Latest Virgin Media O2 Insight

infra-mobile landlord governance

Public Affairs

UK mobile players shun call for tighter rollout governance

Rural cell site landlords are calling for stronger oversight of how mobile infrastructure operators do business with their land suppliers, amid claims of unfair treatment. Sector players insist existing regulation is working well, however.

tfw208_briefing

Analyst Briefing

Telefónicawatch: Operators link up on European defence

Analyst Briefing: Spanish incumbent forms tie-ups with European peers DT, Orange, Vodafone, and NOS as it seeks to cement its industrial credentials and gain a leading role in sovereign regional satcomms and defencetech. Also in focus are MVNO partnerships, AI and APIs, and fibre M&A.

Telefónicawatch Analyst Report #207 - October 2026

Analyst Report

Telefónica restructures leadership as Venezuela exit nears - Oct26

A sweeping leadership reshuffle in Spain signals further change at Telefónica, as the Group continues to reshape its operations and portfolio. October’s Telefónicawatch Analyst Report #207 goes beyond the headlines to assess progress towards a Venezuela exit, regulatory setbacks for nexfibre, Tesco Mobile’s six-million-user milestone, and the wider implications for Telefónica’s strategic direction…

infra-nexfibre latest remedies

M&A

nexfibre refuses to blink as CMA deadline for remedies passes

In-depth: UK fibreco’s owners have refused to offer remedies for the proposed Substantial takeover, challenging the antitrust authority’s view of how competition would develop without the deal and putting pressure on the regulator to reconsider its Ofcom-informed assumptions.

tfw-vfw-btw-ukiw-energy moan

Public Affairs

UK telcos lobby for government assistance on energy bills

Execs from BT and VodafoneThree call for a major rethink on network power fees to reflect telcos’ Critical National Infrastructure responsibilities.