Spanish telecoms giant Telefonica said on Wednesday it would delist its American Depositary Shares (ADS) from the New York Stock Exchange, citing the administrative burden and cost of keeping them lis... ...

Spain's Telefonica has presented a final proposal to cut more than 4,500 jobs across several units in Spain, union representatives said on Wednesday, describing the plan as fully voluntary following c... ...

The Zacks Diversified Communication Services industry appears mired in shrinking profit margins due to high capital expenditures for 5G infrastructure upgrades, unpredictable raw material prices, supply-chain disruptions amid geopolitical tensions, latent tariff-war threats, intense market volatility and high customer inventory levels. However, the industry is likely to benefit in the long run from an accelerated 5G rollout and increased fiber densification.  Amid such uncertain market conditions, Telefónic ...

Group 1: La Liga Competition Overview - The current La Liga season has seen a highly competitive start, with the top four teams forming an arithmetic sequence, where Barcelona leads Atletico Madrid by only 3 points, marking the closest title race in 24 years [1][2] - This season's standings have matched the smallest point difference among the top four teams after 14 rounds since the 2001-02 season, increasing the anticipation for the direct clash between Barcelona and Atletico Madrid [1][2] Group 2: Broadcasting Rights and Revenue - La Liga has successfully completed the domestic broadcasting rights auction for the 2027-28 to 2031-32 cycle, with Telefónica and DAZN renewing their contracts for a total of €5.25 billion, a 6% increase from the previous cycle [2][4] - Including other segments like the second division and commercial rights, La Liga's total domestic broadcasting revenue is projected to reach €6.135 billion, reflecting a 9% growth compared to the last cycle [2][4] - This marks the first time La Liga's annual domestic broadcasting revenue will exceed €1 billion, reaching €1.05 billion, making it the third European league to surpass this threshold after the Premier League and Bundesliga [4] Group 3: Streaming Platforms and Market Dynamics - The rise of streaming platforms has significantly altered the landscape of sports broadcasting rights, with major players like Paramount and Amazon securing high-value deals for various sports events [5][7] - The competition for sports broadcasting rights is primarily driven by the need to capture user attention in an era of information overload, with streaming services leveraging premium sports content to enhance user engagement and monetization [10][20] - The overall global sports broadcasting rights market is expected to exceed $78 billion by 2030, with North America projected to account for a significant portion of this growth [10][11] Group 4: Future Trends and Challenges - The increasing value of sports broadcasting rights is attributed to the scarcity of premium sports content, which remains irreplaceable due to its real-time nature and emotional connection with audiences [14][16] - Major sports leagues are enhancing their commercial capabilities and negotiating power, employing strategies to maximize market value through innovative events and star marketing [17][20] - The ongoing rise in sports broadcasting costs may lead to higher viewing expenses for consumers, necessitating a balance between monetization and accessibility for sports organizations and media platforms [20]

Core Insights - In times of market volatility, investors are increasingly turning to value investing as a strategy to capitalize on discounted stock prices when others are selling [1][3] Value Investment Strategy - Value investing allows investors to purchase stocks at lower prices during market uncertainty, presenting opportunities for long-term gains [1] - The strategy can lead to "value traps" if not properly understood, where stocks underperform due to persistent issues rather than temporary setbacks [3] Importance of PEG Ratio - The PEG ratio, defined as (Price/Earnings)/Earnings Growth Rate, is a crucial metric for value investors, with a lower PEG ratio indicating better value [5] - The PEG ratio helps identify intrinsic stock value, although it has limitations, such as not accounting for changing growth rates over time [5] Screening Criteria for Value Stocks - Effective screening for value stocks includes criteria such as a PEG ratio less than the industry median, a P/E ratio below the industry median, and a Zacks Rank of 1 or 2 [6] - Additional criteria include a market capitalization greater than $1 billion, an average 20-day trading volume exceeding 50,000, and upward revisions in earnings estimates by more than 5% [6] Selected Value Stocks - The Allstate Corporation (ALL), Telefonica, S.A. (TEF), Enersys (ENS), and Commercial Metals Co. (CMC) are highlighted as low-PEG value stocks that meet strict screening criteria [7] - Each of these companies demonstrates a combination of discounted valuation, solid growth metrics, and strong Style Scores, along with rising earnings estimates [7] Company Profiles - **Allstate Corporation (ALL)**: The third-largest property-casualty insurer in the U.S. with a five-year expected growth rate of 18.9% and a Zacks Rank of 1 [9][10] - **Telefonica, S.A. (TEF)**: A major telecommunications provider in Europe and Latin America, with a five-year expected growth rate of 28.1% and a Zacks Rank of 2 [10][11] - **Enersys (ENS)**: Engaged in manufacturing industrial batteries, with a long-term historical growth rate of 16.5% and a Zacks Rank of 2 [11][12] - **Commercial Metals Co. (CMC)**: A manufacturer and recycler of steel products, boasting a five-year expected growth rate of 25.6% and a Zacks Rank of 1 [13][14]

