Spain
All the latest key telecoms and digital infra insight, news and analysis from Spain.
People
Telefónica Peoplewatch: Spanish switches take in transformation, alarms, and Ericsson relationship
The latest strategic and senior changes at Telefónica, including the installation of new execs to lead Movistar Prosegur Alarmas and Spanish transformation plans, plus the departure of Ericsson’s Global Account lead for the Group…
Network & Infra
Orange France wins Europe’s race to ten million fibre customers
Orange becomes the first major European telco to pass ten million fibre customers in its domestic market, with Orange France CEO Jérôme Hénique eyeing further improvements to user experience and network in the near future…
People
Nuuday brings in ex-Vodafone IT architect to lead ServCo’s ‘harder’ next phase
Carlos Moreno Alonso appointed CTIO to lead TDC Group subsidiary’s ongoing digital transformation project.
Partnerships & Alliances
Aduna goes big on Brazilian B2B with deeper Vivo tie-up
Partnership is aimed at scaling API availability and diversifying into new industries.
People
New boss brought in at Telefónica’s home security venture
Operator’s partner Prosegur promotes from within to fill vacant Exec Chair spot at their six-year-old connected-security joint venture.
Operations
Telefónica cuts the ribbon on Granada AI, cybersecurity hub
Operator opens second Talent and Technology Center, which Group COO Emilio Gayo said is aimed at attracting and retaining local talent while strengthening the “technological ecosystem” in the area. Read more…
Strategy & Change
From Virgin to VOO: Orange rummages European brand assortment
Rumours abound about changes in Spanish brands, but MásOrange has so far only confirmed that Virgin Telco is being replaced by SIMple Telco.
M&A
Telefónica said to mull HQ sale to drive Murtra’s strategy
Operator reportedly assessing a sale of Distrito C offices, generating further funds to fuel Murtra’s upcoming strategic reset, which is said to include a focus on acquisitions in key markets…
Financial & Performance
TPG: Vodafone up for £360m windfall as Oz outpost splashes the cash
Following the multi-billion-dollar sale of its fixed assets, TPG Telecom is initiating a major capital return. The “novel and complex” AUD 3bn plan is designed to reward major shareholders while courting minority investors and improving the telco’s stock exchange and credit profile. It also boasted a cracking H1…
Analyst Briefings
Orangewatch Analyst Briefing: MásOrange’s grand plans, 2G sunset in France, and OpenAI in Africa
From finalising the French 2G sunset and expanding its OpenAI partnership for African markets, to navigating a complex competitive landscape in Spain, Orange Group is again making significant strategic moves. We break down the key developments in this essential briefing for Orange insiders.
Deep Dive
Telefónica’s Huawei gambit calls out Spain v US (and EC)
Deep Dive: Reported extension of 5G contract with Huawei ignites firestorm. Latest China procurement by a Spanish telco skirts EU recommendations and escalates geopolitical tensions, placing government and its flagship operator in a precarious position between deeply-rooted American and emerging Chinese spheres of influence.