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==== 1&1-Rakuten Partnership developments ==== | ==== 1&1-Rakuten Partnership developments ==== | ||
So far, the partnership between 1&1 and Rakuten is going on well as 1&1 CEO Ralph Dommermuth said during Q2 2022 earnings call, " Maybe I can start with our cooperation with Rakuten, which is going on very well. And I stated yesterday in a Supervisory Board Meeting, if it continued as is, that will be perfect. We really have the best possible partner there. And I and the whole team, are enthusiastic about it. Of course, it has to remain as as is now over the years, but what we've seen so far is really pleasing. Now concerning performance optimization, we didn't take a lot of time there. The test began in July, the friendly user test did. And I'd say we're three weeks into it now. And at the beginning, of course, we didn't have the values we have now. But within 2 to 3 weeks, the desired values did show and hasn't been a problem for us so far."<ref>https://quartr.com/companies/11-ag_12498</ref> Dommermuth's words were echoed by Azita Arvani, Rakuten's CEO of North America who noted that | So far, the partnership between 1&1 and Rakuten is going on well as 1&1 CEO Ralph Dommermuth said during Q2 2022 earnings call, " Maybe I can start with our cooperation with Rakuten, which is going on very well. And I stated yesterday in a Supervisory Board Meeting, if it continued as is, that will be perfect. We really have the best possible partner there. And I and the whole team, are enthusiastic about it. Of course, it has to remain as as is now over the years, but what we've seen so far is really pleasing. Now concerning performance optimization, we didn't take a lot of time there. The test began in July, the friendly user test did. And I'd say we're three weeks into it now. And at the beginning, of course, we didn't have the values we have now. But within 2 to 3 weeks, the desired values did show and hasn't been a problem for us so far."<ref>https://quartr.com/companies/11-ag_12498</ref> Dommermuth's words were echoed by Azita Arvani, Rakuten's CEO of North America who noted that the test results are impressive<ref>https://www.investmentwiki.org/wiki/Assessment_of_Open_Ran#:~:text=Given%20that%20it,%5B37%5D.</ref>. | ||
=== 3. Telefonica === | |||
===3. Telefonica=== | |||
Telefonica is one of the Gernan's four MNOs. It had a revenue of 8.224 billion euros in 2022<ref>https://www.telefonica.de/investor-relations-en/publications/financial-publications.html</ref>. The network operator currently has more than 99% 4G/LTE coverage across Germany. Additionally, its 5G currently covers more than 80% of German population. It plans to achieve nationwide 5G coverage by 2025. Its 4G/LTE customers enjoy network speeds of up to 225 Mbit/s<ref>https://www.telefonica.de/network/mobile-network/network-coverage.html#:~:text=Telef%C3%B3nica%20Deutschland%20offers%204G%2FLTE,up%20to%20225%20Mbit%2Fs.</ref>. | Telefonica is one of the Gernan's four MNOs. It had a revenue of 8.224 billion euros in 2022<ref>https://www.telefonica.de/investor-relations-en/publications/financial-publications.html</ref>. The network operator currently has more than 99% 4G/LTE coverage across Germany. Additionally, its 5G currently covers more than 80% of German population. It plans to achieve nationwide 5G coverage by 2025. Its 4G/LTE customers enjoy network speeds of up to 225 Mbit/s<ref>https://www.telefonica.de/network/mobile-network/network-coverage.html#:~:text=Telef%C3%B3nica%20Deutschland%20offers%204G%2FLTE,up%20to%20225%20Mbit%2Fs.</ref>. | ||
==== Its contract with 1&1 ==== | ====Its contract with 1&1==== | ||
