Latest Telefónicawatch Reports
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Digital ReportsTelefónicawatch Report #182 - May 2024
Key stories include: Spanish gov builds stake in Group | DT branding dispute rumbles on | O2’s Rao calls for 6G discipline | Infra investors keen on UK NetCo | Movistar extends AT&T Mexico access deal
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Digital ReportsTelefónicawatch Report #181 - April 2024
Key stories include: ‘Foundations now set’ for FY26 plan | Vivo takes wide angle to growth | Group responds to Orange-MÁSMÓVIL | VM O2 consciously decouples | Hispam diet goes on after FY23 dip
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Digital ReportsTelefónicawatch Report #180 - February 2024
Key stories include: Álvarez-Pallete takes the stage in Davos | Liberty eyes NetCo-ServeCo split again | Vivo and Winity walk away from network-share deal | Spanish copper lines to remain in action until 2026 | Movistar calls for pause to Chile’s 5G auction
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Digital ReportsTelefónicawatch Report #179 - December 2023
Key stories include: Spain bolsters Group defence with stake move | Digital-R&D merger ‘reaches the finish line’ | Open Gateway rollout begins; Brazil first target | Telefónica ‘to replace’ Huawei in 5G SA core | Ofcom pushes back on UK consumer price hikes
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Digital ReportsTelefónicawatch Report #178 - December 2023
Key stories include: Execs lay out strategic vision to FY26 | Group bids for full control in Germany | Tech eyes fresh IT offerings to grow sales | Defences up in core markets amidst uncertainty | Hispam remains all about options
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Digital ReportsTelefónicawatch Report #177 - October 2023
Key stories include: Chema Alonso lines up open goal on APIs | Ericsson lands role on cloudifying ORAN | German telcos win ground on airwaves | Skylo joins Group’s growing New Sat fleet | Vodafone talks extend flux in Spain
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Digital ReportsTelefónicawatch Report #176 - September 2023
Key stories include: Calendars marked for strategy refresh… but then Saudi gatecrasher adds new considerations | UK JV nexfibre makes first altnet buyout | Vivo battles to win minds on Winity tie-up | 1&1 adds in Vodafone; to drop O2
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Digital ReportsTelefónicawatch Report #175 - July 2023
Key stories include: Reorg puts Alonso in innovation driving seat | Group eyes more LatAm infra efficiencies | nexfibre adds funds and readies switch-on | Two become one in Telefónica Tech reorg | Game on for Virgin Media O2
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Digital ReportsTelefónicawatch Report #174 - June 2023
Key stories include: Liberty could free half of VM O2 | Utiq: JV’s launch box checked | 1&1 roaming plan doesn’t add up | O2 rail infra venture gets rolling | Vodafone Spain assets eyed
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Digital ReportsTelefónicawatch Report #173 - May 2023
Key stories include: Q1 FY23: Group defences hold | Vendors warned on warming | Spain eyes next fibre frontier | Cornerstone stake on block | Hispam preps spectrum spree
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Digital ReportsTelefónicawatch Report #172 – April 2023
Key stories include: FY22 storms weathered | Qwilt wraps up CDN win | German FibreCo ‘on course’ | Tech open to IoT, data deals | Vivo eyes infra add-ons
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Digital ReportsTelefónicawatch Report #171 – February 2023
Key stories include: Owners break off a Cornerstone corner | Group back as Telxius’ largest shareholder | Telco quartet get go-ahead for adtech JV | Deutsche Telekom ‘T’ tiff put on ice | Virgin Media O2 price rices in spotlight
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Digital ReportsTelefónicawatch Report #170 – January 2023
Key stories include: M&A buffer gets extended | Telco rivals link up on adtech JV | Green light for Bluevia venture | German MNOs go low on energy | VM O2 calls for Equinox scrutiny
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Digital ReportsTelefónicawatch Report #169 – December 2022
Key stories include: Q3: “Relentless” Group toughs out the storm | Cornerstone exit comes back on agenda | Telefónica goes to API place with new brand | Strategic ally sought to grow Tech division | Cost hikes put onus on copper switch-off
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Digital ReportsTelefónicawatch Report #168 – November 2022
Key stories include: McKinsey in for Group strategy reset | Europe digs in against telco M&A | Telefónica Tech moves into SASE | Vivo presents as in-Group fibre lead | UK telcos get break on Huawei swap
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Digital ReportsTelefónicawatch Report #167 – October 2022
Key stories include: VM O2 seen as UK M&A spectator | CaixaBank JV eyes rental income | Wayra seeks to make fintech pay | Astrocast preps joint sat IoT play | Vivo wants a part-refund for Oi
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Digital ReportsTelefónicawatch Report #166 – September 2022
Key stories include: Álvarez-Pallete eyes de-layered future | KKR linked with fibre deal no. three | M&A-hungry Vivo gobbles IT player | Elastic joins O2 Germany tech band | Spanish operators cool on 26GHz
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Digital ReportsTelefónicawatch Report #165 – August 2022
Key stories include: Telefónica sees light amid macro murk | Blast from past for Spain infra JV | Ambitious FiBrasil on the M&A trail | BT gets lawyers in over MVNO snub | UK rural 4G initiative gets buying
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Digital ReportsTelefónicawatch Report #164 – July 2022
Key stories include: Liberty pondering full UK NetCo split | Spectrum renewal questions muddy Europe 5G plans | Tech leader tweaks in Germany | Mavenir enters Hispam cross‑country | AT&T delivers Mex‑tech takeaway
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Digital ReportsTelefónicawatch Report #163 – June 2022
Key stories include: Telefónica off to strong start in dicey FY | Group exits Prisa, stresses neutrality | OneWeb enlisted for coverage boost | Tech M&A spree extends to Germany | Fusión retired for new-gen service blend