Kudala ke kudala kwabakho amacandelo amathathu okhuseleko kwicandelo le-telecom kwisalathiso esikhethiweyo sezabelo zaseSpain, i-Ibex 35. Ubukho obungunaphakade beTelefonica bujoyinwe nguMás Móvil noCellnex, ezizezinye zezityhilelo ezinkulu unyaka wentengiso wangoku. Ukuba zimbini zeenkampani ezidwelisiweyo ezonyukayo, ziye zaxabisa ngeli xesha. Ukuza kuthi ga kwinqanaba lokuba ukunikezelwa kweeteleco kwandisiwe kwaye kwafakwa kwinqanaba lezinye izalathiso zecandelo lelizwekazi elidala.
Ngelixa kwelinye icala, ayinakulityalwa ukuba kuzo zonke iimeko zinokuphinda kube nokuhlaziywa okuphezulu kakhulu kwaye ngokuqinisekileyo ziphezulu kunamanye amacandelo emarike yemasheya. Kunconywe kakhulu ngabahlalutyi abaphambili kwiimarike ze-equity abaye bayalela ukuba kuthengwe kule minyaka imbalwa izayo. Ikwaqaqambisa inyani yokuba kukhuseleko oluvuselele umdla wemali enkulu yamanye amazwe kwaye ngandlela thile bathathe indawo ezinobundlongondlongo kwezi nkampani kwiinyanga ezidlulileyo. Ukuza kuthi ga kwinqanaba lokuba ezi zikhundla zinokuphindaphindwa ukwenza ulondolozo lube nenzuzo ukusukela ngoku kwaye ngamathuba amakhulu okulufumana.
Kananjalo nokukwazi kwayo ukuziqhelanisa nemeko yetekhnoloji entsha yeli candelo kwaye oko kuyenza inomdla kakhulu ekuphuhliseni imigca emitsha yeshishini enokuthi inyuse amaxabiso ayo kwimarike yemasheya ukusukela ngoku. I-Telefónica ayisenguye kuphela umnxibelelwano wonxibelelwano osebenza kwimarike yemasheya, kodwa ixhaswa zizindululo ezibini ezitsha nezithembisayo zokutyala imali kwiimarike zezabelo. Nokuba unakho ukufumana isabelo esinomdla esisigxina kunye nesiqinisekisiweyo minyaka le. Ehlabathini jikelele malunga ne-4% ngaphaya kwezikhundla zabo kwiimarike zezemali. Ukuba lelinye lamacandelo ekuya kufuneka libekwe kwi-radar ukusukela ngoku ukuya ngenxa yeempawu zalo ezizodwa.
Telecos: izivumelwano kwiTelefonica
I-Wayra Barcelona, indawo evulekileyo yokuvula izinto eTelefonica, ityikitye isivumelwano sokutyala imali kunye no-Abiquo ukuphucula uphuhliso lweshishini kunye neqela kunye nokudibanisa ixabiso lesindululo kwiiyunithi ezahlukeneyo zeshishini zeTelefonica. Enye yeenjongo eziphambili zolu phawu lwentengiso yile utyalomali kuqaliso lobugcisa ukuba bangakwazi ukwenza ishishini ngeTelefonica kwaye, ngale ndlela, banokulinganisa ngokufaka isisombululo sabo sobuchwephesha kwinethiwekhi yabathengi abangaphezulu kwezigidi ezingama-350 iqela elinalo kwihlabathi liphela.
Utyalo-mali ku-Abiquo luyakunceda ukukhuthaza le nkonzo intsha, esele ifumaneka eSpain, ethi yona unyaka wonke idluliselwe Abaqhubi beLATAM. Ekuqaleni, inkonzo izakubonelela ngeenkonzo zeAmazon Web, iMicrosoft Azure kunye neNkonzo yeVDC yeTelefonica, nethuba lokongeza ezinye iinkonzo zexabiso kwaye zibandakanya amafu abucala kunye namanye amafu e-hyperscale. Njengoko kunjalo ngeQonga leLifu likaGoogle, bendisandula ukongezwa kwikhathalogu yeenkonzo zikaLuntu zikaLuntu.
