Premium Telefonicawatch Insight: analysing the labyrinth that is Spain's global telco giant – Page 3
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Weekly BriefingsTelefónicawatch Weekly: Shares, spectrum, and security in the spotlight
Spanish state hits 10% Telefónica stake target after two-month ramp-up. Fresh alliances with Microsoft and domestic operator rivals bolstering cybersecurity, AI, and rural mobile initiatives. Elsewhere, UK prepares for mmWave spectrum auction. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Group focuses on key deals, initiatives in Q1 to keep GPS on track
Operator showcases modest growth in Q1 FY24 results publication, with plans for acceleration over rest of year, although uncertainty on critical initiatives remains. Meanwhile, mobile offerings strengthened in Germany, Spain, and the UK, both above and below the ground. Read more…
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Financial & PerformanceTelefónica Q1 FY24 In-depth: new strategy kicks off with ups and downs
Decent commercial performances in key markets, with Brazil again standout with cross-segment growth, and Hispam still in decline. Ramp-up predicted as FY advances. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Guidance: Group maintains confidence
Controlled capital intensity ensures wriggle room. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Content & TVVirgin Media O2 taps Amdocs for TV streaming upgrade
UK major to integrate Subscription Marketplace solution into existing content streaming and TV offering. Move builds on prior relationship with Amdocs, and wider engagement with Telefónica Group outside of the content streaming sphere…
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Weekly BriefingsTelefónicawatch Weekly: Spain’s telcos and TowerCos mull next steps, post-Orange-MÁSMÓVIL merger
Market dynamics continue to shift following Orange-MÁSMÓVIL merger completion, as Spanish government continues building stake in Group, while Cellnex addresses challenges of integrating Orange and MÁSMÓVIL’s networks. Elsewhere: Movistar extends AT&T Mexico capacity access deal; VM O2 said to eye up potential KCOM acquisition…
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Weekly BriefingsTelefónicawatch Weekly: UK alt-fibre rallying cry, fixed value extraction, and 6G discipline
Leaders from across the Group converge at various industry events, highlighting key issues and challenges faced in B2B and fixed network segments. Elsewhere, continued O2 stakebuilding; people changes at fibre and tower JVs; Digi still undecided on roaming provider…
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PeopleTelefónica Peoplewatch: fresh leaders appointed at fibre and tower JVs
Virgin Media O2’s Cornerstone tower JV with Vodafone UK poaches new commercial and sales chief from Boldyn, Germany’s Unsere Grüne Glasfaser names new IT director, more from across the Telefónica ecosystem…
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Weekly BriefingsTelefónicawatch Weekly: Spain continues stakebuilding; Group gets bogged down with brand legals
Spanish government brings itself level with CriteriaCaixa as Telefónica’s largest shareholder, increasing stake (through SEPI) to 5%. Elsewhere, Group gets to working through ‘huge’ DT brand dispute file dump; Virgin Media O2 taps Starlink for rural connectivity boost; Group seeks to keep closer watch on AI impact…
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Weekly BriefingsTelefónicawatch Weekly: Shareholder dance continues with growing Spanish flavour; O2 presses on with 5G experiments
Spanish banking foundation pops up as Telefónica top shareholder, as Spanish government seperately said to be seeking spot on board as it builds its own national interest stake. Elsewhere: O2 gets 5G projects on the move; refinancing in Peru; VM O2 resumes digital landline project…
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Weekly BriefingsTelefónicawatch Weekly: Spanish state commences stake-build, German tower build amidst fibre woes, satellite hooha
Spain national interest card in play in strategic shareholder rejig reshuffle. Mobile network expansion in Germany, as fibre sector doubt viability of government’s long-term fibre deployment targets. Read more…
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Weekly BriefingsTelefónicawatch Weekly: Group wants bigger ownership (but smaller rights bill) in Germany
Group launches bid to take O2 Germany private, while local CTIO calls for renewal of soon-to-expire spectrum licences, rather than reauctioning. Telefónica makes finance-focused management changes across several functions. Telefónica, O2 UK to shell out £7m after judge admonished legal defence in Phones 4u legal case. Elsewhere: Telefónica Tech ...
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PeopleTelefónica Peoplewatch: tech leadership changes in TV, fixed, and Peru
March 2024 update: new CFO at newly merged digital innovatio unit, directors appointed to aid digitalisation efforts, nexfibre and Telxius gain key appointments, communications leadership at O2 Germany overhauled, ex-O2 Germany CEO joins board at IT service provider…
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Weekly BriefingsTelefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…
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Weekly BriefingsTelefónicawatch Weekly: MWC sees German and Spanish units take centre stage
Group reveals more on strategic plans after publishing end-year financial results, with operating businesses in Germany and Spain in spotlight. Key collaborations with Ericsson and Microsoft see Group advance AI, API, cloud RAN, and 5G standalone interests…
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Weekly BriefingsTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Weekly BriefingsTelefónicawatch Weekly: Group loses 2,800 staff but gains 500 AIs
AI, APIs, and automation at the forefront of fresh tech upgrades across the Group, as it seeks to meet new strategic objectives of increased opex and capex efficiencies. Particular emphasis on data capabilities home market, where operator has reached AI milestones and forged risk intelligence deals over the last week…
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Weekly BriefingsTelefónicawatch Weekly: Group in a deal-making, people-shuffling mood
Agreements in energy, mobile, and security sectors aimed at bringing in fresh customers and reducing costs across international footprint; leadership changes promise to bring fresh perspectives as strategies shift and new shareholders enter the picture…
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PremiumElsewhere in Spain: Telefónica–Prosegur JV strikes Línea Directa security deal
Telefónica–Prosegur JV strikes Línea Directa security deal.