Telefónica, S.A. (TEF) Analyst/Investor Day Transcript

Telefónica, S.A. (TEF) Analyst/Investor Day November 4, 2025 5:00 AM EST

Company Participants

Torsten Achtmann – Director of Investor Relations
Marc Murtra Millar – Executive Chairman & CEO
Emilio Rodríguez – COO & Executive Director
Laura de Baquedano – Chief Financial and Control Officer & Head of Hispanoamerica
Lutz Schüler – Chief Executive Officer of Virgin Media O2
Christian Mauad Gebara – Chairman & CEO of Telefónica Brasil
Borja Ochoa Gil – Chief Executive Officer

Conference Call Participants

Emmet Kelly – Morgan Stanley, Research Division
David Wright – BofA Securities, Research Division
Akhil Dattani – JPMorgan Chase & Co, Research Division
Carl Murdock-Smith – Citigroup Inc., Research Division
Antonio Rodríguez Vicens – JB Capital Markets, Sociedad de Valores, S.A., Research Division
James Ratzer – New Street Research LLP
Joshua Mills – BNP Paribas, Research Division
Mathieu Robilliard – Barclays Bank PLC, Research Division
Nicholas Lyall – Joh. Berenberg, Gossler & Co. KG, Research Division
Andrew Lee – Goldman Sachs Group, Inc., Research Division
Fernando Cordero – Banco Santander, S.A., Research Division

Presentation

Torsten Achtmann
Director of Investor Relations

Good afternoon, and welcome to Telefonica’s 2025 Capital Markets Day. It’s a pleasure to have you here with us today. Those of you joining us in person and those of you joining us online. On behalf of the entire management team, would like to thank you for taking the time today to engage with us.

Today is an important opportunity for us to give you an overview of how we are positioning the company for growth and value creation. Over the next 1.5 hours, you will hear from our Chairman and CEO, Marc Murtra; our COO, Emilio Gayo; and our CF-CEO, Laura Abasolo.

Marc will open the event by giving you an overview of our new strategic 2026 to 2030 plan and our long-term vision. Emilio will then give you the details how we’re going to implement this

Read the full article here