All Virgin Media O2 (VM O2) articles
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Public AffairsUK mobile players shun call for tighter rollout governance
Rural cell site landlords are calling for stronger oversight of how mobile infrastructure operators do business with their land suppliers, amid claims of unfair treatment. Sector players insist existing regulation is working well, however.
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Analyst BriefingTelefónicawatch: Operators link up on European defence
Analyst Briefing: Spanish incumbent forms tie-ups with European peers DT, Orange, Vodafone, and NOS as it seeks to cement its industrial credentials and gain a leading role in sovereign regional satcomms and defencetech. Also in focus are MVNO partnerships, AI and APIs, and fibre M&A.
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Analyst ReportTelefónica restructures leadership as Venezuela exit nears - Oct26
A sweeping leadership reshuffle in Spain signals further change at Telefónica, as the Group continues to reshape its operations and portfolio. October’s Telefónicawatch Analyst Report #207 goes beyond the headlines to assess progress towards a Venezuela exit, regulatory setbacks for nexfibre, Tesco Mobile’s six-million-user milestone, and the wider implications for Telefónica’s strategic direction…
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M&Anexfibre refuses to blink as CMA deadline for remedies passes
In-depth: UK fibreco’s owners have refused to offer remedies for the proposed Substantial takeover, challenging the antitrust authority’s view of how competition would develop without the deal and putting pressure on the regulator to reconsider its Ofcom-informed assumptions.
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Public AffairsUK telcos lobby for government assistance on energy bills
Execs from BT and VodafoneThree call for a major rethink on network power fees to reflect telcos’ Critical National Infrastructure responsibilities.
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Consumer (B2C)Vodafone set for £215m bonus as Talkmobile rises
Once headed for the exit, Talkmobile is becoming an increasingly useful Vodafone asset as customer, ARPU, and profit growth accompany a £215m dividend — and the operator-owned value brand becomes one of many gaining strategic importance in the competitive UK mobile market.
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Finance & StrategyUK’s Tesco Mobile hits six million customer mark
UK’s largest MVNO continues to expand its customer base and revenue, in reflection of the competitive challenges value-focused mobile providers are posing to UK mobile network operators in the current constrained market.
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Analyst BriefingTelefónicawatch: election news jolts play for home advantage
Analyst Briefing: Spanish incumbent seeks to bring together a stronger and leaner domestic base for growth and efficiency across its business, announcing a major reorganisation of Group- and country-level functions. But just as it decides to focus on home delivery, Telefónica’s leadership receives a curveball with news of a snap election in Spain.
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M&ACMA flags substantial competition concerns as nexfibre/Netomnia dealt major blow
In-depth: The UK’s Competition & Markets Authority has delivered a significant setback to nexfibre’s proposed acquisition of Netomnia owner Substantial Group, arguing the deal would materially weaken competition in wholesale broadband markets.
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PeoplewatchDigital Infra Peoplewatch: Deutsche Glasfaser names CISO; Cellnex shuffles Polish leaders
September 2026 edition: latest senior and strategic leadership changes in EMEA digital infra, including a new CISO at Deutsche Glasfaser; exec changes at B2B connectivity players Celeste and Eurofiber; and multiple switch-outs at Cellnex…
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PeoplewatchTelefónica Peoplewatch: Spain/centre rebooted; Virgin Media O2 continues shake-up with B2B/B2C swaps
September 2026 update: A roundup of high-level moves at recalibrating Spanish giant, including a major reorganisation involving Telefónica España and Group functions. Changes also continue at challenged VM O2, with the chief of new B2B arm O2 Business leaving and a former Liberty and Sky exec brought in as Chief Consumer Officer.
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Strategy & ChangeTelefónica plots major reorg in ongoing bid for revival – report
Group reportedly on verge of overhaul to accelerate realisation of Transform & Grow goals.
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Analyst ReportTelefónica posts solid H1 but two-speed progress persists - Sep26
Telefónica delivered a more solid first half on the back of strength in its domestic and Brazilian markets, but persistent underperformance in Germany and the UK is forcing the group to go harder on costs as it works to keep its Transform & Grow strategy on track. Download the full in-depth Analyst Report…
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Content & TVUK TV resets around streaming, as fibrecos and MNOs close in on Sky and Virgin Media O2
Analysis: A budget EE TV launch by BT is the clearest sign yet that affordable streamed TV has become a key strategic battleground for UK operators seeking to entice and retain customers on multi-play. Fibrecos and MNOs alike are muscling in with cut-price, streaming-first offers, leaving the two national SPs for whom TV has historically been most central striving to defend their turf…
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Finance & StrategyBrazil and Spain keep ship on course at Telefónica
Q2 FY26 in-depth: Telefónica on track to meet FY26 goals after strong set of Group numbers for quarter, although performance trends remain mixed across markets.
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Finance & StrategyTelefónica yet to perfect Transform & Grow mix
Q2 FY26 overview: Telefónica completes first half of financial year in strong position, thanks to ongoing strength in its domestic business and Brazilian growth engine. But the operator’s progress remains two-speed and it is adopting extra measures in Germany and UK in a bid to secure a more consistent, broad-based platform for growth.
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B2BUK fibrecos gasping for air as Openreach discounts ‘take oxygen out of the system’
In-depth: Openreach’s wholesale discounting strategy has become the latest battleground in the UK fibre wars, with altnet leaders urging Ofcom to intervene more aggressively while the incumbent insists it is simply competing on price.
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M&AUK: industry braced as nexfibre–Netomnia deal becomes referendum for fibre’s future
In-depth: £2bn deal dominated the keynote stage at Connected Britain, with rival executives abandoning diplomatic language and openly clashing ahead of a competition ruling that could determine shape of UK fibre’s next phase.
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NetworkWhy satcos and MNOs must collaborate to scale and monetise hybrid networks
In a new age of orbital disruption, a telco-satellite summit hosted by Celfocus explored how MNOs and non-terrestrial operators must embrace proactive collaboration and open standards to eliminate friction, putting seamless customer experience at the heart of space-age connectivity.
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B2BUK ISPs remain in wait for One Touch Switching B2B variant
TOTSCo’s gaining provider-led business switching platform is ready, with funding and testing complete by BT, Sky, VM O2, and Vodafone — but a go-live date remains elusive.