Network & Infra
UK takes step closer to D2D satellite services go-live
Regulator Ofcom to launch a framework that will permit direct-to-device satellite services next year, using BT, VodafoneThree, and Virgin Media O2 spectrum.
Network & Infra
EE levels up 5G SA ahead of rival’s counterattack
UK MNOs ranked: 5G standalone battle develops as EE boasts fruit of Ericsson tie-up to help retain its leadership position. Unified VodafoneThree is set to mount an improved response once promised investment flows through, but against European peers the UK’s MNOs look behind the times…
Financial & Performance
Tesco Mobile delivers on growth despite ‘highly competitive’ conditions
UK’s largest MVNO reports forward progress on users, sales, and profit in the face of strong competition.
M&A
Telefónica said to mull HQ sale to drive Murtra’s strategy
Operator reportedly assessing a sale of Distrito C offices, generating further funds to fuel Murtra’s upcoming strategic reset, which is said to include a focus on acquisitions in key markets…
Analyst Briefings
BTwatch Analyst Briefing: Kirkby marches on with international pullback
Latest from BT as the group continues to offload international assets with the sale of financial services unit and completion of Irish divestment; AWS ties expanded as the operator seeks further network autonomy; Openreach ups lobbying for UK fibre regulatory change; more…
Featured Insight
Liberty open to shedding Virgin Media O2 stake
Liberty CEO Mike Fries labels VM O2 and VodafoneZiggo as “interesting candidates” for listing. Group sees opportunity to list any of its operating entities given the right circumstances.
Fibre players want further action on multi-dwelling challenges
Openreach and Virgin Media O2 representatives look to overcome obstacles in fibre rollout to multi-dwelling units in the UK.
Connected North: Big players stay cool on UK altnet consolidation
All eyes on what CityFibre, VM O2, and parent Liberty Global will do in crowded UK fibre scene, but they’re not in a rush to start buying.
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…
Telefónicawatch Analyst Report #194 - July-August 2025
Key stories include: CTIO flags automation progress (and ‘passion’) | Telcos win latest phase of Phones 4u battle | Telxius goes deeper on subsea Google links | B2B is next target for Perplexity partnership | Double trouble on Spanish access price hikes | and much more…
Telefónicawatch Analyst Report #193 - July 2025
Key stories include: Murtra won’t ease off on grand reset plan | Telefónica plugs back into data centres | Vivo shares ‘in play’ as group seeks capital | Rejig of Brazilian B2B businesses flagged | O2 docks Spinnaker support savings | and much more…
