All Brazil articles
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Analyst Briefings
Telefónicawatch Analyst Briefing: industrial evolution
The latest developments from Telefónica as execs trailer strategy refresh in Q2 results presentation, partnerships are firmed up with Daisy (UK) and Cellnex (Spain), and two Spanish businesswomen join the Board. Read more…
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B2B
Telefónica|Vivo advances B2B goal with landmark €600m São Paulo IoT contract
Brazilian OB is deepening its enterprise footprint with a major municipal smart metering project. The deal exemplifies strategic focus on B2B as a high-growth differentiator, supported by realigned Telefónica Tech joint ventures.
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M&A
Telefónica to take control of FiBrasil JV in €132m deal
Telefónica’s Brazilian business has agreed a deal to buy out its fibre joint venture partner in a further sign that the Spanish group is now keen to up consolidation and control over past infrastructure side-ventures.
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M&A
Telefónica ‘mulls Vivo stake sale’ to fund European M&A
News that Telefónica is considering selling some of its stake in Brazilian operating business Vivo to raise funds is latest sign of Spanish group’s strategic pivot to Europe under Executive Chairman Marc Murtra.
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B2B
Brazil’s Vivo wants more joined-up tech thinking with B2B rejig
Operator mimics parent Telefónica by bringing all B2B activities under one roof and seeking to bring operational and commercial synergies in its enterprise growth push.
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Operations
Telefónica shares network autonomy progress; calls on peers to reciprocate
Telefónica’s drive towards autonomous networks is reshaping the group, with Level 4 autonomy already achieved in key domains. This special report includes AI-driven innovation, the centrality of people, measurable KPIs, and a clarion call for industry-wide transparency…
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M&A
Telefónica said to eye bigger piece of Brazilian fibre JV
As Telefónica reviews its Group-wide strategy, discussions have reportedly started about increasing ownership in FiBrasil, the open access fibre joint venture with CDPQ.
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Premium
Vivo targets €700m bonus from fixed-line shutdown
Telefónica’s Brazilian business expects a many-layered win from four-year copper retirement programme, including receipt of billions of Reals from sale of property and copper wiring.
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Network & Infra
Telefónica’s FiBrasil taps Nokia for XGS-PON upgrade
Group’s Brazilian fibre joint venture with CDPQ reportedly set to install Finnish vendor’s tech, enabling symmetrical speeds of up to 10Gbps for customers.
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Financial & Performance
Spain and Brazil cement place in Telefónica core
Collectively, Telefónica’s core quad deliver on key Group ambitions in FY24, particularly around operating and capital efficiency.
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M&A
Brazil’s Vivo accessorises with Samauma purchase
Operator bulks up and extends its existing mobile gadget range with buyout of specialist gizmos group Samauma. Deal also brings wider retail reach and backup for Vivo’s broader strategy of boosting loyalty through tech diversification.
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Network & Infra
Monetisation talks as Telefónica begins data-led 5G core update
Operator running tech partner selection process for new network data analytics function in mobile core stack.
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Strategy & Change
New Telefónica boss plots strategy shift amid European ‘winds of change’
Strategic review to consider implications of “drastic changes” ahead in Europe, says new Group Executive Chairman Marc Murtra.
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Analyst Briefings
Telefónicawatch Briefing: Spain’s flip to fibre phase two
Reports highlight how Spanish telco and infra players, having established lead on push from copper to fibre, are now looking to iron out footprint imbalances across urban and rural areas. Read more…
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Operations
Vivo strikes deal in Brazil’s fixed-line regulatory reform
Telefónica|Vivo has signed an agreement to move from a concession model for fixed telephony services to the new authorisation regime. Read more…
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Financial & Performance
Synergy-seeking Vivo employs PwC as new auditor
Vivo becomes third ‘core’ Telefónica operating business to select PwC for auditing services, dropping contract with Baker Tilly. Unit claims the move will enable increased operational synergies, and better aligns Vivo with Group’s other core interests. Read more…
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Partnerships & Alliances
Telefónica Tech adds China’s NSFOCUS to growing digital defence ecosystem
Digital B2B services unit Telefónica Tech works with cloud-based cybersecurity provider to launch DDoS prevention solution in Brazil.
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Partnerships & Alliances
Perplexity wins another telco fan with Telefónica funding and sales tie-up
Group becomes next telco to partner with and invest in GenAI-powered search engine. Fresh, TV-focused services harnessing Perplexity’s platform now live, as operator seeks to advance strategic objectives. Read more…
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M&A
Brazil’s Vivo eyes more B2B M&A after closing out IPNET buy
Up-to-BRL 230m acquisition of cloud services player finalised following greenlight from national regulatory bodies.
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Analyst Briefings
Infrawatch Weekly: £12bn boost for UK data centres; TowerCo investment reservations
Latest from the digital infra scene in the UK and beyond, including: UK tops G7 in digital index, with AWS and DC01UK planning local DC splurge; TowerCo concerns on EU investment; 5G agricultural use cases; people movesl; and plenty more…