Telefónica has agreed to sell its Chilean operations to NJJ Holding and Millicom, marking another strategic retreat from Latin America as the Spanish telecom giant doubles down on its core markets in Europe.
Shares in Spanish telecom giant Telefónica have staged a notable recovery in recent weeks, climbing over 9% in the past month. This rally has investors questioning whether the stock, still trading near €3.72, represents a genuine bargain or if the easy money has already been made. A deep dive into valuation metrics suggests a significant gap remains between its market price and intrinsic value estimates.
Analysis suggests Telefónica's stock, trading around €3.67, may be significantly undervalued relative to its estimated intrinsic value and industry peers, presenting a potential opportunity for investors.
Spanish telecom giant Telefónica has sold its Chilean operations for $1.2 billion, marking a decisive step in its strategic withdrawal from Latin America to refocus on core European markets and Brazil, amidst significant financial restructuring.
Telefónica (BME:TEF) has re-entered the investor spotlight following a notable 6% monthly share price gain. While recent momentum is catching eyes, a deeper look reveals a complex picture of long-term resilience versus near-term headwinds, raising questions about its true valuation in a competitive telecom landscape.
Telefónica and Mavenir Systems have formed a strategic partnership to establish an AI innovation center, aiming to develop and test autonomous network orchestration and new monetization models, with plans to showcase progress at MWC 2026.
The Spanish telecom giant reported solid full-year results, meeting its 2025 targets and forecasting continued growth for the coming year, driven by its 'Transform & Grow' strategy and a more focused geographic footprint.
Telefônica Brasil (VIV) reported stronger-than-expected fourth-quarter earnings of $347.5 million, surpassing analyst forecasts. The telecom giant's performance was buoyed by steady revenue, capping off a year with over $1 billion in profit.
Telefônica Brasil SA (VIV) reported robust fourth-quarter earnings, driven by gains in mobile and fixed-line services. The company reaffirmed its commitment to returning capital to shareholders and detailed its strategic focus on 5G, fiber expansion, and cost optimization through AI and infrastructure efficiencies for 2026.
Following the $1.2 billion acquisition of Telefonica Chile by rivals, Mexican telecom giant America Movil outlines a strategic shift, targeting sustained capital expenditure and eyeing other regional consolidation opportunities.
The Brazilian telecom giant reported stronger-than-expected quarterly revenue of BRL 15.6 billion, driven by postpaid mobile gains and aggressive fiber expansion, while committing to return over 100% of net income to shareholders.
The telecom joint venture Nexfibre, backed by InfraVia, Liberty Global, and Telefónica, has agreed to acquire UK alternative broadband provider Netomnia in a move valued at approximately £2 billion, signalling a major shift in the competitive landscape for UK full-fibre infrastructure.
Millicom International Cellular, in partnership with NJJ, has taken operational control of Telefónica's Chilean assets, marking a significant expansion in a competitive market. The deal structure offers a path to full ownership, testing Millicom's integration prowess and risk appetite as it vies with regional giants.
Telecom Argentina SA (TEO) reported a significant 53% revenue surge in constant pesos for Q4 2025, largely driven by its acquisition of Telefonica Moviles Argentina (TMA). While integration costs and financial factors led to a net loss, the company highlighted improved EBITDA margins and a strengthened market position.
European telecom infrastructure leader Cellnex Telecom reported robust annual growth, driven by key market activations in Spain and a disciplined capital strategy. The company is advancing significant battery backup agreements and eyeing in-market consolidation to fuel future efficiency.
The Latin American telecom giant reported accelerating growth in its premium mobile and broadband segments during its Q4 2025 earnings call, driving robust free cash flow generation. Management reiterated a disciplined debt reduction path while outlining initial capital expenditure plans for the coming years.
At Mobile World Congress 2026, Nokia unveiled a sweeping AI-centric strategy, announcing key partnerships and new hardware designed to embed artificial intelligence at the core of future networks, as it seeks to transition from a hardware supplier to a central platform player.
Cloudflare CEO Matthew Prince has been called to testify before a Spanish court as part of a major investigation into illegal soccer broadcasting, raising questions about the responsibilities of internet infrastructure providers in combating digital piracy.
AST SpaceMobile transitions from pre-revenue startup to operational powerhouse, reporting $70.9M in 2025 revenue and securing over $1.2B in contracted backlog. With the launch of its massive BlueBird 6 satellite and a fortified $3.9B war chest, the company targets initial commercial service in key markets by late 2026, aiming to bridge the digital divide for billions.
Nokia announces significant expansions to its strategic partnerships with TIM Brasil and Deutsche Telekom, positioning its network technology at the heart of the global AI infrastructure race.
