Analyst Briefings
Telefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
M&A speculation continues to dominate the discourse around Telefónica, ahead of early-November’s strategy update, with the focus in recent days on Germany’s mobile market and UK’s fibre scene. Meanwhile, quantum encryption and handset financing players boost their capital resource within the partner ecosystem. Read more…
Upcoming Partner Events
The AI-RAN ecosystem playbook: Collaborating for scale and ROI
AI-RAN is gaining traction across the telecom industry. In this webinar, STL Partners and Red Hat explore the strategic role of the ecosystem in turning technical potential into commercial outcomes.
Opening 5G – Deploy applications faster with AI and Automation
In this webinar, Red Hat chief architect for telecommunications, Rimma Iontel, describes the innovation potential of open 5G networks.
Partnerships & Alliances
Telco execs invest in industry fintech player Glow
Device financing partner of BT, and others, secures $65m to expand its international reach and build out its software platform for handset payments, insurance, and upgrades. Investors include several industry heavyweights such as John Malone, Niek Jan Van Damme, and Glenn Lurie.
M&A
‘We need to get on with it’: nexfibre boss wants to see altnet acquisition action
Fibreco chief suggests some investors will have to swallow losses on altnets as the industry goes into consolidation mode.
People
Digital Infra Peoplewatch: fibre C-level switches; towerco leadership tweaks
September 2025 edition: Simon Holden steps in as CityFibre CEO as Greg Mesch moves upstairs; TDF names new towerco boss; AST SpaceMobile fills in director roles; more…
M&A
Telefónica cleared to exit Uruguay
Uruguayan government clears path for Telefónica to close sale of local business to Millicom, furthering the Spanish group’s busy deal-making agenda.
Telefónicawatch Analyst Report #196 - September 2025
Key stories include: Anticipation builds on Group shopping spree | New chief installed at Prosegur venture | Grand plans for Granada tech hub | Vivo adds to fintech startup portfolio | Spotlight turns onto Huawei revival | and much more…
Telefónicawatch Analyst Report #195 - August 2025
Key stories include: Tech and Infra in line for revamps | UK NetCo idea ‘dropped’, for good | Two-for-two swap in boardroom | Vivo wins big in smart-meters | Uruguay exit ‘weeks away’ | and much more…
Telefónicawatch Analyst Report #194 - July-August 2025
Key stories include: CTIO flags automation progress (and ‘passion’) | Telcos win latest phase of Phones 4u battle | Telxius goes deeper on subsea Google links | B2B is next target for Perplexity partnership | Double trouble on Spanish access price hikes | and much more…