Telefonicawatch, issue 2010.06 snapshot
2 July 2010
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Snapshot of Telefonicawatch, issue 2010.06. Click through for: the Executive Brief from this month’s report; an Extract from the issue; or to contact us for more information about the full 50-page issue, this industry standard monthly report service, and ongoing subscription access.
Table of Contents
1 Executive Brief
4 Group
4 Acquisitions and disposals
4 Portugal wields golden share to veto Vivo bid
4 Acquisitions and disposals
4 Telefónica linked to Telekom Srbija bid
5 Shareholder meeting to vote of Vivo offer
5 Bid provides divestiture options
5 Associates and investments
6 Financing options
6 Signs both sides considering all means necessary
6 Dividend plans could sweeten deal
6 M&A
7 Telefónica fails to “sell” PT stake in attempt to avoid conflict of interest…
7 Analysts ponder when, rather than if…
7 People
8 …but potential regulatory barriers remain
8 Financial
9 If the bid fails…
9 Options for PT
10 Telefónica sells Manx Telecom for £158.8m
10 Associates and investments
10 Telefónica set to increase Unicom holding — reports
10 Society
10 Telefónica undertakes 1GOAL push
11 Mobile payments
11 Telefónica positive on NFC
12 Operations
12 Telefónica unifies global IT management
12 Consolidating internally, to better target multinationals
12 Telefónica chooses Convergys for Smart BSS solution
13 Products and services
13 Telefónica ties with Nokia and Intel to explore MeeGo
14 Regulatory
14 Operators push for “Google Tax”
14 Operators seek to squeeze Google/YouTube
14 Devices
14 Mobile TV
15 Telefónica España
15 Devices
15 Telefónica sends out call to expand tablet portfolio
15 Movistar launches Huawei Android device
15 Network
16 Market statistics
16 Movistar lags rivals in subscriber additions
16 Broadband market share still slipping
16 Fixed-line position shored up by residential lines
16 Pricing and tariffs
17 Mobile payment
17 Telefónica and La Caixa commence NFC pilot
17 Society
18 Network
18 Telcos agree Telefónica network access plan
18 Telefónica and Tata sign inter-carrier agreement
18 Universal service
19 Partners and suppliers
19 Movistar’s Telsis automation solution trumpeted
19 Rubberduck providing Movistar iPhone TV service?
20 Pricing and tariffs
20 Re-branded Movistar promotes bundles
20 Movistar renews growing business offers
20 Line rental charges frozen again by CMT
21 Telefónica Latinoamérica
21 Argentina
21 Movitalk launches in Argentina
21 Brazil
21 Telefónica claims record Speedy growth
21 Argentina
22 76% drop in complaints in 2010 so far
22 Telefónica boosts Wi‑Fi rollout
22 Brazil: Vivo
22 Vivo details 3G network expansion
22 Brazil
22 Brazil: Vivo
23 Chile
23 Movistar Chile launches cloud computing service
23 Colombia
23 Further delays in ETB sales process
23 Chile
24 Ecuador
24 Mobile TV handset launched in Ecuador
24 Movistar partners Intel on education
24 Movistar enters strategic alliance with football league
24 Ecuador
25 Mexico
25 Telefónica in winning Mexican fibre bid
25 Panama
25 Telefónica to support health ministry
25 Peru
26 Movistar launches entertainment-oriented phones
26 Peru
26 LTE trial completed with Alcatel Lucent
26 Telefónica del Peru considering fibre infrastructure plans
26 Peru
27 Peru to introduce prepaid registration
27 Peru
27 Fitch affirms TdP rating
27 Venezuela
28 Telefónica Europe
28 Czech Republic
28 TOCR adds HSPA in 13 key cities
28 O2 launches flat rate internet tariffs
28 Advertising
28 Czech Republic
29 O2 launches NFC service in Pilsen
29 O2 adds three Samsungs to handset portfolio
29 Czech Republic
30 Germany
30 O2 launches Huawei E5 router
30 O2 debuts ad-funded mobile service
30 O2 Germany launches smartphone option for surf flatrate
30 Czech Republic
31 Ireland
31 O2 launches business wireless leased line service
32 Telefónica to launch EUR25m HR centre in Dublin
32 IRMA to sue O2 and 3 over illegal file sharing
32 Germany
32 O2 planning Alice brand phase-out
33 United Kingdom
