Telefónicawatch – release #131

Dec 18, 2018

Featured insight:
Highlights from Telefónicawatch #131

Eduardo Navarro

  • Eduardo Navarro is to abdicate as CEO of Telefónica in Brazil to take on a new position in Group management as Global Director for Communications, Brand, Public Affairs and Sustainability. He will be succeeded by current Chief Operating Officer Christian Gebara. 
  • Huawei still has a friend in Telefónica, as the embattled vendor partnered Telefónica’s latest 5G Technological City Málaga, while the Spanish government signed off on even closer ties during a state visit by China.
  • Mavenir quietly builds influence within Telefónica’s foundational infrastructure platforms, winning a deal with the Group’s German OpCo to provide virtualised technology to support UNICA data centres and OTT voice services.

Subscribers can get the full story and much more in December’s release of Telefónicawatch – click to get access.

Image: Telefónica

 


Telefónicawatch
This release
: #131
December 2018: 68pp
Releases/year: 10+
Click for more details of this release

Executive brief

Group

Management Update: Telefónica ups guidance, rediscovers strength [p.6]

  • Table: Telefónica, selected financial data, Q3 FY18
  • NGNs paving the way for continued momentum
  • LatAm proceeds on choppy seas
  • Table: Telefónica Group, performance by unit, Q3 FY18
  • Next phase of transformation: make digital pay

Acquisitions and disposals: Insurance firm sale kicks off latest round of debt reduction [p.13]

  • Telefónica nears Mexico exit…
  • Telefónica hopes to raise more through data centre sales

People [p.15]

  • Navarro goes Global in 2019.
  • Table: people movements

Global Resources

5G: Telefónica promotes Málaga as third 5G city [p.18]

  • 5G: not to be seen in isolation

Partners: Telefónica ties with IBM on blockchain [p.21]

  • VMware trumpets partnership with Telefónica

UNICA: Mavenir jumps on UNICA bandwagon [p.24]

  • Local customisation of a global platform

Digital services

Telefónica unveils AI ethics [p.28]

Digital-identity verification boosts ElevenPaths' ecosystem ambitions [p.30]

LUCA selects Stratio to help customers manage big data use [p.31]

  • Wayra UK forms new incubator programme with Innogy

Latin America

Brazil: TIM and Vivo extend 3G infrastructure-sharing in Brazil [p.36]

  • Telefónica Brasil has high hopes for new government

Mexico: Telefónica México launches mobile advertising offering [p.40]

  • Growing ecosystem of advertising partners
  • Table: LUCA's portfolio of media and advertising services

Europe

Germany: SIAE digs itself in further with O2 Germany deal [p.44]

  • O2 unveils more partners to underpin fixed and mobile services
  • GasLINE another new partner as O2 opens its arms to network alliances
  • Proof in network performance test, with 2019 set to be a big year
  • O2 extends business security solutions with McAfee

Spain: Telefónica, Huawei get pally on President Xi's Spain trip [p.52]

  • Spanish oasis for Huawei
  • Telefónica España claims converged consumer cybersecurity world-first

UK: Ericsson fault banjaxes O2 network [p.58]

  • Headlines highlight O2's '87p' compensation, while Ericsson could be hit for £100m
  • O2 takes Massive step towards London 5G launch
  • O2 UK claims European small-cell fibre first for driverless tech

Further reading

Index

Symbols

3GPP 18
3M 64
21st Century Fox
 - Sky plc 58

A

Advent 14
Aerial Technologies 29, 64
AI 28, 29, 31, 32, 63, 64
Alastria 22
Alphabet
 - Google 56
Altán Redes
 - Red Compartida 42, 64
Altiostar 25
Altran 25
América Móvil 36, 42
 - Claro 36, 39, 42, 64
Analysys Mason 25
Anatel 36
Apple 57
 - iOS 49
 - iPhone 57
Aquto 41
Arqiva 61, 65
AT&T 14, 63

B

Bank of America Corp. 14
Beerides 34
BP 16
BT Group 16, 22, 53, 65
Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (Federal Network Agency for Electricity, Gas, Telecommunications, Postal Service and Railways, BNA/BNetzA/RegTP, Germany) 45

C

Carrier Blockchain Study Group 22
Cerberus 14
China Mobile 37
China Telecom 37
CK Hutchison 16
 - H3G
 - UK 16
CNMC 56
Colt Group 22
Community of Madrid 57
Conadecus 39

D

Datami 40, 41
Dell Technologies
 - VMware 23, 63
Deutsche Telekom 45, 65

E

Enerbrain 34
Energia 64
Entel 39, 42, 64
Ericsson 19, 25, 38, 58, 59, 65
ETNO 10
European Union 12, 19, 45, 51
EVezy 34
EWE TEL 46, 65
ExCel Arena 19

F

Facebook 25
 - Telecom Infra Project 25
Facua 56
FIWARE 19
Forrester 32, 64
Futurecom 37, 38

