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…

Partnerships & Alliances

Telefónica widens tie-up with part-owner stc into satcomms

M&A

Prosegur: Telefónica home security JV ‘not on table’

M&A

Netomnia takeout rumours: first billion-dollar M&A for UK fibre?

M&A

Telefónica makes another Hispam withdrawal: pockets $380m Ecuador deal

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Latest Telefónicawatch Reports

Telefónicawatch Analyst Report #197 – September-October 2025
2025-10-29T11:05:00+00:00 Telefónicawatch
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
2025-10-03T18:00:00+01:00 Telefónicawatch
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
2025-08-24T09:00:00+01:00 Telefónicawatch
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…

More Telefónica News

Upcoming Partner Events

Opening 5G – Deploy applications faster with AI and Automation

2025-11-11T07:00:00

11 November 2025. In this webinar, Red Hat describes the innovation potential of open 5G networks using AI and automation.

Build a sales engine fit for an AI era | Virtual Event

2025-11-25T07:00:00

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?

2025-11-27T07:00:00

27 November 2025. In this webinar, Red Hat and STL will investigate how operators should partner to deliver sovereign AI solutions to their customers.

Telefónica Group

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…
Partnerships & Alliances
Telco execs invest in industry fintech player Glow
Device financing partner of BT, and others, secures $65m to expand its international reach and build out its software platform for handset payments, insurance, and upgrades. Investors include several industry heavyweights such as John Malone, Niek Jan Van Damme, and Glenn Lurie.
Strategy & Change
Telefónica doing the maths on 1&1 tie-up: report
Report indicates the Spanish group is considering reigniting links with 1&1, Germany’s fourth telco, in a bid to revive its local fortunes. But both face a bewildering range of options (and challenges) as they seek to regain growth…

Sell all Telefónica Group news >>

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…
Telefónica Peoplewatch: new era dawns at O2; Innovation Digital goes ‘cutting edge’
The latest strategic and senior changes at Telefónica, including news that long-serving Germany chief Markus Haas is stepping down after nearly a decade in the job, and just months after signing a new deal…