Latest Virgin Media O2 Insight
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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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M&A
Vodafone–Three merger ‘releases the handbrake’ on UK telecoms, but at what cost?
Vodafone CEO Margherita Della Valle hails creation of a ‘new force’ as CMA grants regulatory go-ahead for Vodafone–Three merger, but questions remain about the impact on MVNOs, rivals, consumers, and the combined entity’s networks…
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People
Telefónica Peoplewatch: Tech reshuffles management to aid expansion
20+ senior and strategic leadership changes at Telefónica, including digital B2B services unit naming new BizApps and cybersecurity leaders; Mallik Rao adding enterprise to tech mission; and new Chilean B2B director landing a spot at Spain’s chamber of commerce in Chile…
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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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Financial & Performance
In-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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M&A
Sky slams CMA’s ‘weak’ wholesale remedy for Vodafone–Three merger
Sky fights the MVNO corner for stronger wholesale access terms to be conditional for approval of pending Vodafone UK-Three UK merger.
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Network & Infrastructure
Virgin Media O2 blends fixed and mobile networks amid convergence push
Operator brings new converged network online, bringing fixed and mobile networks closer together in partnership with Ciena to improve efficiency and customer experience. CTO Jeanie York claims switch-on is next major step in network evolution strategy…
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Weekly Briefings
BTwatch Weekly: earnings add to Kirkby’s optimism
Latest from BT as CEO Allison Kirkby uses drab half-year results to cast vision for the future; Business prepares for Global divestment; Openreach beats fibre expectations; BT riled as Vodafone–Three merger nears…
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Weekly Briefings
Infrawatch Weekly: new infra monetisation options, altnets partner up, DSIT on a roll
Latest from the digital infra scene in the UK and beyond, including AI’s potential in heart of telecoms infrastructure; UK altnets exploring partnerships for enterprise reach; Cellnex reports on restructuring progress and consolidation hopes; people moves, and plenty more…
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Financial & Performance
Vodafone invites peer comparison as UK preps for merger
While final decision on JV with Three is awaited, Vodafone UK claims to be holding its own against competitors it previously suggested it was too fragile to compete with in the long‑term.
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Weekly Briefings
Infrawatch Weekly: fibre retail goldrush, Ericsson and Nokia wins, space gets crowded
Latest from the digital infra scene in the UK and beyond, including Lit Fibre and AllPoints consider retail prospects; private equity keeps up data centre funding momentum; Boldyn brings positive vision to neutral hosting, and plenty more…
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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
Vodafone, Three welcome ‘path to clearance’ as UK merger verdict nears
UK’s Competition and Markets Authority gives a provisional nod to operators’ merger plans, subject to ‘remedies’ to allay competition concerns.
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People
Telefónica Peoplewatch: Group names fresh Chile B2B chief
20+ senior and strategic leadership changes at Telefónica, including Group CEO Álvarez-Pallete staying on as GSMA’s Chair; President of Spanish operating business rotating out of helm at Solar360; and Telefónica Chile naming new enterprise lead…
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M&A
Virgin Media O2 sheds further chunk of Cornerstone TowerCo
£180m+ fillip sees VM O2 reach monetisation milestone, with another minority offload, while continuing to consolidate TowerCo financially. Buyer Equitix extends digital infra portfolio, while UK tower landscape continue to shift…
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Partnerships & Alliances
Virgin Media O2 to anonymise mobile geodata for brand owners via Blis’ Audience Explorer
UK operator signs three-year exclusive deal with data platform to give marketers insight into mobile brand engagement, as VM O2 remains keen to expand market for O2 Motion offering…
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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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Financial & Performance
Grain claims to beat Openreach connection costs as EBITDA breakeven nears
UK fibre altnet frontloads capex to build to property boundaries, making for cheap connections when customers sign up, but Grain may be playing a high-risk game…
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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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Weekly Briefings
BTwatch Weekly: BT takes aim at competitors
Latest from BT and its ecosystem as the Group takes flak for advertising practices, puts more effort into its anti-Vodafone–Three merger campaign, and cools talk of Deutsche Telekom’s latest API play…