Showing posts with label 6G. Show all posts
Showing posts with label 6G. Show all posts

Wednesday, February 08, 2023

EC proposals on broadband development under SIngle Market

EC speech (230206, Helsinki)

  • 6G: Launches R&D project Smart Networks and Services Joint Undertaking (to lead the conception & standardisation of 6G)
  • Broadband:
    • Access regulation:
      • plans Broadband Cost Reduction Directive Feb 2023
      • plans Gigabit Recommendation (guidance for NRAs on how to use tools at their disposal to incentivise faster network deployment)
    • Operating models: proposes morphing telcos from connectivity providers to infrastructure-as-a-service providers
    • Fair share contribution (Internet Traffic Tax): plans consultation on "the future of connectivity and infrastructure": what is the infrastructure that Europe needs and how to timely mobilise investments? "raises the question of who pays for the next generation of connectivity infrastructure" (European Declaration on Digital Rights and Principles for the Digital Decade already established that all market players benefiting from the digital transformation should make a fair & proportionate contribution to public goods, services & infrastructure)
    • Harmonisation, consolidation: how we can build a true Single Market for telecoms (curently based on business models based on national markets & high costs for national spectrum licenses), requires reflection on encouraging cross-border consolidation


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Monday, March 29, 2021

Week 12 in Telecoms, Internet, Media

Corporate

  • Euskaltel: Friendly offer from MasMovil (= KKR, Providence, Cinven): 11.17 EUR/share cash (16% premium) = EUR 2b; 52.32% agrees, unconditional at 75%; to maintain brand (Euskaltel, R, Telecable, Virgin)
  • Telstra
    • Update on proposed legal corporate restructure (part of T22 strategy); to be completed Dec 2021, AGM Oct 2021, scheme booklet to be published Sep 2021; 3 units: InfraCo Fixed (passive:  ducts, fibre, data centres, exchanges), InfraCo Towers (passive mobile: towers), ServeCo (products & services; active networks, RAN, spectrum; separate subsidiary for international business (incl submarine cables); to establish new holding Telstra Group; InfraCo Towers to attract external investment from 21/22Q2
    • Rumor: may merge with NBN
  • Verizon: Verizon Media to launch Yahoo Shops (marketplace) - Yahoo services have 3m subs, to be Verizon Media's consumer-facing brand
  • RTL: Rumor: plans sale of RTL BE (candidates: Telenet, DPG, Rossel, TF1) and RTL NL (candidates: DGP) and M6 (48%, family Frère 7.2%); DPG denies
  • Vivendi: Canal+ Polski files for IPO
  • WeWork: Plans IPO via SPAC, valuation $9b

Results

  • Salt: 20Q4
  • Tele2: Annual Report 2020; Kinnevik holds 27.2% of the capital and 42.0% of the voting rights YE 2020; more-for-more strategy in SE; div received from T-Mobile NL zero (note 30), "Over time we see an opportunity to crystalize value for our shareholders as we exit this market."; Other non-current assets (mainly T-Mobile NL stake) valued at SEK 7.16b = EUR 700m); book value T-Mobile stake SEK 7.011b = EUR 690m); "As part of the annual impairment test in 2020, it was reconfirmed that the recoverable amount of our holding in the Netherlands exceeds book value."
  • United Internet: 20Q4
  • 1&1 Drillisch: 20Q4; plans national 5G roaming & construction deals 21Q2; plans multi-vendor Open RAN, Central, Edge & Far-Edge datacenters, virtualised network; outlook 2021: SR EUR 3.1b, EBITDA 650m (incl 30m negative impact from 5G roll-out, 25m negative from corona virus; excludes 34.4m positive impact from adjusted MVNO deal); adjusted EBITDA 735m for Access, -30m for 5G
  • Tele Columbus: 20Q4
  • Polsat: 20Q4 & 2020 Annual Report & Briefing
  • Gamma Communications: Annual Report 2020
  • Ericsson Annual Report 2020

Networks

  • General
    • BCG for ETNO report Connectivity and Beyond: How Telcos Can Accelerate a Digital Future For All: EUR 300b (o/w 150b for 5G, 150b for fixed) telecoms investment in EU in 4 yr will yield 2.4m new jobs + EUR 113b added to economic growth (from 5G), accelerated green transformation (digital solutions reduces carbon emissions 15%, smart cities 30%, digital transformation in transport 30%)
    • Akamai reached new peak: 200 Tb/s
  • FTTP
  • 5G
  • 6G
    • Next G Alliance launches 2 working groups: 6G Roadmap Working Group (R&D) and Green G Working Group (environmental impact) [see 201013]
  • LEO
    • OneWeb reaches 146 sats in orbit; plans service launch end 2021 in UK, Alaska, N Europe, Greenland, Iceland, Arctic Seas, Canada; global by 2022

