Telefónicawatch: Murtra remains defiant of short-termism

Richard Agnew2026-03-27T16:17:00

Source: Telefónica

Analyst Briefing: Round-up of developments at Spanish incumbent, as Exec Chair Marc Murtra asserts longevity of his “comprehensive” transformation plan, amid market scepticism, and the operator secures a series of deals around fibre consolidation, B2B services, and internal efficiency. Read more…

This article includes:

Themes: Agentic artificial intelligence (Agentic AI); Artificial intelligence (AI); Business-to-business (B2B); Cybersecurity; Digital infrastructure; European telecommunications consolidation; Fibre optics; Infrastructure investment; Mergers and acquisitions (M&A); Network autonomy; Quantum computing; Strategic transformation; Supply chain assurance; Telecommunications strategy.
Events: General Shareholders Meeting (GSM); Global Connectivity Leaders Conference; Mobile World Congress (MWC).
People: Anna Martínez Balañá; Cayetano Carbajo; César Mascaraque Alonso; Emilio Gayo; Jane Thompson; José María Abril Pérez; Marc Murtra; María Luisa García Blanco; Mike Fries; Mónica Rey Amado.
Geographic: Europe; Netherlands; Spain; United Kingdom (UK); United States (US).
Organisations: Achilles; Altim; Asterion Industrial Partners; BBVA; Boston Consulting Group; Cellnex; Celeste; CityFibre; Competition and Markets Authority (CMA); Cornerstone; CrowdStrike; Daisy Communications; Iliad; InfraVia; La Caixa; Liberty Global; Multiverse Computing; Netomnia; New Street Research; Nexfibre; Openlayer; Polski Światłowód Otwarty; QCentroid; Qilimanjaro Quantum Tech; SEPI; stc; Telefónica; Telefónica España; Telefónica Tech; TM Forum; Vecta Labs; Virgin Media O2 (VM O2); Vodafone Group; VodafoneZiggo; Ziggo Group.

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