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…
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Telefónica Analyst Briefings
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Latest Telefónicawatch Reports
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…
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…
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
Brazil’s Vivo eyes Oi enterprise unit — report
Germany’s O2 advances cloud push as Mavenir IMS migration begins
Strategy & Change‘We’re built different’: how disruptive Digi is putting unorthodox group ethos into practice in Spain
In depth: Digi Spain has adopted its parent group’s ‘radical pricing model’ and industrial approach to build a vertically integrated challenger to Spain’s three established telecoms players. The result has been successive years of 20%-plus top line growth, an expanding share of the market, and a platform for the group to extend its disruptive playbook to other European markets.
M&AVivo seeks vertical gains with absorption of ex-JV FiBrasil
Telefónica’s Brazilian business targets the start of August for synergistic meld of side business FiBrasil into its in-house wireless infra operations. Move follows on from recent buyouts of partners La Caisse and Telefónica Infra.
Financial & PerformanceVodafone Spain progresses dramatic, private equity-led turnaround
Spain’s number three telco has more than doubled margin in the two years since being sold by Vodafone to investment group Zegona Communications, again raising a question mark over strategy under its previous owner. Having proved its buy-fix-sell transformation model, Zegona is now eyeing other acquisition targets…
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 pivots telco cloud to Red Hat and Wind River
Vivo seeks vertical gains with absorption of ex-JV FiBrasil
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
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.