Beltrán Simó

Why People Still Don’t Love Telcos? We cheer for the visionaries. Musk launches a rocket, and the internet explodes with praise. Jobs unveiled a rectangle, and it became a symbol. We study their morning routines, their emails, and their shoes. We turn every product into a narrative. Every small innovation becomes a revolution. But when was the last time someone praised a telecom operator like that? That quiet, unglamorous infrastructure, the one that connects 5.5 billion people, that powers every cloud, every app, every digital tool you touch, stays invisible. And so do the people behind it. There is no viral video for a stable network. No standing ovation for a dropped call that never happened. But look closer. Ten years ago, mobile data in Europe cost around $6.50 per gigabyte. Today, in countries like Italy or Finland, it is under $0.20. That is not a discount, it's a whopping 97% collapse in price. A 30 to 70 times gain in affordability. In the same period, speeds increased from 30 Mbps to more than 110 Mbps. Coverage jumped by 35%. Reliability improved. Latency dropped. Access expanded. All while prices fell. Radically. Pause there for a second. No other product or service in your life has gotten this much better and this much cheaper at the same time. Not your iPhone, not your electricity, not your Tesla. Telecom gave you more, faster, everywhere, and asked for less. And still, the industry remains unloved. According to global surveys, telecom operators rank among the five most disliked industries on Earth. Below airlines. Just above government agencies. Despite a $1.5 trillion infrastructure investment over five years. Despite doing the hard, physical, capital-heavy work of keeping the modern world online. How did that happen? Part of it is visibility. We stop noticing what never fails. Part of it is history. Telcos have been selling SIM cards and data plans while the world moved on to selling status, purpose, and story. But the biggest reason is purpose. Telcos do not talk like enablers of digital life. They talk like utilities. They do not tell the story of what they make possible. They tell the specs. While others claim the spotlight for building on top, telcos carry the weight underneath. It is time to change that. We are missing the narrative. Telcos need to stop selling products and start owning relevance. Not just faster downloads, but the infrastructure of mobility, of intelligence, of human connection. Not just coverage maps, but the foundation of modern life. Every AI model, every transaction, every Video call depends on a network built and maintained by this industry. This is not about storytelling for its own sake but a much-needed strategy. It is brand survival. Because if you keep giving the world more for less, and no one knows, someone else will take the credit.

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America’s Best Network plus T-Satellite already gives T-Mobile customers unmatched coverage. But businesses need more.    That’s why we built SuperMobile — exclusively for T-Mobile For Business customers:  ✔️ The first nationwide network slice, adapting in real time for lower latency and consistently fast 5G speeds.  ✔️ Built-in security with enhanced encryption, advanced device authentication, and unique privacy protections.  ✔️Access to T-Satellite, the largest satellite-to-mobile network in the U.S.    In today’s world, wireless connectivity isn't optional — it's essential. With SuperMobile, businesses can operate at any scale, from virtually any location in the U.S. https://lnkd.in/giWu9_Yd

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Telefónica in Exclusive Talks With Beyond ONE to Sell its Mexican Business Spanish telecom giant Telefónica is reportedly in advanced discussions to divest its Mexican business to Dubai-based Beyond ONE, the owner of Virgin Mobile Mexico. The potential sale in Mexico is part of a broader divestment initiative across Latin America. Telefónica has been actively offloading assets in the region, with notable recent transactions including the sale of its Argentine unit to Telecom Argentina for $1.245 billion in February. Five months prior, it reached an agreement to divest its Uruguayan business to Luxembourg-based Millicom International for $440 million. The company is also reportedly working with advisors on potential divestments of its Chilean and Ecuadorian businesses. Neither Telefónica nor Beyond ONE have publicly commented on the ongoing discussions in Mexico. Beyond ONE's last public statement regarding its regional expansion was its 2023 acquisition of Virgin Mobile Latin America. According Kepler Cheuvreux, Telefónica’s Mexican operations could be valued at approximately €520M. This valuation reflects the scale of Telefónica’s presence in the country and the highly competitive nature of the Mexican telecom industry, largely dominated by América Móvil. However, a newly proposed antitrust commission in Mexico could introduce uncertainty into the regulatory approval process. If established, this commission would have oversight authority over telecom businesses, potentially delaying major mergers in the sector. Sources familiar with the ongoing discussions, emphasized that while conversations are exclusive, no formal agreement has been reached and the deal remains subject to regulatory and internal approvals. Beyond ONE entered the Latin American market last year with its acquisition of Virgin Mobile Latin America. As a mobile virtual network operator (#MVNO), Virgin Mobile operates by leasing infrastructure from other carriers. This existing presence in Mexico, coupled with its MVNO model, is likely to make Beyond ONE a more suitable buyer for Telefónica’s Mexican assets compared to other potential suitors, including those in Colombia. Telefónica’s revenues in Latin America have been under pressure due to increasing competition and high infrastructure costs, making departures from these regions crucial for long-term stability. The company’s primary markets – Spain, Germany, the UK, and Brazil – boast higher margins and more predictable regulatory frameworks. By reallocating resources to these geographies, Telefónica aims to increase returns and simplify its operational structure ahead of its new strategy launch later this year. If successful, the sale would represent a significant move for Beyond ONE as it continues to expand its foothold in the dynamic Latin American telecom markets. https://lnkd.in/g-KXrWJ7

