Premium Telefonicawatch Insight: analysing the labyrinth that is Spain's global telco giant
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Financial & PerformanceTelefónica FY24 Guidance: execs buy wiggle room for strategy refresh
FY24: Group lays out set of fuzzy FY25 targets, sidelining FY26 goals, as new Executive Chair calls strategic review.
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Financial & PerformanceTelefónica FY24 Spend: cutbacks bring belt another notch tighter
FY24: Telefónica España leads way as Group continues to make progress on extraction of opex and capex savings.
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Financial & PerformanceTelefónica FY24 Headlines: targets tweaked; core divide denied
Group delivers solid FY24 numbers but dials back cash flow and earnings ambitions amid rocky environment.
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Financial & PerformanceSpain and Brazil cement place in Telefónica core
Collectively, Telefónica’s core quad deliver on key Group ambitions in FY24, particularly around operating and capital efficiency.
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PeopleTelefónica Peoplewatch: Indra incursion continues as Murtra makes mark
Latest strategic and senior changes at Telefónica, including reshuffles of both the Board of Directors and Executive Team as follow-ons from Telefónica’s recent ownership changes; Aduna takes shape; exec changes at infra ventures Fiberpass and nexfibre; and overseas changes at BT Business doubles down on the UK…
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Weekly BriefingsTelefónicawatch Briefing: Saudis get keys to the boardroom
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
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Weekly BriefingsTelefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
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Weekly BriefingsTelefónicawatch Briefing: Spain’s flip to fibre phase two
Reports highlight how Spanish telco and infra players, having established lead on push from copper to fibre, are now looking to iron out footprint imbalances across urban and rural areas. Read more…
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Weekly BriefingsTelefónicawatch Briefing: Germany glitches, Hispam headaches
2025 begins with Telefónica and rivals facing question marks over political and regulatory direction in Europe’s largest market, amid looming elections and continuing squabbles over distribution of spectrum in various bands. Read more…
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Weekly BriefingsTelefónicawatch Weekly: fresh infra deals unwrapped; new execs take the reins
Group secures agreements to upgrade mobile and IT in Germany, Peru, and Spain. In Brazil, Vivo finalises long-sought-after deal to ease financial and regulatory obligations associated with fixed-line telephony…
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PeopleTelefónica Peoplewatch: Bluevía names fresh CEO to manage strategy transition
Recent strategic and senior leadership changes at Telefónica include Group CTIO Enrique Blanco and strategy lead Mark Evans preparing to step down from Executive Committee in early-2025; and Spain fibre JV Bluevía appointing new CEO…
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Weekly BriefingsTelefónicawatch Weekly: rivals crash Group’s regulatory party; networks to get autonomous upgrade
Group CEO José María Álvarez-Pallete calls for greater deregulation in Europe despite seeing rays of hope shining through, as recent regulatory wins in Colombia and Spain grind to a halt. Meanwhile, Telefónica’s networks set to gain further autonomy starting in 2025. Read more…
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Weekly BriefingsTelefónicawatch Weekly: AI cauldron keeps bubbling; Peru remains troubling
Group to conjure up fresh AI use-cases in Madrid alongside the government, with hopes of finding new implementations in public sector. Things are less rosy in Peru, where the operator is set to call off its new FibreCo joint venture with Entel and KKR. Read more…
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PeopleTelefónica Peoplewatch: Tech reshuffles management to aid expansion
20+ senior and strategic leadership changes at Telefónica, including digital B2B services unit naming new BizApps and cybersecurity leaders; Mallik Rao adding enterprise to tech mission; and new Chilean B2B director landing a spot at Spain’s chamber of commerce in Chile…
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Weekly BriefingsTelefónicawatch Weekly: Spanish incumbents remain under siege; VM O2 executes on digital strategy
Q3 financials acknowledge tough domestic competition, notably rising menace Digi. Across the water, Virgin Media O2 doubles up on digital with a range of fresh services (and a new network)…
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Financial & PerformanceGuidance: ‘confident’ Telefónica steers through FX murk
Q3 FY24: Group exert “high level of confidence” in ability to hit FY24 targets, despite choppy competitive and economic conditions…
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Financial & PerformanceSpend: thrifty Telefónica high-fives on capex low
Q3 FY24: Operator reports reductions in capital intensity and opex, with widening implementation of AI and progress in delayed copper switch-off programme given much of the credit…
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Financial & PerformanceIn-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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Weekly BriefingsTelefónicawatch Weekly: infra sell-down advances; B2B leadership steps up
While Telefónica España debuted slicing and saluted its workforce for response to Valencia flooding, VM O2 in the UK has been busy adopting small cells to extend 5G SA, and chivvying the UK government to also step up on fraud protection. Read more…
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PeopleTelefónica Peoplewatch: Group names fresh Chile B2B chief
20+ senior and strategic leadership changes at Telefónica, including Group CEO Álvarez-Pallete staying on as GSMA’s Chair; President of Spanish operating business rotating out of helm at Solar360; and Telefónica Chile naming new enterprise lead…