Latest Analyst Briefing
Telefónicawatch Analyst Briefing: Hispam rollback continues
Telefónica retains a packed M&A agenda as Uruguay exit nears and negotiators progress talks over a sale of stock in new Spanish fibre offshoot. Read more…
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Telefónica Analyst Briefings
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Latest Telefónicawatch Reports
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…
Telefónicawatch Analyst Report #194 - July-August 2025
Key stories include: CTIO flags automation progress (and ‘passion’) | Telcos win latest phase of Phones 4u battle | Telxius goes deeper on subsea Google links | B2B is next target for Perplexity partnership | Double trouble on Spanish access price hikes | and much more…
Telefónicawatch Analyst Report #193 - July 2025
Key stories include: Murtra won’t ease off on grand reset plan | Telefónica plugs back into data centres | Vivo shares ‘in play’ as group seeks capital | Rejig of Brazilian B2B businesses flagged | O2 docks Spinnaker support savings | and much more…
Telefónica said to mull HQ sale to drive Murtra’s strategy
Union slams Capita’s offshoring plans for Virgin Media O2 contract
Telefónica’s Huawei gambit calls out Spain v US (and EC)
Telefónica ‘green-lit’ for Vodafone Spain feeding-frenzy
Virgin Media O2 smartens up fibre rollout with IQGeo and Deepomatic combo
Public AffairsUnion slams Capita’s offshoring plans for Virgin Media O2 contract
Contact centre provider Capita has sparked outrage at the Communication Workers Union over plans to move 150 jobs that support Virgin Media O2 from the UK to South Africa.
Deep DiveTelefónica’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.
M&ATelefónica ‘green-lit’ for Vodafone Spain feeding-frenzy
Following Zegona’s spectacular 350% financial gains from Vodafone Spain buyout in just 15 months, muscling-up Telefónica has apparently been cleared to bid for assets, signalling a market-shaking break-up that could set a new precedent for European consolidation. Vodafone again left pondering ‘what could have been…’
Orangewatch Analyst Briefing: MásOrange’s grand plans, 2G sunset in France, and OpenAI in Africa
Telefónica ‘green-lit’ for Vodafone Spain feeding-frenzy
Virgin Media O2 smartens up fibre rollout with IQGeo and Deepomatic combo
Telefónica said to prep capital raise to fuel Murtra’s new strategy
Telefónicawatch Analyst Briefing: Hispam rollback continues
Telefónica said to mull HQ sale to drive Murtra’s strategy
Union slams Capita’s offshoring plans for Virgin Media O2 contract
Virgin Media O2 smartens up fibre rollout with IQGeo and Deepomatic combo
Telefónicawatch Analyst Briefing: industrial evolution
Telefónica Q2 in-depth: more ‘core one’ than ‘core four’
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.
CEO switched out at Telefónica Tech UK&I
Martyn Bullerwell takes the helm at Telefónica Tech UK&I, replacing Mark Gorton after the latter’s three-year tenure.
Telefónica’s ex-digital chief Alonso joins cybersecurity player Cloudflare
Telco’s former Chief Digital Officer takes up a new remit to drive international expansion at cloud and cybersecurity solutions provider.