Telefonicawatch Report #51 November-December 2010 Snapshot
14 December 2010
.
Snapshot of Telefonicawatch, report #51. Click through for: the Executive Brief from this month’s report; an Extract from the report; or to contact us for more information about the full 72-page report, this industry standard monthly report service, and ongoing subscription access.
Table of Contents
4 Telefónica Q3 FY10 results
4 Vivo uplift flatters below‑expectation performance
5 Overview
5 Forecasts
6 Regional — gloom in Spain overshadows other divisions
6 Regional revenue
8 Customer numbers
9 Comment — Telefónica holding nerve ahead of recovery?
10 Telefónica España — battling in tough conditions
10 Overview
11 Customer numbers
12 Wireline
13 Wireless
15 Telefónica Latinoamérica — boosted by Brazil
15 Overview
16 Customer numbers
17 By country
19 Telefónica Europe — performing well in the circumstances…
19 Overview
20 Customer numbers
21 By country
21 UK — mobile data driving revenue, but services could become a distraction
22 Germany — building a more formidable customer base
22 Czech Republic and Ireland still sick men of Europe
23 Atento Group
24 Analyst reaction — could do better?
27 Telefónica Group
27 Associates and investments
27 Telefónica’s Digital+ buy cleared
27 Telefónica invests in ASSIA
27 Associates and investments
27 Lithuania invites Telefónica investment
28 Partners
28 Acision wins Telefónica broadband mobility deal
28 Telefónica partners Jasper for M2M services
28 Applications
29 Marketing
29 Adrià event details announced
30 Telefónica Multinational Solutions
30 Telefónica and KPN partner for MNC services
30 Acquisitions and disposals
30 Further acquisition plans denied
31 Telefónica wins Alstom international mobile deal
32 Telefónica España
32 Broadband
32 Telefónica loses Ono advertising dispute case
32 Contracts
32 Telefónica wins health service contracts
33 Market statistics
33 Broadband growth continues in Spain
33 Residential growth supports weak fixed‑line sector
33 Movistar continues battling performance
33 Devices
33 BlackBerry Torch launched
34 Mobile broadband growth strong to 2018
34 Mobile banking
34 Telefónica trumpets banking solutions
34 Research
34 Telefónica considers the cloud and mobile internet security
35 Network
35 Vodafone to end Telefónica’s Canaries monopoly
35 Partners
35 NEC supports Telefónica Spanish cloud services
35 Regulatory
35 Telefónica protests funding commitments
36 Products and services
36 Telefónica ties with Nokia for green handsets
36 Marketing
36 Ability Awards finalists announced
38 eBookstore launch imminent
38 Research and development
38 Telefónica looks to plastics for home networks
38 Telefónica leads EU DEMONS project
39 Strategy
39 Telefónica still believes worst of crisis is past
40 Telefónica Latinoamérica
40 Argentina
40 Telefónica partners Latinware for SAP
40 New distribution centre opens in Argentina
40 Argentina
41 Telefónica to invest in the cloud for SMEs, consumer
41 Brazil
41 Allot Communications wins Telefónica contract
41 Brazil
41 Vivo name adoption confirmed
42 Vivo 3G rollout confirmed again
42 Telefónica trumpets fibre rollout…
43 …DSL broadband also gathering pace
43 Research facilities to expand in Brazil
44 ‘SMART’ solutions launched in Brazil
44 Chile
44 $600m investment planned for 2011
44 Colombia
44 Movistar Colombia looks to end data flat rates
45 Ecuador
45 Number porting has minimal impact in Ecuador
45 Mexico
45 Movistar ponders termination cut protest
45 Movistar partners with BBVA Bancomer for promotion
45 Ecuador
45 Telefónica Ecuador supports census
45 Mexico
46 Peru
46 Telefónica emphasises ongoing rural drive
46 Telefónica highlights piracy prosecutions
46 Online solutions for SMEs launched
47 Venezuela
47 Movistar Venezuela boosts HSDPA speeds
47 My Mail launched in Venezuela
48 Telefónica Europe
