Telefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
Richard Agnew2025-10-22T15:05:00
M&A speculation continues to dominate the discourse around Telefónica, ahead of early-November’s strategy update, with the focus in recent days on Germany’s mobile market and UK’s fibre scene. Meanwhile, quantum encryption and handset financing players boost their capital resource within the partner ecosystem. Read more…
This article includes:
- Organisations: Ada Tecnologia e Educação; Ânima Educação; Apollo Global Management; Big Sur Ventures; BT Group; CDPQ; Citigroup; Conselho Administrativo de Defesa Econômica; Endesa; FiBrasil; freenet; Glow Services; Google; Instituto Nacional de Ciberseguridad de España; Liberty Global; LuxQuanta; MásOrange; Mediapro; Ministerio para la Transformación Digital y de las Función Pública; mobilezone Deutschland; nexfibre; Ofcom; Silver Spur Capital; Southwind; Telefónica Deutschland; Telefónica España; Telefónica Group; Telefónica Infra; Telefónica Open Innovation; Telxius; The Renewables Infrastructure Group; United Internet; Verizon; Virgin Media O2 (VM O2); Vivae; Vivo; Vivo Ventures; Vodafone Group; VodafoneThree; Wayra.
- Geographies: Brazil; Europe; Germany; Latin America; Spain; United Kingdom (UK).
- People: José María Álvarez-Pallete; Tatxo Benet; Andrew Cole; Rajiv Datta; Ralph Dommermuth; Ronan Dunne; Markus Haas; John Malone; Marc Murtra.
- Themes: Advertising; Altnet consolidation; Artificial intelligence (AI); Broadband; Cloud; Cybersecurity; Data traffic; Digital education; Digital services; Edutech; Energy; Enterprise (B2B); Fibre (FTTP); Fintech; Fixed connectivity; Green energy; Handset financing; Infrastructure; Infrastructure management; Innovation (R&D); Investment; Mergers and acquisitions (M&A); mmWave; Photonics; Power purchasing; Quantum encryption; Quantum security; Spectrum; Streaming; Subsea cable systems; Trade-in services; Venture capital.