Latest Virgin Media O2 Insight – Page 3
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Analyst BriefingTelefónicawatch: shrinking to grow
Analyst Briefing: Round-up of developments at Spanish incumbent, as the exec team firms up a seventh Hispam country exit in pursuit of Transform & Grow strategic uplift. Read more…
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PeoplewatchTelefónica Peoplewatch: priority rethink prompts senior changes in B2B, Germany
February 2026–April 2026 update: Telefónica continues to seek AI gain with hires at Vivo and Telefónica Tech; new boss in Germany makes wide-scale senior changes to get a closer grip on go-to-market; and at Board of Directors level, shareholders approve hire of Australian entrepreneur Jane Thompson.
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Suppliers & SCMVM O2 retains Ericsson and Nokia as it pushes towards 5G-Advanced
European vendor duo land fresh, multi-year RAN deals at UK operator, as it continues catchup effort through Mobile Transformation Plan.
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Analyst BriefingTelefónicawatch: Murtra remains defiant of short-termism
Analyst Briefing: Round-up of developments at Spanish incumbent, as Exec Chair Marc Murtra asserts longevity of his “comprehensive” transformation plan, amid market scepticism, and the operator secures a series of deals around fibre consolidation, B2B services, and internal efficiency. Read more…
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Financial & PerformanceTelefónica FY25 in-depth: Transform & Grow to-do list remains long
Group maintains growth across FY25, but underneath headline numbers reports another mixed performance across ‘core’ quad of European OBs and Vivo, with Brazil and Spain in growth but Germany and UK searching for revival.
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M&ALiberty’s Fries dismisses CityFibre ‘sour grapes’ over £2bn nexfibre bulk-up
UK altnet tensions continue to heighten over the competitive implications of planned acquisition of Substantial Group, as Liberty Global CEO hits back at CityFibre over calls for in-depth CMA inquiry.
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AnalysisCutting through the satellite hype: Starlink and LEO’s threat to global telecoms assessed — Strand Consult
Guest analysis: with D2D connectivity dominating discussions at MWC26, terrestrial operators must reassess their broadband and defence sector strategies. Strand Consult’s outspoken founder cuts through the hype to separate disruptive fact from industry fiction…
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Network & InfraVodafone Germany adds tech partners to drive cable upgrades
German OpCo works with Huber+Suhner and Aurora Networks to support efforts to tap traditional cable stronghold, with fibre playing a supporting role.
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InterviewIrrational and anti-competitive: CityFibre CEO urges CMA scrutiny of nexfibre-Netomnia-VM O2 consolidation play
Exclusive: In his first interview as CEO, Simon Holden unpacks Ofcom’s TAR framework and why the Competition and Markets Authority must intervene in the contentious £2bn nexfibre–Netomnia merger to protect infrastructure competition and prevent re-emergence of duopoly stagnation.
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OperationsVirgin Media O2 targets office costs with outsourcing deal
Operator gives facilities outsourcing partner ISS some firm cost saving targets to deliver, in return for two-year contract renewal and expansion.
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Network & InfraVirgin Media O2 seeks 5G edge through kit pre-assembly
UK operator is looking for ‘right first time’ gains by shifting to embrace pre-assembly and testing of kit for 5G site upgrades, and in doing so oil the wheels of its ongoing Mobile Transformation Plan.
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Analyst BriefingUK Infrawatch: DSIT lays out digital infra priorities; M&A gets real
Latest from the digital infra scene in the UK, including: government prioritises infra growth, Netomnia-nexfibre deal formalised, altnet lenders take the reins, and plenty more…
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Analyst BriefingTelefónicawatch MWC roundup: Murtra’s European merger masterplan
MWC26 Special Analyst Briefing: Murtra kicks off Telefónica’s MWC with calls for the EC to “unleash” telcos through M&A, and in doing so enable “deeper” technology investments. AI, cross-border collaboration, and sovereignty took precedence in the wave of developments the operator unveiled during the event…
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Network & InfraVM O2 plans ‘mini macro’ sites to boost city bandwidth
MWC26: UK operator has engaged tower companies on buildout of new, lower-footprint site form factor as part of ongoing, £700m-per-year Mobile Transformation Plan…
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PeoplewatchVivo CFO David Melcon switches over to Virgin Media O2
Telefónica slots long-serving and notably senior exec into position overseeing UK joint venture’s finances at a time of significant change at the business.
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Products & ServicesVirgin Media O2’s Starlink mobile services take off
Operator opens up O2 Satellite offering to customers, pipping rivals to become first UK MNO to get direct-to-device services off the ground.
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M&AUK’s nexfibre goes big, gets Substantial
Deep dive: nexfibre’s planned takeover of Substantial Group, parent of infra rival Netomnia, is the UK’s first billion pound-plus fibre altnet transaction and may open the floodgates to long-anticipated consolidation in the fragmented, scale-hungry sector. Chief Executive Rajiv Datta speaks to TelcoTitans about how the deal boosts its challenge to incumbent Openreach on wholesale fibre.
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Network & InfraVM O2 inches closer to Starlink mobile services launch
Operator secures Ofcom approval to use existing 1800MHz spectrum for imminent direct-to-device product O2 Satellite.
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InterviewBoldyn’s marathon man: Brendan O’Reilly on building ‘win‑win’ shared networks for the UK
Interview: Boldyn’s UK&I CEO draws lessons from Olympic‑grade collaboration to map a shared‑success playbook — revealing how long‑term partnerships are set to underpin the UK’s 5G and national digital infrastructure leap, and where everyone, from MNOs to local government, wins together.
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PeoplewatchTelefónica Peoplewatch: innovation duo’s departure
The latest strategic and senior changes at Telefónica, as the reorganising Group reports departures of top execs at Wayra and Telefónica Tech, and reshuffles in Hispam after another pair of operating business sales.