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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
Analyst Day- Goals 2023:
- 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; current global digital brand + performance ads market $150b) 23Q4 (20Q4: 192m, implies CAGR 20%)
- 3. more than double annual rev to $7.5b (2020: $3.7b)
- Guidance 2021:
- to grow workforce 20%
- costs & expenses to grow 25%
- rev to grow faster than expenses
- Diversity goals 2025:
- 50% women
- 25% underrepresented
- Long-term targets:
- 50/50 from brand and performance ads
- GAAP oper margin mid-teens
- adj EBITDA margin 40-45%
- New services:
- to add Super Follows feauture: allows creators to charge for tweets (charge followers for access)
- to add Communities feature: create & join groups around specific interests;
- Sells 99.99% stake (2,069,656 shares) in Polkomtel Infrastruktura (NetCo: passive & active layers), excludes Core network & spectrum
- Polsat to retain 207 shares = 0.01%
- Price: PLN 7.1b = EUR 1.57b (PLN 7,070,292,853.20 = 3,416.17 PLN/share)
- 2020:
- rev PLN 958m
- EBITDA PLN 673m
- EBIT PLN 116m
- cash capex PLN433m
- Assets:
- 7k sites, 37k systems, 11300 km transmission network, microwave links
- Polsat Group is committed to order in NetCo a certain number of incremental sites and additional emission systems under specified timeframes: Cellnex to invest EUR 600m to add 1500 sites + active equipment in 10 yr; (Cellnex total portfolio grows to 128k sites in Europe)
- Break-up fees:
- PLN 179,500,000 payable by Cellnex (if it fails to obtain the antimonopoly clearance)
- PLN 718,000,000 by either (for failure to comply with any of key completion obligations)
- Plans Master Services Agreement with Cellnex for MNO Plus (renewable for 15 yr); monthly remuneration dependent on the number of sites and active infrastructure systems used and additionally ordered in the future by Polsat Group
- Open to cooperation with additional tenants
- Launch:
- 210304 in US, Canada, Latam (18 countries); replaces CBS All Access
- 210325 in Nordics
- mid 2021 in Australia
- Tiers:
- 10 $/mo ad-free or 100 $/yr
- 5 $/mo with ads or 60 $/yr (excl CBS local stations; launches June 2021)
- Content:
- To include entertainment, live sports, breaking news, local news & weather; to add linear channels
- >30k episodes (incl 5k reality episodes, 7k kids episodes, 6k comedy), documentaries (4-5 originals on football per year), >2500 movies (incl 700 from Miramax; MGM titles), >1000 sports events/year, to add 36 original series in 2021, total >50 in 2021-22
- Windows:
- Select new films 30-45 days after theatrical release on Paramount+ (A quiet place Part 2 (in theaters 210917), Mission Impossible 7 (in theaters 211119) on Paramount+ after 45 days) (also MGM, Sony, Lionsgate: pay 1 window)
- Other films after 90 days
- Curation: to curate by brand & genre, recommendations, mobile downloads, feature 'On Now'
- Quality: Originals in 4K, HDR, Dolby Vision
- Brands: Paramount, CBS, MTV, Nick, Comedy Central, BET, Smithsonian Channel
- Other streaming services:
- Pluto TV (43m MAU o/w 30.1m in US), Showtime, BET+ (1.5m subs)
- Showtime + CBS All Access 30m subs YE 2020 o/w 19.2m in US
- Investments:
- $15b in 2020 for content (incl sports rights)
- Linear & streaming content budget to grow to $5b by 2024 (2020: $1b)
- Targets:
- 65-75m subs YE 2024 (YE 2020: 43.1m)
- Streaming rev 2024 $7b (2020: 3.6b)
- Pluto TV MAU 100-120m by 2024
Remaining questions:
- Further roll-out schedule
- Ad load (in terms of min/hr)
- Number of simultaneous screens
Investor Discussion Spotify Stream On- Plans Spotify HiFi tier (CD quality, lossless audio format) 2021 in select markets, to partner with speaker manufacturers
- Plans geo expansion to 85 new markets (36 languages) to reach 1b potential subs in >180 countries
- Total royalties pay-out 2020 $5b; released 1.8b albums in US in 2020; adds 60k tracks daily
- Podcasts
- ordered podcast series Renegades: Born in the USA (Barack Obama + Bruce Springsteen, 8 episodes)
- orders exclusive podcasts from Anthony & Joe Russo’s AGBO prodco
- orders podcast from Ava DuVerna
- ordered new season of podcast series Tell Them, I Am (Higher Ground)
- to add interactivity (polls, Q&A)
- to trial paid podcast subscriptions using Anchor podcast creation tool, hosts can charge 3, 5 or 8 $/mo with Spotify taking small share
- to expand video podcasts;
- Advertising
