Telefónica Q1 in-depth: dragged by two-speed core four, Hispam woe
Richard Agnew2025-06-23T00:00:00
Spain and Brazil lead the way as Telefónica secures another quarter of organic growth in revenue and earnings…
This article includes:
- Organisations: Bank of America; Bloomberg; FibreCos; Indra; Liberty Global; MásOrange; Minsait; Nexfibre; Telefónica; Telefónica Argentina; Telefónica Chile; Telefónica Colombia; Telefónica Deutschland; Telefónica Ecuador; Telefónica España; Telefónica Hispam; Telefónica Infra; Telefónica Mexico; Telefónica Peru; Telefónica Tech; Telefónica Uruguay; Telefónica|Vivo; Virgin Media O2; Vodafone Spain.
- Geographic: Brazil; Colombia; Ecuador; Europe; Germany; Hispanoamérica; Mexico; Spain; UK; Uruguay.
- People: Mike Fries.
- Themes: AI services; Broadband infrastructure; Capex; Cloud; Commercial revival plan; Competitive pressure; Convergence; Cost-cutting; Currency fluctuation; Customer segments; Cybersecurity; Deconsolidation; Earnings; Efficiency; EBITDA AL minus capex; Fibre footprint; Fixed broadband; Fixed-line network; Full-fibre; High-speed broadband; Infrastructure estate; Job cuts; Legacy shutdown; Management strategy; Market contraction; Mobile contract; M&A; Network infrastructure; Organic growth; Outsourcing; Pay-TV; Personnel resizing; Price hikes; Profitability; Reported performance; Restructuring; Revenue; Sales growth; Shareholding; Strategic execution; Strategic plan; Strategic review; Systems reshaping; Turnaround strategy; User mix.
- Events: Telefónica Q1 FY25.