All articles by Cameron Page – Page 13
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Network & InfrastructureVirgin Media O2 turns to Starlink for UK rural boost
Operator to use low-Earth orbit backhaul in an effort to bolster its rural connectivity, as progress on meeting Shared Rural Network deadlines has lagged…
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Public AffairsTelefónica Peru hands over €345m to end 20-year tax dispute
Operating business set to pay €345m to national tax agency, bringing an end to long-running case that has served as a source of uncertainty for Group’s strategic direction in a competitive and economically challenging market…
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Weekly BriefingsTelefónicawatch Weekly: Shareholder dance continues with growing Spanish flavour; O2 presses on with 5G experiments
Spanish banking foundation pops up as Telefónica top shareholder, as Spanish government seperately said to be seeking spot on board as it builds its own national interest stake. Elsewhere: O2 gets 5G projects on the move; refinancing in Peru; VM O2 resumes digital landline project…
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Network & InfrastructureTelefónica makes grab for MásOrange 5G spectrum: report
Operator reportedly looking to purchase 3.5GHz block as newly-merged entity required to sell off further assets under regulatory obligations.
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Strategy & ChangeTelefónica said to refinance struggling Peruvian biz again
Group reportedly approves capital reduction and further investment in the country, as unit continues to seek a turnaround after reporting sales and earnings declines in FY23…
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Network & InfrastructureO2 Germany, Mainova get stuck in with 5G ‘smart pole’ rollout
Operator integrates small cell into existing street lighting infrastructure as part of collaboration with Mainova and 5G-Synergiewerk. Rollout forms part of broader mobile network densification strategy, as O2 seeks to attract fresh users to its network.
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Network & InfrastructureO2 Germany completes 5G reduced capacity trial; foresees IoT, B2B uplift, alt-4G
Operator tests RedCap terminal modules for first time in Munich, with CTIO Mallik Rao saying 4G alternative tech holds potential to “bring new momentum” to IoT sector. As O2 shows keen interest in B2B, cost reduction, efficiency possibilities. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Spanish state commences stake-build, German tower build amidst fibre woes, satellite hooha
Spain national interest card in play in strategic shareholder rejig reshuffle. Mobile network expansion in Germany, as fibre sector doubt viability of government’s long-term fibre deployment targets. Read more…
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Partnerships & AlliancesTelefónica Tech deepens Tenable ties to drive security expansion
Unit incorporates Tenable One exposure management platform into growing NextDefense-VRM portfolio, also furthering AI and cybersec credentials, guided by parent’s GPS revenue-rich, M&A-light strategy…
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Weekly BriefingsTelefónicawatch Weekly: Group wants bigger ownership (but smaller rights bill) in Germany
Group launches bid to take O2 Germany private, while local CTIO calls for renewal of soon-to-expire spectrum licences, rather than reauctioning. Telefónica makes finance-focused management changes across several functions. Telefónica, O2 UK to shell out £7m after judge admonished legal defence in Phones 4u legal case. Elsewhere: Telefónica Tech ...
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PeopleTelefónica Peoplewatch: tech leadership changes in TV, fixed, and Peru
March 2024 update: new CFO at newly merged digital innovatio unit, directors appointed to aid digitalisation efforts, nexfibre and Telxius gain key appointments, communications leadership at O2 Germany overhauled, ex-O2 Germany CEO joins board at IT service provider…
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Weekly BriefingsTelefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…
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Network & InfrastructureVirgin Media O2 trials cabinet-powered 5G ‘smart poles’
Collaboration with Liberty Global and VoltServer sees operator leverage fibre assets to power UK mobile infrastructure. Accelerated deployment, lower costs, and additional monetisation opportunities flagged as key benefits, with “limited” expansion of ‘smart poles’ on the horizon…
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Financial & PerformanceTelefónica FY23: Group fuels up for GPS-guided journey
Operator closes out the year meeting its targets, with CEO Álvarez-Pallete saying foundations are now in place to “comfortably” achieve three-year strategic vision laid out in late-2023.
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Financial & PerformanceTelefónica FY23 Spend: operator makes room for free cash flow
Operator details plan to further reduce capital intensity with reduced capex and continuing to drive efficiencies.
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Financial & PerformanceTelefónica FY23 Guidance: Group gets en route to meet strategic goals
FY24 guidance aligns with GPS’ onus on capex reduction and efficiency.
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Financial & PerformanceTelefónica FY23 Headlines: solid growth achieved
Increases in revenue, OIBDA, and free cash flow presented as a “solid foundation” for Group to spring forwards into fresh strategic cycle.
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Partnerships & AlliancesTelefónica ‘in talks’ for Orange-MÁSMÓVIL fixed access deal
Refreshed mutual infra relationship under discussion ahead of major Spanish telco merger, with rural fibre rollout side-deal also on table. New accord could help Telefónica counter forecasted wholesale challenges…
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Products & ServicesTelefónica Tech UK&I expands security portfolio with NextDefense
Business-to-business digital services unit launches managed security portfolio in the UK and Ireland, expanding existing security offerings and leveraging AI and big data, among other technologies, to improve enterprise security. Move comes as Group continues to grow in the sector after major restructuring…
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M&ATelefónica ‘mulls’ Avatel buy to defend wholesale biz
Purchase of Spain’s #5 broadband provider, valued at €1bn, holds potential to accelerate rural fibre, strengthen pre-existing MVNO ties, position Group to better compete. Saudi Arabia’s stc also prowling, despite Telefónica stakebuild friction…