All Telefónica Core Markets articles
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Weekly Briefings
Telefónicawatch Weekly: infra sell-down advances; B2B leadership steps up
While Telefónica España debuted slicing and saluted its workforce for response to Valencia flooding, VM O2 in the UK has been busy adopting small cells to extend 5G SA, and chivvying the UK government to also step up on fraud protection. Read more…
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People
Telefónica Peoplewatch: Group names fresh Chile B2B chief
20+ senior and strategic leadership changes at Telefónica, including Group CEO Álvarez-Pallete staying on as GSMA’s Chair; President of Spanish operating business rotating out of helm at Solar360; and Telefónica Chile naming new enterprise lead…
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Weekly Briefings
Telefónicawatch Weekly: Group seeks R&D boost, CEO comfy in GSMA chair, fresh startup investment
Telefónica goes to market with new AI, blockchain, cybersecurity, and quantum computing services. Meanwhile, German telcos lend each other a hand to get Gigabit 5G services on the rails.
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Partnerships & Alliances
Telefónica Tech adds China’s NSFOCUS to growing digital defence ecosystem
Digital B2B services unit Telefónica Tech works with cloud-based cybersecurity provider to launch DDoS prevention solution in Brazil.
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Weekly Briefings
Telefónicawatch Weekly: Group has new AI friend, Colombia pressure rises, API JV needs reach
Operator backs Perplexity’s AI engine with funding, a trade deal, and fresh TV services. Group also joins calls for more players to get on board with Ericsson API joint venture. Read more…
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Partnerships & Alliances
Telefónica, Orange call for more telcos to back API venture
Telcos seeking to onboard new collaborators for API joint venture with Ericsson, while affirming partnerships beyond telecoms sphere are essential to success.
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Weekly Briefings
Telefónicawatch Weekly: Group fleshes out B2B portfolio
Group seeks to further capitalise on perceived B2B growth opportunity with new automation, cybersecurity, and device-as-a-service products. Meanwhile, Virgin Media O2 gets a wrist-slap from UK advertising regulator. Read more…
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M&A
Spanish M&A rolls on as Inveready said to reach Avatel deal
Asset management group reportedly reaches deal with Avatel co-founder to jointly acquire the business, continuing wave of consolidation in Spanish telecoms market. Read more…
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M&A
Brazil’s Vivo eyes more B2B M&A after closing out IPNET buy
Up-to-BRL 230m acquisition of cloud services player finalised following greenlight from national regulatory bodies.
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Weekly Briefings
Telefónicawatch Weekly: Group applauds Draghi’s call for telco deregulation
Operator agrees with recent EU competitiveness policy proposals, although industry bodies not so keen on recommendations. Telefónica España faces down competition in its home market, while continuing to reinforce wholesale segment. Elsewhere, Virgin Media O2 defends fibre strategy against CityFibre broadsides. Read more…
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M&A
Virgin Media O2 set to sell another chunk of Cornerstone — report
Operator to shed another 8% of tower JV with GLIL Infrastructure and Vantage, bringing total shareholding down to just above 25%.
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Eventwatch
Virgin Media O2 and CityFibre question each other’s fibre maths
Connected Britain: VM O2 CEO Lutz Schüler argues operator is taking “challenger” approach in UK’s fibre market, with nexfibre spin-off and upcoming NetCo positioning operator to be a “long-term sustainable partner” to altnets.
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Partnerships & Alliances
Telefónica set to complete fibre wholesale ‘triangle’ with MásOrange — report
Operators said to be nearing Indefeasible Right of Use agreement, covering access to 3.5 million Telefónica-connected premises. Move seeks to prevent overbuild, and sees Telefónica remain on a defensive footing in its wholesale segment. Read more…
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Weekly Briefings
Telefónicawatch Weekly: Spain puts more rural 5G cash on the table
Telefónica España among operators eligible for extra public funding to expand 5G SA services in rural parts of the country.
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Network & Infrastructure
Spain launches second 5G SA funding call
Spain opens bidding for second edition of UNICO-5G Redes Activas programme, providing €87.69m initially to accelerate 5G standalone rollout in additional rural areas of the country.
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Weekly Briefings
Telefónicawatch Weekly: O2 Germany reinforces wholesale defences with Freenet deal
German operator confirms extended wholesale agreement with MVNO as it seeks to fill in future free cash flow hole left by loss of 1&1 deal.
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Financial & Performance
Telefónica gets to plugging Core Market wholesale gaps
Operator seeks to lock in key wholesale clients and create new revenue sources after management affirms wholesale will “be a drag” on 2024 performance.
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Financial & Performance
Telefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…
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M&A
Brazil’s Vivo keeps watch on digital M&A opportunities
Q2 FY24: Telefónica’s Brazilian operating business continues to analyse opportunities to expand its digital B2B service portfolio in cloud, cybersecurity, and IoT.
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Weekly Briefings
Telefónicawatch Weekly: Hispam sales jump back onto the agenda
Telefónica makes abrupt announcement of deal to exit Colombia with sale to rival Millicom, further reducing exposure to Latin America.