All articles by Cameron Page – Page 31
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Financial & PerformanceIn-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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Financial & PerformanceSpend: thrifty Telefónica high-fives on capex low
Q3 FY24: Operator reports reductions in capital intensity and opex, with widening implementation of AI and progress in delayed copper switch-off programme given much of the credit…
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Financial & PerformanceGuidance: ‘confident’ Telefónica steers through FX murk
Q3 FY24: Group exert “high level of confidence” in ability to hit FY24 targets, despite choppy competitive and economic conditions…
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Financial & PerformanceHighlights: Telefónica keeps cool in face of turbulence
Q3 FY24: Operator stays on track to meet end-year financial targets, maintaining underlying momentum, but macro challenges put a dampener on quarterly performance…
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PeoplewatchEx-Ofcom chief Sharon White set to lead CDPQ’s Europe team
Ennobled ex-mandarin escaping mired £12bn UK retailer John Lewis to lead £47bn Europe investment strategy at freshly scandal-enmeshed Canadian pension fund (and Telefónica fibre partner in Brazil). Move comes as investor continues to expand digital infrastructure portfolio…
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Network & InfraVirgin Media O2 blends fixed and mobile networks amid convergence push
Operator brings new converged network online, bringing fixed and mobile networks closer together in partnership with Ciena to improve efficiency and customer experience. CTO Jeanie York claims switch-on is next major step in network evolution strategy…
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Public AffairsTelefónica dismisses execs over Venezuela bribery fines
Operator disciplines and parts with key staff after the US Department of Justice fines operating businesses, citing collusion with two vendors to bribe government officials. Read more…
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M&ATelefónica, Asterion finalise data centre sale
Real estate-focused investor Aermont takes plunge into digital infrastructure with acquisition of three Spanish data centre campuses.
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EventwatchTelefónica talks up potential of partial optical disaggregation trials
Fyuz 2024: Operator experiments with IPoDWDM to provide greater flexibility for implementing new services and reduce cost of adopting open network architectures.
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Venturing & InvestmentsEuropean telcos to inject more funds in adtech venture Utiq
Digital advertising joint venture between Deutsche Telekom, Orange, Telefónica, and Vodafone gearing up for financial injection in early-2025, as it begins to take ‘cookieless’ digital advertising mission to new markets…
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Partnerships & AlliancesO2 Germany refreshes Lebara contract to help fill 1&1 void
Operator brings new “long-term” Lebara contract to the realm of 5G, marking yet another win for O2 in its mission to strengthen its wholesale business…
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Partnerships & AlliancesSpanish reboot continues, as Telefónica locks in MásOrange, Vodafone fibre tie-ups
Operator firms up details on FibreCo with Vodafone Spain, and confirms signing of Indefeasible Right of Use deal with MásOrange. Move continues ongoing ripple effect of recent M&A on relationships between Spain’s operators …
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Analyst BriefingTelefónicawatch Weekly: infra sell-down advances; B2B leadership steps up
While Telefónica España debuted slicing and saluted its workforce for response to Valencia flooding, VM O2 in the UK has been busy adopting small cells to extend 5G SA, and chivvying the UK government to also step up on fraud protection. Read more…
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PeoplewatchO2 Germany: Mallik Rao adds B2B growth mission to tech remit
After five years spearheading O2’s pathfinding cloud transformation strategy, now-CT&EO given added responsibility to bring B2B and tech teams closer together. Read more…
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M&ATelefónica said to close in on Nabiax sale to Aermont Capital
Operator, with Asterion Industrial Partners, reportedly approaching final sale of data centre player, seeing it continue to monetise infra to pursue strategic goals…
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PeoplewatchTelefónica Peoplewatch: Group names fresh Chile B2B chief
20+ senior and strategic leadership changes at Telefónica, including Group CEO Álvarez-Pallete staying on as GSMA’s Chair; President of Spanish operating business rotating out of helm at Solar360; and Telefónica Chile naming new enterprise lead…
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Venturing & InvestmentsKKR expands digital infra ambitions with $50bn AI data centre deal
Private equity giant teams up with Energy Capital Partners to accelerate data centre deployment, aiming to back up hyperscalers with AI model tuning. Partnership sees KKR affirm that interest in digital infrastructure is only growing…
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M&AVirgin Media O2 sheds further chunk of Cornerstone TowerCo
£180m+ fillip sees VM O2 reach monetisation milestone, with another minority offload, while continuing to consolidate TowerCo financially. Buyer Equitix extends digital infra portfolio, while UK tower landscape continue to shift…
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Partnerships & AlliancesVirgin Media O2 to anonymise mobile geodata for brand owners via Blis’ Audience Explorer
UK operator signs three-year exclusive deal with data platform to give marketers insight into mobile brand engagement, as VM O2 remains keen to expand market for O2 Motion offering…
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Analyst BriefingTelefónicawatch Weekly: Group seeks R&D boost, CEO comfy in GSMA chair, fresh startup investment
Telefónica goes to market with new AI, blockchain, cybersecurity, and quantum computing services. Meanwhile, German telcos lend each other a hand to get Gigabit 5G services on the rails.