Spain
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Financial & Performance
BT Business gets UK exceptionalism vibe, with Global ops on chopping block
New CEO Allison Kirkby mulls further ‘optimisation’ opportunities in latest bid to turn around long-beleaguered B2B activities. Much-lauded new network-as-a-service proposition Global Fabric may be retained as partner play. Domestic rump not obviously a better bet, however…
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Financial & Performance
Vodafone CEO: “No remedies needed” for UK merger
FY23–24: Some done and more to come in Group CEO Margherita Della Valle’s reshaping of the European footprint. With approval for Spain sale, M&A focus turns to completing Italy and UK deals — with the latter looking likely to cause headaches despite the CEO’s optimism…
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Weekly Briefings
Telefónicawatch 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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M&A
Vodafone earns regulatory go-ahead for Spanish retreat
Vodafone Spain sale to Zegona Communications to complete by the end of the month, with share buyback programme already underway.
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Financial & Performance
Telefónica Q1 FY24 Headlines: 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 & Performance
Telefónica Q1 FY24: modest growth to be boosted by core market catalysts, further efficiency
Group COO Vilá highlights “catalysts” in Brazil, Germany, Spain, and the UK, aiming to accelerate financial gains over the next quarter. Read more…
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Financial & Performance
Telefónica Q1 FY24 Guidance: Group maintains confidence
Controlled capital intensity ensures wriggle room. Read more…
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Financial & Performance
Telefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Weekly Briefings
Vodafonewatch Weekly: cost of Ethiopian expansion laid bare; another twist in M&A tale
Latest from Vodafone, affiliates and partners: Group earns security clearance for UK merger; Ethiopia optimism reiterated despite financial reality check; and TowerCo Inwit braces for reshaped Italian market following MNO reshuffle. More from South Africa, Spain, Netherlands, elsewhere…
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Partnerships & Alliances
Telefónica signs fresh Digi Spain wholesale deal
Group appears to have achieved its objective of a win‑win deal that allows it retain Digi as a network client, and is set to be completed in weeks.
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Network & Infrastructure
Telefónica misses deadline on copper shutdown
Q1 FY24: Group remains at work, switching off retail copper lines in Spain, having missed initial April 2024 target. Effort to replace legacy lines drives increase in capex in first three months of the year. Vilá highlights operational benefits expected…
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Weekly Briefings
Telefónicawatch 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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Strategy & Change
TowerCos move to defend turf against ‘very aggressive’ land bankers
Real estate-poor European TowerCos brace for land bank predators. Not-a-TowerCo Cellnex taking initiative with creation of Celland LandCo. Yet another area where the US sets the pace. Read more…
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M&A
Spain continues Telefónica share buy-up, reaching 6%
Further purchase from SEPI widens government’s lead as telco’s largest stakeholder, and marks continuation of wider plan to shore up national influence in the operator and defend strategic assets from foreign investors. Read more…
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M&A
Cellnex wants in on MásOrange integration, Spanish tower consolidation
Chief Executive Marco Patuano considers American Tower and Cellnex as likely consolidators in fragmented Spanish tower infrastructure market, as number of MNO customers shrinks. Read more…
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Partnerships & Alliances
Telefónica launches ‘quantum-safe’ IoT connectivity
Operator partners IDEMIA and Quside to offer quantum-based security services for enterprises in the IoT sector. Move adds to security push through B2B digital services unit, with potential to enable expansion of open API rollout…
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Weekly Briefings
Telefónicawatch 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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Partnerships & Alliances
Digi keeps MásOrange waiting on Spanish roaming decision
Digi Spain has until 2025 to activate a national roaming agreement with Orange, but could opt for another partner.
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People
Telefónica 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 Briefings
Infrawatch Weekly: squeezing value from investment, Lightning administration unpicked, SiFi lands in America
Latest from the digital infra scene in the UK and beyond, including infra owners declaring if they’ve got it, they might as well use it; a Lightning‑quick insolvency resolution; the Welsh sector veteran bringing fibre to the US; people moves, and plenty more…