Infra-Tech – Page 3
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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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Analyst 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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Analyst 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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Analyst 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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Analyst 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.
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Analyst Briefings
Telefónicawatch Weekly: O2 Germany reinforces wholesale defences with Freenet deal
German operator confirms extended wholesale agreement with MVNO as it seeks to fill in future free cash flow hole left by loss of 1&1 deal.
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Financial & Performance
Telefónica Tech reaches €2bn sales mark
Q2 FY24: Digital B2B services unit hits revenue milestone in last twelve-month period, and reported another solid quarterly performance. Read more…
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Financial & Performance
Telefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…
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Financial & Performance
Telefónica remains confident of Peruvian FibreCo approval in 2024
Q2 FY24: Group management still expecting creation of new FibreCo by the end of the year. Telefónica Infra reaches 23 million premises passed with fibre by end of June 2024, and keeps up pace required to reach longer-term goals. Read more…
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Analyst Briefings
Telefónicawatch Weekly: Hispam sales jump back onto the agenda
Telefónica makes abrupt announcement of deal to exit Colombia with sale to rival Millicom, further reducing exposure to Latin America.
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M&A
Vodafone Spain partners Telefónica on second FibreCo in two weeks
Telefónica España and Vodafone Spain to create joint FibreCo with a 3.5 million premises footprint, as Telefónica shores up wholesale revenue and Vodafone continues infra retreat.
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Analyst Briefings
Telefónicawatch Weekly: Group reinforces digital B2B services segment
Acquisition of Brazil’s IPNET promises to accelerate digital B2B services growth. Meanwhile, Group makes progress on infra asset monetisation as sale of Spanish data centres attracting investors.
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M&A
Brazil’s Vivo eyes B2B cloud expansion with IPNET buy
Operator acquires Google Cloud-certified service provider as it seeks to further grow digital B2B ecosystem.
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Partnerships & Alliances
Telefónica Tech forges cybersecurity pact with BBVA
Group agrees to bolster longstanding partner’s security systems across Europe and the Americas, including through construction of Mexico cybersecurity hub.
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M&A
Investment groups flock towards Telefónica, Asterion data centre assets — report
Blackstone, Brookfield, PFA, Vauban, and Wren House among investors reportedly preparing offers for Spanish data centre player Nabiax.