Telefónica Q2 in-depth: more ‘core one’ than ‘core four’
Spain and Brazil continue to form a strong base for Telefónica during second quarter, but currency weakness and competitive challenges dent takings elsewhere, and back up new leadership’s desire to ring in major changes…
This article includes:
- Themes: Accelerated Growth & Efficiency Plan; Cloud services; Commercial revival; Defence investment; Fibre rollout; Geopolitical uncertainty; Industrial rationale; Infrastructure ownership; IT backlog; Military technology; Organic growth; Strategic autonomy; Strategic review; Technology transformation; Value creation.
- Events: Q2 FY25 results; Spain defence policy support; Telefónica Hispam exit; Telefónica Infra restructure; Telefónica Tech repositioning.
- People: Emilio Gayo; Marc Murtra; Sofia Collado.
- Geographic: Brazil; Germany; Mexico; Spain; United Kingdom.
- Organisations: Beyond ONE; FiBrasil; Huawei Technologies; Indra; Movistar; Movistar Plus+; O2; Telefónica; Telefónica Deutschland; Telefónica España; Telefónica Hispam; Telefónica Infra; Telefónica Tech; Virgin Media O2 (VM O2); Vivo.
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