一、墨西哥America Movil应虚商要求 争夺固定通信
墨西哥监管局IFT向America Movil施压,要求其分出部分运营商固定基础设施路线,并修改其移动运营部分。
墨西哥监管局IFT于2014年全国实施改革回顾后实行此举,起到了削减America Movil的市场垄断地位和激发市场竞争活力的作用。
America Movil声明墨西哥监管局IFT下达固定线路“功能分离”的命令,这需要America Movil创造一个新的单独Telmex运营实体。
该运营商将“专门提供批发服务”,并将基础设施的访问权限提供给竞争对手。
针对移动业务,监管机构表示America Movil必须让步给国内虚商。
America Movil已经决定要挑战裁决,认为“非对称监管”随着移动用户数量的增加和相互竞争愈演愈烈而显得愈加多余。
“America Movil认为墨西哥监管局IFT并没有根据对竞争的整体评价而提出相对的解决方案,也没有考虑墨西哥电信业因非对称监管征收和有效竞争的加强而在三年内产生的深刻变化,这种有效竞争存在于移动和固定业务。电信服务消费(主要为数据消费)的大幅增长清楚显示了这些变化。”
值得一提的是,美国运营商AT&T在IFT的第一轮全面改革时期进入墨西哥市场。再加上竞争的增加和较低的价格,America Movil的利润将进一步缩水。
然而根据最新的监管数据,America Movil仍持有国家移动和固定业务的超过65%的市场份额。
America Movil fights fixed-line unit, MVNO commands
Mexican regulator IFT ramped up the pressure on America Movil, demanding the operator separate part of its fixed-line infrastructure and make modifications to its mobile operation.
The move comes after a review of reforms implemented in the country in 2014, which were designed to reduce the dominance of America Movil and increase competition in the market.
America Movil said in a statement IFT had now ordered a “functional separation” of its fixed-line unit, which would require the operator to create a new separate entity from its Telmex operation.
This entity would “exclusively provide wholesale services” and offer competitors access to infrastructure.
On mobile services, the regulator said America Movil must ease the path for MVNOs operating in the country.
The operator already vowed to challenge the rulings, arguing the “asymmetric regulations” are becoming redundant as there are now more mobile users in the country, and indeed more competition.
“America Movil believes that IFT resolution is not based on an integral evaluation in terms of competition, nor does it consider the profound changes in the Mexican telecoms sector within three years from the imposition of the asymmetric regulations and the effective competition that exists in mobile and fixed services, which is clearly shown, among others, by the significant growth in the consumption of telecommunication services, mainly data.”
Notably, US operator AT&T entered the Mexican market as a result of IFT’s first round of sweeping reforms. Increased competition and lower prices have also squeezed America Movil’s profit margins.
However, the operator still holds more than a 65 per cent market share in both the fixed and mobile sectors of the country, according to recent regulatory statistics.
二、Yota推出特销手机应用
移动运营商Megafon公司的子公司俄罗斯LTE虚商Yota,面向Android和iOS智能手机用户推出了新款名为“Yota VR”的移动应用程序。该应用程序可在Google Play 和App Store中下载。
“Yota VR”已定位为运营商虚拟零售店。用户可以于Yota选择费用,以及使用应用程序从运营商获得SIM卡。虚拟顾问将给客户提供Yota服务的相关信息。
Yota launches special sales app
Russian LTE MVNO Yota, a subsidiary of mobile operator Megafon, has introduced the new sales-focused ‘Yota-VR’ mobile app to holders of Android and iOS smartphones. The application is available for download on Google Play and the App Store.
‘Yota-VR’ has been positioned as a virtual retail outlet for the operator. Customers can choose a tariff from Yota and book delivery of a Sim from the operator using the application. Virtual consultants will serve the customers. General information about Yota services will be available.
三、西班牙虚商Masmovil在并购中寻找商机
在尼斯虚商大会期间,Masmovil公司首席战略官Pablo Freire分享了Masmovil公司成为西班牙第四大虚商的经验。该过程的三个里程碑包括:收购兼并固定资产并使之成为Orange/Jazztel一部分;收购虚拟运营商Pepephone;随后又从TeliaSonera公司收购西班牙排名第四的运营商Yoigo。他补充道,Masmovil公司在恰当的时机,进行适当的定位,并在拥有竞争力和稳定的环境下良好发展。
Spanish MNO Masmovil sees opportunities in converged offers
During the MVNO congres in Nice Masmovil's CSO (Chief Strategy Officer) Pablo Freire discussed how the MVNO became the fourth national carrier in Spain. The three main milestones of this change were the acquisition of fixed assets as part of the Orange/Jazztel merger conditions, the acquisition of MVNO Pepephone, followed by the acquisition of the fourth MNO in Spain Yoigo from TeliaSonera. He explains it as being at the right moment in the right place in a very competitive and consolidating landscape.