Core Markets
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Venturing & InvestmentsEC grants €1.2bn to fuel cloud computing push
4iG, Deutsche Telekom, Orange, Telefónica, and TIM among IT and telecoms players collaborating on IPCEI-CIS project, seeking to produce a common, open-source architecture for European cloud deployments. First phase of industrial rollout expected to complete by 2031, with goal creating 1,000 jobs and “positive spill-over effects” in the process.
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Strategy & ChangeTelefónica puts O2 share-buying offer on the table
Shareholders able to tender their shares until mid-January 2024, with settlement expected before fiscal year dividend payment in May. Group has already upped its stake in German operating business, with full takeover and revised dividend policy intended to support new three-year strategic plan.
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Products & ServicesO2 Germany pushes ahead with holo-comms VR bet; ‘targets’ 2026 debut
“Actively pushing ahead” to support mixed reality within 5G environment. First holographic call made from HQ, but obstacles to overcome…
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Strategy & ChangeTelcoX study reflects Telefónica’s tech-led confidence
TelcoX EMEA CSP and ecosystem Leadership & Performance Report provides insight into how Telefónica is perceived by senior leadership and peers.
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PremiumQ3 results put Telefónica on track and on-message
Quarter’s results help Group present image of solidity and consistency.
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Strategy & ChangeFY24–FY26 plan: Telefónica flaunts its capex-factor
Group lays out GPS-branded strategy update, grabbing spotlight with industry-‘leading’ ambition on capex intensity reduction.
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PremiumFY24–26 spend: Telefónica ups the post-fibre ante
In a stark reflection of returns-constrained times facing industry, Telefónica grabs Capital Markets Day headlines with an ambitious investment reduction goal, rather than growth initiative.
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PremiumTelefónica|Vivo seeks B2B scale with merger of IT services units
Combination of IT units aimed at achieving scale efficiencies and helping drive growth of operator’s Brazilian B2B ecosystem.
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Products & ServicesTelefónica promises speed boost by taking fibre in-house in Spain
Operator pledges to bring “contracted” speeds to every room with new Wi-Fi amplification solution. Commercial launch of FTTR continues push on fibre services signups as copper shutdown approaches, with potential to generate additional fixed-line revenue and user stickiness.
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Public AffairsDigi reportedly reaches deal for Orange–MÁSMÓVIL remedies
Bloomberg report indicates that a provisional deal has been agreed that could pave way to approval of contentious Spanish transaction.
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Network & InfrastructureVodafone steps up fibre defence ahead of German MDU market nightmare
Rivals move faster and bigger, as Vodafone embraces FTTP infra JV and federal housing body to counter major threat of broadband and TV disintermediation.
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Products & ServicesBrazil’s telco trio bring Open Gateway APIs online
Vivo, Claro, and TIM launch first three standardised open APIs through the GSMA’s initiative, with initial focus on strengthening anti-fraud and security for financial institutions.
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Public AffairsTelefónica ‘switches gears’ on Spanish job cut scheme
Operator to implement ERE incentivised early-retirement plan for first time in eight years, with plan framed as necessary due to “functional excess” of workers. Unions already seeking protections for those affected. Move marks continuation of Spanish personnel cost-cutting drive.
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Products & Services1&1 to activate mobile services after 5G added to O2 roaming deal
No details provided about surprise expansion of national roaming deal with O2 Germany.
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Public AffairsTelefónica to ‘firm up’ Spanish job cut plans with unions
Operator to negotiate new incentivised early-retirement plan with the UGT and CCOO, continuing its efforts to reduce personnel costs and simplify structurally.
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Products & ServicesTelefónica SD-WAN upgrade blends partners in Spain
Telefónica Tech evolves FlexWAN security solution with network management tools. Partner roster expanded to Cisco, Fortinet, HPE Aruba, Nokia and Teldat.
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PremiumTelefónica network API charge commences in Brazil; Spain next
Early steps in building Group’s new 2026 strategic revenue stream with Open Gateway network open APIs. Hyperscalers to be given no value quarter, but Chema Alonso’s bookselling business model suboptimal…
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Partnerships & AlliancesGermany’s Freenet eyes opportunities from O2’s 1&1 breakup
Freenet and O2 discuss forming closer bonds after challenger operator defects to Vodafone.
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Financial & PerformanceTelefónica’s ‘Core Four’ concoct plan to address wholesale decline
Q3 FY23: Group seeks to leverage FibreCo spinoffs, defend against uncertain market conditions, and create new revenue streams to offset forecast wholesale revenue decline over next three years.
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Network & Infrastructure1&1 picks up the pace on mobile network rollout, almost ‘fully functional’
German newcomer sees mobile network rollout finally accelerate despite delivery delays from main passive infra partner, and assures that mobile services remain scheduled for activation in December