Infra-Tech
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Financial & Performance
FY24: GPS-less Telefónica leadership seek new path and identity
An in-depth look at Telefónica’s results presentation for FY24, as new Executive Chairman Marc Murtra initiates a strategic review to navigate the “drastic changes” taking place in Europe…
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Strategy & Change
Telefónica’s Murtra wants to ‘go big’ after cementing exec chair job
Group’s new boss makes a call-to-action for strategic renewal at operator as his contentious appointment gains shareholder approval. Telefónica needs to adapt to “new era in US-European relations”, he says.
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Financial & Performance
Telefónica Tech on a growth tear as reorg pays off
Telefónica Tech revenue surpassed €2bn in FY24 and the B2B services unit could be further bolstered through M&A following Group strategy review this year.
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Network & Infrastructure
Telefónica eases load with Helium’s OpenWiFi hotspots
In-depth: Investment’s “open-source” network of decentralised hotspots leveraged for mobile data offload through homegrown management platform. Tie-up initially focused on Mexico, to expand across LatAm markets, extend to other virtual operators, hopes to cut infra costs further…
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Weekly Briefings
Telefónicawatch Briefing: Saudis get keys to the boardroom
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
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M&A
Indra to create integrated European satellite player with Hispasat buy
Spanish defence and IT group firms up plans for €725m purchase of Hispasat, with plans to form “most integrated” SatCo in Europe. Indra’s Executive Chairman Angel Escribano says deal is “key” to reaching target of at least €1bn total space sector revenue by 2030…
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Weekly Briefings
Telefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
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Products & Services
Telefónica taps Altostratus cloud smarts for B2B GenAI play
The new Telefónica Tech GenAI Platform was created with the digital services unit’s cloud consultancy Altostratus in a bid to make virtual assistants accessible to enterprise customers.
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Products & Services
Telefónica brings Perplexity tie-up to Spanish customers
First fruits from Telefónica’s investment in and commercial agreement with Perplexity as operator offers premium Pro version for free for a year for all Movistar customers.
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Venturing & Investments
Telefónica adds Weecover to stable of insurtech startups
Telefónica bets on embedded insurance with investment in Spain-based startup Weecover, following service launch in Germany.
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Network & Infrastructure
Telxius taps Ciena for wide-scale subsea network upgrade
Telefónica-backed subsea cable operator installs Ciena’s pluggable optics to enable transmission speeds beyond 100Gbps, moving beyond previous 70Gbps limit.
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Weekly Briefings
Telefónicawatch Briefing: Spain’s flip to fibre phase two
Reports highlight how Spanish telco and infra players, having established lead on push from copper to fibre, are now looking to iron out footprint imbalances across urban and rural areas. Read more…
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Interview
nexfibre: Keep leash on Openreach to drive UK fibre competition
nexfibre development chief Giles Rowbotham speaks with TelcoTitans on need to drive UK fibre competition by maintaining regulation of Openreach. Says Ofcom needs to keep an eye on wholesale pricing and copper-to-fibre migration process, as well as consolidation, investment, PIA, and local-level factors within wider market…
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Partnerships & Alliances
Telefónica adds Siemens to Industry 4.0 solutions mix
Spain-focused partnership aims to bring coherence to factories’ IT and networks estates, using meld of Siemens and Telefónica 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…