All articles by Cameron Page – Page 12
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Financial & PerformanceTelefónica Q1 FY24 In-depth: new strategy kicks off with ups and downs
Decent commercial performances in key markets, with Brazil again standout with cross-segment growth, and Hispam still in decline. Ramp-up predicted as FY advances. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Highlights: modest growth to be boosted by core market catalysts, further efficiency
Group COO Vilá highlights “catalysts” in Brazil, Germany, Spain, and the UK, aiming to accelerate financial gains over the next quarter. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Guidance: Group maintains confidence
Controlled capital intensity ensures wriggle room. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Content & TVVirgin Media O2 taps Amdocs for TV streaming upgrade
UK major to integrate Subscription Marketplace solution into existing content streaming and TV offering. Move builds on prior relationship with Amdocs, and wider engagement with Telefónica Group outside of the content streaming sphere…
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Network & InfrastructureTelefónica misses deadline on copper shutdown
Q1 FY24: Group remains at work, switching off retail copper lines in Spain, having missed initial April 2024 target. Effort to replace legacy lines drives increase in capex in first three months of the year. Vilá highlights operational benefits expected…
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Network & InfrastructureFour years in the making: O2 Germany activates cloud-based 5G core
Telefónica’s German operating business takes Nokia-AWS 5G cloud core to first million subscribers. Seen especially benefitting 5G standalone use cases…
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Network & InfrastructureGerman telcos expand 4G coverage on Berlin’s U-Bahn
O2 Germany, Telekom Deutschland, and Vodafone Germany extend 4G subway network to cover all nine lines and 175 stations. 5G upgrade already in the works, as operators aim to meet Germany’s wider coverage targets along transportation corridors. Read more…
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Financial & PerformanceInfra investors line up for stake in Virgin Media O2’s new NetCo
Q1 FY24: Liberty Global CEO Mike Fries says Boston Consultancy Group and Deloitte hired for financial and project planning, as investors appear interested in fibre spin-out plans. Despite confidence in fibre growth opportunity, VM O2’s fixed customer base declined in an overall uneasy quarter for the operator…
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Network & InfrastructureO2 Germany, Samsung switch on first ‘commercial’ ORAN site
Deployment marks first of eight planned ORAN and vRAN sites in Landsberg am Lech, as O2 seeks to enable automation, accelerate infra rollout, and enable use-cases for businesses. Move plays into Telefónica’s wider capital intensity reduction strategy. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Spain’s telcos and TowerCos mull next steps, post-Orange-MÁSMÓVIL merger
Market dynamics continue to shift following Orange-MÁSMÓVIL merger completion, as Spanish government continues building stake in Group, while Cellnex addresses challenges of integrating Orange and MÁSMÓVIL’s networks. Elsewhere: Movistar extends AT&T Mexico capacity access deal; VM O2 said to eye up potential KCOM acquisition…
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Network & InfrastructureDeutsche Telekom live with AI-based RAN “sleep mode” efficiency trials
FutureNet World: cost and sustainability benefits of tests flagged. Part of wider AI strategy, with other efficiency applications at various stages of testing…
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M&ASpain continues Telefónica share buy-up, reaching 6%
Further purchase from SEPI widens government’s lead as telco’s largest stakeholder, and marks continuation of wider plan to shore up national influence in the operator and defend strategic assets from foreign investors. Read more…
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Partnerships & AlliancesTelefónica launches ‘quantum-safe’ IoT connectivity
Operator partners IDEMIA and Quside to offer quantum-based security services for enterprises in the IoT sector. Move adds to security push through B2B digital services unit, with potential to enable expansion of open API rollout…
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Weekly BriefingsTelefónicawatch Weekly: UK alt-fibre rallying cry, fixed value extraction, and 6G discipline
Leaders from across the Group converge at various industry events, highlighting key issues and challenges faced in B2B and fixed network segments. Elsewhere, continued O2 stakebuilding; people changes at fibre and tower JVs; Digi still undecided on roaming provider…
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PeopleTelefónica Peoplewatch: fresh leaders appointed at fibre and tower JVs
Virgin Media O2’s Cornerstone tower JV with Vodafone UK poaches new commercial and sales chief from Boldyn, Germany’s Unsere Grüne Glasfaser names new IT director, more from across the Telefónica ecosystem…
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M&ATelefónica grows O2 Germany stake to 97%
Group splashes a further €175m on opportunistic stake increase, bringing total spend on O2 shares over last six months beyond €2bn. Move chimes with Group strategy to increase exposure to “attractive and stable” German market, while aiding O2 with strategic recalibration…
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EventwatchTelefónica’s Rao warns against 6G jump before realising 5G’s B2B potential
FutureNet World: O2 Germany CTIO cautions telcos against jumping into 6G too quickly and calls for improvements in enterprise sector to close gap between potential and realised revenue growth. Read more, including further views from BT and Three UK…
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Weekly BriefingsTelefónicawatch Weekly: Spain continues stakebuilding; Group gets bogged down with brand legals
Spanish government brings itself level with CriteriaCaixa as Telefónica’s largest shareholder, increasing stake (through SEPI) to 5%. Elsewhere, Group gets to working through ‘huge’ DT brand dispute file dump; Virgin Media O2 taps Starlink for rural connectivity boost; Group seeks to keep closer watch on AI impact…
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Financial & PerformanceSpain continues to build Telefónica buffer, increasing stake to 5%
Government increases shareholding in the operator by 2%, quickly following up acquisition of a 3% stake in March 2024.