In May 2021, 1&1 and Telefonica signed a long-term national roaming agreement. The roaming agreement "goes back to a commitment by Telefónica as part of the EU antitrust approval of the merger with E-Plus in 2014" and it has an initial term until 30 June 2025 when 1&1 can unilaterally extend it until 30 June 2029. Thereafter, 1&1 can request for an extension up to 30 June 2034. The contract notes, " the national roaming agreement provides for annually decreasing prices, which apply retroactively from July 2020 also to the ongoing MBA MVNO agreement." It adds, " The prices for the first extension option until June 2029 are determined by specific rules. In the period thereafter, Telefónica continues to be obliged to offer non-discriminatory prices." | In May 2021, 1&1 and Telefonica signed a long-term national roaming agreement. The roaming agreement "goes back to a commitment by Telefónica as part of the EU antitrust approval of the merger with E-Plus in 2014" and it has an initial term until 30 June 2025 when 1&1 can unilaterally extend it until 30 June 2029. Thereafter, 1&1 can request for an extension up to 30 June 2034. The contract notes, " the national roaming agreement provides for annually decreasing prices, which apply retroactively from July 2020 also to the ongoing MBA MVNO agreement." It adds, " The prices for the first extension option until June 2029 are determined by specific rules. In the period thereafter, Telefónica continues to be obliged to offer non-discriminatory prices." | ||
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1&1 Drillisch customers, who are currently activated on Telefónica's network, will step-by-step be migrated within a contractually agreed transition period following the launch of 1&1 Drillisch's 5G network and will continue to have 2G, 4G and 5G access to Telefónica's mobile network until then." Said the contract<ref>http://88.217.133.43/link.php?isin=DE0005545503&typ=corporate&von=19970101&a=10&sprache=en&id=1448108</ref>. | 1&1 Drillisch customers, who are currently activated on Telefónica's network, will step-by-step be migrated within a contractually agreed transition period following the launch of 1&1 Drillisch's 5G network and will continue to have 2G, 4G and 5G access to Telefónica's mobile network until then." Said the contract<ref>http://88.217.133.43/link.php?isin=DE0005545503&typ=corporate&von=19970101&a=10&sprache=en&id=1448108</ref>. | ||
=== 4. America Tower Corporation === | ===4. America Tower Corporation=== | ||
America Tower Corporation(ATC) is one of the leading real estate investment trusts in the world. It owns and operates wireless and broadcast communications infrastracture in 6 continents. It has over 220, 000 communications sites in 25 countries. In Germany a lone, it has around 15,000 communications sites<ref name=":1">http://88.217.133.43/link.php?isin=DE0005545503&typ=corporate&von=19970101&a=10&sprache=en&id=1557041</ref>. Its revenue in 2022 was $10.711 billion while its AFFO was $4.517 billion<ref>https://www.businesswire.com/news/home/20230223005434/en/American-Tower-Corporation-Reports-Fourth-Quarter-and-Full-Year-2022-Financial-Results</ref>. | America Tower Corporation(ATC) is one of the leading real estate investment trusts in the world. It owns and operates wireless and broadcast communications infrastracture in 6 continents. It has over 220, 000 communications sites in 25 countries. In Germany a lone, it has around 15,000 communications sites<ref name=":1">http://88.217.133.43/link.php?isin=DE0005545503&typ=corporate&von=19970101&a=10&sprache=en&id=1557041</ref>. Its revenue in 2022 was $10.711 billion while its AFFO was $4.517 billion<ref>https://www.businesswire.com/news/home/20230223005434/en/American-Tower-Corporation-Reports-Fourth-Quarter-and-Full-Year-2022-Financial-Results</ref>. | ||
==== Its contract with 1&1 ==== | ====Its contract with 1&1==== | ||