G

GasLINE 46, 47, 65
Genesys 56
Grupo Catalana Occidente 13, 63
GSM Association (GSMA) 15

H

Havas 40, 41
Hortonworks 32
HP, Inc 26
Huawei 18, 19, 25, 32, 50, 52, 53, 62, 63, 65
Humanising Autonomy 34

I

IBM 21, 22, 63
IFT (Mexico) 42
Innogy 64
innogy SE 33
Intel 29, 64
Intel Capital 29, 64

K

Kibo Ventures 29
KKR 14

L

Liberty Global 14, 45
London Stock Exchange 12

M

MásMóvil
 - Yoigo (Xfera) 56
Mavenir 24, 25, 40, 41, 63
McAfee 49, 50, 54, 65
Merrill Lynch 14
Microsoft 51
Millicom 14, 63
Morgan Stanley 62
Motorola 41
MVNOs 58, 59

N

NET 25
Netflix 42
NETSCOUT 25
NGN Fiber Network 47
Nokia 14, 19, 20, 57, 60, 63
Nuage Networks 14

O

Oi SA 36, 37
Omnicom Group, Inc
 - Organic 7
Omniflow 34
Orange 15, 19, 57
 - Spain 57

P

Parallel Wireless 25
PCCW 22

R

RADCOM 25
Red Hat 25
Regions
 - APAC
   -- Australia 53
   -- China 18, 37, 52, 53, 65
   -- Japan 59
   -- New Zealand 53
 - EMEA
   -- Czech Republic 45
   -- Europe 6, 7, 8, 10, 12, 14, 19, 22, 23, 26, 41, 42, 43, 45, 50, 51, 57, 61, 62, 63, 65
   -- France 41
   -- Germany 15, 16, 24, 25, 33, 38, 44, 45, 46, 47, 48, 49, 50, 51, 53, 65
   -- Ireland 12
   -- Italy 44
   -- Portugal 61
   -- Spain 7, 8, 14, 18, 19, 22, 26, 31, 38, 50, 52, 53, 54, 55, 56, 57, 61, 63, 65
   -- UK 7, 8, 9, 12, 16, 33, 34, 38, 41, 53, 58, 59, 60, 61, 62, 64, 65
 - Latin America 6, 7, 8, 26, 31, 35, 38, 41, 42, 45, 55, 57, 64
   -- Argentina 9, 25, 26, 38, 40, 64
   -- Brazil 8, 9, 15, 16, 26, 36, 37, 38, 40, 41, 64
   -- Central America 8, 9, 13, 14
   -- Chile 9, 26, 39, 42, 64
   -- Colombia 6, 9, 25, 26, 39, 64
   -- Costa Rica 14, 26
   -- Ecuador 9, 26
   -- El Salvador 14, 26
   -- Guatemala 14, 26
   -- Mexico 6, 8, 9, 11, 14, 26, 40, 41, 42, 64
   -- Nicaragua 14, 26
   -- Panama 14, 26
   -- Peru 9, 16, 25, 26, 42, 64
   -- Uruguay 9
   -- Venezuela 9, 16
 - North America
   -- USA 53
Rivetz 22, 30, 64

S

Samsung 26
SIAE Microelettronica 44, 45
Singtel 15
Sodexo 26
Softbank 59
Stratio 31, 32, 64

