Telefónica Enterprise
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People
O2 Germany: Mallik Rao adds B2B growth mission to tech remit
After five years spearheading O2’s pathfinding cloud transformation strategy, now-CT&EO given added responsibility to bring B2B and tech teams closer together. 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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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
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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Products & Services
O2 Germany expands in B2B with fresh automation, rental services
Operating business widens its enterprise offerings to include workflow automation and device-as-a-service, enabled by tie-ups with Apple Financial Services and Workato. Move sees Group continue B2B revenue push as part of wider strategy…
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Enterprise (B2B)
O2 poaches Vodafone MVNO client Lyca to part-plug 1&1 gap
Lyca Mobile Germany migrates from Vodafone to O2 in latest MVNO coup for the operating business.
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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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Partnerships & Alliances
Telefónica said to expand API push with Microsoft distribution tie-up
Close partners reportedly finalise deal to market Spanish group’s network APIs on Azure Marketplace.
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Strategy & Change
Telefónica CEO pledges commitment to Brazil after meet-up with president
José María Álvarez-Pallete expresses confidence in Brazil’s telecoms market during trip to meet the country’s President.
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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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People
Telefónica Peoplewatch: key directorship changes in Germany and UK
Roundup of 25+ notable people moves across Telefónica Group, including: rejigged board at Telefónica Open Innovation; VM O2 recruiting new business and strategy directors; and former O2 marketing director taking up comms role at DT…
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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 Tech reaches €2bn sales mark
Q2 FY24: Digital B2B services unit hits revenue milestone in last twelve-month period, and reported another solid quarterly performance. Read more…
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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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Financial & Performance
Telefónica Q2 FY24 Spend: Tight lid kept on expenses
Group pulls back on spending after Q1 investment spree, keeping capital intensity well within guidance range.
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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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Financial & Performance
Brazil’s Vivo sails past 100m mark for mobile accesses
Brazilian OB reaps success of upselling tactics as postpaid mobile share expands.
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Financial & Performance
Prosegur backs Telefónica security JV as it passes 500k subs
Spanish operator’s home security partner talks up the value of their joint venture, and wider connected-alarms business, despite ongoing profit drain of commercial spend to fuel user base expansion.
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Weekly Briefings
Telefónicawatch Weekly: Group reinforces digital B2B services segment
Acquisition of Brazil’s IPNET promises to accelerate digital B2B services growth. Meanwhile, Group makes progress on infra asset monetisation as sale of Spanish data centres attracting investors.