Joaquín Guerrero

📱 The merger between MÁSMÓVIL and Orange, finalised in March 2024, transforms the market structure by reducing the number of large network operators from four to three (#MásOrange, #Telefónica (Movistar) and #Vodafone). 🚦 The merger-related obligation to release any spectrum over 140MHz and transfer it to other operators creates an opportunity for #DIGI to become the new fourth mobile network operator.  📢 More information about the state of the market in #Spain in my report here.

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Having public information about prices in #Telco #ESP is a rare event. But the people of Finetwork (a Spanish #MVNO) have recently published its #Barometer with a major data point: on average a customer pays 53,90 €/m by its FBB+Mobile services! But beyond this we can, with this data set, play with brands and some technical service attributes. We have identified 3 "premium brands" and 4 "Low Cost" from 18 included in the barometer. And we have drawn some U-Shapped curves about the FBB speed and the MBB monthly data allowance! The "Premium bonus" is about 25 €/m, so construct a Brand eventually pays

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Digi Spain announce national roaming and RAN sharing agreements with Telefónica Digi Spain Telecom S.L.U. (“DIGI Spain”), through its subsidiary DS Mobile Networks, S.L.U., has entered into a national roaming agreement and a RAN sharing agreement with Telefónica Móviles España. These agreements are concluded for a minimum period of 16 years and are intended to replace - starting with 1 January 2025 - the existing mobile virtual network operator (#MVNO) agreement concluded between #DIGI Spain and Telefónica. Under the RAN Sharing Agreement, the parties agree to also share the mobile spectrum owned by them in Spain, in the 3.500 MHz frequency band. The agreements are subject to customary closing conditions, such as obtaining the applicable regulatory approvals. In addition, DIGI Spain has concluded a new fixed broadband bitstream wholesale agreement with Telefónica (NEBA) for a period of 10 years (with the possibility to extend such term). Following the Company’s announcement from 12 December 2023 regarding the purchase of spectrum licenses in Spain, the conclusion of the agreements announced today will enable the Company to execute an efficient and timely transition of its mobile telephony business in Spain from a mobile virtual network operator (MVNO) to a mobile network operator (MNO) and to roll-out its own mobile network. https://lnkd.in/dFHN_Tdn

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A new analysis from Telecom Trust Consulting team. It will be followed by a deeper analysis on the relationships and dependences among all those operators, and how this influences the Spanish networks and the mobile communications market.

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#Spain is a European and World leader in #FTTH Networks. But, how these networks are performing in terns of reliability? Are they matching our expectatives as a #DigitalSociety? A new report from Opensignal defines #FBB Spanish networks as #Moderate, not #Higher. In fact, Spanish networks fall behind #SWE, #NOR or #JP but also #UK. In this #espisode of #Telco #SuperLigero we try to understand this new ranking and to match it with another data sources as Ookla; MedUX; umlaut company; SETELECO. Secretaría de Estado de Telecomunicaciones e Infraestructuras Digitales or CNMC (Comisión Nacional de los Mercados y la Competencia). The Opensignal analysis includes also a very smart and elegant approach to measure the geographical #DigitalDivide. And concludes that there is a Digital Divide in every single country with Spain number 5 in a shorter gap ranking.

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This article by Analysys Mason's analyst Stephen Day shows a few examples of how the level of competition in the market can affect the need for price increases.

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Excellent view to the European #RDI in the field of #6G - Europe is frontrunner in 6G

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Second part for Spanish MVNOs Market analysis, dedicated to operator relationships, numbering sub-allocations.

