All articles by Cameron Page – Page 2
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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 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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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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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…
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Partnerships & AlliancesTelefónica Tech taps Teradata for AI-based data analytics
Tech bulks up AI solutions portfolio with expansion of relationship with longstanding analytics partner, bringing two new cloud platforms to clients while furthering the Group’s digital transformation goals…
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M&ATelefónica ‘hits pause’ on Nabiax sale amid Microsoft talks
Sale of Spanish data centre JV with Asterion Industrial Partners reportedly delayed again until end of summer-2024, as refreshed hyperscaler cloud deal holds potential to boost valuation.
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Partnerships & AlliancesTelefónica signs on ClaroVTR as key Chilean fibre client
ON*NET Fibra Chile to enable broadband service provision over fixed network for a third Chilean mobile operator as part of 15-year deal.
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Network & InfrastructureVodafone, OXG pull €1bn from German fibre investment pot
OXG Glasfaser to widen Vodafone Germany’s reach in major expansion initiative, covering 900,000 homes. Project to begin imminently, at a time when Germany’s fibre market is only getting more competitive…
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Network & InfrastructureLiberty eyes network-sharing deals in a “couple of markets”
MWC: Liberty Global CEO Mike Fries says network-sharing holds potential as part of broader need for telcos to up their partnering game and “return to profitable growth”.
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Weekly BriefingsTelefónicawatch Weekly: MWC sees German and Spanish units take centre stage
Group reveals more on strategic plans after publishing end-year financial results, with operating businesses in Germany and Spain in spotlight. Key collaborations with Ericsson and Microsoft see Group advance AI, API, cloud RAN, and 5G standalone interests…
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Partnerships & AlliancesTelefónica builds out Microsoft ties with AI, API deals
MWC: Group evolves relationship with tech giant through tie-ups over Kernel cognitive intelligence platform and GSMA’s Open Gateway initiative. Fresh initiatives line up neatly with three-year strategic targets. Read more…
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Network & InfrastructureO2 Germany and Ericsson set C-RAN plan in motion
First rollout under Telefónica Group’s MoU with supplier to take place in Germany during first half of 2024. O2 seeks to achieve greater network flexibility and scalability with C-RAN, as operator highlights potential to open up new business models and initiatives.
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Products & ServicesGerman telco trio debuts Open Gateway APIs
MWC: Deutsche Telekom, Telefónica, and Vodafone launch first APIs in Germany, with focus initially on providing anti-fraud and security to financial organisations. Various ongoing trials flagged with Fireblocks, Siemens Energy, and Sony. Collaboration presented as key as initiative takes centre stage at Mobile World Congress…
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Network & InfrastructureVirgin Media O2 takes second place in UK’s 5G SA race
Operator launches 5G standalone commercial offering for customers in 14 locations, aiming to deliver higher bandwidth and lower latencies.
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Partnerships & AlliancesTelefónica open to fresh Digi Spain wholesale deal
Group confident in retaining wholesale client despite optional switch to Orange-MÁSMÓVIL following EC’s merger approval.
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Financial & PerformanceO2 Germany targets market share, B2B to fill 1&1 hole — executional risk apparent
FY23: All-hands reboot to address hit from losing 1&1 to Vodafone — now chasing consumer volume plus booming B2B. Families targeted for economies of scale. Dividend parked while in recovery position, despite FY23 strength.
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Weekly BriefingsTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…