigo (Xfera) 50
Mavenir 18
Microsoft 27

N

Netflix 7, 14, 35, 36, 38, 39, 51, 62
NFL 40, 42, 61
NGN Fiber Network 47
Nokia 13, 56
NTT 18

O

Opera 25
ORAN Alliance 18, 59
Orange 13, 16, 18, 30, 50
- Spain 30, 50

P

Parallel Wireless 16, 18, 43
PCCW 19
Post Office
- Royal Mail 10

R

Raízen 41
Real Madrid 52
Redeem 58
Regions
- APAC
- China 7, 8, 18, 22, 56
- Japan 18
- EMEA
-- Europe 6, 7, 8, 9, 10, 13, 33, 38, 39, 41, 45, 51, 59, 62
--- France 8, 9
--- Germany 7, 8, 10, 12, 13, 32, 33, 46, 47, 48, 59, 62
--- Ireland 14
--- Israel 22
--- Italy 8
--- Portugal 8
--- Romania 13
--- Russia 9
--- Spain 8, 9, 10, 12, 13, 15, 17, 22, 24, 25, 27, 29, 30, 31, 32, 33, 36, 37, 42, 49, 50, 51, 52, 56, 61, 62
--- Turkey 18
--- UK 7, 8, 10, 13, 14, 32, 33, 37, 38, 40, 41, 53, 54, 55, 56, 57, 58, 59, 62
- Latin America 21, 33, 34, 35, 36, 37, 39, 43, 49, 51, 56, 61
-- Argentina 33, 35, 36, 41, 61
-- Brazil 10, 32, 33, 35, 36, 39, 40, 41, 42, 61
-- Central America 36, 37, 38, 42, 61
-- Chile 10, 13, 30, 33, 35, 36
-- Colombia 32, 33, 35, 36, 49, 60
-- Costa Rica 42, 61
-- Ecuador 9, 35
-- El Salvador 36, 61
-- Guatemala 38
-- Mexico 32, 33, 35, 36, 37, 38, 42, 49, 61
-- Nicaragua 42
-- Peru 18, 32, 33, 35, 36, 43, 49, 60, 61
-- Uruguay 35
-- Venezuela 33
- North America
-- Canada 42
-- USA 6, 7, 13, 19, 40, 42
--- Renfe 33, 60
--- Rhapsody International
---- Napster 40
--- Rivetz 28, 60

S

Samsung 12, 13, 59
SAP 25
Singtel 18
SK Telecom 18
Softbank 40
Sprint 40
SpatialBuzz 56
Spotify 40
Sprint Nextel 40
SSE Enterprise Telecoms 47, 53, 54, 62

T

Technologies
- 2G 57
- 3G 8, 46, 57
- 4G
-- LTE 7, 13, 18, 29, 30, 41, 42, 43, 46, 47, 53, 57, 61
-- LTE-A 42, 61
-- 4K 15, 62
- 5G 7, 8, 12, 13, 14, 15, 16, 17, 29, 42, 46, 47, 48, 53, 54, 56, 59, 60, 62
- Blockchain 19, 28
- Broadband 7, 12, 24, 43, 47, 61
- Cloud computing 38
- CrowdCell 16, 18
- eSIM 52
- Femtocell 57
- ICT 7
- IMS 56
- Internet of Things 13, 28, 29, 30, 31, 38, 41
- IP 7, 16, 18, 24, 43
- LPWA 29, 30
- LTE-A Pro 42, 61
- M2M 13, 30, 38
- NB-IoT 29, 30, 56, 60
- Network functions virtualisation (NFV) 19
- NGN 47
- OpenRAN 16, 18
- SIM 28, 52
- SMS 42
- Software defined networking (SDN) 19
Telematics 52
TV 39, 51
- UMTS 7
- WLAN
- Wi-Fi 10
Telecom Italia
TIM Brasil 16
Telefónica Group 6, 8, 9, 10, 12, 13, 16, 19, 21, 24, 25, 27, 29, 30, 35, 36, 41, 49
- Associates and investments
-- China Unicom 22
-- Digital services
--- Amérigo 25
--- AURA 22, 26, 27, 51
-- ElevenPaths 25, 28, 60
-- LUCA 9, 21, 22, 25, 60
-- M2M 30
-- Open Future 10, 24, 25, 31, 32, 33
-- OTT 6, 7, 14, 35, 36
-- Smart Steps 22
-- Synergic Partners 9, 22, 25
-- Telefónica I+D 22
-- ThinX 29, 30, 31
-- Wayra 10, 25, 31, 32, 33, 41, 60
- Europe
-- E-Plus 47
-- Germany 10, 12, 46, 47, 48
-- giffgaff 10, 58
-- O2 10, 14, 15, 37, 38, 46, 47, 48, 53, 54, 55, 56, 57, 58, 59, 61, 62
-- O2 Broadband 10
-- Spain 9, 10, 27, 30, 33, 49, 50, 51, 52, 56, 60, 62
-- Telefónica Deutschland 10, 12, 13, 46, 48, 59, 60, 62
-- Telefónica Securitas Direct 52
-- Telefónica Soluciones 52
-- UK 10, 14, 38, 47, 53, 54, 55, 57, 58, 62
- Executives
-- Alonso, Chema 22, 26
-- Álvarez-Pallete Lopez, José María 6, 7, 8, 31, 59
-- Arias, Miguel 32
-- Barahona, Claudio 10
-- Bertram, Jo 10
-- Blázquez, David 9
-- Calderón, Miguel 37
-- Carbajo, Cayetano 13
-- Casas, Clara 24
-- Cerqueira, Ana 9
-- Costa Mur, Jordi 9
-- Cunliffe, Neil 10
-- De Beer, Mariano Sebastián 32
-- Del Val, David 22
-- Duncan, Michael 35, 39
-- Elizondo, Antonio 19
-- Esteban Garrido, Gema 9
-- Evans, Mark 14, 58
-- Fairman, Mike 10
-- Fernandez Meana, Claudia 10
-- Franks, Gavin 10
-- Franks, Robert 10
-- Gerke, Axel 9
-- Gil Lizasoain, Elena 21
-- Haas, Markus 48
-- Lopez Lozano, Maria Victoria 9
-- López, Víctor 18
-- Lynch, Ian 10
-- Martín-Villa, Gonzalo 32
-- Mearman, Katherine 10
-- Morales, Carlos 38
-- Morgan, Claire-Marie 10
-- Olivares de Diego, Alejandro 9
-- O Reilly, Brendan 54
-- Oslé, Sergio 51
-- Requena, Alfonso 10
-- San Segundo, Diego 9
-- Schwinning, Patrick 10
-- Viggo Coronil Jonsson, Manuel 10
- Ex-executives
-- Villalonga, Juan 10
- Global Resources
-- 5TONIC 12
-- Cornerstone Telecommunications Infrastructure 58
-- Telefónica?Business?Solutions 9
-- Telefónica Global Services 10
-- Telefónica International Wholesale Services 19, 59
-- UNICA 19
- Latin America 18, 33
-- Brazil 10, 36, 39, 40, 41, 42, 60, 61
-- Mexico 30, 32, 36, 37, 38, 42, 60
-- USA 9
-- Vivo 39, 40, 41, 60, 61
- Movistar+ 24, 27, 51, 52, 60, 62
- Products and services
-- Joined Up 30
-- Movistar+ 24, 27, 51, 52, 60, 62
-- Movistar Play 35, 36, 42
-- O2 o 15, 55
-- O2 Recycle 58
-- pay-TV 27, 35, 39, 42, 50, 51, 52
Telstra 18
Teradata 25
Thames Water 54
Twitter 32, 51, 62

