SERVICES
Proximus
Partners with Belfius for cross-selling (exclusive digital banking for Proximus subs, Proximus services tailored for Belfius subs), to launch early 2021
KPN
Blendl
OTT video
Reelgood report US market: Netflix #1 in subs, Amazon #1 in content (films, series, high-quality films), Netflix #1 in content (high-quality series), HBO Max most expensive, Apple cheapest
Amazon
Bans US Police for 1 yr of using facial recognition tech Rekognition, awaiting stronger regulations to govern ethical use of facial recognition tech; IBM and Microsoft also stop selling facila recognition tech to US police
Facebook
Launches Facebook News (section) in US on mobile [see 191018]
Launches Messenger Kids app (video chat and messaging) in Sub-Saharan Africa
Snap
Snap Partner Summit: for developers: launches new developer products & partnerships across Snap Kit, Snap Games, Bitmoji ecosystems; launches Snap Minis (for developers to deliver experiences through Snapchat); launches new camera & AR experience for developers, Creators & Snapchatters; adds SnapML to Lens Studio desktop app (allows developers to bring their own ML models); for Snapchatters: launches Local Lenses (decorate surrounding buildings in VR space based on AR); adds partners for Scan (PlantSnap, Yuka, others); partners with Headspace (access to meditations); plans new Snap Originals: Coach Kev (Kevin Hart); content deals for Discover section with Disney, ESPN, NBCUniversal, ViacomCBS, NBA, NFL; launches Happening Now (breaking news section, content from WaPo, Bloomberg, Reuters, NBC News, ESPN, NowThis, E! News, BuzzFeed News etc); launches Here For You To Help (access all information related to emotional & physical well-being.) - Expands e-commerce to FR
NGN
FTTH
Gigaclear increases plan for Herefordshire and Gloucestershire (with Fastershire) from 70 to 110k premises
CityFibre to add 10k jobs in 3 yr ; recent roll-out starts in Leicester, Derby, Portsmouth, Inverness
KPN plans FTTH in Terneuzen; target 50k premises (= 30% of total) in Zeeland YE 2021
HFC
CableLabs releases Docsis 4.0 specs: 10/6 Gb/s, 1.8 GHz of spectrum, enhanced security, low latency, Full Duplex DOCSIS (FDX), Extended Spectrum DOCSIS (ESD, max 1.8 GHz) - VodafoneZiggo plans no upgrade to Docsis 4.0 within 5 yr
Wireless
Traficom (FI) awards 26 GHz (5G) licenses until 331231for mainland (excl Aland) to Telia, Elisa, DNA: EUR 7m each for 800 MHz each; 24.25–25.10 GHz band reserved for local operators - Elisa's 5G reaches >1m covered pops in 25 cities
Canada postpones 3.5 GHz auction to 210615
Arcep (FR) plans 5G auction 200920-200930 for launches end 2020; 110 MHz available in 11 blocks in 3.5 GHz band; coverage requirements for 2023 & 2028; 4G requirement: 240 Mb/s at 75% of footprint YE 2022
5G
T-Mobile PL launches 5G service 200609 in Warsaw, Lodz, Krakow, Poznan, Wroclaw, Lock, Opole, Czestochowa, Rzeszow, Bielsko-Biala, Kielce, Upper Silesian Industrial District, 1600 base stations, 6m covered pops
Far EasTone plans smart plant for Delta Electronics in Taoyuan (Taiwan), with Microsoft - Receives 5G license, to launch service 200701
Nevion survey of global broadcasters: 65% consider 5G for remote production, 61% for distribution (to replace DTT, satellite, cable), 33% for OTT, 29% for contribution
Vodafone DE expands 5G to 500 antennae (700 MHz & 3.5 GHz), total 160 locations Elisa expands 5G to Salo (city #26)
Cellnex plans edge computing solutions (based on Intel tech) for MNOs, with Lenovo & Nearby Computing
Bell Canada launches 5G in Montreal, the Greater Toronto Area, Calgary, Edmonton, Vancouver, with Ericsson & Nokia; with smartphones; 5G access add-on 10 CAD/mo (promo: free until 210331 - Plans campus network with Western University in London (Ontario)
M&A
Telefonica DE
Closes sale of 10100 towers (excl RAN; sale & lease-back) to Telxius (Telefonica 50.01%), EUR 1.5b
AT&T
Rumor: plans selling Warner Bros gaming division, $4b; Take-Two, EA, Activision interested
Liberty Global
Sells IT-unit Austria (70 employees) to Kapsch
CORPORATE
Orange
Changes Executive Committee, incl Michaël Trabbia (CEO Orange BE) to become group Chief Technology & Innovation Officer
Sunrise
Fitch: BBB-, outlook stable
Iliad
Closes bond issue: EUR 650m, 6 yr (mature 260617), 2.375%, demand for EUR 2b, supports Odysée 2024 Plan
Liberty Global
Proxy adviser Glass Lewis opposes CEO Mike Fries pay package (up to $123m over next 5 yr); to vote against 2 directors: JC Sparkman (due to compensation policy concerns) & J David Wargo (for being on too many audit committees)
YouTube
Airbnb
Palantir
Reuters: plans IPO; current valuation $10-12b; rev 2020E $1b (+38%), 2021E $1.5b; backlog YE 2019: $2.2b
REGULATION
Amazon
WSJ: EU plans antitrust investigation over treatment of 3rd-party sellers (scooping up data from 3rd-party sellers and using that information to compete against them); fine max 10% of global rev ; California and Washington state also
Twitter
Removed 30k Chinese, Russian, Turkish accounts linked to government propaganda - Deleted 170k Chinese state-backed accounts pushing propaganda
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