Latest Virgin Media O2 Insight

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Peoplewatch

Telefónica 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 & SCM

VM 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 Briefing

Telefónicawatch: 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 & Performance

Telefónica 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&A

Liberty’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.