T

TDLC (Chile) 39, 64
Technolgies
 - QR codes 57
Telecom Italia
 - Telecom Italia Mobile 36
 - TIM Brasil 36
Telefónica Group 6, 9, 10, 11, 12, 13, 14, 15, 16, 20, 24, 28, 29, 31, 36, 38, 52, 57
 - Digital services
   -- AURA 56
   -- Axonix 41
   -- ElevenPaths 22, 30, 49, 50, 54, 64
   -- LUCA 16, 31, 32, 40, 41, 51, 64
   -- M2M 57
   -- Open Future 16, 33, 34
   -- Statiq 41
   -- Synergic Partners 16, 51
   -- Wayra 16, 33, 34, 64
   -- Weve 41
 - Directors
   -- de Paz, Javier 16
   -- Linares, Julio 15, 16
 - Europe
   -- E-Plus 44, 48, 50
   -- Germany 44, 45, 46, 47, 48, 49
   -- Giffgaff 58
   -- O2 8, 16, 44, 45, 46, 47, 48, 49, 50, 57, 58, 59, 60, 61, 62, 65
   -- Spain 8, 9, 16, 19, 54, 55, 56, 57, 65
   -- Telefónica Deutschland 8, 16, 19, 24, 44, 45, 46, 47, 48, 49, 50, 51, 63, 65
   -- Telefónica NEXT 51, 65
   -- UK 16, 58, 59, 60, 61, 62, 65
 - Executives
   -- Abasolo, Laura 6
   -- Álvarez-Pallete Lopez, José María 10, 11, 12, 29, 63
   -- Carbajo, Cayetano 24, 45, 48
   -- Cortez, Pedro 16
   -- Dacre, Andrea 16
   -- De Carvajal, Pablo 16
   -- Dowd, Ben 16
   -- Dupuy de Lome Corchado, Enrique 16
   -- Evans, Mark 58
   -- Gallardo Rico, David 16
   -- Gebara, Christian 15
   -- Gil Lizasoain, Elena 32, 40
   -- Gilpérez López, Luis Miguel 16
   -- Haas, Markus 45
   -- Lappoehn, Jens 51
   -- Larder, Paul 16
   -- Lluch, Jaime 19
   -- Lopez Lozano, Maria Victoria 16
   -- Lösing, Alfons 47
   -- Manzanares, Javier 16
   -- Martín-Villa, Gonzalo 21
   -- Mata, Joaquin 19
   -- McMahon, Alastair 16
   -- Navarro, Eduardo 15, 16, 37
   -- Newton, Tom 16
   -- O'Reilly, Brendan 60
   -- Pérez, Pedro Pablo 30
   -- Plumb, David 16
   -- Rupprecht, Alexander 16, 50
   -- Sanchez de Lerin, Ramiro 16
   -- Stewart, Gary 33
   -- Tharntong, Louise 16
   -- Vilá, Ángel 6
 - Ex-executives
   -- Genish, Amos 15
 - Global Resources
   -- Cornerstone Telecommunications Infrastructure 62
   -- Telefónica Business Solutions 26, 63
   -- Telefónica International Wholesale Services 26, 63
   -- Telxius 13, 14
   -- UNICA 12, 24, 25, 41, 63
 - Latin America
   -- Brazil 8, 15, 16, 36, 37, 38, 40
   -- Mexico 8, 14, 40, 41
   -- Vivo 36, 37, 38, 40, 64
 - Movistar+ 55
 - On The Spot 26
 - Products and services
   -- Fusión 55
   -- Movistar+ 55
   -- Movistar Cloud 55
   -- Movistar Play 9
   -- Movistar TV 39
   -- O2 o 47, 59
 - Telefónica Emisiones 12
Telstra 22
Tesco 58
 - Tesco Mobile 58
Tigo 14
Transport for London 59

U

United Internet 65
United Nations 29

V

Verizon Communications 14
Vitroconnect 46, 47
VMware 23, 63
Vodafone Group 8, 25, 45, 47, 48, 57, 62, 65
 - Germany 45, 47, 48
 - Spain 57
 - UK 62

W

Wegow 56
Wireless Infrastructure Group 61

Z

Zhilabs 26
ZTE 50, 53, 62, 65

Telefónicawatch #131 top stories

Telefónica’s next phase of transformation: make digital pay

Álvarez-Pallete continues his mission to re-invent Telefónica as a data-driven company. Read more…

Insurance firm sale kicks off latest round of debt reduction

A previously planned disposal of the non-core Antares business completed after union qualms. Read more…

Telefónica Brasil has high hopes for new government

Telefónica already lobbying the incoming Brazilian government for a more investment-friendly environment. Read more…

SIAE digs itself in further with O2 Germany deal

Telefónica flagged new branding and shift in focus towards more targeted investment in more developed startup enterprises. Read more…

Telefónica, Huawei get pally on President Xi’s Spain trip

Telefónica enters ‘new’ strategic partnership with Huawei, signed off by the Spanish government during state visit by China. Read more…

Featured insight:
Encuentro ’18 update

José-María Álvarez Pallete

  • Telefónica Group CEO José‑María Álvarez‑Pallete leads Telefónica towards a digital future with the Reconnecting programme, unveiled at the latest Encuentro management meeting.
  • Álvarez‑Pallete called for Telefónica businesses to justify their place in the Group as sales and disposals activity ratcheted up, with the offloading of employee insurance business Antares, and the mooted sale of interests in Central America and Mexico.
  • Results for Q3 FY18 showed signs of returning strength, particularly in Europe, as a result of significant investment and intense commercial activity.

Telefónicawatch subscribers can enjoy full coverage, plus much more, in December’s release – click to get access.

Image: Telefónica

 

Also within Telefónicawatch #131

68 pages of perspectives on Telefónica’s key people, deals and strategy that you can’t get anywhere else…

  • 16 people movements uncovered.
  • 42 vendors featured.
  • 19 deals analysed.

…and much more! Click to get access to December’s release of Telefónicawatch.

 

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Telefónicawatch

Information and Insight into Telefónica, its people, deals and strategy that you won’t find anywhere else

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WHAT'S INSIDE the FULL REPORTS? Insider information and analysis that you will not find anywhere else, including:

  • Strategy and objectives.
  • Vendor partnerships.
  • People movements.
  • Deals and trends.
  • Industry and analyst events/activity.

"Great overview of what is happening across the different areas of the company" - Commercial Lead, Telefónica

CRITICAL AREAS of focus include:

  • Challenges/Opportunities.
  • Disruption and change.
  • Strategy and objectives.
  • Contracts and deals.
  • Innovation.
  • OPEX/capex.
  • Technology developments.

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