All José María Álvarez-Pallete articles – Page 2
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Weekly Briefings
Telefónicawatch Weekly: Group spending spree goes on shares, spectrum, and sports…
Telefónicawatch Weekly Briefing includes: laying out nearly €3bn on O2 Germany stake increase and Spain sports streaming rights. Chile’s upcoming 5G auction set to see more cash splashed.
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Weekly Briefings
Telefónicawatch Weekly: Álvarez-Pallete takes the stage as Group nears centenary
The latest around Telefónica and its markets, including CEO Álvarez-Pallete taking to the stage at the World Economic Forum; Vivo shelving network-share deal with Winity; and O2 Germany getting “aggressive” on discounts…
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Public Affairs
Telefónica’s Álvarez-Pallete takes soapbox to Davos, repeats call for EU refresh
Telefónica’s CEO says deregulation and investment “agenda” needed to drive innovation and increase EU telcos’ competitiveness. Comments come hot on the heels of similar messaging from other industry execs. Entrance of SEPI and stc as Group shareholders not a distraction from new three-year strategy…
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Premium
Elsewhere in Deutsche Telekom Group: Vodafone’s van Boxmeer has a word in Draghi’s ear
Vodafone’s van Boxmeer has a word in Draghi’s ear re. European regulatory hurdles.
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People
Ex-Telefónica chair César Alierta passes away
Operator reflects on former Chairman’s impact, having helped the operator to expand geographically and initiating its digital transformation strategy.
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Strategy & Change
FY24–FY26 plan: Telefónica flaunts its capex-factor
Group lays out GPS-branded strategy update, grabbing spotlight with industry-‘leading’ ambition on capex intensity reduction.
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Products & Services
Brazil’s telco trio bring Open Gateway APIs online
Vivo, Claro, and TIM launch first three standardised open APIs through the GSMA’s initiative, with initial focus on strengthening anti-fraud and security for financial institutions.
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Premium
Telefónica network API charge commences in Brazil; Spain next
Early steps in building Group’s new 2026 strategic revenue stream with Open Gateway network open APIs. Hyperscalers to be given no value quarter, but Chema Alonso’s bookselling business model suboptimal…
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Network & Infrastructure
Telefónica targets 100m-premises fibre footprint by 2026
Mid-term strategy update sees Telefónica Infra and operating businesses handed twin mission of reaching nine-figure homes passed goal while also supporting the Group’s capex efficiency drive.
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Financial & Performance
Telefónica’s ‘Core Four’ concoct plan to address wholesale decline
Q3 FY23: Group seeks to leverage FibreCo spinoffs, defend against uncertain market conditions, and create new revenue streams to offset forecast wholesale revenue decline over next three years.
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Strategy & Change
Telefónica outlines €200m ‘recovery plan’ for German unit, after 1&1 breakup
Loss of major wholesale customer provides a Meerkat Moment for Group to up its ownership of Telefónica Deutschland while also refreshing its German services and partnerships.
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M&A
Spain mulls Telefónica stake buy, as stc ‘backs off’
Spanish government seeks to gain greater control of “strategic” Telefónica in light of stc’s bid to increase stake.
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Public Affairs
Wait goes on for EC’s investment revival ‘vision’
European Commission guidelines for new Digital Networks Act expected before June 2024, but draft legislation not until 2025.
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M&A
stc distraction hangs over Telefónica strategic reset
Saudi operator’s bid for 9.9% stake in Telefónica creates uncertainty ahead of CEO José María Álvarez-Pallete’s strategy big reveal.
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Events
Interview: Chema Alonso on building Telefónica’s API place
Telefónica’s Chief Digital Officer expects Open Gateway APIs to begin having revenue impact in current fiscal year, with first products being launched in Brazil.
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Premium
Elsewhere in Telefónica Group: Operators continue to bang ‘fair share’ drum
Operators continue to bang ‘fair share’ drum.
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Public Affairs
Spain rallies to defend “strategic” Telefónica
stc’s bid to become Telefónica’s largest shareholder faces tough scrutiny.
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Financial & Performance
Q2 FY23: Telefónica to navigate via ‘GPS’ in next strategic cycle
Growth, profitability, and sustainability are key focus areas as Group preps vision for cash flow growth in the period to FY26. Learn more about the upcoming strategy update being concocted with McKinsay that was outlined with the Q2 results…
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Financial & Performance
Telefónica Q2 FY23 Guidance: operator bets on maintaining momentum
Group updates guidance on back of strong cross-market growth.
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Financial & Performance
Telefónica Q2 FY23 Headlines: Group holds steady
Group maintains solid growth across its operating businesses.