双方将于世界移动通信大会 (#MWC26) 上展示 AI 创新成果，现场演示新一代用例马德里, Feb. 20, 2026 (GLOBE NEWSWIRE) -- 全球领先的综合通信服务商 Telefónica, S.A. 与电信优先、云原生、AI 原生设计技术提供商 Mavenir Systems Limited 今日宣布签署一项具有里程碑意义的谅解备忘录 (MOU)，共同创建一座 AI 创新中心。这一协作中心旨在加速人工智能在核心网络演进中的融合应用。 这座 AI 创新中心将作为现实世界的试验平台，用于开发、验证并优化 AI 驱动的自主网络编排、意图驱动型服务，以及 AI 赋能的货币化框架等先进能力。通过在受控环境中模拟生产级流量模式，该中心将使两家公司能够在进行大规模商业部署之前，对下一代解决方案进行严格测试与优化。 此次合作标志着迈向智能、自主、自优化的电信网络新时代的重要飞跃，这些系统能够持续学习、预测并实时适应变化。这彰显了 Telefónica 与 Mavenir 的共同愿景，即通过将云原生智能嵌入网络的每个层级，重新定义 AI 驱动网络演进的未来。该举措同样标志着 Telefónica 在网络 ...

由西班牙电信(Telefonica SA)和Liberty Global拥有的宽带合资企业Nexfibre Networks Ltd.已同意收购光纤 挑战者品牌Netomnia Ltd.的母公司Substantial Group，交易价值20亿英镑(约27亿美元)。这标志着拥挤的 英国宽带市场迎来了首次重大整合。（格隆汇） ...

Core Viewpoint - Spanish telecoms giant Telefonica has sold 100% of its mobile unit in Chile to French holding company NJJ and Luxembourg-based Millicom, aligning with its strategy of divesting from non-core assets [1] Group 1 - The sale is part of Telefonica's broader strategy to streamline operations and focus on core markets [1] - The transaction reflects Telefonica's ongoing efforts to reduce debt and improve financial stability [1] - NJJ and Millicom are expected to leverage the acquisition to enhance their presence in the Latin American telecom market [1]

Core Viewpoint - Telefonica (TEF) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook for its stock based on rising earnings estimates [1][3]. Earnings Estimates - The Zacks Consensus Estimate for Telefonica has increased by 22.4% over the past three months, reflecting a positive trend in earnings expectations [8]. - For the fiscal year ending December 2025, Telefonica is expected to earn $0.46 per share, which remains unchanged compared to the previous year [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% receiving a "Strong Buy" or "Buy" rating, indicating superior earnings estimate revisions [9][10]. - The Zacks Rank 2 upgrade positions Telefonica in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10]. Impact on Stock Price - Changes in earnings estimates are strongly correlated with stock price movements, and institutional investors often react to these changes, influencing stock valuations [4][5]. - The upgrade reflects an improvement in Telefonica's underlying business, which is expected to positively impact its stock price as investor sentiment improves [5].

Core Viewpoint - Telefónica SA is undergoing a significant restructuring, planning to allocate €2.5 billion (approximately $2.9 billion) for severance payments to around 5,500 employees, representing a layoff rate of 20% to 24% of its workforce, marking one of the most aggressive cost-cutting measures in the European telecom industry in recent years [2][4] Group 1: Company Actions - The severance package aims to save approximately €600 million in operational costs annually starting from 2028, allowing the company to recoup its investment in just over four years [2][4] - The average severance payment per employee is about €455,000 (approximately 3.7 million RMB), significantly exceeding standard compensation levels [2][4] - The layoffs are part of a collective dismissal process that requires agreements with labor unions, which typically demand better-than-legal compensation to facilitate voluntary departures [4] Group 2: Industry Context - The layoffs at Telefónica reflect broader trends in the European telecom sector, where companies like BT, Deutsche Telekom, Verizon, and AT&T have also implemented significant workforce reductions due to stagnant revenue growth and the need for cost-cutting [3][5] - The telecom industry is facing multiple pressures, including long return cycles on 5G investments, shrinking traditional business models, and intensified market competition, leading to widespread layoffs as a cost-reduction strategy [3][5] - The high severance payments indicate that many of the affected employees are long-tenured and high-salaried, suggesting a strategy to rejuvenate the workforce by incentivizing early retirement and voluntary departures [4]

Core Insights - Telefonica, S.A. (TEF) and IQM Quantum Computers have signed a purchase agreement with the Galician Supercomputing Center (CESGA) to deploy two full-stack quantum computers by June 2026, enhancing Spain's role in next-generation computing technologies [1][2] Group 1: Quantum Computing Deployment - IQM will deliver a 54-qubit IQM Radiance system and a 5-qubit IQM Spark system, which will enhance CESGA's advanced computing capabilities and support research combining quantum computing, AI, and HPC [2][9] - The deployment positions CESGA among Europe's most advanced high-performance computing centres, significantly boosting its research infrastructure [1][2] Group 2: Telefonica's Strategic Initiatives - Telefonica has launched a five-year strategy called Transform & Grow, aiming for sustainable growth and strengthening its leadership in key markets including Spain, Germany, the U.K., and Brazil [4] - The strategy targets up to €2.3 billion in savings by 2028 and €3 billion by 2030 through efficiency and digital transformation, with a revenue and EBITDA CAGR of 1.5–2.5% through 2028, accelerating to 2.5–3.5% from 2028–2030 [5][9] Group 3: Commitment to Technological Autonomy - Management emphasizes commitment to Europe's strategic autonomy and technological capabilities, acknowledging the challenges posed by a fragmented telecom landscape [6] - Potential market consolidation could unlock €18–€22 billion in synergies, benefiting stakeholders through increased investment and innovation [7]

