Infra-Tech
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Weekly Briefings
Orangewatch Weekly: Group takes regulators to task in EU and Spain
Latest from Orange and its ecosystem, including: Christel Heydemann lays out lengths CEOs are prepared to go to bring about regulatory change in Europe; hackles rise in Spain amid proposed local regulatory changes; and Orange-linked infra projects elsewhere are moving ahead…
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Weekly Briefings
Telefónicawatch 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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Venturing & Investments
Telefónica eyes insurtech expansion after Repihogar investment
Group claims contribution to €500,000 funding round for Argentine insurtech player, made through Íope Ventures unit, is part of ongoing investment in fintech space. Operator also seeks to enable commercial synergies between Repihogar and other portfolio businesses. Read more…
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Weekly Briefings
Telefónicawatch 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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Network & Infrastructure
Orange partners Telxius on new Caribbean subsea cable
Group teams up with Telefónica-owned subsea cable operator to launch new CELIA-CETC project. EU-backed cable expected to go live in second half of 2027. Read more…
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Partnerships & Alliances
Telefónica, Entel, and KKR set to call off Peru fibre deal
Plan to create new Peruvian fibre joint venture taken off the table, after disagreements between the businesses over final conditions of the deal. Move marks another blow to Telefónica’s struggling local operating business. Read more…
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Weekly Briefings
Telefónicawatch 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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Weekly Briefings
Telefónicawatch 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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M&A
Telefónica 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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Weekly Briefings
Telefónicawatch 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.
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Partnerships & Alliances
Telefónica Tech adds China’s NSFOCUS to growing digital defence ecosystem
Digital B2B services unit Telefónica Tech works with cloud-based cybersecurity provider to launch DDoS prevention solution in Brazil.
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Strategy & Change
GenAI is ‘last chance’ for telcos, says DigitalBridge CEO Ganzi
Telecoms operators’ central office and fibre assets give them a chip in the generative AI game, but they need to play their cards right, says boss of digital infra giant.
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Weekly Briefings
Telefónicawatch Weekly: Group has new AI friend, Colombia pressure rises, API JV needs reach
Operator backs Perplexity’s AI engine with funding, a trade deal, and fresh TV services. Group also joins calls for more players to get on board with Ericsson API joint venture. Read more…
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Partnerships & Alliances
Perplexity wins another telco fan with Telefónica funding and sales tie-up
Group becomes next telco to partner with and invest in GenAI-powered search engine. Fresh, TV-focused services harnessing Perplexity’s platform now live, as operator seeks to advance strategic objectives. Read more…
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Weekly Briefings
Telefónicawatch Weekly: Group fleshes out B2B portfolio
Group seeks to further capitalise on perceived B2B growth opportunity with new automation, cybersecurity, and device-as-a-service products. Meanwhile, Virgin Media O2 gets a wrist-slap from UK advertising regulator. Read more…
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Partnerships & Alliances
Telefónica gives TU platform a quantum security upgrade
Group adds post-quantum cryptography solution to expanding array of security offerings, partnering with Halotech Digital Services to showcase potential to improve worker safety. Read more…
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Partnerships & Alliances
Telefónica’s Bluevía bags fresh Vera wholesale contract
Rural-focused fibre duo sign fixed wholesale deal, focused on opening up “development opportunities” in remote areas of Catalonia. Move sees Bluevía add to growing list of key wholesale clients…
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Weekly Briefings
Telefónicawatch Weekly: Group applauds Draghi’s call for telco deregulation
Operator agrees with recent EU competitiveness policy proposals, although industry bodies not so keen on recommendations. Telefónica España faces down competition in its home market, while continuing to reinforce wholesale segment. Elsewhere, Virgin Media O2 defends fibre strategy against CityFibre broadsides. Read more…
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Weekly Briefings
Telefónicawatch Weekly: Spain puts more rural 5G cash on the table
Telefónica España among operators eligible for extra public funding to expand 5G SA services in rural parts of the country.
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M&A
Telefónica, Asterion ‘pick out top suitors’ for data centre sale
Pair said to have selected Goldman Sachs, Igneo Infrastructure Partners, and Wren House among candidates for purchase of data centre player Nabiax.