48 Strategy
48 Tanya Field: Mobile data and advertising strategy
50 Czech Republic
50 NSN wins security‑as‑a‑service contract
50 Czech Republic
51 TOCR reshuffles Supervisory Board
51 Germany
51 O2 Germany to start LTE trials
51 Czech Republic
52 O2 Germany plans IPTV push
52 O2 slashes mobile data contract terms
52 Czech Republic
53 Ireland
53 O2 Ireland launches new Wi‑Fi hub
53 Chief Executive Danuta Gray quits O2 Ireland
53 Czech Republic
54 United Kingdom
54 O2 cleared to re-use spectrum ahead of 4G auction
54 Germany
55 Germany
55 Ireland
56 O2 launches JAJAH‑based international calls tariff
56 Creating a new market for Telefónica with VoIP
56 Bollywood promotion to promote new service
56 Ireland
56 Slovakia
56 UK
57 Brands sign up for mobile marketing trial
57 UK
59 Early results indicate potential
59 O2 Health signs up new partners
59 UK
60 O2 UK launches network status tool
60 O2 to donate recycling profits to Think Big
60 UK
61 O2 launches O2 Learn initiative
61 Stretching the O2 brand through community support
61 Technicolor awarded wireless access contract
62 Forsk implements Atoll for O2
62 O2 signs partnership deal with Daisy Group
63 O2 and Vodafone call for site rent cuts
64 Associates and investments
64 China Unicom
64 Alcatel‑Lucent agrees EUR305m Unicom framework deal
64 Ericsson awarded three‑year Unicom deal
64 China Unicom
65 WoStore launched
65 Unicom considers WLAN standards
65 3G supports Unicom revenue growth
65 China Unicom
65 Unicom Vietnam office opened
66 Unicom 3G growth continues
66 Unicom praises ZTE performance
66 China Unicom
66 China Unicom introduces tighter iPhone rules
67 Telecom Italia
67 Fibre agreement ends months of deadlock
67 EU to examine TI unbundling charges
67 Telecom Italia
68 TI launches app store with Telefónica ties
68 Telecom Italia reports on Q3
68 Lucent wins TI deal
69 Index
Index
SYMBOLS
3M, 34
A
Acision, 28
Adidas, 57
Adrià, Ferran (Chef, El Bulli), 29
Advertising Standards Authority, 60
Agcom (Italy), 67
Alcatel-Lucent, 64, 66
Alegro, 45
Allot Communications, 41
Alstom, 31
América Móvil (Claro/Porta/Telcel), 41, 45
Anatel, 42
Apple, 48, 53, 54, 64, 66
- iPad, 53
- iPhone, 22, 48, 54, 64, 65, 66
AT&T, 27
Autocontrol (Spain), 32
B
Banco Bilbao Vizcaya Argentaria, 45
Barclays, 41
Berkshire East Comm. Health Services, 59
Bernstein, 24, 25
Blockbuster, 57
Bouygues Telecom, 31
BT Group, 57, 67
C
Cadbury, 57
Cassa Depositi e Prestiti, 67
Celesio, 31
China Merchants Bank, 64
China Mobile, 64, 65, 66
China Telecom, 64, 65, 66
CMT (Spain), 33, 35
CNC, 27
Cofetel (Mexico), 45
ComReg, 55
Continental Automotive Asia Pacific, 65
D
Daisy Group, 62
- Fone Logistics, 62
- SpiriTel, 62
Deutsche Telekom
- T-Mobile, 19, 54
Dow Jones Sustainability Index, 36
E
Entel, 44, 66
Ericsson, 64, 66
ETSIT-UPM, 34
European Union, 38, 67
- DEMONS, 38
- European Court of Justice, 35
Everything Everywhere (Orange/T-Mobile UK), 54, 55
Executel, 57
F
Facebook, 59, 60
Ferrovial, 31
Fitel (Peru), 46
Forsk, 62
France Télécom, 38
- Orange, 33, 54
- Spain, 33
- UK, 54
Futurecom, 42
G
GD Midea Holding Co Ltd, 65
Google, 40, 47, 48, 59
- Android, 40, 59
GSM Association (GSMA), 48, 50
H
Haitong Securities, 64
Hewlett-Packard
- Compaq, 40
High Court, 55
High Tech Computer Corp. (HTC), 60
Huawei, 64
Hutchison Whampoa
- H3G
- 3 Italia, 67
I
Iberdrola, 30
Interflora, 57
J
Jasper Wireless, 28, 38
L
Latinware, 40
LG, 34
LogicaCMG, 28
M
Manx Telecom (Isle of Man), 4, 19
Marketing Society, 57
Mediaset, 27
Microsoft, 47
- Windows Mobile, 59
- Windows Phone 7, 60
- Xbox, 59
Mingly China Growth Fund, 27
Motorola, 59, 66
Movilforum, 28
MVNOs, 33
N
National Health Service, 59
NAVTEQ, 59
NCR, 34
NEC, 35
- Serrano, Jaime, 35
NHS Rotherham, 59
NHS Western Isles, 59
Nokia, 36, 50, 59
- del Rivero, Marieta, 36
- Ovi, 59
Nokia Siemens Networks, 50
O
Ofcom (UK), 54, 55
Omnicom Group, Inc.
