Core Markets – Page 9
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Weekly Briefings
Telefónicawatch Weekly: Group wants bigger ownership (but smaller rights bill) in Germany
Group launches bid to take O2 Germany private, while local CTIO calls for renewal of soon-to-expire spectrum licences, rather than reauctioning. Telefónica makes finance-focused management changes across several functions. Telefónica, O2 UK to shell out £7m after judge admonished legal defence in Phones 4u legal case. Elsewhere: Telefónica Tech ...
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Network & Infrastructure
Germany’s 1&1 claims network prep progress, with modest site growth
German challenger expects to construct 3,000 antenna sites in 2024.
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Weekly Briefings
Telefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…
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Public Affairs
Telefónica’s Rao adds to calls for German auction rethink
O2 Germany’s CTIO helps maintain pressure as BNetzA considers next move on spectrum rights.
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Financial & Performance
DT hits sales targets in Germany but yet to earn FTTH bonus
Group’s home market business continues to outdo its key rivals on commercial and financial numbers, as well as comfortably hitting mid-term internal goals.
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Financial & Performance
Telefónica 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 & Performance
Telefónica 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 & Performance
Telefónica 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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Suppliers & SCM
Telefónica to ‘drastically’ cut IT suppliers from 40 to four or five
Report says operator is close to finalising new IT contracts worth up to €500m.
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Financial & Performance
Vivo affirms loyalty payback of ‘beyond telco’ strategy
Brazilian operator’s Chief Executive Christian Gebara pledges to continue widening portfolio of non-telco services in areas such as health, energy, consumer electronics, and lending.
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M&A
Telefónica looks to inhale leftover O2 shares
Group announces intent to buy the final portion of Telefónica Deutschland that it did not manage to secure in recent voluntary acquisition offer, and in parallel take the German business’ shares off Frankfurt Stock Exchange.
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Weekly Briefings
Deutsche Telekomwatch Weekly: MWC gives Europe one in the AI, ISS dispute escalates
Barcelona sees Group CEO Tim Höttges join European peers to reiterate calls for new thinking on regional telco development. New T-Systems CTO, Europe NatCos expansive on fibre, M&A…
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Partnerships & Alliances
Telefónica 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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Weekly Briefings
Telefónicawatch 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 & Alliances
Telefónica 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 & Infrastructure
O2 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 & Services
German 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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Partnerships & Alliances
Telefónica 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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Network & Infrastructure
O2 Germany eyes capacity gains after 1&1 exit
German 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
O2 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.