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Latest Analyst Briefing
Telefónicawatch: shrinking to grow
Analyst Briefing: Round-up of developments at Spanish incumbent, as the exec team firms up a seventh Hispam country exit in pursuit of Transform & Grow strategic uplift. Read more…
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Telefónica Analyst Briefings
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Latest Telefónicawatch Reports
Telefónicawatch Analyst Report #201 – March - April 2026
Key stories include: Spotlight on Murtra’s 2030 vision | More Hispam exits completed | nexfibre goes big on UK infra | Red Hat nets twin cloud deals | Vivo highlights FMC ambitions | and much more…
Telefónicawatch Analyst Report #200 – January 2026
Key stories include: Colombian offload nears wrap-up | Mixed reviews for EC’s new Act | Hispam B2B assets jettisoned | Spanish RANco plan in gestation | Double vision on Gigafactory | and much more…
Telefónicawatch Analyst Report #199 – December 2025
Key stories include: EC sets Gigafactory tender date | NATO enlisted in defence push | Redundancy scheme refined | Germany: 5G confusion reigns | Prosegur JV plots new course | and much more…
Telefónica FY25 guidance: cutting towards growth
Telefónica FY25 spend: Group eyes ‘big year’ on savings
Telefónica FY25 in-depth: Transform & Grow to-do list remains long
Telefónica Tech adds Spanish trio to growing quantum ecosystem
Telefónica in talks to re-acquire Spanish microwave infra assets — report
Suppliers & SCMVM O2 retains Ericsson and Nokia as it pushes towards 5G-Advanced
European vendor duo land fresh, multi-year RAN deals at UK operator, as it continues catchup effort through Mobile Transformation Plan.
Analyst BriefingTelefónicawatch: Murtra remains defiant of short-termism
Analyst Briefing: Round-up of developments at Spanish incumbent, as Exec Chair Marc Murtra asserts longevity of his “comprehensive” transformation plan, amid market scepticism, and the operator secures a series of deals around fibre consolidation, B2B services, and internal efficiency. Read more…
Partnerships & AlliancesTelefónica Tech taps CrowdStrike to give SOCs an AI upgrade
Operator adopts CrowdStrike’s Charlotte AI AgentWorks platform to help automate cybersecurity responses at Security Operations Centres. The partnership aligns with broader plans to invest more heavily in cybersecurity to drive B2B growth…
Cellnex steps in as telcos seek energy backup
Telefónica, Vodafone Spain close out Fiberpass stake sale
Telefónicawatch MWC roundup: Murtra’s European merger masterplan
Germany’s O2 brings AWS in-house with Outposts deployment
Telefónica taps Red Hat’s OpenShift for cloud-native modernisation in Spain, Brazil
Telefónica Chile becomes latest unit to go in Group’s Hispam exit
Telefónica bids farewell to Colombia; cut-price Millicom deal wrapped up
Telefónica takes another step towards Colombian exit door
Telefónica said to hold off on Venezuela exit amidst uncertainty
Telefónica’s Colombian exit edges closer as gov offloads stake
Telefónica Tech adds Spanish trio to growing quantum ecosystem
Telefónica buys SAP specialist Altim in latest B2B bolt-on
EMEA Infrawatch: lift-off for Satellite Connect Europe; altnets push back at German fibre regs
Telefónicawatch MWC roundup: Murtra’s European merger masterplan
Telefónicawatch: Europe’s DNA re-code
Telefónica Peoplewatch: priority rethink prompts senior changes in B2B, Germany
February 2026–April 2026 update: Telefónica continues to seek AI gain with hires at Vivo and Telefónica Tech; new boss in Germany makes wide-scale senior changes to get a closer grip on go-to-market; and at Board of Directors level, shareholders approve hire of Australian entrepreneur Jane Thompson.
Telefónica’s new Germany chief reboots ExCo
New CEO Santiago Argelich Hesse takes direct charge of O2’s go-to-market as operator bids to regain growth in FY27. Slice-up of O2’s Consumer business prompts exit of B2C chief Andreas Laukenmann and gives now-Chief Operating Officer Mallik Rao full oversight of tech and ops.
Brazil’s Vivo fills CFO gap as Melcon heads for exit
Telefónica|Vivo names Rodrigo Rossi Monari as new CFO, after current finance chief David Melcon heads to the UK’s Virgin Media O2. Move comes as Vivo seeks to build on position as standout performer within the Group’s core markets…