People
Tesco Mobile draws new finance chief from parent Virgin Media O2
Matt Ward takes up the mantle as Tesco Mobile’s CFO.
Weekly Briefings
Telefónicawatch 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.
Weekly Briefings
BTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
Weekly Briefings
Telefónicawatch 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.
People
Telefónica 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…
Featured Insight
Liberty open to shedding Virgin Media O2 stake
Liberty CEO Mike Fries labels VM O2 and VodafoneZiggo as “interesting candidates” for listing. Group sees opportunity to list any of its operating entities given the right circumstances.
Fibre players want further action on multi-dwelling challenges
Openreach and Virgin Media O2 representatives look to overcome obstacles in fibre rollout to multi-dwelling units in the UK.
Connected North: Big players stay cool on UK altnet consolidation
All eyes on what CityFibre, VM O2, and parent Liberty Global will do in crowded UK fibre scene, but they’re not in a rush to start buying.
Telefónicawatch Report #183 - June 2024
Key stories include: Q1: modest growth, with ‘catalysts’ in pipeline | Spanish gov reaches 10% Telefónica stake | Vivo mulls Desktop acquisition | O2 activates cloud 5G core | Liberty keeping eyes out on fibre M&A
Telefónicawatch Report #182 - May 2024
Key stories include: Spanish gov builds stake in Group | DT branding dispute rumbles on | O2’s Rao calls for 6G discipline | Infra investors keen on UK NetCo | Movistar extends AT&T Mexico access deal
Telefónicawatch Report #181 - April 2024
Key stories include: ‘Foundations now set’ for FY26 plan | Vivo takes wide angle to growth | Group responds to Orange-MÁSMÓVIL | VM O2 consciously decouples | Hispam diet goes on after FY23 dip