Qhagamshela iziqalo zotyalo mali
Kutshanje u-Abiquo uthathe inxaxheba kuhlelo lwamva nje loSuku loPhuculo lweShishini lwaseTelefonica, olujolise ekudibaniseni nasekuqhagamsheleni iziqalo ezityalwe yiWayra Spain ngeeyunithi ezahlukeneyo zeshishini zeTelefonica. Ukongeza, ukuba yinxalenye yeWayra kuya kuvumela u-Abiquo ukuba asebenzisane nazo zonke iziqalo ezithathe inxaxheba kwi-hub entsha kunye fikelela kuthungelwano lwehlabathi lweeWebhu ezili-11 kumazwe ali-10. “Ngolu tyalo-mali lutsha, sisuka eWayra siqhubeka nesicwangciso-qhinga sethu sokukhuthaza uphuhliso loshishino lwamashishini ethu otyalo-mali ngokusebenzisa iTelefonica. Ngapha koko, inyani yokuba iNauta Capital, umtyali mali wangoku ka-Abiquo, wenza igalelo ngenkxaso yemali engaphezulu, iqinisa ukuzibophelela kukaWayra ekukhuthazeni ukuqhubekeka kwesivumelwano kunye notyalo-mali ngokubambisana ”, ucacisa uJulián Vinué, umlawuli weWayra Barcelona.
“Ziindaba ezimnandi ukuba noWayra kunye neTelefonica njengabahambi kwikamva lika-Abiquo. Inkampani ibonakalise ubunkokheli obucacileyo kwi ishishini lolawulo lwamafu Ngayo yonke indaleko yayo de ube nelona lungiselelo lilungileyo lokuzenzela ngokwakho. Inkxaso yeTelefonica iya kuba yinto ephambili ekomelezeni esi sikhundla kwimarike ngokukhula okukhawulezayo kunye nokudityaniswa ”, utshilo uCarles Ferrer, iqabane ngokubanzi leNauta Capital.
Iinkonzo ezininzi kwiMobile
Ukuqala namhlanje, inkonzo yeNetflix, kunye noluhlu olwahlukileyo kuthotho, iimovie kunye namaxwebhu, ngoku iyafumaneka kwiAgileTV, iqonga likamabonwakude elisasazwa nguYoigo kubo bonke abathengi balo. Ke, abathengi beYoigo ababhalisela inkonzo yeNetflix baya kuba nokufikelela ngokulula kwikhathalogu epheleleyo uthotho, iimuvi, umxholo wabantwana kunye namaxwebhu enikezelwa leli qonga. Phakathi kwezinye iziqulatho, abathengi baya kuba nakho ukonwabela uthotho lwantlandlolo lweNetflix olunjenge: La Casa de Papel, Izinto ezingaqhelekanga kunye neNarcos, iifilimu zayo ezinjengeTriple Frontier okanye i-Emboscada okanye amaxwebhu afana no-El Caso Alcàsser. Njengenye yezindululo zokuba yeyiphi enye yeeteleco ezintsha ezidweliswe kwisalathiso esikhethiweyo sezabelo zaseSpain, i-Ibex 35.
Ukufikelela kwii-premieres kunye nomxholo omtsha
Kwelinye icala, baya kuba nazo zonke ii-premieres ezizayo. Ukongeza, ukuphucula amava omsebenzisi, kungekudala i Abaxhasi beYoigo Baza kuba nakho ukufikelela kwisicelo ngokuthe ngqo kulawulo olukude ngeqhosha elithile, okanye kwiphepha eliphambili lenkonzo ye-AgileTV, kwaye baya kuba nakho ukuhlawula umrhumo weNetflix kwityala labo leYoigo.
Ngolu dibaniso lutsha, I-Agile TV, esele inamaqonga asimahla asimahla-anje ngeYouTube okanye iYoutubekids- kunye namaqonga ahlawulelweyo- anjengeVidiyo yeNkulumbuso yeAmazon okanye iSky-, ikhulisa kakhulu umxholo wayo kunye nokunikezelwa kwenkonzo. Ke, abathengi beYoigo ngoku banokuyonwabela, ngokusebenzisa i-AgileTV, ezona ziqonga zibalaseleyo, ngamava omsebenzisi afanelekileyo kunye nokufikelela kube kanye, ukuze ukusetyenziswa kwayo kube lula kwaye kubenomdla. Umabonwakude uvumela abathengi beYoigo ukuba baqwalasele umnikelo wabo kwaye bathathe isigqibo ngento abafuna ukuyibukela ngenkululeko epheleleyo kunye nokuguquguquka. Ukongeza, baya kuba nakho ukonwabela ukusebenza okutsha kunye namava omsebenzisi amahle ngemisebenzi ethile kulawulo olukude.
