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Telco Chatter Jun 15: SFR deal, TEL AI partnership, Spanish consolidation…

发布日期: 2026-06-15研究机构: JPMorgan报告页数: 17原文语言: 英语证据页码: 4

研报英文原文证据摘录

Telco Chatter Jun 15: SFR deal, TEL AI partnership, Spanish consolidation…

nabling improved visibility, security, and privacy through

anonymized identifiers. This approach allows telcos to guarantee SLAs for enterprise

services and prevents unauthorized apps from accessing critical resources. The specification

aims to enhance traffic management, dynamic application of user equipment route selection

policy (URSP) rules, and smarter use of network resources. Telefonica offers enterprise

network slicing for emergency services, fixed wireless access, private 5G networks, and

priority internet access, and recently launched a consumer Fast Pass for improved

performance in crowded scenarios. Network slicing adoption remains slow, with 33

operators offering differentiated connectivity services and 65 commercial offerings,

according to Ericsson. Commercial device support for App Token is the next step. (Source:

Lightreading)

Telefonica – Wins smart water contract

Telefonica Tech has secured a 10-year contract from regional infrastructure agency

SOMACYL to digitise the water cycle in Spain's Castilla y León region. The project

involves deploying 175k smart water meters with NB-IoT connectivity, replacing manual

readings with automated remote monitoring to improve efficiency in water distribution. The

system will run on Telefonica's NB-IoT network via its Kite platform, designed for low

power consumption and reliable coverage in hard-to-reach areas, alongside a modular data

analytics platform enabling real-time consumption tracking, leak detection and predictive

management of water services. (Source: Telecompaper)

Euro Telcos – NATO eyes civilian 4G/5G for defence

NATO is considering using civilian 4G and 5G networks for military communications,

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