Telefónicawatch – Page 2

  • TFw#180 Cover
    Analyst Report

    Telefónicawatch Report #180 - February 2024

    2024-02-15T12:11:00Z

    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

  • TFw#179 Cover
    Analyst Report

    Telefónicawatch Report #179 - December 2023

    2023-12-21T16:24:00Z

    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

  • TFw#178 Cover
    Analyst Report

    Telefónicawatch Report #178 - December 2023

    2023-12-14T16:41:00Z

    Key stories include: Execs lay out strategic vision to FY26 | Group bids for full control in Germany | Tech eyes fresh IT offerings to grow sales | Defences up in core markets amidst uncertainty | Hispam remains all about options

  • TFw#177 Cover
    Analyst Report

    Telefónicawatch Report #177 - October 2023

    2023-10-19T13:35:00Z

    Key stories include: Chema Alonso lines up open goal on APIs | Ericsson lands role on cloudifying ORAN | German telcos win ground on airwaves | Skylo joins Group’s growing New Sat fleet | Vodafone talks extend flux in Spain

  • TFw#176 Cover
    Analyst Report

    Telefónicawatch Report #176 - September 2023

    2023-09-28T14:20:00Z

    Key stories include: Calendars marked for strategy refresh… but then Saudi gatecrasher adds new considerations | UK JV nexfibre makes first altnet buyout | Vivo battles to win minds on Winity tie-up | 1&1 adds in Vodafone; to drop O2

  • TFw#175 cover
    Analyst Report

    Telefónicawatch Report #175 - July 2023

    2023-07-27T14:11:00Z

    Key stories include: Reorg puts Alonso in innovation driving seat | Group eyes more LatAm infra efficiencies | nexfibre adds funds and readies switch-on | Two become one in Telefónica Tech reorg | Game on for Virgin Media O2

  • TFw#174 Cover
    Analyst Report

    Telefónicawatch Report #174 - June 2023

    2023-07-06T10:49:00Z

    Key stories include: Liberty could free half of VM O2 | Utiq: JV’s launch box checked | 1&1 roaming plan doesn’t add up | O2 rail infra venture gets rolling | Vodafone Spain assets eyed

  • TFw#173 Cover
    Analyst Report

    Telefónicawatch Report #173 - May 2023

    2023-05-22T14:41:00Z

    Key stories include: Q1 FY23: Group defences hold | Vendors warned on warming | Spain eyes next fibre frontier | Cornerstone stake on block | Hispam preps spectrum spree

  • Tfw#172 Cover
    Analyst Report

    Telefónicawatch Report #172 – April 2023

    2023-04-25T14:59:00Z

    Key stories include: FY22 storms weathered | Qwilt wraps up CDN win | German FibreCo ‘on course’ | Tech open to IoT, data deals | Vivo eyes infra add-ons

  • TFw#171 Cover
    Analyst Report

    Telefónicawatch Report #171 – February 2023

    2023-02-20T10:19:00Z

    Key stories include: Owners break off a Cornerstone corner | Group back as Telxius’ largest shareholder | Telco quartet get go-ahead for adtech JV | Deutsche Telekom ‘T’ tiff put on ice | Virgin Media O2 price rices in spotlight

  • TFw#170 Cover
    Analyst Report

    Telefónicawatch Report #170 – January 2023

    2023-01-20T14:15:00Z

    Key stories include: M&A buffer gets extended | Telco rivals link up on adtech JV | Green light for Bluevia venture | German MNOs go low on energy | VM O2 calls for Equinox scrutiny

  • Telefónicawatch Report #169
    Analyst Report

    Telefónicawatch Report #169 – December 2022

    2022-12-13T11:42:00Z

    Key stories include: Q3: “Relentless” Group toughs out the storm | Cornerstone exit comes back on agenda | Telefónica goes to API place with new brand | Strategic ally sought to grow Tech division | Cost hikes put onus on copper switch-off

  • Telefonicawatch Report #168
    Analyst Report

    Telefónicawatch Report #168 – November 2022

    2022-11-03T09:00:00Z

    Key stories include: McKinsey in for Group strategy reset | Europe digs in against telco M&A | Telefónica Tech moves into SASE | Vivo presents as in-Group fibre lead | UK telcos get break on Huawei swap

  • Telefonicawatch Report #167
    Analyst Report

    Telefónicawatch Report #167 – October 2022

    2022-10-13T08:13:00Z

    Key stories include: VM O2 seen as UK M&A spectator | CaixaBank JV eyes rental income | Wayra seeks to make fintech pay | Astrocast preps joint sat IoT play | Vivo wants a part-refund for Oi

  • Telefonicawatch Report #166
    Analyst Report

    Telefónicawatch Report #166 – September 2022

    2022-09-23T11:10:00Z

    Key stories include: Álvarez-Pallete eyes de-layered future | KKR linked with fibre deal no. three | M&A-hungry Vivo gobbles IT player | Elastic joins O2 Germany tech band | Spanish operators cool on 26GHz

  • Telefonicawatch Report #165
    Analyst Report

    Telefónicawatch Report #165 – August 2022

    2022-09-01T14:43:00Z

    Key stories include: Telefónica sees light amid macro murk | Blast from past for Spain infra JV | Ambitious FiBrasil on the M&A trail | BT gets lawyers in over MVNO snub | UK rural 4G initiative gets buying

  • Telefonicawatch Report #164
    Analyst Report

    Telefónicawatch Report #164 – July 2022

    2022-07-13T12:30:00Z

    Key stories include: Liberty pondering full UK NetCo split | Spectrum renewal questions muddy Europe 5G plans | Tech leader tweaks in Germany | Mavenir enters Hispam cross‑country | AT&T delivers Mex‑tech takeaway

  • Telefónicawatch Report #163
    Analyst Report

    Telefónicawatch Report #163 – June 2022

    2022-06-02T12:05:00Z

    Key stories include: Telefónica off to strong start in dicey FY | Group exits Prisa, stresses neutrality | OneWeb enlisted for coverage boost | Tech M&A spree extends to Germany | Fusión retired for new-gen service blend

  • Telefonicawatch Report #162
    Analyst Report

    Telefónicawatch Report #162 – April 2022

    2022-04-27T09:16:00Z

    Key stories include: CEO: Telefónica sights ‘new world’ | Vivendi keen to rekindle Group ties | Atento calls up private equity | Group builds on UK&I side hustle | Spanish rival merger talks welcomed

  • Telefónicawatch Report #161
    Analyst Report

    Telefónicawatch Report #161 – February 2022

    2022-02-21T08:00:00Z

    Key stories include: Copper next to go in asset sale programme | Duo make play for pay-TV tie-up | Tech strengthens with Advisory Board | Regulators reluctantly pass Oi purchase | VM O2 CTO on delivering for the user