More Insight from Orangewatch
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Weekly BriefingsTelefónicawatch Weekly: Spain’s telcos and TowerCos mull next steps, post-Orange-MÁSMÓVIL merger
Market dynamics continue to shift following Orange-MÁSMÓVIL merger completion, as Spanish government continues building stake in Group, while Cellnex addresses challenges of integrating Orange and MÁSMÓVIL’s networks. Elsewhere: Movistar extends AT&T Mexico capacity access deal; VM O2 said to eye up potential KCOM acquisition…
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Strategy & ChangeTowerCos move to defend turf against ‘very aggressive’ land bankers
Real estate-poor European TowerCos brace for land bank predators. Not-a-TowerCo Cellnex taking initiative with creation of Celland LandCo. Yet another area where the US sets the pace. Read more…
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M&ACellnex wants in on MásOrange integration, Spanish tower consolidation
Chief Executive Marco Patuano considers American Tower and Cellnex as likely consolidators in fragmented Spanish tower infrastructure market, as number of MNO customers shrinks. Read more…
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Weekly BriefingsTelefónicawatch Weekly: UK alt-fibre rallying cry, fixed value extraction, and 6G discipline
Leaders from across the Group converge at various industry events, highlighting key issues and challenges faced in B2B and fixed network segments. Elsewhere, continued O2 stakebuilding; people changes at fibre and tower JVs; Digi still undecided on roaming provider…
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Partnerships & AlliancesDigi keeps MásOrange waiting on Spanish roaming decision
Digi Spain has until 2025 to activate a national roaming agreement with Orange, but could opt for another partner.
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Network & InfrastructureTelefónica makes grab for MásOrange 5G spectrum: report
Operator reportedly looking to purchase 3.5GHz block as newly-merged entity required to sell off further assets under regulatory obligations.
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Public AffairsRound 3: Phones 4u’s MNO collusion claims OK’d for appeal
EXCLUSIVE: Court of Appeal to reconsider initial judgment that cleared operators and then-parents. Questions may include whether more weight be given to findings that attempts were made to fix 4G pricing by O2 and Vodafone, that EE misled Ofcom, and that Ronan Dunne made an apparent admission of coordination between Telefónica and Vodafone. Deutsche Telekom and Orange still potentially on the hook as former EE owners, but extent of any direct impact still pending. Learn more…
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M&ASpain buys 3% of Telefónica, more share purchases likely
Madrid initiates process of regaining primary shareholder status in Telefónica, as national interests surrounding telco ownership continue to rise back up the agenda in Europe, prompted by phase of operator vulnerability to outside takeovers and broader climate of geopolitical risk.
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Weekly BriefingsTelefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…
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Public AffairsPhones 4u trial: O2, Telefónica slapped on costs, appeal in pipeline
P4u still pursuing UK MNOs over collapse, despite losing trial and first appeal. Has been super squirmy for many involved, including adjacent revelations. Legal costs in near-decade battle top £100m for P4u, EE, O2, Vodafone, Deutsche Telekom, Orange, Telefónica — with judge spotting defendants nearly £9m for dubious antics…
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Financial & PerformanceTelefónica FY23: Group fuels up for GPS-guided journey
Operator closes out the year meeting its targets, with CEO Álvarez-Pallete saying foundations are now in place to “comfortably” achieve three-year strategic vision laid out in late-2023.
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Partnerships & AlliancesTelefónica ‘in talks’ for Orange-MÁSMÓVIL fixed access deal
Refreshed mutual infra relationship under discussion ahead of major Spanish telco merger, with rural fibre rollout side-deal also on table. New accord could help Telefónica counter forecasted wholesale challenges…
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M&ATelefónica ‘mulls’ Avatel buy to defend wholesale biz
Purchase of Spain’s #5 broadband provider, valued at €1bn, holds potential to accelerate rural fibre, strengthen pre-existing MVNO ties, position Group to better compete. Saudi Arabia’s stc also prowling, despite Telefónica stakebuild friction…
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EventwatchAWS: the buzz at MWC is the sound of getting things done
Another full-on Mobile World Congress proved itself to be about far more than just talk as we saw operators and their partners coming together with exciting proofs that the sector is ready to reap the benefits of all the intense network and ecosystem investment. Generative AI was a bright thread ...
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Weekly BriefingsTelefónicawatch Weekly: MWC sees German and Spanish units take centre stage
Group reveals more on strategic plans after publishing end-year financial results, with operating businesses in Germany and Spain in spotlight. Key collaborations with Ericsson and Microsoft see Group advance AI, API, cloud RAN, and 5G standalone interests…
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Public Affairs“Who the hell is giving these companies money?” — Höttges warns of investment crisis as big four unite
In a “historic” coming together of the heads of Europe’s four biggest operators, calls were made for changes in regulation, spectrum, and merger policy to support future investment. The EC appears open to change on all fronts, but not always as the operators wish.
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Partnerships & AlliancesDT and Orange ‘explore’ T-Mobile US partnership to boost tech buying power
Deutsche Telekom indicates it and purchasing partner Orange are studying an expansion of their BuyIn JV by bringing T-Mobile US into the fold.
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Partnerships & AlliancesTelefónica open to fresh Digi Spain wholesale deal
Group confident in retaining wholesale client despite optional switch to Orange-MÁSMÓVIL following EC’s merger approval.
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M&AEuropean Commission greenlights Orange-MÁSMÓVIL merger
Transaction to create new fixed‑mobile behemoth in Spain, with market reset also seeing Vodafone España handover, fibre agglomeration…
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Weekly BriefingsTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…