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…
OperationsTelefónica picks Lenovo exec to drive new Spanish device business
Operator creates hardware division with goal of accelerating sales growth and diversifying product base. Move comes as Group pursues similar ambitions in Brazil, and contrasts with the hardware sector in other key markets where trends have proven trickier to navigate…
Financial & PerformanceTelefónica yet to perfect Transform & Grow mix
Q2 FY26 overview: Telefónica completes first half of financial year in strong position, thanks to ongoing strength in its domestic business and Brazilian growth engine. But the operator’s progress remains two-speed and it is adopting extra measures in Germany and UK in a bid to secure a more consistent, broad-based platform for growth.
Financial & PerformanceBrazil and Spain keep ship on course at Telefónica
Q2 FY26 in-depth: Telefónica on track to meet FY26 goals after strong set of Group numbers for quarter, although performance trends remain mixed across markets.
Telefónica Peoplewatch: Spain/centre rebooted; Virgin Media O2 continues shake-up with B2B/B2C swaps
September 2026 update: A roundup of high-level moves at recalibrating Spanish giant, including a major reorganisation involving Telefónica España and Group functions. Changes also continue at challenged VM O2, with the chief of new B2B arm O2 Business leaving and a former Liberty and Sky exec brought in as Chief Consumer Officer.
Telefónica picks Lenovo exec to drive new Spanish device business
Operator creates hardware division with goal of accelerating sales growth and diversifying product base. Move comes as Group pursues similar ambitions in Brazil, and contrasts with the hardware sector in other key markets where trends have proven trickier to navigate…
Spain’s Lyntia picks former Bluevía chief as CEO
Luis Rivera takes up reins in October as altnet readies for its next phase, amidst a fibre market continuing to evolve with a new rural venture and ongoing pressure from disruptor Digi…