33 O2 Simplicity brand expands to pre-pay
33 Streak confirmed on O2
33 Ireland
34 O2 ends unlimited data tariffs
34 O2 UK smartphone tariffs
34 Some debate over wisdom of decision
34 Slovakia
35 Industry moves as operators bow to inevitable
35 UK
36 O2 cleared for LTE testing at 800MHz
36 NSN upgrades O2 UK London network
36 UK
37 O2 restricts iPhone 4 to existing customers
37 Contract buy-out value questioned
37 O2 clarifies restrictions for Home Access customers
37 UK
38 O2 appoints Ed Smith to head, “realign” legal team
38 Operators lose roaming appeal
38 UK
39 O2 to appeal to CAT in spectrum dispute
39 UK
39 Ofcom rules in Stour Marine MTR dispute with O2
40 O2 set to be impacted by copyright code of practice
40 UK
40 O2 launches new home broadband ad campaign
40 O2 pay dispute continues
41 Associates and investments
41 China Unicom
41 Unicom confirms stronger 3G subscriber performance
41 China Mobile 3G base nears ten million
41 China Unicom
42 Unicom to launch mobile app store
42 Unicom launches NFC m-commerce service
42 Unicom extends ties with Tencent
42 China Unicom
43 Portugal Telecom
43 PT faces opposition to mooted Oi bid
43 China Unicom
44 PT to debut PC-based TV service
44 Telecom Italia
44 TI plans solo next generation access push
44 China Unicom
45 TI moves forward in latest round of Argentine legal battle
45 Telecom Italia
46 Index
Index
SYMBOLS
1GOAL, 10, 28, 35
A
Advertising Standards Authority, 38
Aegis Group plc
- Carat, 28
Alcatel-Lucent, 21, 26
América Móvil, 8, 9
- Claro, 9
- Telmex Internacional
(Carso Global Telecom SAB)
- – Teléfonos de México (Telmex), 23, 25
- – Empresa Brasileira de Telecomunicações S.A. (EMBRATEL), 9
American Society for Quality, 21
Anatel, 8
Apple, 14, 19, 35, 37, 42
- iPad, 15, 42
- iPhone, 14, 19, 35, 37, 42
Arup, 31
AT&T, 25, 35
Augustus, 29
Autorita’ Garante della Concorrenza e del Mercato (AGCM, Italy), 45
Avenir, 38
B
Banco Bilbao Vizcaya Argentaria, 7
Bank of America Corp., 5
Beijing Municipal Administration and Communications Card Co. (BMAC), 42
Bernstein, 4
Brasil Telecom, 43
BSkyB, 40
BT Group, 34, 40
- Openzone, 34
- PlusNet, 36
Buongiorno, 7
C
China International Futures Co. (CIFCO), 44
China Mobile, 41, 42
China Telecom, 41, 42
Chunghwa Telecom, 42
Cloud, The, 34
CMT (Spain), 16, 18, 20
CMVM, 7
CNDC (Argentina), 45
Comisión Fed. de Electricidad (Mexico), 25
Communications Workers Union, 40
Consip SpA, 45
Consumers’ Association
- Which?, 36
Convergys Corp., 12
CPS Partners LLC, 10
Credit Suisse Group CS, 6
D
Datamonitor, 13, 15
Dell, 15, 33
Deutsche Telekom, 4
- T-Mobile, 37, 38, 39
- – UK, 38, 39
Digital Economy Act 2010 (UK), 40
E
Eircom, 32
- Meteor, 32
Ekos, 24
EMI, 32
Empresa de Telecomunicaciones
de Bogota (ETB), 23
Enel SpA, 45
Envivio, 44
Ericsson, 31
ETB, 23
European Union, 14, 34, 38, 39
- European Court of Justice, 38
- European Parliament, 38
F
Family Online Safety Institute, 17
Fédération Internationale de Football Association (FIFA), 10, 14, 27, 28, 35
- World Cup, 10, 14, 27, 35, 38
Findim
- Marco Fossati, 8
First Direct, 37
Fitch, Inc., 9, 27
- Fitch Ratings, 9, 27
France Télécom, 4
- Orange, 14, 16, 18, 37, 38, 39, 40
- – Spain, 16
- – UK, 37, 38, 39, 40
Frost and Sullivan, 7
G
Gemalto, 17
Giesecke & Devrient, 11
Google, 14, 15, 26, 33
- Android, 14, 15, 26, 33, 42
- YouTube, 14, 34
Grupo Santander
- Santander, 15
GSM Association (GSMA), 11, 29
- Mobile World Congress,
11, 14, 17, 29
Guangdong Development Bank, 43
H
Hewlett-Packard, 31
- Compaq, 15
HgCapital, 10
High Court, 32
Huawei, 15, 30, 35, 36, 42
Hutchison Whampoa, 28
- H3G
- – 3 Ireland, 32
- – UK, 39
I
Informa plc, 8, 9
Intel, 13, 24
Interpublic Group
- Initiative, 28
- R/GA, 28
Irish Recorded Music Association (IRMA), 32
L
La Caixa, 17
Liga Deportiva Universitaria de Quito, 24
M
Mediapro
- Gol TV, 19
Mediobanca, 7
Megacable, 25
Merrill Lynch, 5
Microsoft, 44
- Windows Mobile, 42
Millennium Investment Banking, 4
Millicom International Cellular, 23
MTV, 19
N
National Health Service (UK), 40
News Corp.