On April 2022, 1&1 Mobilfunk GmbH, a subsidiary of 1&1 AG signed a contract with ATC Germany. The contract is for the lease of ATC Germany antenna sites by 1&1 for efficient rollout of its network. ATC Germany will provide 1&1 with sites for construction of its own antennas. Each site will have a lease term of 20 years which can be extended by 1&1 multiple times<ref name=":1" />. | On April 2022, 1&1 Mobilfunk GmbH, a subsidiary of 1&1 AG signed a contract with ATC Germany. The contract is for the lease of ATC Germany antenna sites by 1&1 for efficient rollout of its network. ATC Germany will provide 1&1 with sites for construction of its own antennas. Each site will have a lease term of 20 years which can be extended by 1&1 multiple times<ref name=":1" />. | ||
=== 6. Orange === | === 6. Orange=== | ||
Orange is a telecommunications network provider that is present in 26 countries and had a revenue of 42.5 billion euros in 2021. As of June 2022, it had 137,000 employees and 282 million customers<ref name=":5">https://www.eqs-news.com/news/corporate/11-ag-11-and-orange-conclude-agreement-on-worldwide-international-roaming/1699213</ref>. Its presence is majorly in Africa and Middle East where it is availabe in 18 countries. In Europe, it is only available in 8 Europe countries<ref>https://www.orange.com/en/orange-world#</ref>. Orange's 5G network is in the preparation, testing and deployment stage in most countries (other than in Spain where it has launched 5G in 1,222 towns and cities). In its home country, France( where it had a revenue of 18.09 billion euros in 2021), the company plans to launch advanced 5G network (for general public) from 2023<ref>https://www.rcrwireless.com/20220510/5g/orange-france-selects-ericsson-5g-converged-charging-solution | Orange is a telecommunications network provider that is present in 26 countries and had a revenue of 42.5 billion euros in 2021. As of June 2022, it had 137,000 employees and 282 million customers<ref name=":5">https://www.eqs-news.com/news/corporate/11-ag-11-and-orange-conclude-agreement-on-worldwide-international-roaming/1699213</ref>. Its presence is majorly in Africa and Middle East where it is availabe in 18 countries. In Europe, it is only available in 8 Europe countries<ref>https://www.orange.com/en/orange-world#</ref>. Orange's 5G network is in the preparation, testing and deployment stage in most countries (other than in Spain where it has launched 5G in 1,222 towns and cities). In its home country, France( where it had a revenue of 18.09 billion euros in 2021), the company plans to launch advanced 5G network (for general public) from 2023<ref>https://www.rcrwireless.com/20220510/5g/orange-france-selects-ericsson-5g-converged-charging-solution | ||
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https://www.rcrwireless.com/20220729/5g/orange-spains-5g-infrastructure-reaches-1222-towns-and-cities</ref>. A report which assesses Mobile Network Experience in Spain indicates Orange is not badly off in terms of 4G availability and coverage, as it ranks 2nd and 1st respectively. Also, its 5G is good<ref>https://www.opensignal.com/reports/2022/02/spain/mobile-network-experience</ref>. Interestingly, Orange seems to have a cool international roaming set up<ref>https://internationalcarriers.orange.com/en/our-solutions/roaming/open-roaming-hub.html</ref>. | https://www.rcrwireless.com/20220729/5g/orange-spains-5g-infrastructure-reaches-1222-towns-and-cities</ref>. A report which assesses Mobile Network Experience in Spain indicates Orange is not badly off in terms of 4G availability and coverage, as it ranks 2nd and 1st respectively. Also, its 5G is good<ref>https://www.opensignal.com/reports/2022/02/spain/mobile-network-experience</ref>. Interestingly, Orange seems to have a cool international roaming set up<ref>https://internationalcarriers.orange.com/en/our-solutions/roaming/open-roaming-hub.html</ref>. | ||
==== Its contract with 1&1 ==== | ====Its contract with 1&1==== | ||