U

United Internet 48
United Nations 36
University of Surrey 15, 59
- 5G Innovation Centre 15

V

Verizon Communications 13
- Verizon Wireless 13
Vodafone Group 16, 17, 18, 30, 47, 48, 50, 51, 54, 56, 58, 60
- Cable & Wireless Worldwide 54
- Germany 47, 48
- Spain 30, 50, 51, 60
- UK 54, 58

  • New branding wraps around a shift in focus towards more targeted investment in more developed startup enterprises.
  • 2020 goal to be actively working with 200 startup partners as Telefónica seeks outsider views on disruptive innovation.

Telefónica Open Future flagged an overhaul of its Wayra startup accelerator programme, extending its remit and placing a stronger focus on business development and symbiotic relationships.

Telefónica took to the road in eight of its markets, including Spain, to present a new vision and logo for the Wayra unit, which was established in 2011, and was an early indicator of current Executive Chairman José María Álvarez-Pallete’s enthusiasm for digital disruption (Telefónicawatch, #53). It seems the Group has decided it should step up efforts to ensure its own operating businesses benefit even more than before from investments in innovative startups.

As part of the new approach, Wayra is morphing into something more akin to an ‘open innovation hub’ or a corporate investment fund providing seed capital to companies that fit within Telefónica’s strategic projects, in fields such as artificial intelligence, big data, cybersecurity, and fintech. A particular focus has also been placed on the Internet of Things (IoT) through an IoT activation programme, which is providing access to Telefónica’s IoT connectivity platform and the ThinX IoT development programme to enable the testing of new products and services.

As explained by Gonzalo Martín-Villa, Chief Innovation Officer of Telefónica and a co-founder of Wayra, “our objective is to focus on more mature startups that make us grow and keep the growth within Telefónica”.

Martín-Villa took part in the presentation in Madrid alongside Mariano de Beer, Chief Commercial Digital Officer, and Miguel Arias, who was appointed in December 2017 to head up the Group’s entrepreneurship area as Director of Open Future, reporting directly to Martín-Villa (Telefónicawatch, #121). According to Arias, the aim is to “spot trends of disruptive innovation that sometimes we do not see from inside Telefónica – and we must open up, learn to unlearn”.

As things stand, Telefónica actively works with 100 of the startups it has supported through the accelerator programme over the years, but wants to increase this figure to 200 by 2020. The Group added that, between Wayra and its funds, it has invested more than EUR160m in startups in seven years. More than 400 of the 700-plus startups supported through the Open Innovation programme are said to remain active, with more than 20 of the companies reaching a value in excess of $50m (EUR43.5m).

In general, the different Wayra units will be able to invest larger amounts in mature startups, as part of a greater focus on business development and mutually beneficial growth. Telefónica Mexico, for example, cited an increase from around $50,000 to up to $150,000. The units will also explore co-investment opportunities with other investors, funds, and venture capital firms.

Germany leads the way

Madrid clearly played a lead role in publicising the new approach as part of the coordinated presentations in eight markets. The Telefónica units in Brazil, Colombia, Germany, Mexico, Peru, and Spain published separate press releases on their respective strategies, while all ten Wayra markets trumpeted the relaunch and rebranding on Twitter.

At the same time, it seems that Wayra in Germany provided the blueprint for the ‘new’ Wayra. The German operator boasted that the revised approach is based on the “venture-client” model it introduced in November 2017 in order to create stronger relationships between Telefónica and the startups it supports (Telefónicawatch, #121). Wayra UK has also previously offered pre-acceleration support by providing access to support and facilities for startups exploring areas of interest to the incubator (Telefónicawatch, #113).

Image: Telefónica

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