Telefónica Group – Page 9
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Financial & Performance
Telefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Network & Infrastructure
German operators respond cautiously to BNetzA’s proposed spectrum auction compromise
Three existing MNOs, which have been loudly complaining over spectrum access cost burden, would pay just under €600m for five-year rights extension under new BNetzA proposals.
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Content & TV
Virgin Media O2 taps Amdocs for TV streaming upgrade
UK major to integrate Subscription Marketplace solution into existing content streaming and TV offering. Move builds on prior relationship with Amdocs, and wider engagement with Telefónica Group outside of the content streaming sphere…
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Partnerships & Alliances
Telefónica signs fresh Digi Spain wholesale deal
Group appears to have achieved its objective of a win‑win deal that allows it retain Digi as a network client, and is set to be completed in weeks.
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Network & Infrastructure
Telefónica misses deadline on copper shutdown
Q1 FY24: Group remains at work, switching off retail copper lines in Spain, having missed initial April 2024 target. Effort to replace legacy lines drives increase in capex in first three months of the year. Vilá highlights operational benefits expected…
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Financial & Performance
1&1 continues to push back against calls for German auction rethink
German challenger is at odds with established MNO rivals over how to allocate soon‑to‑expire spectrum rights.
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Network & Infrastructure
Four years in the making: O2 Germany activates cloud-based 5G core
Telefónica’s German operating business takes Nokia-AWS 5G cloud core to first million subscribers. Seen especially benefitting 5G standalone use cases…
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Network & Infrastructure
German telcos expand 4G coverage on Berlin’s U-Bahn
O2 Germany, Telekom Deutschland, and Vodafone Germany extend 4G subway network to cover all nine lines and 175 stations. 5G upgrade already in the works, as operators aim to meet Germany’s wider coverage targets along transportation corridors. Read more…
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Financial & Performance
Infra investors line up for stake in Virgin Media O2’s new NetCo
Q1 FY24: Liberty Global CEO Mike Fries says Boston Consultancy Group and Deloitte hired for financial and project planning, as investors appear interested in fibre spin-out plans. Despite confidence in fibre growth opportunity, VM O2’s fixed customer base declined in an overall uneasy quarter for the operator…
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Network & Infrastructure
O2 Germany, Samsung switch on first ‘commercial’ ORAN site
Deployment marks first of eight planned ORAN and vRAN sites in Landsberg am Lech, as O2 seeks to enable automation, accelerate infra rollout, and enable use-cases for businesses. Move plays into Telefónica’s wider capital intensity reduction strategy. Read more…
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Weekly Briefings
Telefónicawatch Weekly: Spain’s telcos and TowerCos mull next steps, post-Orange-MÁSMÓVIL merger
Market dynamics continue to shift following Orange-MÁSMÓVIL merger completion, as Spanish government continues building stake in Group, while Cellnex addresses challenges of integrating Orange and MÁSMÓVIL’s networks. Elsewhere: Movistar extends AT&T Mexico capacity access deal; VM O2 said to eye up potential KCOM acquisition…
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M&A
Merged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…
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Partnerships & Alliances
Telefónica Mexico extends network-sharing deal with AT&T
The original 2019 agreement has been extended by three more years.
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M&A
Spain continues Telefónica share buy-up, reaching 6%
Further purchase from SEPI widens government’s lead as telco’s largest stakeholder, and marks continuation of wider plan to shore up national influence in the operator and defend strategic assets from foreign investors. Read more…
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M&A
Cellnex wants in on MásOrange integration, Spanish tower consolidation
Chief Executive Marco Patuano considers American Tower and Cellnex as likely consolidators in fragmented Spanish tower infrastructure market, as number of MNO customers shrinks. Read more…
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Partnerships & Alliances
Telefónica launches ‘quantum-safe’ IoT connectivity
Operator partners IDEMIA and Quside to offer quantum-based security services for enterprises in the IoT sector. Move adds to security push through B2B digital services unit, with potential to enable expansion of open API rollout…
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Weekly Briefings
Telefónicawatch 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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Partnerships & Alliances
Digi keeps MásOrange waiting on Spanish roaming decision
Digi Spain has until 2025 to activate a national roaming agreement with Orange, but could opt for another partner.
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Network & Infrastructure
Openreach targets 30m full-fibre premises, nexfibre calls for altnet ramp-up
At Connected North in Manchester, Openreach optimism was juxtaposed by altnet consternation about the state of the UK fibre market.
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M&A
Telefónica 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…