- Organic, 6, 7, 68
Ono, 32
Orascom
- Wind Telecomunicazioni SpA, 67
P
Panasonic, 34
Placecast, 57
Portugal Telecom, 4, 24, 41
Prisa, 27
- Digital+, 27
PSA Peugeot, 31
R
Regions
- Africa
- South Africa, 35
- APAC
- China, 64, 65, 66, 67
- Hong Kong, 65
- Singapore, 65
- EMEA
- Austria, 56
- Belgium, 30
- Czech Rep., 4, 19, 21, 22, 31, 50, 51, 52, 53
- Europe, 4, 6, 7, 9, 19, 20, 21, 22, 23, 24, 25, 27, 28, 30, 31, 35, 36, 38, 48, 50, 52, 53, 54, 55, 56, 57, 59, 60, 67, 68
- France, 31, 38
- Germany, 4, 6, 7, 9, 19, 20, 21, 22, 25, 30, 31, 36, 51, 52, 54, 55
- Hungary, 56
- Ireland, 4, 21, 22, 29, 53, 55, 56
- Italy, 66, 67, 68
- Lithuania, 30
- Netherlands, 30
- Poland, 31, 56
- Portugal, 4, 24, 41
- Slovakia, 56
- Spain, 4, 5, 6, 7, 9, 21, 24, 25, 27, 29, 31, 32, 33, 34, 35, 36, 38, 39, 41, 43, 51
- UK, 4, 9, 19, 21, 25, 31, 35, 36, 50, 51, 52, 53, 54, 55, 56, 57, 59, 60, 61, 62
- Latin America, 6, 7, 8, 9, 24, 25, 28, 30, 36, 51, 61
- Argentina, 17, 18, 36, 40, 41
- Bolivia, 66
- Brazil, 9, 15, 17, 18, 21, 23, 24, 25, 31, 41, 42, 43, 44, 67, 68
- Central America, 17, 18
- Chile, 17, 18, 36, 44
- Colombia, 17, 18, 44
- Ecuador, 45
- Mexico, 7, 17, 18, 29, 45
- Peru, 17, 18, 36, 46
- Venezuela, 15, 17, 18, 47
- North America
- USA, 57
Research in Motion, 33
Research In Motion
- BlackBerry, 33
Royal Bank of Scotland, 25
Royal KPN, 30
Rugby Football Union, 57
S
Samsung, 34, 38, 53, 59, 66
- Galaxy, 38, 59
Sandalwood Partners, 27
SAP, 40
SCM Microsystems, 67
Senteo, 34
Servicio Madrileno de Salud, 32
Société Generale, 24
Sofinnova Partners, 27
Sony, 36
Sony Ericsson, 36
Stanford University, 27
Starbucks, 57, 59
Supertel (Ecuador), 45
Supreme Court (Spain), 35
Swisscom, 27
T
Tandberg, 34
Technicolor, 61
Technologies
- 2G, 54, 55, 66
- Edge, 47, 50
- 3G, 42, 47, 50, 54, 55, 64, 65, 66
- 3.5G, 47
- HSDPA, 47, 54
- 4G
- LTE, 7, 27, 44, 51, 54, 55
- ADSL, 8, 11, 52
- Bluetooth, 59
- Broadband, 5, 8, 11, 12, 16, 18, 19, 20, 21, 22, 27, 28, 32, 33, 34, 35, 42, 43, 44, 46, 47, 51, 52, 53, 54, 59, 61, 67
- BSS/OSS, 50
- Cloud computing, 41
- DSL, 27, 33, 43
- Ethernet, 61
- Femtocell, 54, 64
- GSM, 48, 64
- IaaS (Infrastructure-as-a-Service), 35
- IP, 27, 41, 52, 55, 57, 61, 62, 64
- IPTV, 52
- Linux, 64
- LLU, 8, 11
- M2M, 28
- MMS, 57
- Mobile broadband, 15, 34
- NFC, 34
- NGN, 67
- P2P, 12, 13, 19
- SaaS (Software as a Service), 35
- SIM, 66, 67
- SMS, 12, 13, 19, 45, 56, 57
- Telematics, 65
- TV, 8, 11, 16, 20, 42, 46, 52, 56, 57
- UMTS, 47, 54
- VDSL, 52
- VoD, 52
- VoIP, 55, 56
- WCDMA, 64, 65
- Wholesale line rental, 11
- WLAN, 65
