Virgin Media O2
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M&ATelefónica to take control of FiBrasil JV in €132m deal
Telefónica’s Brazilian business has agreed a deal to buy out its fibre joint venture partner in a further sign that the Spanish group is now keen to up consolidation and control over past infrastructure side-ventures.
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Weekly BriefingsTelefónicawatch Analyst Briefing: Murtra’s M&A mantra
Reports indicate the Spanish group could cash in on a significant chunk of its Vivo stake to bolster the financial platform for its upcoming new strategy. Investment and M&A speculation also continues to swirl around UK asset Virgin Media O2 and a big-bang return to the European data centre scene. Read more…
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Strategy & ChangeTelefónica to take more ‘calculated risks’ in new strategy, says Murtra
Telefónica’s strategic review is now expected in the fourth quarter this year, as Executive Chairman Marc Murtra envisions more risk taking and calls for a “social contract” with the European Commission that enables national consolidation in exchange for investment.
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Network & InfrastructureVM O2, VodafoneThree firm up €401m spectrum deal to redress the ‘imbalance’
Following VodafoneThree’s merger completion, VM O2 outlines the spectrum it plans to acquire.
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Financial & PerformanceTelefónica Q1 in-depth: dragged by two-speed core four, Hispam woe
Spain and Brazil lead the way as Telefónica secures another quarter of organic growth in revenue and earnings…
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M&AVirgin Media O2 still eyeing altnet buys despite pressing pause on NetCo plan
Virgin Media O2 remains hungry for fibre altnet M&A while its NetCo sale plans are put on ice and its own fibre build rate cools off this year.
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M&AVirgin Media O2, Daisy combine in B2B in hunt for growth
Operator to merge enterprise and IT services segments with Daisy, creating a new joint venture to serve “hundreds of thousands” of UK administrations and businesses. VM O2 CEO Lutz Schüler says move marks a “big step forward” in improving B2B performance…
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Strategy & ChangeVM O2 slams brakes on NetCo fundraise amidst Telefónica strategy hiatus (nexfibre curtailed, too)
Plans to sell stake in NetCo spinout paused, as co-parent Liberty looks to “align” with partner Telefónica’s new management. nexfibre build also dramatically slowed to maintain “capital discipline” in UK’s “increasingly irrational” fibre market. Meanwhile, Netomnia raises new funds, ups target by another two millions homes…
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Weekly BriefingsTelefónicawatch Briefing: Europe’s need for a fix
Telefónica and European telco rivals position themselves for an anticipated wave of spend on network and IT strengthening in Europe, in response to political flux. Read more…
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Financial & PerformanceSpain and Brazil cement place in Telefónica core
Collectively, Telefónica’s core quad deliver on key Group ambitions in FY24, particularly around operating and capital efficiency.
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Network & InfrastructureVM O2 takes aim at mobile network ‘pain points’ with £700m spend plan
UK operator expects to spend £700m this year to alleviate network “pain points” for customers and improve mobile service experience.
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Partnerships & AlliancesUK mobile operators reach accord on telco API launch
MWC 2025: Deal finally reached between Virgin Media O2, BT, Vodafone UK, and Three UK to debut telco APIs, following in wake of other European economies. Read more…
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M&ALiberty seeks strategic partner to fuel B2B services expansion plan
Execs lay out strategy to build out, and eventually monetise, outsourced services businesses Liberty Blume and Liberty Tech.
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Financial & PerformanceFixed-up VM O2 looks to bounce back in 2025
UK operator forecasts a return to growth in the current year after spending much of 2024 strengthening its foundations.
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Financial & PerformanceLiberty Global targets $200m+ in savings through AI
The European group has quantified how much it expects to save in operating costs from deploying artificial intelligence across its telecoms assets over the next three years.
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M&AVirgin Media O2 said to attract first offers in £1bn NetCo stake sale
Spanish media reports Virgin Media O2 owners Telefónica and Liberty Global have received non-binding offers from investors for a 40% stake in the planned NetCo carve out, with BlackRock and CPP Investments in the mixer.
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Weekly BriefingsTelefónicawatch Briefing: Saudis get keys to the boardroom
Another busy and engaging week at Telefónica as new CEO Murtra heads off on a world tour, new stakeholder stc firms up an expanded and now-strategic stake in the operator, and Telefónica Tech builds out its portfolio in cybersecurity and GenAI. Read more…
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Suppliers & SCMVirgin Media O2 puts Hansen on five-year tech revamp mission
Australian software provider Hansen to support UK joint venture on digital transformation and wider business revival plan.
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Weekly BriefingsTelefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
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Weekly BriefingsTelefónicawatch Briefing: Spain’s flip to fibre phase two
Reports highlight how Spanish telco and infra players, having established lead on push from copper to fibre, are now looking to iron out footprint imbalances across urban and rural areas. Read more…