Spain’s football league LaLiga has granted Telefónica SA and DAZN Group Ltd the domestic broadcast rights for five matches each of the country’s top-flight competition in a deal estimated at over €1 billion ($1.2 billion) per season https://t.co/3WCWLwkS6G ...

Telefonica said it provisionally won exclusive rights to broadcast five matches per matchday of Spain's top soccer league. ...

Core Insights - Telefonica, S.A. (TEF) has extended its partnership with Nokia for five years to modernize its radio access network in Germany, supporting accelerated 5G rollout and sustainable digitalization goals [1][11] - The agreement includes the deployment of Nokia's energy-efficient AirScale RAN portfolio, enhancing coverage and network reliability [2][11] - The initiative aims to advance network automation through AI-driven orchestration, leveraging Nokia's MantaRay NM platform [4][11] Network Modernization and 5G Expansion - Nokia will provide advanced solutions including Habrok Massive MIMO radios, multi-band remote radio heads, and small cells to improve indoor performance and overall network reliability [2][3] - The rollout will utilize Nokia's Interleaved Passive Active Antenna (IPAA+) to streamline site deployment and accelerate 5G expansion [3] Strategic Partnerships and Contracts - Telefonica has signed long-term contracts, including a 16-year agreement with DIGI in Spain, enhancing infrastructure quality and ensuring stable revenue [6] - The company is also collaborating with Vodafone and has entered renewable energy agreements in Chile and Mexico [6] Financial Outlook - For 2025, Telefonica anticipates organic growth in revenues, EBITDA, and EBITDAaL - CapEx, aiming to keep CapEx below 12.5% of sales and maintain free cash flow at 2024 levels [9] Market Position and Performance - Telefonica's 5G network in Spain covers nearly 94% of the population, with the miMovistar portfolio gaining traction [5] - The company is experiencing growth in its B2B segment in Germany, supported by steady ARPU and low churn in O2 contracts [7]

Core Insights - Nokia has signed a 5-year contract extension with Telefónica Germany to modernize and upgrade its radio access network until 2030, focusing on 5G expansion and sustainable digitalization in Germany [2][6] - The agreement includes the deployment of Nokia's advanced Cloud RAN solutions and AI-powered technologies to enhance network performance and customer experience [2][5] Group 1: Contract Details - The contract involves the supply of Nokia's energy-efficient AirScale RAN portfolio, including Habrok Massive MIMO radios, Pandion multi-band remote radio heads, and AirScale small cell solutions [3] - Nokia will also provide baseband solutions to improve 5G network performance and reliability for Telefónica [3][4] Group 2: Technological Advancements - The deployment will feature Nokia's Interleaved Passive Active Antenna (IPAA+) solution to streamline site design and expedite 5G rollout [4] - Telefónica will utilize Nokia's AI-powered network management solution, MantaRay NM, to support RAN and Cloud RAN operations, aiming for automation level 4 through AI orchestration [5] Group 3: Strategic Importance - The partnership aims to enhance Telefónica's performance, efficiency, and customer experience across its 5G network, positioning the company for long-term competitiveness amid the AI Supercycle [5][6] - Both companies express a shared commitment to advancing 5G technology and fostering a more connected and sustainable Germany [6]

Telefonica has proposed laying off 5,040 people in Spain as part of cost-cutting efforts envisaged in its new strategy, trade union UGT said on Monday. ...