Telefónica News – Page 7
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Network & Infrastructure
VM O2 and Community Fibre net London school infra deals
Virgin Media O2 Business to provide and maintain dark fibre infrastructure for nearly 3,000 schools until 2038, via a tweak to LGfL deal. Education-focused broadband trust signs separate Community Fibre contract for added resilience.
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Products & Services
1&1 to activate mobile services after 5G added to O2 roaming deal
No details provided about surprise expansion of national roaming deal with O2 Germany.
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Public Affairs
Telefónica to ‘firm up’ Spanish job cut plans with unions
Operator to negotiate new incentivised early-retirement plan with the UGT and CCOO, continuing its efforts to reduce personnel costs and simplify structurally.
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Products & Services
Telefónica SD-WAN upgrade blends partners in Spain
Telefónica Tech evolves FlexWAN security solution with network management tools. Partner roster expanded to Cisco, Fortinet, HPE Aruba, Nokia and Teldat.
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Premium
Telefónica 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 & Alliances
Germany’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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Network & Infrastructure
Telefónica targets 100m-premises fibre footprint by 2026
Mid-term strategy update sees Telefónica Infra and operating businesses handed twin mission of reaching nine-figure homes passed goal while also supporting the Group’s capex efficiency drive.
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Financial & Performance
Telefónica’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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M&A
Telefónica maintains ‘full optionality’ on non-core Hispam businesses
Q3 FY23: In strategy update, operator indicates it will continue to keep its trimmed-down collection of smaller Latin American assets on a strict cost control regime, flagging consolidation, divestments, and further NetCo ventures as possibilities to protect free cash flow in the next three years.
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Financial & Performance
Telefónica Tech charts three-year course towards €3bn revenue target
Division seeks to ease reliance on acquisitions while expanding portfolio of “next-gen” IT solutions to grow total revenue.
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Strategy & Change
Telefónica outlines €200m ‘recovery plan’ for German unit, after 1&1 breakup
Loss of major wholesale customer provides a Meerkat Moment for Group to up its ownership of Telefónica Deutschland while also refreshing its German services and partnerships.
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Strategy & Change
Telefónica moves to take full ownership of German business
Operator buys up shares in German operating business as it looks to further simplify its structure and increase focus on its core territory.
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M&A
Telefónica’s Bluevía acquires sliver of Spanish fibre from Excom
Operator’s Spanish fibre joint venture makes first M&A move to expand footprint in Andalusia.
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Events
Telefónica keeps eyes on programmable networks prize in push for open fixed broadband
Spanish operator shares strategic thinking behind long-gestating Open Broadband project at Telecom Infra Project’s (TIP) Fyuz event.
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Financial & Performance
Vivo Q3 growth fuelled by fibre and B2B services
CEO Christian Gebara heralds fixed-line business segments as key areas for operator as it reports a solid quarterly performance.
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Network & Infrastructure
Brazil’s Vivo calls for 5G RAN sharing freedom
Operator moots 5G extension to wide-scale RAN sharing arrangement with rival TIM Brasil, despite increased regulatory jumpiness over urban infra collaboration between major mobile operators.
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Partnerships & Alliances
O2 Germany kicks off ORAN trials with Samsung
Pragmatic move to lean heavily on Samsung and encompass vRAN will trigger ‘true ORAN’ zealots, but operators understandably prioritise ‘optionality’ benefits and outcomes above all else.
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M&A
Spain mulls Telefónica stake buy, as stc ‘backs off’
Spanish government seeks to gain greater control of “strategic” Telefónica in light of stc’s bid to increase stake.
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Financial & Performance
Telefónica’s connected-security JV flags progress in profit pivot
Operator’s three-year-old joint venture with Prosegur highlights improvements in churn, user spend, and profitability after switching focus away from growth-above-all strategy seen in its startup phase.
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Public Affairs
Wait goes on for EC’s investment revival ‘vision’
European Commission guidelines for new Digital Networks Act expected before June 2024, but draft legislation not until 2025.