Latest Analyst Briefing
Telefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
M&A speculation continues to dominate the discourse around Telefónica, ahead of early-November’s strategy update, with the focus in recent days on Germany’s mobile market and UK’s fibre scene. Meanwhile, quantum encryption and handset financing players boost their capital resource within the partner ecosystem. Read more…
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Telefónica Analyst Briefings
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Latest Telefónicawatch Reports
Telefónicawatch Analyst Report #197 – September-October 2025
Key stories include: Clash brews over job cut plan | Murtra wants new deal on deals | Uruguay chalked off Hispam list | O2’s Haas off team for new era | VM O2 in ‘right first time’ push | and much more…
Telefónicawatch Analyst Report #196 - September 2025
Key stories include: Anticipation builds on Group shopping spree | New chief installed at Prosegur venture | Grand plans for Granada tech hub | Vivo adds to fintech startup portfolio | Spotlight turns onto Huawei revival | and much more…
Telefónicawatch Analyst Report #195 - August 2025
Key stories include: Tech and Infra in line for revamps | UK NetCo idea ‘dropped’, for good | Two-for-two swap in boardroom | Vivo wins big in smart-meters | Uruguay exit ‘weeks away’ | and much more…
Telefónica, Vodafone Spain secure AXA backing for fibre JV
Telefónica nets UEFA football rights for another four years
UK telcos to face mass lawsuit over alleged overcharging
Telefónica assumes full command of FiBrasil with CDPQ buyout completion
Freenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
Telefónica Peoplewatch: McKinsey exec tasked with mining Murtra’s ‘diamonds’
Telefónica widens tie-up with part-owner stc into satcomms
Prosegur: Telefónica home security JV ‘not on table’
Telefónica makes another Hispam withdrawal: pockets $380m Ecuador deal
Virgin Media O2 ties with Starlink on direct-to-device services
Upcoming Partner Events
AI-RAN in the real world: What does success look like? | Webinar
11th December, 15:00 GMT.
Partnerships & AlliancesGermany: O2 refreshes Nokia RAN deal for five more years
Operator to implement new solutions and continue using equipment from Nokia in its RAN until 2030. The contract is the latest that has been firmed up by a major European operator in recent months, and comes as Germany seeks to clamp down on 5G equipment from ‘high-risk’ vendors…
M&ATelefónica, Vodafone Spain secure AXA backing for fibre JV
Operator duo firm up investment from AXA for their Fiberpass joint venture, with the asset manager seeing it as a “rare opportunity” to expand in a key European market. Zegona affirmed the move “completes” Vodafone Spain’s fibre transformation strategy, as wider cost-cutting programme starting to show results…
Content & TVTelefónica nets UEFA football rights for another four years
Spanish telco locks in broadcasting rights for major UEFA tournaments for another four years, marking its third renewal of the concessions since first picking them up…
Virgin Media O2 ties with Starlink on direct-to-device services
Telefónica plugs AI into new enterprise messaging service
Telefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
‘We need to get on with it’: nexfibre boss wants to see altnet acquisition action
Telefónicawatch Analyst Briefing: Group vs Gloop as strategy unveil nears
MásOrange seeks bigger enterprise role with Digital+O unit launch
Telefónica Tech adds ‘impetus to US growth’ with new Miami office
Orange hosts first landing for Medusa subsea cable in Marseille
Telefónica said to mull Spain job cuts ahead of Murtra’s strategy reset
Telefónicawatch Analyst Briefing: Murtra wants a New Deal on new deals
Freenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
After Telefónica Deutschland announces a change of CEO and partner business leadership, execs at service provider major Freenet express hope that the changes will usher in a new (and less high-octane) period of competition in Europe’s largest telecoms market.
Telefónica Peoplewatch: McKinsey exec tasked with mining Murtra’s ‘diamonds’
The latest strategic and senior changes at Telefónica, including news of a hire from consultancy McKinsey to lead a refreshed skills development push, as part of the Group’s new strategy, and changes of leadership at Telefónica Infra, the UK’s giffgaff, and in German wholesale.
Telefónica rejigs team to break new trail on infra
Chief Executive of Telefónica Infra to leave after six years in role, giving the Spanish group a new setup to push through a change in approach on management and ownership of fibre assets. Politically connected Board Director takes on the challenge…