Services

  • Video
    • ViacomCBS: To raise $3b equity for investing in originals for Paramount+; $2b in Class B common stock,$1b in Series A Mandatory Convertible Preferred Stock - Moody's positive (Baa2, outlook stable)
    • NBCUniversal (Comcast): Considers SVOD service Universal Stream for non-US markets (Peacock for US)
    • HBO (AT&T): HBO Max to expand to UK, DE, IT 2025 (until then deals with Sky)
    • Report on share of exclusive content: Disney+ 89% (Total catalog: 311 TV shows/742 movies), Netflix 83% (Total catalog: 2,069 TV shows/3,766 movies), HBO Max 72% (Total catalog: 606 TV shows/1,932 movies), Paramount+ 41% of TV, 23% of movies, Hulu 40% (Total catalog: 1,700 TV shows/916 movies), Amazon Prime Video 38% (Total catalog: 2,161 TV shows/14,670 movies)
  • B2B
    • Free (Iliad) enters B2B market with Free Pro, launches new Freebox Pro 50 EUR/mo (first year 40) + 10 EUR/line/mo for additional lines (incl 2 fixed lines, NAS server; WiFi, based on 10G EPON tech, max 7/1 Gb/s; tri-band WiFi; 4G backup; Cloud Sync Pro for protected data storage, firewall, support); offering includes 1 5G/4G line
    • Sky (Comcast) Launches Sky Connect to enter SME market; launches Connection Pro: BB 4G backup, VoiceEdge (digital voice, 24 call mgt features), WiFi, security, support
    • Google: Launches Network Connectivity Center: console for a business of any size to manage all its networks on a global basis, seamlessly connects VPNs, partner & dedicated interconnects, 3rd-party routers & Software-Defined WANs

Regulatory

  • Congress US releases statements from Facebook, Google, Twitter CEOs on Section 230 (liability) for Hearing 210325; Facebook proposes platforms should be required to demonstrate that they have systems in place for identifying unlawful content and removing it; Twitter advocates transparency, has 2 projects: Birdwatch (users report misinformation), Bluesky (open & decentralized standards for social media); Google invests in journalism - Reddit, Etsy and Dropbox defend Section 230