I-Cellnex iyaxatyiswa kakhulu kwimarike yemasheya
I-Cellnex Telecom inike iziphumo kwisiqingatha sokuqala sika-2019 Ixabise i-489 yezigidi zeerandi (+ 11%) kunye ne-ebitda efikelele kwi-321,3 yezigidi (+ 11%). Iziphumo zomnatha zivaliwe kwi-equilibrium (0 yezigidi zeerandi) xa kuthelekiswa nelahleko ye-31 yezigidi zeerandi kwisiqingatha sokuqala sika-2018. Ngokudibeneyo nemisebenzi yokukhula ebandakanya utyalomali olutsha ngaphezulu kwezigidi ezingama-4.000 zeerandi- phakathi kokuhlawulwa kwentengo yeeasethi kunye Utyalo-mali ekuhanjisweni de kube ngu-2027-, kunye nokuvela okuhle kwezalathi zokukhula kweshishini kwi-perimeter engagungqiyo, iphepha elibonisa ukulingana kunye nemali yenkampani kufuneka ibalaselisiwe ngenxa yokufaneleka kwayo, utshilo uThobias Martinez, uMlawuli weSigqeba yenkampani.
"Ngale ndlela," iqhubeka i-CEO yeCellnex, "kwezi nyanga zisixhenxe zidlulileyo someleze ukuthengiswa kwemali nge-c.4.000 yeebhiliyoni zeerandi, kubandakanya ne-1.200 yezigidigidi ukusuka kunyuso lwenkunzi ngo-Matshi ophelileyo, ukuya kuthi ga kwi-5.500 yezigidi ze-euro. Ngale ndlela siqinisekise ukomelela ngakumbi kwezixhobo zethu; iimeko ezingcono ngokobomi kunye nexabiso eliphakathi letyala; kwaye, okona kubaluleke ngakumbi, ukufikelela kwizibonelelo eziyimfuneko ukuze kuhlangatyezwane nezibophelelo ezifunyenweyo kunye nokugcina ubhetyebhetye kunye nokufumaneka okuyimfuneko ukuze siqhubeke nokusebenzisa amathuba esinokuthi asinike wona kwimarike. "
Uninzi lwezabelo ezinenzuzo ngo-2019
Kwelakhe icala, uFranco Bernabè, uMongameli omtsha waseCellnex, Uvakalise ukoneliseka yingcombolo yolwazi kunye nezalathi ezichazwe yinkampani ekupheleni kwesemester yokuqala. Ndikwazile ukulandela ngokusondeleyo uphuhliso lwenkampani ukusukela nge-IPO yayo kwi2015 kwaye kubonakala kum ukuba ngumzekelo wokutshintsha kwemodeli yeshishini, yokwakha Iprojekthi yeshishini lokwenyani laseYurophu, kunye namandla kunye nokugqwesa ekusebenzeni liqela elilawulayo. Ndiqinisekile ukuba iCellnex inezakhono nezixhobo ezifanelekileyo zokuqhubeka nokudlala indima ekhokelayo kwinkqubo yokudityaniswa kwecandelo laseYurophu ngakumbi kula mazwe mathandathu sele sikhona. "
Ngale ndlela, ayinakulityalwa ukuba yenye yexabiso le-Ibex 35 leyo ingeniso ethe yanikezelwa kwiinyanga ezili-12 ezidlulileyo. Ukuza kuthi ga ngoku ukuba bekuye kwiintlanganiso ezintlanu eziphezulu kwiintlanganiso ezininzi zorhwebo. Ngomthamo wokukhuseleka okuthengisiweyo okuye kwaba phezulu kakhulu kwiintsuku ezininzi ezidwelisiweyo. Inqaku elitsale ingqalelo yenxalenye enkulu yabatyali mali abancinci nabaphakathi abagqibe ekubeni bathenge izabelo zabo ukwenza ezi ntshukumo kwimarike yemasheya zinenzuzo.
Nokuba yeyiphi indlela, kwaye kwihlabathi liphela, lelinye lamacandelo ekufuneka lithathelwe ingqalelo ngokwahluka kwesibonelelo sayo. Into ngokuqinisekileyo engazange yenzeke kwiminyaka edlulileyo kwaye le yinto enokuthi incede iintshukumo zabo kwiimarike zezemali. Inqaku elitsale ingqalelo yenxalenye enkulu yabatyali mali abancinci nabaphakathi abagqibe ekubeni bathenge izabelo zabo ukwenza ezi ntshukumo kwimarike yemasheya zinenzuzo.