Monday, September 14, 2020

Week 37 in Telecoms, Internet, Media

Corporate

M&A

  • Proximus: Considers sale of Be-Mobile (develops apps for parking, toll, mobility; 92.7%, Jan Cools 7.3%; rev >EUR 40m)
  • Vodafone: Rumor: STC to reduce price (originally $2.39b) for Vodafone Eypt stake (55%)
  • Altice Europe: Agrees on Next Private (Patrick Drahi) offer of 4.11 EUR/share (A & B) cash (cum dividend) = EUR 2.5b for minority shareholders (premium 24% over 200910, 17% over 180 days); equity valuation EUR 4.9b; minimum acceptance level 95% (may be waived down); followed by statutory squeeze-out; to close and delist 21Q1
  • MasMovil: Indumenta Pueri accepts offer from Lorca    
  • GTT: Bloomberg: to sell European fiber networks (Apollo, formerly Interoute, Hibernia), candidates Macquarie, AustralianSuper, 3i; $2b
  • Liberty Global: Fitch assigns BB-/Stable to Virgin Media O2 UK
  • EQT

Earnings


5G

Launches

  • Orange ES launches NSA 5G (in 3.6 GHz band) in Madrid, Barcelona, Valencia, Seville, Malaga; with Ericsson (Core & RAN in Madrid & Barcelona)
  • Yoigo (MasMovil) launches NSA 5G (80 MHz in 3.5 GHz band) in 15 cities: Alicante, Alcobendas, Almeria, Avila, Barcelona, Hospitalet de Llobregat, Huesca, Jaen, Madrid, Malaga, Melilla, Orense, Salamanca, Seville, Valencia
  • TDC launches 5G (3.5 GHz) in Copenhagen, Odense, Aarhus, Helsingor at 3k sites, with Ericsson; target 90% coverage YE 2020
  • Vodafone CZ plans 5G launch 201001 in 5 cities, with DSS
  • Telenor SE plans 5G launch Oct 2020; target nationwide coverage (99% of pops, 90% of geo) by 2023    

Expansions

  • DNA 5G reaches >1m pops in 24 munis (Espoo, Heinola, Helsinki, Hyvinkää, Hämeenlinna, Jyväskylä, Kuopio, Lahti, Lieto, Nokia, Oulu, Pirkkala, Pori, Raahe, Raisio, Rauma, Rusko, Seinäjoki, Sipoo, Tampere, Turku, Vaasa, Vantaa, Ylöjärvi); target 1.5m pops YE 2020; plans expansion to Järvenpää, Kaarina, Kangasala, Kauniainen, Kerava, Naantali, Nurmijärvi, Hyrylä in Tuusula
  • O2 UK extends 5G coverage to Tyne and Wear cy, Surrey cy, Lincoln

Services

  • Elisa plans 5G-based drone trial in Helsinki, with Vertical Hobby, Helsinki Rescue Department, Stara, Forum Virium Helsinki
  • BBC, Al Jazeera Media Network, BT Sport, EBU, ITV, Olympic Broadcasting Service, SVT, TV2, ViacomCBS Networks Int, YLE to demo broadcast production over 5G in Amsterdam 200910, over Vodafone NL & EE (BT) 5G; tech partners: Aviwest, LiveU, Sony, Huawei, Mobile Viewpoint, NewTek, Univ of Strathclyde
  • Telekom DE (DT) launches MagentaMobil, prepaid, 97 EUR/yr; unlimited on-net voice/text in DE, 200 min/mo to DE numbers, 2 GB/mo, access to 5G
  • Optus adds 2 5G tiers: 5G Internet Entertainer Plan (90 AUD/mo; no throttling, average spead 214 Mb/s; incl Optus Sport & Fetch Mighty box) & 5G Internet Everyday Plan (75 AUD/mo, max 100 Mb/s; unlimited data, Optus Sports)

Hardware


Content

Video

Gaming


Regulatory

Platforms individually

  • Facebook: WSJ: EU's DPC (Ireland) orders Facebook to suspend data transfer of EU users to US (Privacy Shleld invalidated 200716)
  • Twitter: Expands policies against election-related misinformation (add fact-check labels or hide tweets that contain false or misleading information that causes confusion about election rules or with unverified information about election rigging)
  • Apple: Updates App Store Guidelines (2.5.16): content in App Clips, widgets, extensions, notifications must be related to main app; game streaming allowed (each individual game to be submitted individually to Apple’s App Review; subscribe through in-app purchases within the service’s catalog app); free standalone apps allowed (without in-app purchases and no calls to action for purchasing elsewhere)

Platforms general


at 1:12 am
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