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…
O2 becomes latest German telco to confirm wide-scale cutbacks
New Spanish resilience regs said to prompt expanded Telefónica-Cellnex tie-up
VM O2 advances Giga Site rollout amidst UK network upgrade race
Wayra backs MITO AI as it pursues value-focused vision
Telefónica said to reboot sale of subsea cable interest Telxius
Telefónicawatch: core market cutbacks
Telefónica fibre partner Atelco said to file for bankruptcy after Spanish contract loss
Germany’s O2 lines up job cuts as turnaround plan moves up a gear
Openreach commercial exec joins nexfibre as CCO
Virgin Media O2 hit with £28m fine over contract cancellation failings
Strategy & ChangeUK’s giffgaff goes ‘AI-first’, revamps tech org and stack
Virgin Media O2 innovative flanker brand highlights tech, leadership, operational, and organisational changes as it seeks to up competitive game in challenging market (and boost the operator’s lines of defence against discounting competitors). As giffgaff embraces AI, execs assure over future of its community-centric model.
Public AffairsO2 becomes latest German telco to confirm wide-scale cutbacks
Operator firms up plans to eliminate 1,100 positions by the end of 2026, targeting €185m in annual savings. Decision is latest in a series of efficiency measures at O2, following loss of 1&1 wholesale contract and rise in competitive pressures…
TelcoTitans TVMavenir CEO eyes Snowflake playbook to power telcos’ AI charge
Interview: telcos possess the infrastructure driving the revolution but lack the technological stack to monetise it. Cloud-native software NEP’s Pardeep Kohli outlines a strategic toolkit to transform operators into central players within the enterprise AI ecosystem. Watch/read more…
Telefónica FY25 guidance: cutting towards growth
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
Ex-Telefónica exec Laura Abasolo takes seat on Cellnex board
Abasolo takes boardroom seat six months after Telefónica exit, with Cellnex Chair Óscar Fanjul highlighting her track record as towerco enters the next stage of strategic execution.
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.