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Sunday, February 28, 2021

Week 8 in Telecoms, Internet, Media

Corporate

  • TIM: 20Q4 & 2021-23 Plan Update Beyond Connectivity: 1. Unique commercial proposition, 2. Best technological infrastructure, 3. Further improve operational excellence, 4. Leaner organizational model; works with 5 factories: Noovle (cloud), Telsy (cyber security), Olivetti (integrated IoT), Sparkle (int wholesale), TIM Vision (content)
  • Proximus: 20Q4; guidance 2021: additional expenses (opex EUR 50m) for fiber migrations, IT transformation, cloudification, Mwingz (shared mobile network with Orange BE) roll-out (reducing capex), targets EBITDA EUR 1.750-1.775m, capex close to EUR 1.2b, to double fiber roll-out from 2020, net debt/EBITDA <1.6x, domestic rev close to 2020 level (EUR 4.285m), div 2021 and 2022 EUR 1.20 (floor); confirms #inspire2022 ambitions; opex redux CAGR 2020-22 1-2%, expands cost savings to EUR 400m over 2020-2025 (o/w half in 2020-22), targets domestic EBITDA to grow from 2022
  • Vodafone
    • Vodafone CZ plans strategic coop wit utility CEZ (70% state-owned)
    • Vantage Towers Intention to Float (ITF) in Frankfurt March 2021 of meaningful minority stake; rumored valuation: EUR 15b, to raise EUR 4b
  • Virgin Media UK (Liberty Global): CMA publishes responses from Sky & Vodafone regarding O2 merger; concerns on wholesale market for MVNOs and backhaul - O2 UK claims concerns addressed
  • Akamai: Investor Summit
    • 3-5 year Security targets: Application Security CAGR 20-25%, Network Security CAGR 20-25%, Security Services CAGR 10-15%, overall CAGR goal >20% (rev to more than double in 5 yr to $2.5b, addressable market $29b)
    • 3-5 year CDN targets: Edge Delivery CAGR 0-3%, Edge Applications >30%, Services CAGR 1-3%, overall CAGR goal 2-5% (addressable market $18b)
    • Financial targets Security: cash gross margin high 80s (2021: 86-87%), EBITDA margin high 40s (2021: 45-46%), oper margin mid 30s (2021: 34-35%), network capex low single digit (2021: 1-3%), R&D capex high single digit (2021: 8-10%)
    • Financial targets CDN: gross margin high 60s (2021: 68-69%), EBITDA margin mid 40s (2021: 42-43%), oper margin high 20s (2021: 26-27%), network capex low double digit (2021: 11-13%), R&D capex mid single digit (2021: 4-5%)
    • Total targets 3-5 yr: rev CAGR 6-10%, gross margin high 70s (2021: 76-77%), EBITDA margin mid 40s (2021: 44%), oper margin 30-32% (2021: 30%), capex mid teens of rev (2021: 16%)
  • Roblox: Plans IPO via direct listing 210310
  • Thomson Reuters: To invest $500-600m in AI, ML in 2 yr; to cut opex by $600m from eliminating duplicate functions, modernizing & consolidating technology, attrition, shrinking real estate footprint
  • Twitter: Analyst Day: Goals:
    • 1. Double development velocity by end 2023 (ie doubling the number of features shipped per employee)
    • 2. 315m mDAU (monetisable DAU; currently 85% from brand ads, 15% from performance ads; global digital brand + performance ads market $150b, Twitter market share 3%) 23Q4 (20Q4: 192m, implies CAGR 20%)
    • 3. more than double annual rev to $7.5b (2020: $3.7b) 
  • Snap: Investor Day: guidance: revenue CAGR 50%; Usage stats: 5b Snaps/day, Snap Map 250m MAU, advertising 90% self-serve, digital ad market US share 2% (reach <50% of smartphone uesrs), reach 13-24 year olds >90% (US, UK, Australia, FR, NL), reach 13-34 year olds >75% (US, UK, Australia, FR, NL)

Networks

  • Broadband Choices: report Internet Accessibility Index 2021 (based on speed & cost), ranking 169 countries: Denmark #1, Liechtenstein #2, US #3, NL #15
  • FTTH
    • Telefonica
      • Telefonica Chile sells 60% stake in fiber network to KKR (Global Infrastructure Investors III Fund), $1b, to close 21Q2; to establish OA wholesale company; to expand pops coverage from 2m to 3.5m by 2023 (FTTH, 40k FTTO lines, FTTS); reduces debt by EUR 400m
      • Telefonica Brazil plans fiber network spin-off to establish OA wholesale company FiBrasil, with investor (TBA 21Q1); Bloomberg: talks with Caisse de Depot et Placement du Quebec (CDPQ)
    • T-Mobile NL to add 1m HP by 2025 with #2 investment partner (not Primevest), TBA 21H1, to start in 10-15 areas
  • Mobile, 5G
    • Ericsson Mobility Report 20Q4 update: global mobile subscriptions (8b, penetration 102%, unique active subs 6b; net adds 19m), mobile BB subs 6.5b (net adds 100m), 5G subs 220m at 130 providers (net adds 70m), 4G subs 4.5b (net adds 90m); total global mobile data traffic 60 EB/mo (+51% yoy, +9% qoq)
    • EIB report Accelerating the 5G transition in Europe
    • Umlaut: T-Mobile NL best network worldwide (962 points), KPN (954) and VodafoneZiggo (945) also in Top 10    
    • Polsat Group sells 99.99% stake (2,069,656 shares) in Polkomtel Infrastruktura to Cellnex
    • Malaysia plans government-owned wholesale 5G network via special purpose vehicle ($4b in 10 yr; also: FTTH), to adminster spectrum for all MNOs (part of digital  transformation by 2030); Microsoft, Google, Amazon, Telekom Malaysia to build & manage hyper-scale data centres & cloud services
    • Google partners with Intel on cloud-native 5G; 3 main areas: 1. accelerating the ability of CSPs to deploy vRAN & ORAN solutions by providing next-gen infrastructure & hardware, 2. launching new lab environments to help CSPs innovate on cloud-native 5G, 3. making it easier for them to deliver business applications to the network edge; to develop reference architectures & integrated solutions for CSPs' for core network functions & edge network solutions
  • 6G
  • LEO

