Antitrust Intelligence

Telefónica’s M&A Ambitions Meet Reality Check After Q2 Results Telefónica’s second-quarter results offered a mix of operational stability and strategic restraint. Revenues held up, Brazil continued to shine, and the company is steadily advancing its LatAm dive…

Solid Q2 for Telefónica, strong Brazil boost — but can it afford the M&A everyone’s betting on? Vodafone España & Virgin Media O2 may be out of reach.

antitrust-intelligence.com/telefonicas-...

YouTube video by Antitrust Intelligence Decisiones regulatorias que te pueden hacer ganar o perder mucho dinero.

The four regulatory events that can significantly move a company’s share price and how anticipating them creates investment opportunities while avoiding costly surprises.
Full video with subtitles on youtube: www.youtube.com/watch?v=BkSg...

Delta and Aeroméxico Await US–Mexico Deal As Antitrust Immunity Nears End Delta Air Lines and Aeroméxico find themselves at the center of escalating trade tensions between the United States and Mexico. While both countries have strong incentives to reach a diplomatic res…

✈️ Delta & Aeromexico's alliance is on the clock — U.S. regulators won’t renew their antitrust immunity, and Mexico’s new watchdog is ready to pounce. Here’s what’s at stake for routes, revenues, and investors.
antitrust-intelligence.com/delta-and-ae...

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UK Supreme Court Rules Against Mass Compensation for Car Finance Borrowers The United Kingdom’s Supreme Court has ruled that lenders will not be required to pay large-scale compensation to motorists over car finance commission arrangements, a decision that significantly e…

🚨 UK Supreme Court rules that lenders won’t face mass compensation claims over car finance commissions — a major relief for banks and credit providers.
antitrust-intelligence.com/uk-supreme-c...

Italy Opens Probe Into Meta Over WhatsApp Integration of AI Assistant Italy’s competition regulator has launched a formal investigation into Meta, alleging the U.S. tech giant may have abused its dominant position by pre-installing its artificial intelligence service…

WhatsApp just got smarter - but at what cost?
Italy’s antitrust watchdog is probing Meta for slipping its AI assistant into WhatsApp. The question: is this innovation or an unfair advantage?
hashtag#Meta hashtag#Antitrust hashtag#AI
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Opera Files Antitrust Complaint Against Microsoft in Brazil Over Edge Browser Norwegian software company Opera (NASDAQ: OPRA) has lodged a formal complaint with Brazil’s antitrust authority CADE, accusing Microsoft (NASDAQ: MSFT) of unfairly favoring its Edge browser on Wind…

🚨 Opera files antitrust complaint in Brazil, accusing Microsoft of unfairly pushing Edge on Windows PCs. The browser maker says Microsoft’s tactics block real user choice & stifle competition. #Antitrust #BigTech #CADE
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Spain Expands Apple Probe to Potential App Store Pricing Agreements Spain’s competition authority has widened its investigation into Apple, saying it has found new evidence suggesting the tech giant may have imposed mandatory pricing schedules on developers using i…

Spain’s @cnmces.bsky.social is turning up the heat on Apple, probing whether it forced fixed prices on App Store developers—possibly breaking EU and Spanish competition rules. The 2024 investigation could mean big fines and a shakeup for Apple’s app game!
antitrust-intelligence.com/spain-expand...

In COFECE’s Probe, Banorte Faces Higher Risk Than Santander—BBVA Cleared Mexico’s Federal Economic Competition Commission (COFECE) has formally accused around 21 entities in the financial system of coordinating merchant fees for deferred-payment credit card transactions…

💳 Mexico’s COFECE charges 21 banks with fixing installment card fees—threatening a system millions rely on for big purchases. Fines could reach 10% of revenue. #CompetitionLaw #mexicoporlacopa antitrust-intelligence.com/in-cofeces-p...

EU Commission Finds Temu Likely Breached Digital Services Act The European Commission has announced preliminary findings that Temu, a major online marketplace, is in breach of the Digital Services Act (DSA) due to its failure to adequately assess and mitigate…

🚨 The EU says Temu may have breached the Digital Services Act by failing to assess risks from illegal goods like unsafe baby toys. Fines could reach 6% of global turnover. Probe ongoing. #DSA #Temu #EU
antitrust-intelligence.com/eu-commissio...