- BSkyB, 40
NII Holdings, Inc., 25
- Nextel Mexico, 25
Nokia, 11, 13, 21, 29
Nokia Siemens Networks, 36
NXP, 29
O
Ofcom (UK), 36, 39, 40
Office of Fair Trading
- Competition Appeal Tribunal
(CAT), 39
Omnicom Group, Inc.
- Agency Republic, 28
Orascom, 4
- Wind Telecom. SpA, 44, 45
Osiptel, 25, 27
P
Palm, 35
Plzeské mstské dopravní podniky, 29
Populus Ltd, 40
Portugal Telecom, 4, 5, 6, 7, 8, 9, 43, 44
Bava, Zeinal, 5
Post Office, 40
Prisa
- Digital+, 14
Procon (Brazil), 22
Profero, 28
Publicis Groupe
- ZenithOptimedia, 28
Q
Qatar Telecom, 7
QUALCOMM, 33
R
RBC Capital Markets, 4
Regions
- Africa
- – South Africa, 14, 27
- APAC
- – China, 10, 41, 42, 43, 44
- – Hong Kong, 10
- – Japan, 24
- – Taiwan, 42
- EMEA
- – Czech Republic, 11, 28, 29, 30, 31, 32
- – Europe, 4, 6, 8, 9, 10, 12, 14, 15, 16, 18, 28, 32, 33, 34, 35, 38, 39, 45
- – France, 4
- – Germany, 30, 32
- – Ireland, 12, 31, 32, 33
- – Isle of Man, 10
- – Italy, 8, 15, 44, 45
- – Portugal, 4, 5, 7, 8, 9, 43, 44
- – Slovakia, 32, 34
- – Spain, 4, 6, 7, 9, 10, 11, 12, 14, 15, 16, 17, 18, 19, 20, 25
- – UK, 6, 11, 15, 17, 19, 28, 32, 33, 35, 36, 37, 38, 39, 40
- – Vatican City State, 10
- Latin America,
4, 6, 8, 9, 10, 24, 26, 45
- – Argentina, 21, 23, 45
- – Bolivia, 27
- – Brazil, 4, 5, 6, 7, 8, 9, 21, 22, 24, 43, 45
- – Chile, 23
- – Colombia, 19, 21, 23
- – Ecuador, 21, 24
- – Mexico, 25, 27
- – Panama, 25, 26
- – Peru, 24, 25, 26, 27
- – Venezuela, 27
Research in Motion, 21, 41
- BlackBerry, 16, 41
Rubberduck Media Lab, 19
S
Samsung, 11, 14, 15, 17, 24, 29, 31, 44
Satmetrix, 37
Securities and Exchange Commission, 44
Societe Generale, 7
Sofora, 45
Sony, 37
- Sony Music, 32
Sony Ericsson, 26, 31
Stour Marine, 39
Swisscom
- Fastweb, 44, 45
Symbian, 26, 42
T
Taikang Life Insurance, 43
TalkTalk plc, 40
Tata Communications, 18
Technologies
- 2G, 35, 39, 41
- – GSM, 11, 21, 39, 44
- 3G, 10, 22, 28, 29, 39, 41, 42
- – HSPA+, 15
- – HSDPA, 28
- – UMTS, 28, 39
- – WCDMA, 41, 44
- 4G
- – LTE, 26, 36
- – WiMAX, 41
- Broadband, 15, 16, 20, 21, 22, 23, 25, 28, 29, 32, 36, 37, 39, 40, 41, 42, 44
- – ADSL, 16, 20, 29, 30
- – DSL, 32
- Business/Operations Support Systems (BSS/OSS), 12
- Carrier pre-selection, 10
- Cloud computing, 23
- e-readers, 15
- Femtocell, 38
- GPS, 15, 16
- ICT, 17, 31
- IP, 32, 42, 44
- IPTV, 44
- ISDN, 30
- Java, 29
- Linux, 13
- MIFARE, 29
- NFC, 11, 17, 29, 42
- P2P, 34, 37
- Private circuits, 31
- Push-to-talk (PTT), 21
- SIM, 11, 17, 27, 30, 33, 35, 42, 44
- SMS, 10, 19, 23, 27, 30, 33, 34
- Telepresence, 18
- TV, 19, 32, 44
- – Mobile TV, 14, 19, 24, 44
- – ISDB (digital mobile television), 24
- – SBTVD, 24
- WLAN/Wi-Fi, 22, 29, 30, 33, 34, 41
Telco SpA, 8
Telecom Argentina, 45
Telecom Italia, 5, 8, 9, 44, 45
- Telecom Italia Mobile, 8, 45
- TIM Brasil, 8, 9
Telecom Plus plc
- Utility Warehouse, 36
Telefónica Group
- Associates and investments
- – China Unicom,
10, 41, 42, 43, 44
