Latest Analyst Briefing
Telefónicawatch: ‘get with the programme’
Analyst Briefing: Round-up of developments at Spanish incumbent, as Executive Chair Marc Murtra calls for staff to buy into business transformation efforts and the Group updates on flagship infrastructure and IT overhauls in Germany, the UK, and its domestic market. Read more…
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Telefónica Analyst Briefings
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Latest Telefónicawatch Reports
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…
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…
Telefónica Peoplewatch: recalibrating O2 adds strategy chief; VM O2 bolsters B2C
Telefónica absorbs Altostratus in latest B2B rejig
Telefónica’s proposed wholesale infra access price hikes in spotlight
Telefónicawatch: ‘get with the programme’
giffgaff preps fintech side hustle as new CEO eyes deeper customer ties
O2 readies Marvel-inspired Jarvis AI platform for summer launch
Tesco Mobile denies rumours of return to UK broadband fray
Telefónica ‘completes’ Spanish edge site rollout
VM O2 plans ‘extensive’ autonomous networks ramp-up
Optimising Virgin Media O2 joins BT and VodafoneThree in laying down 2G switch-off schedule
O2 Germany taps Blue Planet’s AI agents to automate network slicing
Virgin Media O2 pivots telco cloud to Red Hat and Wind River
Spanish government green lights Telefónica-led Gigafactory bid
Vivo seeks vertical gains with absorption of ex-JV FiBrasil
Germany’s O2 finds new friend in EWE, after 1&1 breakup
M&ATelefónica absorbs Altostratus in latest B2B rejig
Operator to integrate Altostratus into broader cloud and security division, seeking to simplify operations and strengthen team collaboration in the “latest step” of Telefónica Tech’s transformation.
Public AffairsTelefónica’s proposed wholesale infra access price hikes in spotlight
Operator proposes steeper wholesale price increases for accessing its physical infrastructure as part of an updated bid to alter MARCo regulatory scheme. Move sees Spain’s CNMC target further deregulation in the wholesale broadband segment, although previously suggested MARCo changes proved controversial…
Analyst BriefingTelefónicawatch: ‘get with the programme’
Analyst Briefing: Round-up of developments at Spanish incumbent, as Executive Chair Marc Murtra calls for staff to buy into business transformation efforts and the Group updates on flagship infrastructure and IT overhauls in Germany, the UK, and its domestic market. Read more…
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
Telefónicawatch: ‘get with the programme’
giffgaff preps fintech side hustle as new CEO eyes deeper customer ties
Tesco Mobile denies rumours of return to UK broadband fray
VM O2 plans ‘extensive’ autonomous networks ramp-up
Optimising Virgin Media O2 joins BT and VodafoneThree in laying down 2G switch-off schedule
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.
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…