Latest Analyst Briefing
Telefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
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…
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Telefónica Analyst Briefings
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Latest Telefónicawatch Reports
Telefónicawatch Analyst Report #197 – September-October 2025
Key stories include: Clash brews over job cut plan | Murtra wants new deal on deals | Uruguay chalked off Hispam list | O2’s Haas off team for new era | VM O2 in ‘right first time’ push | and much more…
Telefónicawatch Analyst Report #196 - September 2025
Key stories include: Anticipation builds on Group shopping spree | New chief installed at Prosegur venture | Grand plans for Granada tech hub | Vivo adds to fintech startup portfolio | Spotlight turns onto Huawei revival | and much more…
Telefónicawatch Analyst Report #195 - August 2025
Key stories include: Tech and Infra in line for revamps | UK NetCo idea ‘dropped’, for good | Two-for-two swap in boardroom | Vivo wins big in smart-meters | Uruguay exit ‘weeks away’ | and much more…
Telefónica makes another Hispam withdrawal: pockets $380m Ecuador deal
Virgin Media O2 ties with Starlink on direct-to-device services
Telefónica plugs AI into new enterprise messaging service
Telefónica rejigs team to break new trail on infra
Telefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
Telco execs invest in industry fintech player Glow
Telefónica doing the maths on 1&1 tie-up: report
‘We need to get on with it’: nexfibre boss wants to see altnet acquisition action
Telefónicawatch Analyst Briefing: Group vs Gloop as strategy unveil nears
Telefónica Deutschland shifts mobile network into automatic
Upcoming Partner Events
Build a sales engine fit for an AI era | Virtual Event
25 November 2025. Leaders from Microsoft, ServiceNow, and Adobe explore how AI is shaping sales in TMT, and how AI can help teams sell smarter, move faster, and engage with customers more effectively. Register now.
What is the telcos’ right to play in sovereign AI?
27 November 2025. In this webinar, Red Hat and STL will investigate how operators should partner to deliver sovereign AI solutions to their customers.
Partnerships & AlliancesVirgin Media O2 ties with Starlink on direct-to-device services
Operator to launch its first direct-to-device satellite services in partnership with the US LEO constellation provider, deepening the pair’s existing relationship while seeking to keep pace with rivals already exploring the segment…
Products & ServicesTelefónica plugs AI into new enterprise messaging service
Telefónica’s enterprise unit launches RCS-based messaging service, giving businesses AI tools to automate and personalise communications with customers…
Analyst BriefingTelefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
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…
Telefónica doing the maths on 1&1 tie-up: report
Telefónicawatch Analyst Briefing: Group vs Gloop as strategy unveil nears
Telefónica Deutschland shifts mobile network into automatic
Telefónica said to mull Spain job cuts ahead of Murtra’s strategy reset
Telefónicawatch Analyst Briefing: Murtra wants a New Deal on new deals
Telefónica plugs AI into new enterprise messaging service
Telefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
‘We need to get on with it’: nexfibre boss wants to see altnet acquisition action
Telefónicawatch Analyst Briefing: Group vs Gloop as strategy unveil nears
Virgin Media O2 pursues faster fibre build with upskilling scheme
Telefónica Tech adds ‘impetus to US growth’ with new Miami office
Orange hosts first landing for Medusa subsea cable in Marseille
Telefónica said to mull Spain job cuts ahead of Murtra’s strategy reset
Telefónicawatch Analyst Briefing: Murtra wants a New Deal on new deals
Telefónicawatch Analyst Briefing: strategy refresh date set
Freenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
After Telefónica Deutschland announces a change of CEO and partner business leadership, execs at service provider major Freenet express hope that the changes will usher in a new (and less high-octane) period of competition in Europe’s largest telecoms market.
Telefónica Peoplewatch: McKinsey exec tasked with mining Murtra’s ‘diamonds’
The latest strategic and senior changes at Telefónica, including news of a hire from consultancy McKinsey to lead a refreshed skills development push, as part of the Group’s new strategy, and changes of leadership at Telefónica Infra, the UK’s giffgaff, and in German wholesale.
Telefónica rejigs team to break new trail on infra
Chief Executive of Telefónica Infra to leave after six years in role, giving the Spanish group a new setup to push through a change in approach on management and ownership of fibre assets. Politically connected Board Director takes on the challenge…