Finance & Strategy
UK’s Tesco Mobile hits six million customer mark
UK’s largest MVNO continues to expand its customer base and revenue, in reflection of the competitive challenges value-focused mobile providers are posing to UK mobile network operators in the current constrained market.
Analyst Briefing
Telefónicawatch: election news jolts play for home advantage
Analyst Briefing: Spanish incumbent seeks to bring together a stronger and leaner domestic base for growth and efficiency across its business, announcing a major reorganisation of Group- and country-level functions. But just as it decides to focus on home delivery, Telefónica’s leadership receives a curveball with news of a snap election in Spain.
M&A
CMA flags substantial competition concerns as nexfibre/Netomnia dealt major blow
In-depth: The UK’s Competition & Markets Authority has delivered a significant setback to nexfibre’s proposed acquisition of Netomnia owner Substantial Group, arguing the deal would materially weaken competition in wholesale broadband markets.
Peoplewatch
Digital Infra Peoplewatch: Deutsche Glasfaser names CISO; Cellnex shuffles Polish leaders
September 2026 edition: latest senior and strategic leadership changes in EMEA digital infra, including a new CISO at Deutsche Glasfaser; exec changes at B2B connectivity players Celeste and Eurofiber; and multiple switch-outs at Cellnex…
Peoplewatch
Telefónica Peoplewatch: Spain/centre rebooted; Virgin Media O2 continues shake-up with B2B/B2C swaps
September 2026 update: A roundup of high-level moves at recalibrating Spanish giant, including a major reorganisation involving Telefónica España and Group functions. Changes also continue at challenged VM O2, with the chief of new B2B arm O2 Business leaving and a former Liberty and Sky exec brought in as Chief Consumer Officer.
Featured Insight
Case study: Vodafone seeing tangible AI success in the field
Vodafone and Celfocus unveiled early but striking results in embedding AI into field operations — cutting repeat visits and harmonising quality — to both accelerate the operator’s zero-touch ambitions and sharpen customer focus.
AI data liberation: inside Boost’s escape from the telco legacy trap
Fragmented legacy systems are preventing telcos from capitalising on their data and AI. Boost Mobile defied industry orthodoxy by adopting Wavelo’s event-driven architecture, creating an agile platform to liberate data, enhance customer experience, and be ready for the next wave of AI innovation. Learn more…
BT Active Intelligence: Solving customer problems through mobility insights
Interview: From telco startup to data scale-up, the BT Group data science unit is transforming mobility insights into commercial and societal value. Leader Steve Wiley explains how his team is applying a startup mindset and partnership model to unlock the power of geospatial data for enterprise clients, creating actionable intelligence from 25 billion daily data points. Learn more…
Telefónicawatch Analyst Report #205 – July 2026
Key stories include: Group’s Telxius stake in play (again) | Wayra takes new path, explores AI | Telefónica Tech trim-down continues | Germany is next target for job cuts | VM O2 lands with big anti-churn fine | and much more…
Telefónicawatch Analyst Report #204 – June-July 2026
Key stories include: Group-led Gigafactory bid is a go | Vivo does a tidy-up on fibre | O2 hands star role to Jarvis AI | Spain beefs up telco backup | VM O2 changes cloud course | and much more…
Telefónicawatch Analyst Report #203 – June 2026
Key stories include: Q1: Leadership prunes to promote new growth | Microwave upgrade for home market | Group lends Google some sovereign cred | Vivo secures another IoT mega‑deal | D2D trials: O2 teams with OQ | and much more…
