Core Markets – Page 14
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         Partnerships & Alliances Partnerships & AlliancesTelefónica open to fresh Digi Spain wholesale dealGroup confident in retaining wholesale client despite optional switch to Orange-MÁSMÓVIL following EC’s merger approval. 
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         Network & Infra Network & InfraO2 Germany eyes capacity gains after 1&1 exitGerman operator plans to use capacity freed up by 1&1 transition to boost its own customer base while also expanding wholesale relationships. 
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         Financial & Performance Financial & PerformanceO2 Germany targets market share, B2B to fill 1&1 hole — executional risk apparentFY23: 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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         M&A M&AEuropean Commission greenlights Orange-MÁSMÓVIL mergerTransaction to create new fixed‑mobile behemoth in Spain, with market reset also seeing Vodafone España handover, fibre agglomeration… 
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         Analyst Briefings Analyst BriefingsTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in courtNetCo 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… 
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         Analyst Briefings Analyst BriefingsTelefónicawatch Weekly: Group loses 2,800 staff but gains 500 AIsAI, APIs, and automation at the forefront of fresh tech upgrades across the Group, as it seeks to meet new strategic objectives of increased opex and capex efficiencies. Particular emphasis on data capabilities home market, where operator has reached AI milestones and forged risk intelligence deals over the last week… 
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         Network & Infra Network & Infra1&1 wants to pick up pace on network rolloutCEO of German challenger sets yet another target for antenna sites, although activations remain low at just 100. 
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         Products & Services Products & ServicesSpanish telco trio kicks off Open Gateway API rolloutOrange, Telefónica, and Vodafone launch first APIs in Spanish market, focused on providing anti-fraud and security. 
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         Analyst Briefings Analyst BriefingsTelefónicawatch Weekly: Group in a deal-making, people-shuffling moodAgreements in energy, mobile, and security sectors aimed at bringing in fresh customers and reducing costs across international footprint; leadership changes promise to bring fresh perspectives as strategies shift and new shareholders enter the picture… 
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         Premium PremiumElsewhere in Spain: Telefónica–Prosegur JV strikes Línea Directa security dealTelefónica–Prosegur JV strikes Línea Directa security deal. 
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         Premium PremiumElsewhere in Telefónica Germany: O2 hits mobile coverage milestoneO2 hits mobile coverage milestone. 
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         Premium PremiumTelefónica Peoplewatch: new wave of director changes at Virgin Media O2UK operator appoints new leaders in business development, commercial, transformation, and value creation segments. 
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         Products & Services Products & ServicesTelefónica goes live with first 5G FWA offering in BrazilVivo Box 5G product provides commercial fixed-wireless access for the first time to Vivo customers, with an initial subscription-based service providing 150GB of data per month. 
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         Analyst Briefings Analyst BriefingsTelefónicawatch Weekly: Group spending spree goes on shares, spectrum, and sports…Telefónicawatch Weekly Briefing includes: laying out nearly €3bn on O2 Germany stake increase and Spain sports streaming rights. Chile’s upcoming 5G auction set to see more cash splashed. 
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         Products & Services Products & ServicesO2 Germany customers stay on the move during train strikesNew findings from analytics and big data partnership with Teralytics said to give mobility providers “useful” insight for planning alternative arrangements during future strike action. 
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         M&A M&AMillicom serves up infra M&A hors d’oeuvre with Colombian saleLatin American group offloads Colombian towers to KKR in apparent introductory step towards broader regional asset monetisation. 
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         Content & TV Content & TVTelefónica forks out €1.3bn for La Liga streaming rightsContinuation of distribution deal with DAZN will see Movistar Plus+ customers retain access to all La Liga football matches until 2027. 
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         Analyst Briefings Analyst BriefingsTelefónicawatch Weekly: Álvarez-Pallete takes the stage as Group nears centenaryThe latest around Telefónica and its markets, including CEO Álvarez-Pallete taking to the stage at the World Economic Forum; Vivo shelving network-share deal with Winity; and O2 Germany getting “aggressive” on discounts… 
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         M&A M&ATelefónica gets stakeholder thumbs up for O2 share boostVoluntary acquisition offer, launched following loss of 1&1 network contract, ends with Telefónica gain a 21%-boost to its ownership in German operating business. 
 




