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HTZ Communications manages Critical communications EU FEDER funding for the southern Spanish region of Andalusia enabled SANDETEL to purchase HTZ Communications to update their public safety networks. In a drive to improve critical communications, local agent SANDETEL, who manages public networks across the region, will use HTZ Communications to support Digital Mobile Radio (DMR) network planning and optimisation. Initially, they will assess network coverage across the region by importing the existing network and drive test measures, identifying not-spots and analysing DMR coverage on a surface area and point-to-point basis. Later, HTZ will be used to expand and optimise these networks by leveraging the automated frequency assignment function. The team will analyse and mitigate the impact of network interference. DMR is the chosen technology for many emergency service providers in the region, covering fire, police, ambulance and other key services. Full article here: https://bit.ly/3RIlWQK

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Great to see more positive news in terms of 5G rollouts – this time MASORANGE stating that 3,530 municipalities now able to access 5G services in Spain – that’s 86% of the population. By the end of 2024, they expect nearly 100% of Spanish municipalities with more than 10,000 inhabitants, which approximately 750 towns, will be connected to 5G. One interesting point to note – the MNO has said the majority of the coverage has been achieved by using the 700 Mhz frequency band – a lower frequency band then is normally talked about when discussing 5G, maybe more of a coverage first, capacity alter approach? #connectivity #networks #investment #innovation #mnos #2g #3g #4g #5g #business #enterprise #spain #towers #masts #growth #mobile #mobilenetworks #telecoms #telecommunications #technology #rollout https://lnkd.in/eSjHV247

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Check out our latest spotlight on Fixed Broadband markets that my colleagues and I put together. GSMA Intelligence #fixedbroadband #opticalfiber #fwa #5gFWA #FBB #FTVC #HHI #marketanalysis #marketintelligence #intelligence #data #dataanalytics #broadband GSMA

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Yesterday, Diego Teot, Head of Wholesale at Retelit, participated in the panel "Enabling Telco Cloud in a Distributed Edge Network" at Capacity Europe 2024. The speakers discussed the challenges and opportunities surrounding the evolution of distributed networks and data centers, where both businesses and consumers increasingly demand seamless and reliable access to data and services. Diego highlighted the crucial role of #networks and interconnected data centers in enabling the deployment of #AI technologies and applications. He also challenged attendees to find new business models to boost the deployment of state-of-the-art edge data centers. In this context, he emphasized Retelit’s significant role as an infrastructure provider in Italy, with a fiber optic backbone spanning 43,000 kilometers and a network of 34 data centers located across Italy. These facilities operate as edge data centers, helping to reduce latency and optimize the user experience. He further underscored the importance of #Avalon3, a core data center with advanced infrastructure designed to support cutting-edge technologies, enabling companies to accelerate innovation and respond swiftly to the ever-changing demands of the market. #Retelit #RetelitVibes #CapacityEurope #CloudInnovation #TelcoEdge #KeepingTheWorldConnected

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Digi's MVNO operations in Italy and Spain continues to grow The Digi Communications N.V Group presented its results for Q1 2024 today, including its mobile virtual network operator (#MVNO) operations, which recorded new growth. In Italy, the group is active mainly as an mobile virtual network operator (#MVNO), while for fixed network services Digi Fibra announced the launch of its first offers in February 2024. The active connections via its MVNO #DigiMobil Italy reached 435.000 units, compared to the 368.000 active connections that were registered in the same period of 2023, an increase of 18.2%. Digi Mobil Italia connections also increased compared to the previous quarter (Q4 2023), were it recorded 420.000. https://lnkd.in/dedrqEvx In regards to Spain, the overall number of fixed, Internet and mobile users increased by 31.5% compared to the first quarter of 2023, reaching 7 million units. Specifically, the number of mobile phone users increased by 23.6% to 5 million. https://lnkd.in/dQfUtubV

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Believing in the exposure of Telecom Network functionalities, including enhanced by tools such as Open Gateway and Nokia NaC (Network as Code).

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The deployment of small cell technology is a key element for the development of smart cities and penetration of #5G in urban and dense areas. In the last few months, TOTEM has been working in Barcelona alongside the Barcelona City Council to set up several small cells in the areas of Port Vell and La Barceloneta. ❓Small cells are small mobile stations that allow good versatility in their locations and integration into the urban environment. These solutions enable the increase of capacity and coverage of mobile networks, especially in areas with high-user demand. All this, without any negative impact in the urban landscape, since they are small devices with the ability to camouflage themselves in cities and go unnoticed. ♻ As sustainability is a key element for TOTEM , this type of technology is a very powerful tool, as it has 20 times lower power consumption than those located on a traditional telecommunication tower. 🙌 To know more, let's deep dive with the responsable of such deployment in Barcelona Francisco J. Jiménez Higueras in this detailed video. Thank you Fran and thanks to the whole TOTEM's team in particular Rafael Cano Bernaldo de Quiros, Teresa González Fernández, Julia Donoso Galán, Jorge Villalon Panzano, David Castaño Sánchez, Elena Suárez Poch, Margarita Amengual Vilella for this brillant project and showing that TOTEM is here !     #5G #TowerCo #SmartCities

