All Telefónica Group articles
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Weekly Briefings
Telefónicawatch 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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Suppliers & SCM
Vendor rebellion: why major operators are ditching Oracle and VMware support contracts
BT and Telefónica are the first of numerous telcos to go on the record challenging software vendor dominance by shifting legacy IT support to third-party specialists. This analysis explores how Spinnaker Support is helping them slash costs, extend end-of-life IT, and reallocate resources…
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People
giffgaff seeks new CEO as Schofield steps down
Ash Schofield is to step down from the helm of VM O2 side-brand by the end of 2025, kicking off a succession hunt.
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M&A
Telefónica ‘mulls Vivo stake sale’ to fund European M&A
News that Telefónica is considering selling some of its stake in Brazilian operating business Vivo to raise funds is latest sign of Spanish group’s strategic pivot to Europe under Executive Chairman Marc Murtra.
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Enterprise (B2B)
Brazil’s Vivo wants more joined-up tech thinking with B2B rejig
Operator mimics parent Telefónica by bringing all B2B activities under one roof and seeking to bring operational and commercial synergies in its enterprise growth push.
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Network & Infrastructure
UK gov pares back Shared Rural Network targets in strategic rethink
Building Digital UK scales back plans for further rural 4G coverage expansion after hitting initial Shared Rural Network targets early. Strategy shift comes after discussions with local communities and interest groups, with BDUK aiming to maximise coverage while delivering “best value for public money”.
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Network & Infrastructure
VM O2, VodafoneThree firm up €401m spectrum deal to redress the ‘imbalance’
Following VodafoneThree’s merger completion, VM O2 outlines the spectrum it plans to acquire.
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Network & Infrastructure
Project Reach: Freshwave, Neos seek digital infra ‘blueprint’ to power up UK rail
Freshwave and Neos Networks firm up collaboration with Network Rail and UK mobile operators to upgrade fibre and wireless infra along key UK rail routes, with funding from the likes of DigitalBridge, Infracapital, and SSE Group. Work to begin imminently, with pair hoping to develop business model “blueprint” for future deployments…
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People
Telefónica Peoplewatch: post-reshuffle ripples
The latest strategic and senior changes at Telefónica, including the group’s home market operation and pay-TV business Telefónica Audiovisual Digital, following on from the group’s dramatic management overhaul in March. Leadership switches also seen at Telefónica Foundation, Telefónica Chile, and FiBrasil…
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Network & Infrastructure
Telefónica leads Spain’s bid for EU-backed AI Gigafactory
Telefónica and MasOrange are part of a consortium hoping to win a concession for a large-scale AI data centre in Spain through a €20bn European Union programme aimed at building up the region’s AI infrastructure.
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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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Financial & Performance
Telefónica Q1 spend: thrifty group nears single-digit intensity
Drops in capex and capital intensity re-emphasise Telefónica’s lead over many European telco peers when it comes to moving into new, more outlay-light era…
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Financial & Performance
Telefónica Q1 guidance: holding pattern maintained, ahead of review
Group re-commits to somewhat woolly (and ostensibly temporary) set of FY25 expectations likely to superseded by outcomes of ongoing strategic review…
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Innovation (R&D)
Telefónica leads way on joint GSMA-TM Forum API validation scheme
DTW — Ignite 25: Operator set to launch the first APIs that have received certification through the GSMA and TM Forum’s newly launched joint validation process. Global CTIO Andrea Folgueiras said the initiative will reduce integration costs and create efficiencies, among other benefits…
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Operations
Telefónica shares network autonomy progress; calls on peers to reciprocate
Telefónica’s drive towards autonomous networks is reshaping the group, with Level 4 autonomy already achieved in key domains. This special report includes AI-driven innovation, the centrality of people, measurable KPIs, and a clarion call for industry-wide transparency…
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M&A
Telefónica’s Hispam hand-off reaches Ecuador
Telefónica continues to beat hasty Hispam retreat with deal to sell Ecuadorian business: its fifth sale of the year and third involving an offload to regional rival Millicom International Cellular.
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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…
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M&A
Telefónica, Vodafone Spain ‘nearing finish line’ on fibre JV stake sale
Operator duo reportedly in final stages of negotiations to offload a significant stake in their Fiberpass joint venture. Rumours could indicate investors remain interested in Spanish fibre, after reports that Vodafone has encountered friction in negotiations to sell part of a separate JV with MásOrange.