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We all love affordable mobile and internet, but the race to offer "cheaper than ever" telecom services is creating significant challenges for operators in Europe. Across the EU, telecom prices have fallen by 15–25% in real terms since 2015 (Eurostat HICP), even as average household electricity bills have surged by 40–70% in the same years across Germany, France, Spain, Italy, and the UK. Meanwhile, operators continue to invest approximately €50–60 billion every year in fibre, 4G, and 5G, etc. By contrast, Europe’s electricity grids have increased prices but spent on average 40-50 billion euros on their networks. (EU review). How long could this continue without denting the effectiveness and attractiveness of telecom as an industry? Read the full analysis and join the conversation at Mobile Ecosystem Forum: https://lnkd.in/ePdyWV7c

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It was an honor to represent Orange Business as a speaker at the panel discussion ‘The evolving relationship between digitalisation and cloudification’ during The Digital Telco event on July 3rd. Alongside Aamer Ejaz and Beatriz Ortega Eguizábal, we had an engaging discussion on how cloudification is fundamentally reshaping the way we deliver and manage services, serving as an operational foundation for speed, intelligence, and resilience. At the same time, #digitalization is becoming inseparable from #cloud-native capabilities, touching all layers of the telco stack, from infrastructure to operations to customer experience   I was pleased to share insights on what #cloudification means for us at Orange Business, how we’re approaching it and what lies ahead in our journey  Here are a few key takeaways from the discussion:  👉 Cloudification is more than a technology shift – it’s a mindset. It means adopting cloud native principles like modularity, automation, containerization, scalability, and observability from Day 0 (Think and Design), through Day 1(Build) to Day 2 (Operate and Optimize) 👉 Successful cloudification starts with smart #architecture. This includes being cloud-native by design, adopting microservices-based approaches, codifying infrastructure and network, platforming both IT and Network environments and more 👉 The journey is far from over – we’re just getting started. We’re continuing to scale with a hybrid cloud approach, modernizing our infrastructure and IT Stack, and empowering our teams with the tools and practices they need to deliver faster, operate smarter and build with resilience by default   A big thank you to Mobile Europe, Tiffany Amorós Spooner, Annie Turner, our moderator Anne-Flore AGARD and to everyone who joined us. Let's continue to shape the future together! 🚀 You can watch the replay here: https://lnkd.in/drRqabNX https://lnkd.in/d9EqemjU   #Cloudification #Digitalisation #TechTransformation #TelecomCloud #FutureOfConnectivity

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When people think about fiber, they often picture homes and businesses getting connected. But fiber is much more than that, it’s the foundation for the entire connectivity stack. • Fiber + Wireless: 📶 5G wireless networks require fiber backhaul. No matter how fast your device is, wireless performance is only as strong as the fiber beneath it. • Fiber + Satellite: 🛰️ Satellites extend coverage to the most remote corners of the world. But they don’t stand alone – the ground stations that link them to the global internet all depend on fiber. • The Hybrid Future:⚡No single technology will close the digital divide. It will take all three – fiber as the backbone, wireless for mobility, and satellites for reach. Nearly 45M Americans still lack access to high-speed internet (100/20 Mbps) – how do you see fiber, wireless, and satellite working together to bridge the digital divide? #DigitalInfrastructure #Strategy