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All companies that already have private LTE or 5G networks deployed, expand their application to use cases not foreseen when it was first implemented, or deploy them in industrial locations not initially contemplated. Alfredo González Herrero will review which and how relevant these benefits are, how they are achieved, and what is required to reduce the current adoption gap of this technology in the Mexican manufacturing industry. Know more: https://nokia.ly/3ZRbVpD #ITM2024

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Yesterday Telefónica presented its 2Q24 results including two main announcements: 1️⃣ Creation of a #SuperNetCo with Vodafone España covering about 3,5M BU. Is a movement allowing Vodafone España to solve the #HFC trap its #FBB was (and monetizing this customers becoming a de facto a fixed #ServCo) 2️⃣ Disvesting its Colombian operations to Millicom (Tigo) in a very complex movement (including both the Colombia State and the Medellín City council). Today Millicom (Tigo) has announced also its intention to combine Costa Rica operations with the local Liberty Latin America business. Ironically this Costaricense business formerly was the Telefónica operation Millicom (Tigo) was supposed to buy but eventually din`t. Clara Hernanz Lizarraga from Bloomberg was so kind of quoting me o her piece on Telefónica results https://lnkd.in/d2zaMsaW

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América Móvil recognizes aggressive competition from MVNO with lower prices América Móvil recognized that the Mexican market is very competitive and will continue to be so in the coming years, as some rivals, especially mobile virtual network operators (#MVNO), are launching "aggressive offers” with which it is increasingly difficult to compete. The operator highlighted the case of the MVNO #Bait , which is the prepaid mobile service of the retailer Walmart de México y Centroamérica. The MVNO ended 2023 with more than 11.8 million users, according to a Walmart report to its shareholders. América Móvil also referred to other competitors, such as AT&T and Telefónica. In a call with investors and analysts to discuss its first quarter results, Daniel Hajj, CEO of América Móvil said. “Speaking of Bait, they are being very aggressive and offering great promotions; I don't know how profitable they will be, but they are applying them. . . And maybe they are unlocking some new subscribers, but we don't know how long they will stay with them.” América Móvil's statement comes a week after it filed a lawsuit against Altán Redes, the company responsible for managing "#RedCompartida", a national, independent 4G wholesale network - and the result of the Mexican Government’s effort to overhaul its telecommunications industry by introducing competition via MVNOs into the marketplace. According to media reports such as Expansión, América Móvil's lawsuit against Altán Redes is for alleged anti-competitive practices by charging lower rates to lease its infrastructure to MVNOs such as Bait, which in return allows them to offer prices that traditional mobile operators like Telcel cannot match. At least 53 MVNOs launched and began operations in 2021 and 2022, and at the end of 2022 a total of 111 MVNOs were operating in Mexico. Of the 111 MVNOs operating in Mexico 61% of them were doing so only via Red Compartida. 22% via one of the traditional operators (Telefónica, Telcel, AT&T), and the remaining 17% using both a traditional operator and Red Compartida. From 2020 to 2023, the MVNOs solely using the Red Compartida increased from 43% to 61%, which confirms that Red Compartida is important for the commercialization and development of the MVNO market. See more here: https://lnkd.in/gC-heY9S (7.5 Case Story: Mexico Red Compartida) América Móvil, controlled by the Slim family faces the challenge of increasing its own customer base, so its investment and implementation of its 5G network is profitable. The company added 1.5 million mobile subscribers in the first quarter, of which 1.3 million were postpaid customers. https://lnkd.in/gWgTqWVi

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92 MNOs took part. Read what they think about RCS… facts not fictions. Following the insightful panel at Genesis, the report on RCS and what it means in 2024 is now available. #rcs #messaging #innovativeoperators

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