- Wi-Fi, 38, 43, 53, 59, 61, 65, 67
Telecinco, 27
Telecom Italia, 66, 67, 68
- Bernabe, Franco, 67
- Entel, 44, 66
- TIM Brasil, 67
- TIM Store, 68
Telefónica Group, 4, 5, 7, 8, 10, 12, 15, 18, 23, 24, 27, 28, 29, 30, 31, 40, 41, 42, 48, 61, 68
- Ability Awards, 29
- Associates and investments
- Amobee, 48
- Assia Inc, 27
- China Unicom, 64, 65, 66, 67
- Digital+, 27
- PT, 4, 24, 41
- TI, 66, 67, 68
- Atento, 23
- Directors
- Castillo Sanz, Eva, 51
- España, 6, 7, 9, 10, 11, 12, 13, 29, 32, 33, 34, 35, 36, 38, 39, 41, 68
- Móviles, 12
- Universal Service Obligation, 10, 19
- Europe (O2), 4, 21, 22, 23, 25, 28, 29, 31, 48, 50, 51, 52, 53, 54, 55, 56, 57, 59, 60, 61, 62, 63, 68
- Alice, 52
- Cornerstone, 63
- Czech Republic, 22, 23, 50, 51, 52, 53
- Fonic, 54, 55
- Germany, 23, 51, 52, 54
- Giffgaff, 57
- HanseNet Telekommunikation, 19, 20, 22, 52
- Ireland, 22, 23, 29, 50, 53, 55, 56
- JAJAH, 55, 56
- O2 Media, 57
- Slovakia, 22, 56
- Think Big, 60, 61
- UK, 21, 23, 28, 48, 53, 54, 55, 56, 57, 59, 60, 61, 62, 63
- Executives
- Abril, Luis, 29
- Alierta, César, 27
- Alonso, Alfonso, 51
- Andreu, Alberto, 36
- Ansaldo, Guillermo, 9
- Blasco, Luis, 40
- Cowdry, Sally, 56, 60
- de Lima, Roberto, 42
- Dowd, Ben, 62
- Enriques, Anselmo, 51
- Feistel, Holger, 55
- Fernández Valbuena, Santiago, 5, 10, 12, 15, 18, 39, 41
- Field, Tanya, 48, 50
- Folgueiras, Andrea, 51
- Fox, Alan, 53
- Gómez, Oscar, 50
- Gregory, Shaun, 57
- Halliwell, Shadi, 59
- Hanway, Tony, 50
- Key, Matthew, 19, 21, 22
- Linares, Julio, 28, 30
Lopez-Vives, Juan, 30
- Nurcombe, Keith, 59
- San Miguel, Vicente, 27
- Schneider, FrantiSek, 51
- Sheldon, Gavin, 60
- Shurrock, Stephen, 53
- Smith, Jaime, 51
- Used Aznar, Enrique, 51
- Valente, Antonio Carlos, 41, 43
- Vela, Jose, 30
- Ex-executives
- Gray, Danuta, 53
- Fundación Telefónica, 61
- Lati America
- Brasilcel N.V., 4
- Latinoamérica, 6, 7, 15, 16, 17, 18, 40, 43, 44
- Argentina, 17, 18, 40, 41
- Brazil, 17, 18, 24, 41, 42, 43, 44
- Chile, 17, 18
- Colombia, 17, 18, 44
- Ecuador, 17, 18, 45
- Mexico, 17, 18, 45
- Open Telefónica, 15
- Peru, 17, 18, 46
- Telefónica International Wholesale Services, 30
- Uruguay, 17, 18
- Venezuela, 17, 18, 47
- Vivo, 4, 5, 7, 9, 15, 17, 18, 24, 25, 27, 41, 42, 43
- Products and services
- Aplicateca, 35
- Live Status Checker, 60
- Mobile banking, 34
- Niggles and Narks, 52
- O2 Active, 50
- O2 Extra, 52
- O2 Health, 59
- O2 Hotshot, 53
- O2 Internet, 50
- O2 Learn, 61
- O2 More, 50, 57
- O2 Neon, 22, 50
- O2 o, 54, 55, 57
- O2 Recycle, 60
- O2 TV, 52
- Pay & Go, 55, 59, 60
- pay-TV, 11, 16, 27, 42, 46