Services

  • Video
    • ViacomCBS: Streaming Event: Paramount+ to launch 210304
    • Walt Disney
      • Launches Star tab (75 series, 280 movies at launch) in Disney+ in Europe, ANZ, Canada, Singapore; content from content from ABC, Hulu, FX, Freeform, Disney Television Studios, FX, 20th Century Studios, 20th Television, more
      • Disney+ price increases from 7 to 9 EUR/mo, 6 to 8 GBP/mo
      • Release dates
      • Rumor: Disney+ subs 40% in N America (40m), 30% in India, 30% in Europe & Latam
    • Netflix: 10 Golden Globes (on 42 nominations)
  • Music
  • Smart city
    • Las Vegas ordered smart city solutions from Siemens Advanta & Bluetech Park Properties, $7.5b in 6 yr (net-zero carbon footprint buildings within its own insular mini-city, automated multi-functional designs, renewable energy sources, photovoltaic super trees, various other interconnected innovations)
    • Egypt (Administrative Capital for Urban Development) orders smart city ICT (datacenter, cloud services, to be operated by Orange Egypt) from Orange Business Services for new administrative capital (45km east of Cairo on a greenfield site, 700 km^2); 5 pillars: safety, connectivity, integration, digitalisation, replicability; to launch 21Q2
    • Toyota starts smart city Woven City construction near Mount Fuji, 175 hectares, hydrogen-based, solar, robotics, AI, smart homes; appointed Bjarke Ingels Group as architects
    • Stockholm ordered Univrses app to scan & map city streets from any car, transmitting & processing data in real-time to help create a more detailed picture of the state of the city’s streets, measuring everything from road damage to congestion, the location of streetlights to the state of road signage


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Sunday, February 14, 2021

Week 6 in Telecoms, Internet, Media

Corporate

  • BT:  Hatch report (The Economic Impact of BT Group in the UK): gross value added (GVA) 2019/20 GBP 24b, supports 300k FTE, spent GBP 10.1 on UK suppliers, maintains 35k vehicles; spending by people on BT pension contributed GBP 2b, supports 26600 jobs
  • Proximus: Buys out Swisscom (22.4% for EUR 110m) and MTN (20.0% for EUR 107m = ZAR 1.8b, to record ZAR 1.2b book profit) from BICS for full ownership and strategic flexibility; EV EUR 569m = 4.4x EBITDA
  • Vodafone: Vantage Towers Moodys: Baa3, outlook stable
    • 45,500 fully controlled macro sites + 14,200 and 22,100 co-controlled macro sites in Cornerstone (50%) and INWIT (33.2%) JVs, 20/21 Adj EBITDA EUR 814m; debt EUR 2.3b, leverage 4.0 (Moodys: gross debt/EBITDA excl Cornerstone, INWIT 5.0x)
    • Positives: strong market positions, geographically well-diversified, high barriers to entry for competitors, high barriers to exit for customers, good earnings & cash flow predictability (supported by anchor long-term service contracts with Vodafone), expectation of medium-term EBITDA growth (driven by site additions, improving tenancies ratios, operational efficiencies)
    • Negatives: high customer concentration with Vodafone, short history of operating as a separate entity, expectation of negative free cash flow over the next 2 years (as a result of Vantage Towers' capital intensive model (7,100 contractual built-to-suit commitments that it is targeting over FY2022-FY2026) and planned dividend payments of EUR 280m to be paid in FY2022), starting net leverage of around 4.0x EBITDAaL with willingness to increase up to 5.5x
  • Telenet: 20Q4
    • Outlook 2021: rev (+1%) & Adj EBITDA (up 1-2%) to return to growth, Op FCF -1%, FCF 420-440m
    • Outlook 2018-2021: Op FCF CAGR lower end of current range 6.5-8.0%
    • Focus on 5 pillars: 1. Expand customer relations, 2. grow in B2B, 3. Customer approach simplified, digital-first, 4. Perfect networks, 5. Empower employees, agile structure
    • Eltrona deconsolidation [see 200225] reduces operationals from 21Q2: HP -47700, customers -9500, RGUs -18500, TV -9200, BB -5500, FT -3800
    • Other: expects to win VOO auction (21Q2), Wallonia may hold on to stake; talks with Fluvius on FTTH ongoing (currently full fiber for FTTO and greenfields); considers towers (>3000) monetisation in case of funding need or transformational transaction
  • MasMovil: Acquires controlling stake in Lucera: energy reseller
  • Vivendi: To spin off 60% of Universal Music Group (Tencent holds 20%, Vivendi to hold 20%) in IPO as special dividend end 2021 in Amsterdam 'to reduce Vivendi’s conglomerate discount'; EV EUR 30b; EGM 210329; Vivendi shareholders to receive 44%, Bollore Groupe (holds 27% of Vivendi) 16%; proposes ordinary div EUR 0.60 over 2020, AGM 210622
  • Twitter: 20Q4
    • outlook 21Q1: rev $940-1040m, oper income loss $0-50m
    • outlook 2021: headcount +20%, costs + expenses +25% (incl new datacenter), rev to grow faster than expenses, SBC expense $525-575m, capex $900-950m
    • CEO Jack Dorsey considers decentralised social network to be built by Bluesky team [see 191211]; plans to give people more choice over what they see through marketplace of algorithms
  • Match Group acquires Hyperconnect, $1.73b: social network S Korea, operates Azar (live video & audio chat platform) & Hakuna Live (live-streaming app for video & audio broadcasts)
  • Bumble: Sets IPO price at $43, to sell 50m shares - First trade $76.00, closes at $70.31

