Core Markets – Page 5
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Analyst BriefingsTelefónicawatch Briefing: Germany glitches, Hispam headaches
2025 begins with Telefónica and rivals facing question marks over political and regulatory direction in Europe’s largest market, amid looming elections and continuing squabbles over distribution of spectrum in various bands. Read more…
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Public AffairsBall in German authorities’ court after 5G defeat
Germany’s BNetzA reported still to be mulling over its response to service providers’ remarkable court victory over 2019 auction terms.
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Network & InfraMásOrange and Vodafone Spain confirm deal to create ‘Europe’s largest FibreCo’
Rework of consolidated Spanish telco market continues, seeing MásOrange and Vodafone Spain follow up their 2024 M&A deals by combining fibre assets.
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Analyst BriefingsInfrawatch Weekly: fibre ups and downs; telcos lean into data centre deals
Latest from the digital infra scene in the UK and beyond, including a DC sale in Ireland; UK fibre altnet plans from new INCA CEO Paddy Paddison; another Project Gigabit stumble; a world-first satellite claim from One NZ; plus strategic executive moves and plenty more…
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Analyst BriefingsTelefónicawatch Weekly: fresh infra deals unwrapped; new execs take the reins
Group secures agreements to upgrade mobile and IT in Germany, Peru, and Spain. In Brazil, Vivo finalises long-sought-after deal to ease financial and regulatory obligations associated with fixed-line telephony…
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Network & InfraAging PSTN blots UK network resilience
As UK policymakers scrutinise infrastructure resilience, equipment failures in the old public switched telephone network (PSTN) have led a recent rise in outages.
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Network & InfraO2 Germany begins IT infra migration after inking ‘long-term’ Tele Columbus deal
Tele Columbus data centre operator PŸUR Business wins O2 custom as Telefonica OB seeks to establish a unified colocation area in Leipzig.
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OperationsVivo strikes deal in Brazil’s fixed-line regulatory reform
Telefónica|Vivo has signed an agreement to move from a concession model for fixed telephony services to the new authorisation regime. Read more…
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Financial & PerformanceSynergy-seeking Vivo employs PwC as new auditor
Vivo becomes third ‘core’ Telefónica operating business to select PwC for auditing services, dropping contract with Baker Tilly. Unit claims the move will enable increased operational synergies, and better aligns Vivo with Group’s other core interests. Read more…
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Analyst BriefingsTelefónicawatch Weekly: rivals crash Group’s regulatory party; networks to get autonomous upgrade
Group CEO José María Álvarez-Pallete calls for greater deregulation in Europe despite seeing rays of hope shining through, as recent regulatory wins in Colombia and Spain grind to a halt. Meanwhile, Telefónica’s networks set to gain further autonomy starting in 2025. Read more…
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Network & InfraSpain’s big-three take home extra rural 5G SA cash — report
MásOrange, Telefónica España, and Vodafone Spain reportedly share financing from second UNICO-5G Redes Activas tender, enabling operators to build more than 9,000 new 5G SA sites in rural areas. Read more…
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OperationsVirgin Media O2 cuts ribbon on new Paddington HQ
Operator opens doors on new Paddington facility, after renovation to support transfers from previous Hammersmith and Slough offices. Move follows other office changes in recent months, as VM O2’s leases approach their expiration dates…
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Products & ServicesTelefónica's confidence on display with Spain price increases — report
Operator reportedly preparing to implement annual price increases at the start of 2025, with similar hikes as seen in January 2024. Convergence, SIM-only, and TV services included in move, which marks display of confidence from Telefónica as rivals attempt to up the competition from rivals. Read more…
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Analyst BriefingsTelefónicawatch Weekly: AI cauldron keeps bubbling; Peru remains troubling
Group to conjure up fresh AI use-cases in Madrid alongside the government, with hopes of finding new implementations in public sector. Things are less rosy in Peru, where the operator is set to call off its new FibreCo joint venture with Entel and KKR. Read more…
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Partnerships & AlliancesTelefónica hunts for fresh AI use-cases in Madrid
Group teams up with Madrid’s local government to explore potential AI use-cases in public sector, with a view to drive efficiency and scale the technology securely. Move adds to Telefónica’s growing list of AI initiatives, contributing to three-year strategic aims. Read more…
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Analyst BriefingsOrangewatch Weekly: putting AI and APIs to work
Latest from Orange, with updates from the Group’s recent OpenTech event including GenAI tools for enterprises, moves to develop LLMs to support African languages, and more on network APIs
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Analyst BriefingsTelefónicawatch Weekly: Spanish incumbents remain under siege; VM O2 executes on digital strategy
Q3 financials acknowledge tough domestic competition, notably rising menace Digi. Across the water, Virgin Media O2 doubles up on digital with a range of fresh services (and a new network)…
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Financial & PerformanceIn-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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M&ATelefónica–Vodafone FibreCo gains investor traction — report
AXA Investment Managers, CDPQ, GIC, and Vauban Infrastructure Partners among list of investors reportedly showing early interest in grabbing an up-to-40% share of Telefónica and Vodafone’s upcoming fibre project. Read more…
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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…