- – Portugal Telecom,
4, 5, 7, 8, 9, 43, 44
- – Telecom Italia,
5, 8, 44, 45
- Atento, 6
- España, 14, 15, 16, 18, 19, 20
- Europe (O2),
6, 7, 10, 11, 17, 19, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40
- – Alice, 32
- – Czech Republic,
7, 28, 29, 30, 31
- – Germany, 30, 32
- – HanseNet Telekommunikation, 32
- – Ireland, 19, 31, 32, 33
- – Manx Telecom
(Isle of Man), 10
- – O2 Media, 7
- – Slovakia, 34
- – UK, 28, 33, 34, 35, 36, 37, 38, 39, 40
- Executives
- – Alder, Steve, 33
- – Alierta, César, 6, 10, 14
- – Dev, Vivek, 13
- – Dunne, Ronan, 34
- – Ezcurra, Luis, 15
- – Fernández Valbuena, Santiago, 5
- – Jarvis, Kate, 38
- – Joyce, Robert, 36
- – Key, Matthew, 10
- – Linares, Simon, 32
- – Malik, Jiri, 29
- – Matjovský, Petr, 28
- – Montesano, Pablo, 11
- – Mortimer, Nicola, 31
- – Patton, Eoghan, 33
- – Purdy, Nigel, 36
- – Smith, Ed, 38
- – Soro, Mario, 19
- – Torquati, Maria Fernanda, 12
- – Truffini, Gustavo, 21
- – van Eldik, Michiel, 11
- – Villalobos, Alfredo, 12
- Ex-executives
- – Boddice, Chris, 7
- – Qadri, Sohail, 7
- Fundación Telefónica, 24
- – Pro Niño, 25
- Latinoamérica, 21, 23, 26
- – Argentina, 21, 45
- – Brazil, 7, 9, 21, 22
- – Chile, 23
- – Colombia, 23
- – Mexico, 25
- – Panama, 25, 26
- – Peru, 25, 26, 27
- – Telefónica International Wholesale Services, 12
- – Venezuela, 27
- Products and services
- – Broadband Home Access, 37
- – Digital TV, 24
- – DUO, 20
- – Handy Internet, 30
- – HomeStation, 23
- – Keteke, 15
- – Kombitarif, 30
- – Mobile payments, 11
- – Mobilní Internet, 28
- – Movistar IVY
(Huawei U8100), 15
- – Movitalk, 21
- – My Three, 34
- – NetzClub, 30
- – Niggles and Narks, 40
- – O2 Internet, 28, 29
- – O2 NEON, 29
- – O2 o, 10, 29, 34, 37
- – O2 Prepaid, 30
- – O2 Release Edge Plus, 33
- – O2 Simplicity, 33
- – O2 TV, 28, 29, 30
- – Pay & Go, 33, 35
- – Pay-TV, 14
- – Roaming Datalimit, 34
- – Ruta Movistar, 15, 16
- – Simplicity, 33
- – Speedy, 21, 22
- – TRIO, 20
- Telco SpA, 8
- Telefónica Global Technology, 12
- Telefónica Multinational Sols., 12
Telekom Srbija, 4
Telemar
- Oi, 9, 43
Televisa, 25
TeliaSonera
- Yoigo (Xfera), 16
Telsis, 19
Tencent Holdings, 42
- QQ, 42
- Tenpay, 42
Tesco
- Tesco Mobile, 36
Tiscali SpA, 44
TVA, 22
U
UBS, 41
UPC, 32
V
VCCP, 28
Velti plc, 7
Ventura, 6
Vesta Corporation, 33
Virgin Media, 37, 40
- Virgin Mobile UK, 36
Visa, Inc., 17
Vivendi SA
- Universal Music Group (UMG), 32
Vivo Participações, 4, 5, 6, 7, 8, 9, 22, 43, 45
- Brasilcel N.V. (Telefónica-PT holding company), 5, 6, 9
- Telemig Celular (Brazil), 22
Vodafone Group,
4, 14, 16, 18, 31, 32, 35, 37, 38, 39, 44, 45
- Czech Republic, 31
- Ireland, 32
- Spain, 16
- UK, 35, 37, 38, 39
W
Warner Music Group (WMG), 32
Werthein family, 45
WPP plc
- Mindshare, 28
Y
YOC AG, 30
Z
ZTE, 21
About Telefonicawatch
Issue: 2010.06
Covering: June 2010
Published: June 2010
Next issue: July 2010
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