Networks

  • 5G
    • GSA report on 5G devices: total 558 announced (o/w 365 = 62% commercially available) in 20 form factors from 113 vendors, 294 smartphones & 113 FWA devices announced (o/w 251 resp 42 commercially available)
    • GSA report on 4G & 5G networks, technologies & spectrum: 806 commercial 4G networks (incl 421 FWA, 743 mobile); 156 invest in NB-IoT o/w 111 launched, 51 deply LTE-M; 413 operators in 131 countries invest in 5G (o/w 65 operators in SA 5G) o/w 144 in 61 countries commercially launched 5G
    • Qualcomm launches Snapdragon X65 5G Modem-RF System (gen 4 5G modem-to-antenna solution; Release 16, 10 Gb/s, sub-6 GHz & mmWave, AI antenna tuning tech, upgradeable architecture) & X62 (for mainstream adoption of mobile broadband)
    • Personal (= Telecom Argentina) launches 5G in Buenos Aires, Rosario using DSS
    • Omantel launches 5G, no extra charge
    • Asia Pacific Telecom develops 5G-supported smart robots, with Foxconn Global Network (FHnet), to operate over SA Private 5G
    • Verizon opens 5G for sub-brand Visible (supports e-SIM)
  • 6G
    • Fraunhofer (5 institutes: IIS, HHI, FOKUS, IAF, IZM) launches 6G Sentinel research; focus on THz (100-300 GHz; very small cells, beamforming (Massive MIMO) integrated), flexible networks
    • CEA-Leti launches 6G research project RISE-6G, with 13 partners (Orange, TIM, NEC; Chalmeers University, Aalborg University, National & Kapodistrian University of Athens, University of Notthingam; Consorzion Nazionale Interuniversitario Italiano, Centre National de la Recherche Sceintifique; SNCF, Fiat); plans 'smart & energy-sustainable technology advances, on reconfigurable intelligent surfaces that will enable programmable control'
  • LEO
    • Starlink requests FCC designation as Eligible Telecommunications Carrier (ETC) to comply for funding [see 201207] - Competitors (FBA, NTCA) oppose funding as Starlink to hit capacity ceiling (congestion) by 2028 (Starlink plans 12k sats, throughput per sat 20 Gb/s, peak bandwidth per user 1.7-2.7 Mb/s); Starlink current permission max 1m users, to raise to 5m
    • Telesat orders LEO fleet Lightspeed (at 1015 and 1325 km; Ka-band, first launch in 2 yr, commercial servivces 23H2) from Thales Alenia Space; total capacity with 298 sats 15 Tb/s, max data rates 7.5 Gb/s (20 Gb/s for hotspot)
    • Starlink beta to expand to ZA in 2022 (already in US, Canada, UK); opens for deposites, fulfilled on a first-come, first-served basis - And to Spain - And global, where legal
    • Starlink (SpaceX) considers IPO
  • FTTH
    • Fern Trading
      • Jurassic Fibre (= Fern Trading) launches service in Barnstaple, max 950 Mb/s; to cover 10k premises by summer 2021
      • Swhish Fibre (= Fern Trading; plans 250k HP in 33 towns, 10 Gb/s) plans expansion in South Buckinghamshire
      • Vorboss (plans 250k FTTP lines by 2022) 75% stake acquired by Fern Trading