- plans Spotify Audience Network: audio ad marketplace for originals, exclusives, podcasts, ad-supported music (via Megaphone (Streaming Ad Insertion (SAI) tech, currently in US, Canada, UK, DE) & creation tool Anchor (podcast creation app, partners with Wordpress to turn text into audio, add video to podcasts))
- to offer podcasts on Spotify Ad Studio (self-serve ad platform, currently in 22 markets), first for originals & exclusives in US (beta), to add 3rd-party podcasts
- Launches creator tools
- expands Marquee (allows artists to promote new releases through full-screen sponsored recommendations) to include self-serve buying experience for artists (allows their teams to book campaigns), first in US, Canada (summer 2021 in UK, IE, ANZ)
- launches Discovery Mode (audience development tool, beta; select music artist teams want to prioritize for discovery)
- expands Canvas to all artists, adds 25 languages
Corporate
- Orange
- 20Q4; outlook 2021: EBITDA AL stable, capex EUR 7.6-7.7b, organic telecoms CF EUR 2.2b (3.5-4.0b in 2023), lverage (net debt/EBITDA AL) 2x medium term
- Establishes Totem: towerco for FR, ES (25500 sites o/w 17000 in FR o/w 55% towers & 45% rooftops; 8000 in ES divided 50/50 over macro sites & rooftops), to raise colocation rate from 1.3 to 1.5 in 8 yr, plans 3000 build-to-suit sites; pro forma rev EUR 500m, EBITDA AL 300m, margin 57% [see 191204] - Considers partnerships with Vodafone (Vantage Towers), DT (Deutsche Funkturm), to keep control
- Vantage Towers (Vodafone)
- Liberty Global: 20Q4; merger Virgin Media UK with O2 UK to close mid 2021
- VodafoneZiggo (Vodafone, Liberty Global): 20Q4 prelim; guidance exceeded (adj EBITDA growth 6%, PPE 20% of rev, TSR EUR 501m, synergies EUR 214m one yr early); Guidance 2021: adj EBITDA growth 1-2%, PPE 19-21% of rev, TSR EUR 550-650m; 1 Gb/s over Docsis 3.1 coverage 3m HP (o/w >1m subs), target 80% penetration YE 2021 (with >2m subs), nationwide early 2022; to upgrade Mediabox XL (1m subs) to Mediabox Next UI; plans IT systems integration; to migrate to fully digital operating model; Bonds: issued $91m Sr Secured Notes Nov 2020 (4.875%) at 104% to redeem 10% of SSN due 2027 (4.25%); Issued $200m SSR due 2030 (4.875%) to redeem $200m of SSR due 2027 (5.5%); Leverage incl vendor & handset financing 5.49x; IPO optional
- Sunrise UPC (Liberty Gloabl): 20Q4
- Tele Columbus: Mgt submits change-of-control confirmation; successful offer requires 50% + 1 share by 210315; plans rights offering 21Q2, EUR 475m
- Bouygues Telecom (Bouygues): 20Q4; new governance: to separate Chair (Martin Bouygues) and CEO (Olivier Roussat); Bouygues Telecom appoints Richard Viel Chair & CEO
- CETIN (PPF): Bloomberg: plans IPO, valuation EUR 4b
Networks
Services
- Telecoms
- Telenet bundles Tadaam (FWA-over-4G + OTT-TV) with Base (mobile), 5 EUR/mo discount
- MasMovil (KKR, Cinven, Providence): Launches MoneyGO for Yoigo subs: banking services (device financing, cc, loans up to EUR 60k)
- Video
- Walt Disney: Plans 10 original series for Disney+ in Europe (4 from FR, 3 from IT, 2 from DE, 1 from NL), target 50 by 2024
- NBCU (Comcast): Hayu (reality) expands to 11 new countries: ES, PT, FR, IT, CH, Lithuania, Estonia, Latvia, PL, HU, CZ (earlier to DE, AT), 5 EUR/mo
- YouTube (Google/Alphabet): To expand Shorts (short vertical videos) [a la TikTok] to US March 2021; to add 4K, downloads for offline viewing & DVR to YouTube TV; to launch in-video shopping
- Web services
- Google: Updates Google Meet, Classroom, Google Workspace for Education for e-learning with >50 new features
- Facebook: To restrict users from sharing news in Australia in response to Media Bargaining Code
- WhatsApp (Facebook): WhatsApp ToS to change (share payment & transaction data with Facebook in order to help better target ads), new conditions to be accepted by 210515, then few weeks for asking users to comply, then users to be blocked from reading & sending messages, then to delete inactive accounts after 120 days
- IBM: WSJ: IBM puts Watson Health business (annual sales $1b) up for sale; brands: Merge Healthcare (analyzes mammograms & MRIs), Phytel (assists with patient comms); Truven Health Analytics (analyzes complex healthcare data)
Regulation
France wants changes to DSA: each member state to have the right to fine tech platforms & force them to remove illegal content; proposes illegal content to also contain harmful content & disinformation
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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