Google’s Q2 Results Outshine Legal Headwinds in the UK and Europe Last week, Google reported its Q2 results, once again beating expectations and showing strong growth in both cloud services and subscriptions. At the same time, the company received a provisional d…

⚡ The real gems aren’t in Google’s investor deck—they’re in the 10-Q: huge cloud revenue backlog, plus insights on ad pricing. Crucial for antitrust probes into cloud, mobile, and ad services.
#Google #Antitrust #Cloud #AdTechAsk
antitrust-intelligence.com/googles-q2-r...

Portugal Warns Talent Shortages Could Undermine Competition in AI Sector The Portuguese Competition Authority (AdC) has warned that growing shortages of highly skilled talent in the artificial intelligence sector are creating incentives for companies to adopt strategies…

The Portuguese Competition Authority warns that AI talent shortages are fueling retention strategies — like no-poach deals & non-competes — that may restrict labor mobility, weaken competition, and stifle innovation. #AI #CompetitionLaw #ADCake antitrust-intelligence.com/portugal-war...

UniCredit Ends Banco BPM Deal, Is the Next Target in Poland? UniCredit has run out of patience with the Italian government. On Tuesday, it officially dropped its €10 billion bid for Banco BPM, citing regulatory conditions imposed by Rome that made the deal u…

UniCredit ends its €10B Banco BPM bid after months of political resistance. Q2 results beat expectations, stock up 4%. With Italy off the table, focus shifts to Germany, Poland, and Greece.
#UniCredit #Banking #M&A #CEE
antitrust-intelligence.com/unicredit-en...

EU Releases Template to Boost Transparency in AI Training Data The European Commission has published a standardized template aimed at assisting providers of General-Purpose Artificial Intelligence (GPAI) models in summarising the data used to train their syste…

📢 The @EU_Commission just released a standard form for GPAI providers to disclose training data—key for AI transparency as the AI Act takes effect on 2 Aug 2025. #AIAct #GPAI #AItransparency
antitrust-intelligence.com/eu-releases-...

Alphabet Faces EU Antitrust Complaint Over App Uninstallation Practices on Android Alphabet Inc., the parent company of Google, is facing a formal antitrust complaint filed with the European Commission by six human and digital rights organisations. The groups allege that Alphabet…

🚨 Alphabet faces EU antitrust complaint over Android uninstall limits. Rights groups say it violates the DMA—marking a key test for Europe's digital rulebook. #Alphabet #DMA #Antitrust
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UniCredit Ends Banco BPM Deal, Is the Next Target in Poland? UniCredit has run out of patience with the Italian government. On Tuesday, it officially dropped its €10 billion bid for Banco BPM, citing regulatory conditions imposed by Rome that made the deal u…

UniCredit dropped its €10B bid for Banco BPM after months of talks. Why? Rome didn’t like it. Politics won. Now eyes may turn to Poland — resilient economy, strong banks. The real battle for EU champions isn’t in Brussels. It’s at home.
#Mergers #EUbanks
antitrust-intelligence.com/unicredit-en...

UK Regulators Move to Curb Apple and Google’s Grip on Mobile Markets The UK’s competition regulator is preparing to declare Apple and Google as holding “Strategic Market Status” (SMS) in the provision of their mobile platforms, in what could become a key moment for …

🚨 Apple & Google may soon get Strategic Market Status in the UK—a turning point for digital regulation with big stakes for investors and legal teams. #CMA #SMS #BigTech
antitrust-intelligence.com/uk-regulator...

EU Court Confirms Credit Suisse’s Role in FOREX Cartel but Slashes Fine by Over €50 Million The General Court of the European Union today upheld the European Commission’s finding that Credit Suisse participated in an anticompetitive agreement in the foreign exchange (FOREX) spot trading m…

💥 EU Court confirms Credit Suisse’s role in the FOREX cartel but slashes its fine from €83.2M to €28.9M due to flawed data use by the Commission.

Takeaway: Proven cartel conduct doesn't excuse procedural errors.

#Antitrust #EUlaw #CreditSuisse #FOREX
antitrust-intelligence.com/eu-court-con...