In November 2022, 1&1 and Orange signed a long-term agreement to provide 1&1 mobile network with international roaming services<ref name=":5" />. | In November 2022, 1&1 and Orange signed a long-term agreement to provide 1&1 mobile network with international roaming services<ref name=":5" />. | ||
=== 7. Eubanet GmbH === | ===7. Eubanet GmbH=== | ||
Eubanet GmbH is a German consulting and service company operating in the telecommunications industry. It acts as a link between site owners and network operators<ref name=":2">https://eubanet-de.translate.goog/?_x_tr_sl=de&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc</ref>. The company has over 30 years experience conduscting site analysis and acquisitions for installation of radio masts and telecommunications facilities<ref name=":3">https://www.eqs-news.com/news/corporate/11-ag-11-concludes-contract-for-the-acquisition-of-up-to-7500-new-antenna-locations/1718771</ref>. Some of its clients include Vodafone, Telefonica, Nokia, Ericsson, Vanatage Towers, etc<ref name=":2" />. It employs 11-20 people and makes a revenue of $1 million to $5 million per year<ref>https://www.zoominfo.com/c/eubanet-gmbh/473903283</ref>. | Eubanet GmbH is a German consulting and service company operating in the telecommunications industry. It acts as a link between site owners and network operators<ref name=":2">https://eubanet-de.translate.goog/?_x_tr_sl=de&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc</ref>. The company has over 30 years experience conduscting site analysis and acquisitions for installation of radio masts and telecommunications facilities<ref name=":3">https://www.eqs-news.com/news/corporate/11-ag-11-concludes-contract-for-the-acquisition-of-up-to-7500-new-antenna-locations/1718771</ref>. Some of its clients include Vodafone, Telefonica, Nokia, Ericsson, Vanatage Towers, etc<ref name=":2" />. It employs 11-20 people and makes a revenue of $1 million to $5 million per year<ref>https://www.zoominfo.com/c/eubanet-gmbh/473903283</ref>. | ||
==== Its contract with 1&1 ==== | ====Its contract with 1&1==== | ||
On December 2022, 1&1 Towers GmbH – an indirect 100 % subsidiary of 1&1 AG – and Eubanet GmbH signed a contract for the acquisition of up to 7,500 new 5G antenna locations<ref name=":3" />. | On December 2022, 1&1 Towers GmbH – an indirect 100 % subsidiary of 1&1 AG – and Eubanet GmbH signed a contract for the acquisition of up to 7,500 new 5G antenna locations<ref name=":3" />. | ||
=== 8. GfTD === | ===8. GfTD=== | ||
GfTD is one of the leading telecommunications service provider that is involved with construction of radio infrastructure<ref name=":4">http://88.217.133.43/link.php?isin=DE0005545503&typ=corporate&von=19970101&a=10&sprache=en&id=1546493</ref>. Founded in 2005, GfTD employes 200 to 500 people. Its annual revenue is estimated to be around $25 to $100 million<ref>https://www.glassdoor.com/Overview/Working-at-GfTD-EI_IE1310234.11,15.htm</ref>. | GfTD is one of the leading telecommunications service provider that is involved with construction of radio infrastructure<ref name=":4">http://88.217.133.43/link.php?isin=DE0005545503&typ=corporate&von=19970101&a=10&sprache=en&id=1546493</ref>. Founded in 2005, GfTD employes 200 to 500 people. Its annual revenue is estimated to be around $25 to $100 million<ref>https://www.glassdoor.com/Overview/Working-at-GfTD-EI_IE1310234.11,15.htm</ref>. | ||
==== Its contract with 1&1 ==== | ====Its contract with 1&1==== | ||
In April 2022, 1&1 Mobilfunk GmbH, a subsidiary of 1&1 AG signed a contract for the construction of 1&1's antenna sites. GfTD will construct 500 antenna sites for 1&1 in the initial stages of the contract<ref name=":4" />. | In April 2022, 1&1 Mobilfunk GmbH, a subsidiary of 1&1 AG signed a contract for the construction of 1&1's antenna sites. GfTD will construct 500 antenna sites for 1&1 in the initial stages of the contract<ref name=":4" />. | ||
== References == | == References== | ||
<references /> | <references /> |