Latest Analyst Briefing
Telefónicawatch: core market cutbacks
Analyst Briefing: Round-up of developments at Spanish incumbent, including cost reduction plans in Spain and Germany, and B2B tie-ups with CrowdStrike, Crout, Thales, and others. Read more…
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Telefónica Analyst Briefings
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Latest Telefónicawatch Reports
Telefónicawatch Analyst Report #205 – July 2026
Key stories include: Group’s Telxius stake in play (again) | Wayra takes new path, explores AI | Telefónica Tech trim-down continues | Germany is next target for job cuts | VM O2 lands with big anti-churn fine | and much more…
Telefónicawatch Analyst Report #204 – June-July 2026
Key stories include: Group-led Gigafactory bid is a go | Vivo does a tidy-up on fibre | O2 hands star role to Jarvis AI | Spain beefs up telco backup | VM O2 changes cloud course | and much more…
Telefónicawatch Analyst Report #203 – June 2026
Key stories include: Q1: Leadership prunes to promote new growth | Microwave upgrade for home market | Group lends Google some sovereign cred | Vivo secures another IoT mega‑deal | D2D trials: O2 teams with OQ | and much more…
Ex-Telefónica exec Laura Abasolo takes seat on Cellnex board
Virgin Media O2 mulls cost cuts to protect cash flow and reduce leverage
UK’s giffgaff goes ‘AI-first’, revamps tech org and stack
O2 becomes latest German telco to confirm wide-scale cutbacks
New Spanish resilience regs said to prompt expanded Telefónica-Cellnex tie-up
VM O2 advances Giga Site rollout amidst UK network upgrade race
Wayra backs MITO AI as it pursues value-focused vision
Telefónica said to reboot sale of subsea cable interest Telxius
Telefónicawatch: core market cutbacks
Telefónica fibre partner Atelco said to file for bankruptcy after Spanish contract loss
Germany’s O2 lines up job cuts as turnaround plan moves up a gear
Openreach commercial exec joins nexfibre as CCO
Virgin Media O2 hit with £28m fine over contract cancellation failings
Germany’s O2 ties with Crout on IoT backup
Telefónica Peoplewatch: recalibrating O2 adds strategy chief; VM O2 bolsters B2C
Financial & PerformanceCash flow on the up at Telefónica’s home security venture
Operator’s six-year-old joint venture with Prosegur boosts recurring cash flow by nearly a third, having move to a new strategic phase focused on user value over volume.
Network & InfraEU fires starting pistol on €30bn AI Gigafactory bidding process
Bloc moves to get construction of new mega data centres underway next year with provision of funding, as well as procurement and supplier deals. EU flags aims to balance sovereign ambitions with building out “at speed”…
Financial & PerformanceVirgin Media O2 mulls cost cuts to protect cash flow and reduce leverage
As UK broadband competition continues to bite, Virgin Media O2 is considering enacting a major savings push as part of the next phase of its business turnaround strategy. Consideration of cutbacks follows recently announced cost-cutting programmes at sister businesses in Germany and Spain, accompanied by large-scale job losses.
UK’s giffgaff goes ‘AI-first’, revamps tech org and stack
O2 becomes latest German telco to confirm wide-scale cutbacks
New Spanish resilience regs said to prompt expanded Telefónica-Cellnex tie-up
MásOrange denies Vodafone Spain RANco project amidst reports of further talks
Spanish upstart Digi goes public, nets €150m for expansion
Telefónica moves to exit Mexico in latest Hispam sell-off
Telefónica FY25 guidance: cutting towards growth
Telefónicawatch MWC roundup: Murtra’s European merger masterplan
Telefónica Chile becomes latest unit to go in Group’s Hispam exit
Telefónica bids farewell to Colombia; cut-price Millicom deal wrapped up
Ex-Telefónica exec Laura Abasolo takes seat on Cellnex board
Abasolo takes boardroom seat six months after Telefónica exit, with Cellnex Chair Óscar Fanjul highlighting her track record as towerco enters the next stage of strategic execution.
Openreach commercial exec joins nexfibre as CCO
Ex-Openreach commercial and wholesale leader Ses Indy recruited as Chief Commercial Officer at nexfibre. The altnet views the exec’s experience as valuable as it seeks to become a ‘scaled’ challenger to Openreach, and as it moves forward with proposed Substantial Group acquisition…
Telefónica Peoplewatch: recalibrating O2 adds strategy chief; VM O2 bolsters B2C
May 2026–July 2026 update: A roundup of high-level moves at Spanish giant, including: strategic appointments at Virgin Media O2 and Telefónica Deutschland, as northern core market businesses continue to pursue a turnaround; a “comprehensive” restructure at telco adtech venture Utiq; and news of post-Telefónica jobs for former Executive Committee figures Enrique Blanco and Ronan Dunne.