Financial & Performance
Vodafone invites peer comparison as UK preps for merger
While final decision on JV with Three is awaited, Vodafone UK claims to be holding its own against competitors it previously suggested it was too fragile to compete with in the long‑term.
Weekly Briefings
Infrawatch Weekly: fibre retail goldrush, Ericsson and Nokia wins, space gets crowded
Latest from the digital infra scene in the UK and beyond, including Lit Fibre and AllPoints consider retail prospects; private equity keeps up data centre funding momentum; Boldyn brings positive vision to neutral hosting, and plenty more…
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…
M&A
Vodafone, Three welcome ‘path to clearance’ as UK merger verdict nears
UK’s Competition and Markets Authority gives a provisional nod to operators’ merger plans, subject to ‘remedies’ to allay competition concerns.
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…
Featured Insight
Liberty open to shedding Virgin Media O2 stake
Liberty CEO Mike Fries labels VM O2 and VodafoneZiggo as “interesting candidates” for listing. Group sees opportunity to list any of its operating entities given the right circumstances.
Fibre players want further action on multi-dwelling challenges
Openreach and Virgin Media O2 representatives look to overcome obstacles in fibre rollout to multi-dwelling units in the UK.
Connected North: Big players stay cool on UK altnet consolidation
All eyes on what CityFibre, VM O2, and parent Liberty Global will do in crowded UK fibre scene, but they’re not in a rush to start buying.
Telefónicawatch Report #186 - October 2024
Key stories include: Group banks on Perplexity’s AI | Álvarez-Pallete comfy in GSMA chair | Vivo closes out IPNET buy | O2 bags Lyca wholesale contract | Telecall preps challenge to Colombia’s telco quartet
Telefónicawatch Report #185 - September 2024
Key stories include: Group in on ground floor network API JV | Álvarez-Pallete doubles down on Brazil | O2’s Haas says no to job cuts | VM O2, CityFibre question each other on fibre | Hispam CEO affirms need for upskilling
Telefónicawatch Report #184 - August 2024
Key stories include: Group credits ‘catalysts’ for Q2 growth | Vivo passes 100m customer mark | Operator inks Digi network-sharing deal | VMO2 readies 20256 NetCo launch | Group seeks exit from Colombia
