Stock Markets February 10, 2026

Telefonica narrows Latin American footprint under new CEO, concentrates on four core markets

Following ownership and management changes, the Spanish group steps up exits across Spanish-speaking Latin America and records significant capital losses on recent disposals

By Priya Menon TEF
Telefonica narrows Latin American footprint under new CEO, concentrates on four core markets
TEF

Under CEO Marc Murtra, Telefonica has intensified a program of withdrawals from Spanish-speaking Latin America, citing lower profitability relative to capital cost. After a 2024 ownership and management shake-up and a strategic plan presented in November, the company will concentrate on four primary markets - Brazil, Britain, Germany and Spain - while completing or agreeing a series of sales across the region.

Key Points

  • Telefonica has intensified exits from Spanish-speaking Latin America after an ownership and management shake-up in 2024 and a new strategic plan presented in November.
  • The company will concentrate on four core markets - Brazil, Britain, Germany and Spain - while completing a series of disposals across the region.
  • Multiple sales have been agreed or completed across Latin America, including transactions with Millicom, Telecom Argentina, Integra Tec International and buyers tied to Xavier Niel.

Telefonica has accelerated a pullback from Spanish-speaking Latin America as it refocuses the group on four principal markets, according to the companys revised strategy under CEO Marc Murtra. Management says profitability in many of the Spanish-speaking Latin American operations is below the groups cost of capital, prompting an intensification of disposals that follow an initial wave of Central American exits beginning in 2019.

After both an ownership change and a management reshuffle in 2024, Telefonica presented a new strategic plan in November and identified Brazil, Britain, Germany and Spain as the groups four core businesses. The refocus has translated into a string of agreed sales and completed exits across Latin America, as Telefonica narrows its operational footprint in the region.

Below are the developments within Telefonicas Latin America operations as reported by the company and disclosed in related announcements:

  • Mexico - In July, Telefonica entered exclusive talks to sell its Mexican business to Beyond ONE, the owner of Virgin Mobile Mexico, according to three people familiar with the negotiations. In November, Murtra listed Mexico among the markets Telefonica planned to leave, without providing specific timelines or further details.
  • Argentina - Telefonica said it agreed in 2025 to sell its Argentinian unit to Telecom Argentina for $1.245 billion.
  • Peru - In 2025, Telefonica agreed to dispose of its Peruvian unit to Argentina's Integra Tec International for roughly 900,000 euros (about $1.04 million). The Peruvian unit had filed for bankruptcy protection in February. Telefonica also recorded material capital losses related to the Peru and Argentina disposals.
  • Venezuela - At the group's Capital Markets Day in November 2025, Murtra included Venezuela among the markets slated for exit under the Latin America divestment plan. Earlier last year, the head of Telefonica Venezuela, Jose Luis Rodriguez Zarco, said the unit planned to invest $500 million over two years to expand 4G and 5G services.
  • Colombia - Telefonica agreed in 2025 to sell its majority stake in the Colombian business to Millicom International for $400 million. In early February, the Spanish company completed the sale of 67.5% of Colombia Telecomunicaciones to Millicom Colombia.
  • Uruguay - The company sold its Uruguayan unit to Millicom for $434 million.
  • Ecuador - Telefonica sold its Ecuador unit to Millicom for $379 million.
  • Chile - In February, Telefonica agreed to sell 100% of its mobile unit in Chile to French holding company NJJ and to Luxembourg-based Millicom, both associated with billionaire Xavier Niel, for a fixed consideration of around $1.22 billion.
  • El Salvador - Telefonica sold its mobile unit in El Salvador in 2021 to General International Telecom in a transaction valued at $144 million.
  • Panama - The Panama unit was sold in 2019 to Millicom for 536 million euros.
  • Costa Rica - In 2020 Telefonica sold its Costa Rica unit to Liberty Latin America for $538 million.
  • Nicaragua - Telefonicas mobile assets in Nicaragua were sold to Millicom in 2019 for an original cash consideration of $437 million.
  • Guatemala - The company sold its Guatemalan operations to America Movil for 293 million euros in 2019.
  • Brazil - Telefonica Brasil, the Sao Paulo-listed subsidiary, remains one of the groups four core businesses. In 2024 the unit carried out several smaller acquisitions, including cloud services firms IPNET and IPNET USA, for up to 230 million reais (about $41.49 million).

Telefonica disclosed that it booked 1.7 billion euros in capital losses in the first quarter on the sale of its Peru and Argentina units. The group has linked its divestment decisions to the relative economics of particular markets and the strategic desire to concentrate resources on those markets deemed core to the business.

The groups stepwise retreat in many Latin American markets builds on transactions that began in 2019 and continued through a mix of recent sale agreements and completed deals. Several buyers in the region have been Millicom and other regional and international telecom operators or investment groups.

Exchange rate references used in reporting the transactions are: $1 = 0.8393 euros and $1 = 5.1937 reais.


Telefonicas recalibration of its geographic focus follows a strategic review and leadership change. Management has set out a path to channel capital and operational effort into Brazil, Britain, Germany and Spain while reducing exposure where returns are judged insufficient versus the group's cost of capital.

As the company continues to implement its plan, the timing and finalization of remaining negotiations will determine the ultimate shape of Telefonicas presence across Latin America.

Risks

  • Ongoing divestitures have already produced material capital losses - Telefonica booked 1.7 billion euros in the first quarter on the sale of its Peru and Argentina units, impacting the companys near-term financial results and potentially investor sentiment (affects telecom and financial markets).
  • Negotiations and exit timelines remain subject to change - the company has disclosed plans for exits (for example Mexico and Venezuela) without fixed timelines, creating uncertainty for regional operations and stakeholders (affects telecom and regional markets).
  • Shifting investment focus could alter competitive dynamics in Latin America - as Telefonica withdraws from multiple markets, other regional operators and buyers such as Millicom and America Movil may further consolidate positions, with implications for market structure and service competition (affects telecom and M&A activity).

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