All Telefónicawatch articles
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Analyst BriefingsTelefónicawatch Analyst Briefing: Murtra wants a New Deal on new deals
The latest news and developments from around Telefónica, as Executive Chair Marc Murtra reiterates call for European authorities to free telcos to merge, and gain scale against global rivals. Unions, meanwhile, begin to take an interest in what the operator’s coming strategy refresh could mean for its workforce in Spain. Read more…
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Analyst ReportsTelefónicawatch Analyst Report #196 - September 2025
Key stories include: Anticipation builds on Group shopping spree | New chief installed at Prosegur venture | Grand plans for Granada tech hub | Vivo adds to fintech startup portfolio | Spotlight turns onto Huawei revival | and much more…
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Analyst ReportsTelefónicawatch Analyst Report #195 - August 2025
Key stories include: Tech and Infra in line for revamps | UK NetCo idea ‘dropped’, for good | Two-for-two swap in boardroom | Vivo wins big in smart-meters | Uruguay exit ‘weeks away’ | and much more…
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Analyst ReportsTelefónicawatch Analyst Report #194 - July-August 2025
Key stories include: CTIO flags automation progress (and ‘passion’) | Telcos win latest phase of Phones 4u battle | Telxius goes deeper on subsea Google links | B2B is next target for Perplexity partnership | Double trouble on Spanish access price hikes | and much more…
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Analyst ReportsTelefónicawatch Analyst Report #193 - July 2025
Key stories include: Murtra won’t ease off on grand reset plan | Telefónica plugs back into data centres | Vivo shares ‘in play’ as group seeks capital | Rejig of Brazilian B2B businesses flagged | O2 docks Spinnaker support savings | and much more…
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Analyst ReportsTelefónicawatch Analyst Report #192 - June 2025
Key stories include: Group posts Spain and Brazil-reliant Q1 | Vivo wants big-ticket copper windfall | Vodafone Spain carve-up on menu? | Movistar por ti CX overhaul goes live | Millicom snaps up extra Hispam duo | and much more…
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Analyst ReportsTelefónicawatch Report #191 - April 2025
Key stories include: Murtra calls strategic review on results debut | Vilá and Alonso follow JMAP out of exit door | Group starts edge infra rollout in B2B push | Digitising Vivo moves to ditch wireline legacy | Hispam trio exited as Group rams into reverse
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Analyst ReportsTelefónicawatch Report #190 - February 2025
Key stories include: JMAP era comes to abrupt halt | Telco API business christened | Airwave uncertainty in Germany | Spain’s Big 3 take a (price) hike | Exit talk reaches Argentina, Peru
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Analyst ReportsTelefónicawatch Report #189 - January 2025
Key stories include: CEOs demand quicker EU change | Autonomous tech to surface in 2025 | ExCo rejig sees Evans, Blanco exit | Telefónica lands more UNICO cash | Virgin Media O2 moves home
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Analyst ReportsTelefónicawatch Report #188 - December 2024
Key stories include: stc secures Telefónica stake buy | Utiq heads across the Atlantic | Investors ‘keen’ on new Spanish FibreCo | VM O2 keeps cool on Vodafone-Three approval | Peru fibre deal set to fall through
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Analyst ReportsTelefónicawatch Report #187 - December 2024
Key stories include: Group confident despite turbulent Q3 | Infra M&A continues with Nabiax sell-off | O2 Germany keeps filling 1&1 void | VM O2 sheds further Cornerstone share | Execs dismissed over alleged Venezuela bribery
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Analyst ReportsTelefónicawatch Report #186 - December 2024
Key stories include: Group confident despite turbulent Q3 | Infra M&A continues with Nabiax sell-off | O2 Germany keeps filling 1&1 void | VM O2 sheds further Cornerstone shares | Execs dismissed over alleged Venezuela bribery
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Analyst ReportsTelefónicawatch Report #186 - October 2024
Key stories include: Group banks on Perplexity’s AI | Álvarez-Pallete comfy in GSMA chair | Vivo closes out IPNET buy | O2 bags Lyca wholesale contract | Telecall preps challenge to Colombia’s telco quartet
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Analyst ReportsTelefónicawatch Report #185 - September 2024
Key stories include: Group in on ground floor network API JV | Álvarez-Pallete doubles down on Brazil | O2’s Haas says no to job cuts | VM O2, CityFibre question each other on fibre | Hispam CEO affirms need for upskilling
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Analyst ReportsTelefónicawatch Report #184 - August 2024
Key stories include: Group credits ‘catalysts’ for Q2 growth | Vivo passes 100m customer mark | Operator inks Digi network-sharing deal | VMO2 readies 20256 NetCo launch | Group seeks exit from Colombia
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Analyst ReportsTelefónicawatch Report #183 - June 2024
Key stories include: Q1: modest growth, with ‘catalysts’ in pipeline | Spanish gov reaches 10% Telefónica stake | Vivo mulls Desktop acquisition | O2 activates cloud 5G core | Liberty keeping eyes out on fibre M&A
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Analyst ReportsTelefónicawatch Report #182 - May 2024
Key stories include: Spanish gov builds stake in Group | DT branding dispute rumbles on | O2’s Rao calls for 6G discipline | Infra investors keen on UK NetCo | Movistar extends AT&T Mexico access deal
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Analyst ReportsTelefónicawatch Report #181 - April 2024
Key stories include: ‘Foundations now set’ for FY26 plan | Vivo takes wide angle to growth | Group responds to Orange-MÁSMÓVIL | VM O2 consciously decouples | Hispam diet goes on after FY23 dip
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Analyst ReportsTelefónicawatch Report #180 - February 2024
Key stories include: Álvarez-Pallete takes the stage in Davos | Liberty eyes NetCo-ServeCo split again | Vivo and Winity walk away from network-share deal | Spanish copper lines to remain in action until 2026 | Movistar calls for pause to Chile’s 5G auction
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Analyst ReportsTelefónicawatch Report #179 - December 2023
Key stories include: Spain bolsters Group defence with stake move | Digital-R&D merger ‘reaches the finish line’ | Open Gateway rollout begins; Brazil first target | Telefónica ‘to replace’ Huawei in 5G SA core | Ofcom pushes back on UK consumer price hikes