All Telefónica España (Spain) articles
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Analyst Briefings
Telefónicawatch Analyst Briefing: Hispam rollback continues
Telefónica retains a packed M&A agenda as Uruguay exit nears and negotiators progress talks over a sale of stock in new Spanish fibre offshoot. Read more…
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Analyst Briefings
EMEA Infrawatch Analyst Briefing: towercos go organic; new players enter DC scene
Latest in EMEA digital infra: Cellnex confident it can navigate potential telco consolidation in France; Helios seeks further organic growth with strategy refresh; Spanish telco trio progress fibre spin-out plans; Tele2 preps tower carve-out…
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Financial & Performance
Guidance: Telefónica enjoys FY25 free hit
Telefónica confirms it is on course to meet FY25 guidance, although current goals offer limited visibility into Group’s financial or strategic outlook, amid ongoing wait for completion of strategic review…
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Financial & Performance
Telefónica Q2 spend: copper maintenance drops off the bill
Telefónica’s home market OB gains the spotlight for cost efficiency efforts linked to completion of copper shutdown during Q2…
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Financial & Performance
Telefónica Q2 in-depth: more ‘core one’ than ‘core four’
Spain and Brazil continue to form a strong base for Telefónica during second quarter, but currency weakness and competitive challenges dent takings elsewhere, and back up new leadership’s desire to ring in major changes…
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Financial & Performance
Telefónica remains in wait for Murtra Grand Plan
Q2 FY25: Telefónica’s latest quarterly numbers underpin the change agenda of the operator’s new leadership team. The Group continues to perform well in Spain and Brazil, but weaker figures elsewhere back up execs’ plans for a portfolio restructure, with Hispam downturn continuing and UK and Germany stuck in turnaround mode. A shift to ‘industrial’ decision-making also looks set to see a change in course around infra ownership.
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Partnerships & Alliances
Cellnex snaffles another post-M&A telco win with expanded Telefónica deal
Telefónica strengthens ties with Spanish tower provider via deal that expands footprint and supports operator’s access relationship with up-and-comer Digi Spain.
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M&A
MásOrange, Vodafone Spain name GIC as fibreco investment partner
Operator duo to offload a minority stake in their upcoming Spanish fibre JV to Singapore sovereign wealth fund, announcing MásOrange’s acquisition of Conexus Networks as part of the deal.
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Financial & Performance
Refresh pays off at Prosegur-Telefónica home security JV
Spanish operator’s home security partner talks up value of joint venture, and wider connected-alarms business, as user base passes one million…
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People
Telefónica brings boss of partner Atento onto board
More new faces join Spanish group’s Board of Directors as Anna Martínez and Mónica Rey (the CEO of outsourcing partner Atento) come in for two departing independent members.
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Network & Infra
‘Being Level 4’: Telefónica CTIO eyes 2030 hyper-automation goal
Deep dive: Tech boss Andrea Folgueiras indicates Telefónica has now got several high-level autonomous networking projects up and running, delivering tangible business impact. But autonomy has still only been achieved in pockets, and the operator remains in the early stages of a transformation journey targeting near-full Level 4 status by 2030…
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Public Affairs
CNMC ruling ignites spat over Telefónica wholesale price hike
CNMC’s attempt to recalibrate duct access pricing under MARCo regulation has triggered outrage across Spain’s telecoms sector…
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Products & Services
MásOrange targets €1.5bn from Zurich insurance collab
Spanish telco teams up with Zurich Seguros to expand its portfolio of insurance offerings in hunt for a €1.5bn sales boost over the next ten years…
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Analyst Briefings
Telefónicawatch Analyst Briefing: Murtra’s M&A mantra
Reports indicate the Spanish group could cash in on a significant chunk of its Vivo stake to bolster the financial platform for its upcoming new strategy. Investment and M&A speculation also continues to swirl around UK asset Virgin Media O2 and a big-bang return to the European data centre scene. Read more…
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Strategy & Change
Telefónica to take more ‘calculated risks’ in new strategy, says Murtra
Telefónica’s strategic review is now expected in the fourth quarter this year, as Executive Chairman Marc Murtra envisions more risk taking and calls for a “social contract” with the European Commission that enables national consolidation in exchange for investment.
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Financial & Performance
Mixed results fuel Telefónica’s search for stability
Q1 FY25: Quarter’s numbers highlight inconsistency across Telefónica’s international empire, and reliance on Spain and Brazil for growth — fuelling question of whether new leadership team needs to go beyond existing work on Hispam assets when considering future shape of group…
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Financial & Performance
Telefónica Q1 in-depth: dragged by two-speed core four, Hispam woe
Spain and Brazil lead the way as Telefónica secures another quarter of organic growth in revenue and earnings…
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Marketing
Telefónica España brings back the human touch with CX overhaul
Movistar por Ti is to be extended across the Spanish unit’s customer base, featuring a platform-based approach to customer services underpinned by AI, but emphasising support from actual people.
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Partnerships & Alliances
Hungary’s 4iG is latest telco entrant into European arms race
Hungarian telecoms and tech player set to take a 75% stake in military-focused holding business, dubbed N7 Defence, becoming the latest telco to target growth from increased security spending.
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M&A
Telefónica, MásOrange said to explore Vodafone Spain slice-up
Operators have reportedly held ‘informal’ talks over potential acquisition of Vodafone Spain, including potential to split up and purchase parts of the telco. If formalised, such a deal would face several hurdles before getting across the finish line…