Core Insights - The Network API Market is projected to grow from USD 2.15 billion in 2025 to USD 27.01 billion by 2033, with a CAGR of 37.32% from 2026 to 2033 [1][2] Market Drivers - The demand for seamless integration, real-time data exchange, and enhanced connectivity across cloud services, corporate applications, and IoT ecosystems is driving the growth of the Network API market [2] - The adoption of digital transformation projects, 5G networks, and AI-based services is increasing the need for reliable, scalable, and secure APIs [2] Regional Insights - North America holds a dominant share of 42.00% in the Network API Market in 2025, attributed to advanced digital infrastructure and strong enterprise integration of API-driven solutions [10] - The Asia Pacific region is expected to experience the fastest growth with a CAGR of approximately 40.25% from 2026 to 2033, driven by rapid digital transformation and increasing smartphone penetration [10] Market Segmentation By Type - Communication & Messaging APIs lead with a 29.4% market share, essential for real-time interactions and enterprise messaging workflows [5] - Device & IoT Connectivity APIs are the fastest-growing segment, with a CAGR of 28.6%, driven by the rapid expansion of IoT across various industries [5] By Network Type - 3G/4G/LTE Networks account for 41.7% of the market share, serving as the foundation for API-driven telecom services [6] - 5G Networks are the fastest-growing segment, with a CAGR of 30.3%, due to their ultra-low latency and high bandwidth capabilities [6] By Application - IT & Telecom sectors lead with a 33.8% share, relying heavily on APIs for network optimization and operational automation [8] - BFSI is the fastest-growing segment, with a CAGR of 27.4%, driven by the demand for secure financial APIs [8] By End-User - Enterprises hold a 36.2% share, integrating APIs to streamline workflows and enhance connectivity [9] - Developers represent the fastest-growing segment, with a CAGR of 26.1%, due to the increasing availability of open APIs [9] Recent Developments - In 2024, Ericsson launched its Network API Platform, providing enterprises and developers access to real-time 5G network capabilities [14] - In 2025, Nokia introduced Network as Code (NaC), a cloud-native platform offering self-service access to 5G and fixed network APIs [14] Key Players - Major companies in the Network API market include Ericsson, Nokia, Cisco, Microsoft, AT&T, and others [13]

Core Viewpoint - Spanish telecoms giant Telefonica announced its decision to delist its American Depositary Shares (ADS) from the New York Stock Exchange, attributing this move to the administrative burden and costs associated with maintaining the listing [1] Group 1 - Telefonica cited the administrative burden as a significant factor in its decision to delist from the NYSE [1] - The company also mentioned the costs involved in keeping the ADS listed as a reason for the delisting [1]

Group 1 - Telefonica has proposed to cut more than 4,500 jobs across several units in Spain, with the plan being described as fully voluntary by union representatives [1] - The job cuts are part of a broader restructuring effort within the company to improve operational efficiency and adapt to changing market conditions [1] - Union representatives have indicated that the proposal aims to minimize the impact on employees, emphasizing the voluntary nature of the job reductions [1] Group 2 - The restructuring plan reflects ongoing challenges in the telecommunications industry, including increased competition and the need for cost management [1] - Telefonica's decision aligns with trends seen in the industry where companies are seeking to streamline operations in response to economic pressures [1] - The job cuts may also be influenced by the company's strategic focus on digital transformation and investment in new technologies [1]

Industry Overview - The Zacks Diversified Communication Services industry is facing shrinking profit margins due to high capital expenditures for 5G infrastructure, unpredictable raw material prices, supply-chain disruptions, and intense market volatility [1][4] - The industry comprises firms providing a wide array of communication services, including wireless, wireline, and Internet services to both businesses and consumers [3] Current Challenges - The industry is experiencing high raw material prices and a shortage of chips, which are essential for telecom equipment, affecting operational schedules and profitability [4] - Short-term profitability is compromised as companies invest heavily in upgrading networks to meet the growing demand for data and video services [5] - Demand erosion is evident as customers switch to lower-priced alternatives, leading to a decline in traditional telephony services and overall network access revenues [6] Future Prospects - Despite current challenges, the industry is expected to benefit from an accelerated rollout of 5G technology and increased fiber densification in the long run [1] - Companies are focusing on providing customized services to small and mid-sized businesses (SMBs) to improve profitability and adapt to technological advancements [7] Market Performance - The Zacks Diversified Communication Services industry has underperformed compared to the S&P 500 and the broader Zacks Utilities sector over the past year, with a growth of only 5.8% compared to 16.1% and 16.8% respectively [10] - The industry currently trades at a trailing 12-month EV/EBITDA of 13.37X, below the S&P 500's 18.65X and the sector's 15.91X [13] Notable Companies - **Telefónica, S.A. (TEF)**: The company has launched 5G+ in multiple countries and has seen significant upward revisions in earnings estimates, with a Zacks Rank of 2 (Buy) [16] - **Rogers Communications Inc. (RCI)**: The company has introduced a new satellite-to-mobile service, expanding its connectivity footprint, and has a Zacks Rank of 3 (Hold) [19][20] - **Lumen Technologies, Inc. (LUMN)**: Focused on cloudifying telecom services, Lumen has seen a significant upward revision in earnings estimates and has a Zacks Rank of 2 (Buy) [23]