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“What tangible value does 5G bring to my business or everyday life?”
 The answer extends far beyond speed and bandwidth — it’s fundamentally about choice. To illustrate: think about airport security. Without differentiated lanes, every traveler waits in a single queue — regardless of urgency or need. But when there are dedicated lanes for families, passengers with special requirements, or those with pressing connections, everyone moves more efficiently, with their circumstances taken into account. 5G Standalone (5G SA) applies the same principle to connectivity. It enables network slicing — creating virtual lanes in the network that are purpose-built for specific requirements. Whether it’s autonomous vehicles requiring ultra-low latency or industrial robots demanding guaranteed uptime, 5G SA allows service providers to deliver predictable performance under agreed SLAs. This is not just a technical milestone. In an era where AI is becoming a core driver of economic and industrial policy — with whole nations in Northeast Asia and beyond declaring ambitions to lead as “AI powerhouses” — the infrastructure that supports such ambitions is a matter of strategic importance. AI-driven applications are inherently data-intensive, time-sensitive, and mission-critical. Realizing their full potential requires networks that are fast, reliable, resilient, and built for real-time responsiveness. 5G SA is that foundation — and increasingly, these advanced networks are being recognized as national assets in a fragmented geopolitical landscape. The vision for an AI-powered future will not be realized through vision alone. It demands decisive investment and the rapid adoption of 5G Standalone to ensure both competitiveness and technological sovereignty. I invite you to read my latest LinkedIn article, (see comments below for the link) where I explore why 5G SA is essential for this future, and why now is the pivotal moment for action. #5GSA #AIpoweredFuture #TelecomInnovation

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The Future of Connected Commerce: Federated, Trusted, Real Time and $1.6 Trillion Strong The connectivity industry sits at the center of the global economy. Our view of the market has 16 product categories — from fiber, data centers, towers, and the services that ride over that digital infrastructure to managed services including GPUaaS, SASE, UCaaS and more that power the business community, some 141 million businesses strong globally, and drive more than $1.6 trillion in revenue every year. Yet for all that scale and importance, the way our industry transacts hasn’t changed fast enough. Supply chains are still fragmented. Pricing and inventory are scattered. Trust is managed with emails and spreadsheets. It’s time for something bigger. At #Connectbase, we’re building the Operating System for how the Connected World transacts — and here’s what that means for leaders across the service provider ecosystem: ✅ Federation, not centralization. Providers will always maintain control of their data, pricing, and relationships. But now, those digital ecosystems can connect under programmable trust, rules, and performance, and performance is critical to deliver the experiences for Connected Commerce success. ✅ A three‑sided ecosystem for real work. Sellers can digitize and manage their inventory (circuits, data centers, fiber, serviceability, products & services) and both channel partners and buyers can find, solution, quote, order, and analyze, instantly, across federated ecosystem fabric. ✅ The foundation for the next decade of growth for our industry. With the Location Graph as the connective fabric, service providers can unlock new revenue, improve speed to market, and plug into a trusted global commerce layer. This is more than software. It’s rearchitecting how an entire industry operates to drive growth and value share for the next 10 years. 📌 If you’re leading a network operator, MSP, or digital infrastructure provider, the question isn’t if your ecosystem will need to federate — it’s how soon you want to lead that change. If you believe that channels will influence or deliver more than half of all incremental B2B dollars sold in the next 5 years and you are still forcing them to swivel chair with incomplete data, solutions and experiences, it is time to change the approach. At Connectbase, we’re here to help you build that future, with APIs, connected commerce and the power of our Location Graph to deliver. Visit us at https://lnkd.in/gPqdZ6Yc to learn more. #ConnectedCommerce #ConnectivityEcosystem #DigitalInfrastructure #ServiceProvider #Federation #LocationGraph #Connectbase #connectedworld #befound #ecosystemfabric #datacenter #digitalinfrastructure

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