- Operator
- Infra
- Network
- Tech & IT
- Finance & Strategy
- People
- Thought Leadership
Capita: rewired for agentic AI, and inviting telcos onboard
From danger zone to digital powerhouse: Kearney maps Europe’s path to telecom recovery
Gamma’s Edge Migrate: turning the UK’s PSTN switch-off into a strategic channel opportunity
The network autonomy dividend (when telcos replace tech milestones with business outcomes)
- Events
- Regions
- Premium
- TelcoX EMEA Leadership & Performance Study
Latest Analyst Briefing
Telefónicawatch: Group’s early T&G tonic
Analyst Briefing: Round-up of developments at Spanish incumbent, including news of more AI-led automation projects as the Group seeks to lift cash flow under Transform & Grow masterplan. Read more…
Create your FREE TelcoTitans account today
Register now to access more articles plus weekly newsletters to stay up-to-date with all the latest telco insight and analysis.
Telefónica Analyst Briefings
- Previous
- Next
Latest Telefónicawatch Reports
Telefónicawatch Analyst Report #202 – May 2026
Key stories include: Sell-off sees Telefónica go ex-Mexico | Defence alliance with Indra mooted | Group looks to edge into new markets | Tech pulls up SOCs with AI upgrade | New O2 boss makes mark with reorg | and much more…
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…
Germany’s O2 taps OQ to kick off direct-to-device trials
Telefónica expands Venezuela CEO’s remit ahead of planned exit
Infra is back: Telefónica re-acquires Spanish microwave assets
Spain: Telefónica lands role as Google Cloud’s compliance lookout
Telefónica rebrands security unit to reflect defence expansion push
Analyst BriefingTelefónicawatch: Group’s early T&G tonic
Analyst Briefing: Round-up of developments at Spanish incumbent, including news of more AI-led automation projects as the Group seeks to lift cash flow under Transform & Grow masterplan. Read more…
Partnerships & AlliancesVirgin Media O2 trials telco cloud voice-enhancement with Mavenir
Mobile core network software seeks to improve call clarity for users with hearing loss as well as enhancing customer experience. Move sits within £1.4bn Mobile Transformation Plan and backdrop of other operators also turning to 5G standalone and AI to restore voice as a value add…
Network & InfraBoldyn says London Tube mobile rollout ‘on track’ in latest progress update
Neutral host says London Underground coverage programme to complete by end of 2026, within current timeframes but two years later than initially planned.
Telefónica’s FY26 plan ‘on track’, despite mixed data
Telefónica advances German network modernisation with 2G switch-off, backhaul step-up
Germany’s O2 taps OQ to kick off direct-to-device trials
Andrew Yang’s Noble Mobile acquires DeWi trailblazer Helium Mobile
Infra is back: Telefónica re-acquires Spanish microwave assets
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
Telefónica takes another step towards Colombian exit door
Telefónica said to hold off on Venezuela exit amidst uncertainty
Virgin Media O2 trials telco cloud voice-enhancement with Mavenir
Telefónica’s FY26 plan ‘on track’, despite mixed data
VM O2 says AI and digital twin are solving fixed network faults faster
Telefónicawatch: widening telcos’ vocal range
Liberty eyes ‘premium’ B2B connectivity play to monetise network slicing
Telefónica expands Venezuela CEO’s remit ahead of planned exit
Operating business hands President responsibilities to CEO Antonio Valente Izzi, as José Luis Rodriguez Zarco steps down and returns to Spain. Change comes as the Group plans to exit Venezuela — one of two remaining markets to go as part of wider Hispam sell-off…
Telefónica Peoplewatch: Hispam chief’s TV switch
April 2026–May 2026 update: Leadership reshuffling continues at transitioning Telefónica as the operator’s Hispam chief reportedly transfers to lead Spanish pay-TV business Movistar Plus+. Senior IT moves are made at Telefónica|Vivo and Virgin Media O2 as operating businesses’ arrow in on AI. The Group also installs a new friendly boardroom member at Brazil’s Vivo.
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.