Services

  • B2B
    • Deutsche Telekom: T-Systems adopts Cloud-First strategy, expands partnerships with AWS, Azure; to launch new cloud offering 210216
    • Swisscom: Acquires Webtiser (expertise in SAP Customer Experience, 40 omployees), expands SAP-unit to 440 employees
    • Multiscope Thuiswerk Monitor survey report NL: 44% of WFH staff (due to corona virus) bought office products, spending average EUR 359 = total EUR 400m; 48% received financial support from employer
    • Microsoft adds Bulletins (news, info) and Milestones (track progress of work items) apps for Teams
    • Metrigy report (survey of 476 firms): 47% of businesses globally use UCaaS

  • Wholesale
  • Mobile
  • Smart city
    • Plasencia (Spain) orders smart city solution for tourism from Red.es and Vodafone ES, EUR 374k
    • Sharing Cities program (London, Lisbon, Milan, Bordeaux, Burgas, Warsaw) reaches EUR 250m investments in retrofitting buildings with energy-saving measures, developing sustainable energy management systems for new & existing developments, shared electric mobility, smart street infrastructure
  • Video
  • Web services
  • Hardware
    • Amazon: Rumor: plans wall-mounted Echo device as smart home control by end 2021/early 2022; 10-13 inch, $200-250
    • Facebook: Rumor: plans Android-based smartwatch, with  health and fitness features

Regulation

  • Spectrum
    • Nkom (NO) plans 5G auction Sep 2021: 2.6 GHz band (2x70 MHz in 14 blocks of 2x5 (minimum price NOK 25m) + 1x50; cap 80 MHz), 3.6 GHz band (3400-3800; 4 blocks of 40 (minimum price NOK 100m), 24 blocks of 10; cap 120 MHz), consultation until 210409
    • Ancom (RO) plans 5G auction 21Q3 (700, 800, 1500, 2600, 3400-3800; procedures by 21Q2; plans consultation on 24 GHz band
  • FT: EC considers forced payments by platforms to publishers for using snippets in search results, news
  • EU decides on e-privacy guidelines


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Monday, January 04, 2021

Week 53 in Telecoms, Internet, Media

Mobile

  • Auctions
  • 5G
    • Dtac (= Telenor, Total Access Comms, Thailand) orders 5G RAN from Nokia - Launches 5G-700 201224, target 2k sites by mid Jan 2021
    • TIM Brasil launched 5G based on DSS in Sao Paulo, Brasilia, Belo Horizonte, Rio de Janeiro, Curitiba; to expand to Salvador, Fortaleza, Recife, Belem, Campinas, Santos, Florianopolis (total 12 cities) by March 2021
  • 6G: S Korea to invest SKW 5.8t ($5.3b) in 2021 on ICT R&D o/w SKW 17.2b ($15.7m, EUR 12.8m) on 6G

Traffic

  • DNA (Telenor): average FWA usage July-Aug 2020: FWA 5G modem 576 GB (75% over regular 5G modem, 250% over 4G modem), regular 5G modem 330 GB, 4G modem 168 GB, 3G modem 38 GB; average mobile usage July-Aug 2020: 5G 59 GB (32% over 4G), 4G 44 GB, 3G 10 GB; usage by media: 40% video, 10% social networking, 1% music
  • New Year's Eve

    • 3 Denmark: total mobile data usage 2020 320TB (+44%), usage per customer +39%, outgoing texts -5%, outgoing calls +21%; plans 4G upgrade in 2021
    • Telenet New Years Eve mobile traffic: 4.31m texts (-47%), 100 GB data (-24%) [due to corona virus: at home, using WiFi]
    • WhatsApp New Years Eve voice & video calls 1.4b (+50%); 55m live broadcasts on Facebook & Instagram; Messnger group video calls US doubled from average day
    • KPN New Years Eve traffic: 248 TB over mobile (+26%; 2019: 197); 1.8m SMS (2019: 2.4m); 3.8m voice calls (2019: 4.1m)
    • VodafoneZiggo New Years Eve traffic: mobile 185 TB (+28%); fixed peak 540 Gb/s over WiFi (+55% yoy; 2019: 350 Gb/s)
    • Vodafone NZ New Years Eve mobile traffic: data +80% yoy to 630 TB (2019 NYE: 350), SMS -11%