- Reward for Top-Up, 52, 53
- SMART, 44
- Telefónica Latinoamérica
- Cable Magicó (Peru), 46
- Telefónica Multinational Solutions, 30, 31
- Tgestiona, 40
Telemar
- Oi, 41
TeliaSonera
- Yoigo (Xfera), 33
Telstra, 33
Tesco, 21
- Tesco Mobile, 21
Tiscali SpA, 67
TVA, 42
T-Ventures, 27
V
Vivendi SA, 24
- SFR, 27
Vodafone Group, 9, 33, 35, 54, 55, 63, 67
- Spain, 35
- UK, 54, 63
W
WoStore (China Unicom), 65
Z
ZTE, 64, 65, 66
About Telefonicawatch
Report: #51
Covering: November-December 2010
Published: December 2010
Next report: January 2011
Ongoing tracking and insight into Telefónica Group; delivering valuable insight into the labyrinth that is Spain’s global telco giant.
A unique monthly report for the industry.
- Telefonicawatch is the only independent monitor of everything and anything to do with Telefonica Group, worldwide. Nothing else comes close. Thorough, impartial, accessible, and time-saving.
- Covering not just a leading European and Latin American integrated telecoms group and one of the world's top-five players and its many operating companies, but also its wider interests, including the Atento contact centre business, Vivo in Brazil, Telecom Italia, Portugal Telecom, and China Unicom.
- Our ‘watch' titles are repeatedly described by clients and end-users as the single most valuable source of third-party sales intelligence, and are considered invaluable by many high-achieving commercial teams and account directors.
- A unique source of valuable opportunities, knowledge, planning, strategy, and much more, the reports represent both tactical tool and strategic reference, providing input and even a springboard for corporate planning, reporting, and meetings.
- A ‘must-have' for sales teams focused on high-value sales, maintaining strategic relationships, and managing extended sales cycles. Just one nugget, insight, or validation can pay for the service many times over.
- Pricing is typically USD $8.2k / EUR 5.7k / UKP £5k per year for an Account Team Licence, and can be tailored to meet your specific needs and situation. Copies of individual reports are also available, priced from UKP GBP £999 (USD $1,650 / EUR 1,100). Multiple purchasing options available, including payment cards.
- Delivered electronically 10-12-plus times a year, with back issues also available, providing unparallelled reference and insight into major events, strategic initiatives, financials and KPIs.
- Contact us for further information, including samples and evaluation trial requests. info@marketmettle.com / +44-20-7183-0111.
Comments
Got something to say?
