Premium Telefonicawatch Insight: analysing the labyrinth that is Spain's global telco giant – Page 2
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Weekly BriefingsTelefónicawatch Weekly: Group seeks R&D boost, CEO comfy in GSMA chair, fresh startup investment
Telefónica goes to market with new AI, blockchain, cybersecurity, and quantum computing services. Meanwhile, German telcos lend each other a hand to get Gigabit 5G services on the rails.
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Weekly BriefingsTelefónicawatch Weekly: Group has new AI friend, Colombia pressure rises, API JV needs reach
Operator backs Perplexity’s AI engine with funding, a trade deal, and fresh TV services. Group also joins calls for more players to get on board with Ericsson API joint venture. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Group fleshes out B2B portfolio
Group seeks to further capitalise on perceived B2B growth opportunity with new automation, cybersecurity, and device-as-a-service products. Meanwhile, Virgin Media O2 gets a wrist-slap from UK advertising regulator. Read more…
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PeopleTelefónica Peoplewatch: SVP departs to explore tech advisory, VM O2 commercial rejig
25+ senior and strategic changes at Telefónica, including: VM O2 chief Lutz Schüler taking leave of absence; Group tech innovation SVP departed to explore tech advisory roles; and VM O2 switching up commercial leadership…
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Weekly BriefingsTelefónicawatch Weekly: Group applauds Draghi’s call for telco deregulation
Operator agrees with recent EU competitiveness policy proposals, although industry bodies not so keen on recommendations. Telefónica España faces down competition in its home market, while continuing to reinforce wholesale segment. Elsewhere, Virgin Media O2 defends fibre strategy against CityFibre broadsides. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Spain puts more rural 5G cash on the table
Telefónica España among operators eligible for extra public funding to expand 5G SA services in rural parts of the country.
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Weekly BriefingsTelefónicawatch Weekly: O2 Germany reinforces wholesale defences with Freenet deal
German operator confirms extended wholesale agreement with MVNO as it seeks to fill in future free cash flow hole left by loss of 1&1 deal.
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PeopleTelefónica Peoplewatch: key directorship changes in Germany and UK
Roundup of 25+ notable people moves across Telefónica Group, including: rejigged board at Telefónica Open Innovation; VM O2 recruiting new business and strategy directors; and former O2 marketing director taking up comms role at DT…
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Financial & PerformanceTelefónica Q2 FY24 Guidance: Fresh opportunities keeping Group on track
Guidance reiterated across all metrics, with “positive near-term catalysts” to serve as tailwinds in second half of the year.
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Financial & PerformanceTelefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…
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Financial & PerformanceTelefónica Q2 FY24 Spend: Tight lid kept on expenses
Group pulls back on spending after Q1 investment spree, keeping capital intensity well within guidance range.
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Weekly BriefingsTelefónicawatch Weekly: Hispam sales jump back onto the agenda
Telefónica makes abrupt announcement of deal to exit Colombia with sale to rival Millicom, further reducing exposure to Latin America.
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Weekly BriefingsTelefónicawatch Weekly: Group reinforces digital B2B services segment
Acquisition of Brazil’s IPNET promises to accelerate digital B2B services growth. Meanwhile, Group makes progress on infra asset monetisation as sale of Spanish data centres attracting investors.
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Weekly BriefingsTelefónicawatch Weekly: Group furthers network-sharing ambitions with Digi Spain
Operator finalises national roaming and mobile network-sharing deal with Digi Spain. Separately, in mobile segment, O2 Germany agrees removal of China-made hardware from German mobile network.
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PeopleTelefónica Peoplewatch: C-level shake-up at UK and LatAm ventures
TEASER: Roundup of 25+ notable people moves across Telefónica globally, including: new finance chief at Tesco Mobile; CEO in place at new Brazilian energy JV; and C-Suite updates at ON*NET Fibra Colombia. Read more…
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Weekly BriefingsTelefónicawatch Weekly: UK mobile coverage expanded with net-sharing, rural rollout
Virgin Media O2 extends network-sharing deal with Vodafone UK, and meets first-phase Shared Rural Network coverage commitments.
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Weekly BriefingsTelefónicawatch Weekly: infra strategies boosted in Germany and UK
O2 Germany seeks to reduce site visits for technicians with fresh network analysis tools, while Liberty Global, the Group’s partner on Virgin Media O2 joint venture, analyses M&A possibilities in fixed segment. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Spain rural, B2B offerings strengthened
Telefónica España secures more than half of domestic rural 5G standalone funding from the government, while local Microsoft relationship taken into the realm of enterprise management.
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PeopleTelefónica Peoplewatch: fresh digital and finance leaders named in core markets
Appointments made to reinforce digitalisation, network rollout, and financial strategies in Brazil, Germany, and the UK.
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Weekly BriefingsTelefónicawatch Weekly: core markets press on with digital infra M&A
Work with co-owner Asterion on Nabiax data centre sale reportedly coming to a head, while Brazilian operating business confirms interest in rival fibre assets. AI and network-sharing passion remains, with expansion of Google Cloud deal and Millicom highlighting new JV with Telefónica as an ‘inflection point’ for Colombia. Read more…