All Telefónica Core Markets articles – Page 5
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Network & InfraO2 updates Ericsson 5G core deal to boost strategy refresh
Pair set to develop new, resource-saving core network functions as part of fresh “multi-year” agreement, as efficiencies-focused operator seeks to accelerate network automation and drive greater flexibility.
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Analyst BriefingTelefónicawatch Weekly: UK alt-fibre rallying cry, fixed value extraction, and 6G discipline
Leaders from across the Group converge at various industry events, highlighting key issues and challenges faced in B2B and fixed network segments. Elsewhere, continued O2 stakebuilding; people changes at fibre and tower JVs; Digi still undecided on roaming provider…
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PeoplewatchTelefónica Peoplewatch: fresh leaders appointed at fibre and tower JVs
Virgin Media O2’s Cornerstone tower JV with Vodafone UK poaches new commercial and sales chief from Boldyn, Germany’s Unsere Grüne Glasfaser names new IT director, more from across the Telefónica ecosystem…
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M&ATelefónica grows O2 Germany stake to 97%
Group splashes a further €175m on opportunistic stake increase, bringing total spend on O2 shares over last six months beyond €2bn. Move chimes with Group strategy to increase exposure to “attractive and stable” German market, while aiding O2 with strategic recalibration…
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Analyst BriefingTelefónicawatch Weekly: Spain continues stakebuilding; Group gets bogged down with brand legals
Spanish government brings itself level with CriteriaCaixa as Telefónica’s largest shareholder, increasing stake (through SEPI) to 5%. Elsewhere, Group gets to working through ‘huge’ DT brand dispute file dump; Virgin Media O2 taps Starlink for rural connectivity boost; Group seeks to keep closer watch on AI impact…
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Analyst BriefingTelefónicawatch Weekly: Shareholder dance continues with growing Spanish flavour; O2 presses on with 5G experiments
Spanish banking foundation pops up as Telefónica top shareholder, as Spanish government seperately said to be seeking spot on board as it builds its own national interest stake. Elsewhere: O2 gets 5G projects on the move; refinancing in Peru; VM O2 resumes digital landline project…
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Network & InfraO2 Germany, Mainova get stuck in with 5G ‘smart pole’ rollout
Operator integrates small cell into existing street lighting infrastructure as part of collaboration with Mainova and 5G-Synergiewerk. Rollout forms part of broader mobile network densification strategy, as O2 seeks to attract fresh users to its network.
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Analyst BriefingTelefónicawatch Weekly: Spanish state commences stake-build, German tower build amidst fibre woes, satellite hooha
Spain national interest card in play in strategic shareholder rejig reshuffle. Mobile network expansion in Germany, as fibre sector doubt viability of government’s long-term fibre deployment targets. Read more…
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Analyst BriefingTelefónicawatch Weekly: Group gets its infra in order post-MWC, FY23 results
Group exploring wholesale network access and infrastructure-sharing deals in Spain and the UK, while testing new mobile infra in the latter to drive efficiencies. Operator seeks to take O2 Germany private, while talks over fresh IT supplier deal and M&A reportedly roll on in its home market…
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Financial & PerformanceTelefónica FY23 Headlines: solid growth achieved
Increases in revenue, OIBDA, and free cash flow presented as a “solid foundation” for Group to spring forwards into fresh strategic cycle.
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Analyst BriefingTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Analyst BriefingTelefónicawatch Weekly: Group spending spree goes on shares, spectrum, and sports…
Telefónicawatch Weekly Briefing includes: laying out nearly €3bn on O2 Germany stake increase and Spain sports streaming rights. Chile’s upcoming 5G auction set to see more cash splashed.
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Analyst BriefingTelefónicawatch Weekly: Álvarez-Pallete takes the stage as Group nears centenary
The latest around Telefónica and its markets, including CEO Álvarez-Pallete taking to the stage at the World Economic Forum; Vivo shelving network-share deal with Winity; and O2 Germany getting “aggressive” on discounts…
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M&ATelefónica gets stakeholder thumbs up for O2 share boost
Voluntary acquisition offer, launched following loss of 1&1 network contract, ends with Telefónica gain a 21%-boost to its ownership in German operating business.
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Strategy & ChangeTelefónica puts O2 share-buying offer on the table
Shareholders able to tender their shares until mid-January 2024, with settlement expected before fiscal year dividend payment in May. Group has already upped its stake in German operating business, with full takeover and revised dividend policy intended to support new three-year strategic plan.
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PremiumTelefónica network API charge commences in Brazil; Spain next
Early steps in building Group’s new 2026 strategic revenue stream with Open Gateway network open APIs. Hyperscalers to be given no value quarter, but Chema Alonso’s bookselling business model suboptimal…
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Partnerships & AlliancesGermany’s Freenet eyes opportunities from O2’s 1&1 breakup
Freenet and O2 discuss forming closer bonds after challenger operator defects to Vodafone.
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Financial & PerformanceTelefónica’s ‘Core Four’ concoct plan to address wholesale decline
Q3 FY23: Group seeks to leverage FibreCo spinoffs, defend against uncertain market conditions, and create new revenue streams to offset forecast wholesale revenue decline over next three years.
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EventwatchInterview: Chema Alonso on building Telefónica’s API place
Telefónica’s Chief Digital Officer expects Open Gateway APIs to begin having revenue impact in current fiscal year, with first products being launched in Brazil.
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Network & InfraTelefónica wins 5G deal for Spanish navy ships and bases
New contract with Spanish navy adds to flurry of recent contract awards with country’s MoD.