Telecoms

  • Virgin Media UK (Liberty Global): Competitors file complaints against O2 merger: could lead to higher mobile prices [see 200908]

Media

  • ESPN (Walt Disney): ESPN+ raises price of annual tier 210108 from 50 to 60 USD/yr for new subs (for existing subs from 210302) (monthly tier remains 6 EUR/mo, bundle with Disney+ & Hulu remains 13 $mo until 210326 [see 201210]); UFC PPV events price to rise from USD 65 to 70
  • Quibi (dissolved): WSJ: to sell content catalog to Roku

Internet

Platforms


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Friday, October 16, 2020

Week 42 in Telecoms, Internet, Media

Networks

FTTH

4G

5G

6G

  • ATIS establishes Next G Alliance to advance North American leadership in 6G; with AT&T, T-Mobile, Verizon, US Cellular, Facebook, Microsoft, Qualcomm, Bell Canada, Telus, Ciena, InterDigital, JMA Wireless, Telnyx

M&A

Corporate

  • Telefonica: Merges 3 global units (wholesale, roaming, MNE) into Telefónica Global Solutions
  • China Broadcasting Network Co (CBN) to launch as #4 MNO (has 700 MHz & 4.9 GHz spectrum) in China via 51/49 JV with others (State Grid Information & Telecomm, Alibaba Venture Capital Mgt, Guangdong RTV Network, Beijing All Media & Culture) [see 200521]
  • Walt Disney: Plans reorganisation to focus on streaming/D2C: content creation units Studios, General Entertainment, Sports; distr unit Media & Entertainment Distribution; other unit (Disney Parks, Experiences & Products) remains; plan Virtual Investtor Day 201210
  • AMC Entertainment: May face liquidity problem from end 2020 due to corona virus

IPO

Video

Communication

Hardware

  • Google
  • Amazon: Amazon Prime Day (201013-201014) in 19 countrie: US, UK UAE Spain, Singapore, Netherlands, Mexico, Luxembourg, Japan, Italy, Germany, France, China, Canada, Belgium, Austria, Australia, Turkey, Brazil; to spend >$100m on promotional activities to help SMEs; early deals on Amazon products & services start 200928 - 3rd-party sellers sold $3.5b (+60% yoy), savings for Prime subs $1.4b - Strikes in DE
  • Apple: Hi, Speed event: launches
    • iPhone 12 (5G, iOS 14, A14 Bionic chip; USB-C adapter, 4 models; Mini : 5.4 inch from $700; 6.1 inch from $800; 6.1 Pro from $1000; Pro Max 6.7 inch from $1100)
    • HomePod mini smart speaker ($100; with Siri; S5 & U1 chips, central hub for HomeKit devices, supports Pandora, Amazon Music, iHeartRadio, with Siri-controlled Intercom feature for all iOS devices)
    • MagSafe to iPhone 12 & Apple Watch: magnetically attached chargers ($40), wallet ($60), cover ($50)

Regulatory

Telecom

  • Min EZK (NL) to submit Telecom Code (EECC) implementation law to Raad van State end 2020, then to Parliament, EU deadline for implementation 201221

Self-regulation

Platform regulation

  • Amazon: Reuters: EU antitrust case (started July 2019) to focus on dual role (selling platform & private label product seller); separate investigation into data used in selection of Buy Box winners
  • Internet Platforms advise EU to leave regulating harmful content out of DSA
  • FT: EU to focus on 20 largest platforms; to share data, increase transparency
  • NL & FR propose separate EU regulator for gatekeeper platforms; platform subject to intervention should at least have considerable market power in at least one market; propose principle-based obligations (right to data portability for business users, fair contracts) & prohibited practices (disruptive self-preferencing, halting access for 3rd-party providers of services or goods, incl APIs & data without objective justification), case-by-case remedies (access obliigations: obligation to proactively offer alternatives to users, safeguarding interoperability, data sharing obligations)
  • FCC proposes Section 230 interpretation to deny special immunity to social media, plans rulemaking - FCC jurisdiction disputed
  • Facebook and Twitter limit sharing NY Post article over containing hacked material and private information - US Senate to subpoena Twitter CEO Dorsey to testify 201023


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