Core Markets
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M&ATelefónica buys SAP specialist Altim in latest B2B bolt-on
Telefónica acquires Spanish technology consulting business, highlighting Altim’s SAP experience and strategic alignment as an opportunity to further expand its suite of B2B applications.
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Network & InfraCellnex steps in as telcos seek energy backup
With grid and battery constraints front of mind for telcos, Spanish wireless infra group says it is discussing tie-ups with ‘several’ European MNOs on new power resiliency offering, and has signed up Telefónica on initial deployment.
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M&ATelefónica, Vodafone Spain close out Fiberpass stake sale
Telco duo finalise divestment of a 40% stake in their Spanish fibre joint venture to AXA Investment Managers, enabling them to reduce debt and advance their distinct fibre strategies…
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Analyst BriefingTelefónicawatch MWC roundup: Murtra’s European merger masterplan
MWC26 Special Analyst Briefing: Murtra kicks off Telefónica’s MWC with calls for the EC to “unleash” telcos through M&A, and in doing so enable “deeper” technology investments. AI, cross-border collaboration, and sovereignty took precedence in the wave of developments the operator unveiled during the event…
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Network & InfraGermany’s O2 brings AWS in-house with Outposts deployment
MWC26: Telefónica operating business said to be first in world to bring AWS‑managed hardware inside its own data centre perimeter, enabling lower‑latency and local data processing.
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Suppliers & SCMTelefónica taps Red Hat’s OpenShift for cloud-native modernisation in Spain, Brazil
MWC26: Amidst a raft of telco deals worldwide, the open-source leader confirms strategic IT and network migration contracts with Telefónica in Spain and Brazil, driving cloud-native modernisation from virtualisation to containerisation with OpenShift, and teasing an automated, AI and edge future.
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M&ABrazil’s Vivo eyes fibre deals in bid for Total loyalty
Operator’s Chief Executive Christian Gebara cites continued interest in acquisitions that would boost its position as Brazil’s number-one fibre provider, and save cost on build. Identifying a good deal within the country’s huge mass of broadband players remains a challenge, however.
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Partnerships & AlliancesTelefónica, Nokia turn to agentic AI as means to boost telco API uptake
Duo kick off trials using AI agents to simplify access to network APIs. With early tests in fraud prevention completed, and several others lined up, Telefónica aims to open up new “monetisation models” harnessing the technology…
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M&AEurofiber continues M&A spree with LuxNetwork buy
European B2B fibre and data centre services player takes over Luxembourg-based backbone operator, with 400G-ready network highlighted as means to strengthen its regional footprint. The buy is the latest in Eurofiber’s series of “opportunistic” acquisitions…
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Strategy & ChangeTelefónica’s new local office: London (keeping UK on a closer rein)
In context: reflecting it’s new hands-on, command-and-control strategy, and the UK’s stature as a Core Four market, the corporate outpost reports to the top and will support a “more integrated” approach to overseeing the many billions in local investment…
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Partnerships & AlliancesTelefónica to aid hyperscalers on infra, service compliance in Spain — report
Telco reportedly assisting Amazon, Google, Microsoft, and Oracle to ensure they maintain compliance with Spanish data and security regulations, amidst the Group’s broader push to deliver compliant and sovereign services in Europe…
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Analyst BriefingTelefónicawatch: Europe’s DNA re-code
Analyst Briefing: Round-up of developments at Spanish incumbent, as it continues efforts to secure regulatory change across Europe, cut back its presence in Latin America, and tap into growing demand for sovereign and secure infra. Read more…
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Network & InfraAfter fibre tie-ups, Vodafone Spain sounds out MásOrange and Telefónica on RANco idea
Zegona CEO indicates he is discussing shifting Vodafone Spain’s mobile network to a shared grid with either Telefónica or MásOrange, as part of aggressive transformation of the MNO since 2024 buyout. Eamonn O’Hare said it is fully focused on RANco discussions as two fibreco deals near completion, and addresses Vodafone Spain sale speculation and its fraught historical relationship with Vantage Towers…
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Network & InfraTelefónica flags advances in ‘exchanges as edge nodes’ scheme
Telefónica flags progress in conversion of now-shuttered copper exchanges into edge nodes, with ten now online and more scheduled to go live during 2026. Telefónica España CEO Borja Ochoa melds project into Group’s broader sovereignty pitch and highlights strategic benefits of the exchange conversions…
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Partnerships & AlliancesIQM sees more telco quantum opportunities in wake of Telefónica-CESGA deal in Spain
Interview: new deployment puts Telefónica alongside Europe’s quantum-HPC frontrunners, partnering IQM to deliver systems designed for research and industrial access. The project links to AI workflows, and hints at where telcos may see tomorrow’s quantum-as-a-service opportunity…
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Network & InfraVodafone tiptoes into German open RAN party
In depth: Cementing its status as a top-five territory, Germany’s state-stimulated ORAN love-in continues. Local Vodafone OpCo confirms plans for modest-but-symbolic deployments this year, with all of the nation’s MNOs now advanced from test to deployment…
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Public AffairsGerman fibre players cautiously welcome BNetzA’s copper switch-off plans
German telcos and industry bodies issue guarded welcomes of German regulator’s latest regulatory plans to enforce copper shutdown in parts of the country, although timeline for the switch-off still not firmed up…
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Products & ServicesTelefónica melds comms services in latest B2B resilience offering
Operator combines fixed and mobile connectivity with cybersecurity, energy, and satellite services to create new solution focused on improving network resilience for enterprises. The go-live sees the Group make progress towards its ambition to modernise its B2B services portfolio under recently revamped strategy…
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Network & Infra‘No other choice’: 1&1 to sue BNetzA over spectrum extension move
Challenger operator CEO Ralph Dommermuth tells Handelsblatt that he intends to sue the regulator for spectrum licence extension decision that “ruled out” 1&1. “This is not OK”…
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Network & InfraSpain doubles up on AI Gigafactory proposal
Spanish government to build chunk of proposed AI Gigafactory compute at a second Madrid data centre, with the nation’s capital said to be moving to back the project alongside operators Telefónica and MásOrange…