Mexico Passes New Antitrust and Telecom Laws Mexico has just enacted its most far-reaching reforms in over a decade, transforming the legal and regulatory framework for both competition law and the telecoms sector. On July 16, 2025, two major…

Mexico just shook up its competition and telecom rules! Faster merger reviews, tougher fines, and stricter digital rules.
If you’re in business or investing here, it’s time to review your deals and contracts.#Mexico #Antitrust #Telecom
antitrust-intelligence.com/mexico-passe...

Apple, Meta Refusal to Comply with EU rules May Bring New Fines, But Profits Too Since the Digital Markets Act (DMA) came into force, the European Commission and Big Tech platforms have been locked in a standoff over what compliance actually means. Apple, Meta, and other gateke…

💰 Breaking the rules — and still making millions?
For some companies, EU fines are just part of the business model. We’re not here to debate the rules — we follow the money.
You’d be surprised how profitable ignoring compliance can be.
antitrust-intelligence.com/apple-meta-r...

Zuckerberg, Meta Executives Settle $8 Billion Privacy Lawsuit Mark Zuckerberg and other current and former Meta executives have reached a surprise settlement in a high-profile shareholder lawsuit seeking $8 billion in damages for alleged failures to protect F…

💰Zuckerberg & Meta execs settle $8B privacy suit, dodging public testimony over scandals like Cambridge Analytica. No terms disclosed. #Meta #Privacy #Facebook
antitrust-intelligence.com/zuckerberg-m...

Leipzig Court Orders Meta to Pay €5,000 in Facebook Data Privacy Case In a groundbreaking judgment that could pave the way for a wave of similar lawsuits, the Leipzig Regional Court has ordered Meta Platforms Ireland to pay €5,000 in compensation to a Facebook user f…

Big ruling, little buzz: A German court ordered Meta to pay €5,000 for a GDPR breach—no need to prove harm. The court said mass claims without proving damage are fine if they help enforce GDPR through civil courts, not just regulators.
antitrust-intelligence.com/leipzig-cour...
#GDPR #Meta #Ruling

Ferrero Nears $3 Billion Deal to Acquire WK Kellogg, Expanding U.S. Food Empire Italian confectionery giant Ferrero is in advanced talks to acquire WK Kellogg Co., the U.S.-based cereal maker behind iconic brands such as Froot Loops and Frosted Flakes, a source familiar with t…

Ferrero $3B move for Kelloggs signals a shift from sweets to staples. Strong brands, weak margins—classic turnaround play in a consolidating food sector. #Ferrero #WKKellogg #M&A #CPG
antitrust-intelligence.com/ferrero-near...

Bank Pekao: On Its Way to lead Poland’s financial sector Poland’s second-largest bank, Pekao, is participating in a restructuring led by state-controlled insurer PZU that will position it at the helm of Poland's most powerful financial conglomerate. This…

Whoever wants good dividends and a company with strong fundamentals should head to Poland. The restructuring they’re planning could bring good things.
antitrust-intelligence.com/bank-pekao-o...

Independent Publishers File EU Antitrust Complaint Over Google’s AI Overviews A coalition of independent publishers, led by the Independent Publishers Alliance and bolstered by groups including the Movement for an Open Web and Foxglove Legal, submitted a formal antitrust com…

💥 And now what?? Publishers say Google’s AI Overviews kill competition. Google knew—but couldn’t wait. SEO is dying, GEO is here, and clicks are vanishing. Regulators must act fast, but time may beat them.
antitrust-intelligence.com/independent-...

Italy Fines Novamont and Eni €32 Million for Bioplastics Market Abuse Italy’s Competition Authority (AGCM) has imposed fines totaling over €32 million on Novamont S.p.A. and its parent company Eni S.p.A. for abusing their dominant position in the national markets for…

🇮🇹 Italy fines Novamont & Eni €32M for abusing dominance in bioplastics used for shopping bags. AGCM says their exclusionary tactics blocked rivals & hurt environmental innovation. #Antitrust #Bioplastics #Competition #Italy #Eni #Novamont
antitrust-intelligence.com/italy-fines-...

Zalando: two upcoming regulatory events may have minor upside The European Commission is likely to approve Zalando's €1.1 billion acquisition of About You by July 1. This approval may have a minor short-term impact on Zalando’s stock price, but we don’t expec…

You probably heard of Zalando, the online retailer. There are two positive regulatory events coming soon that could have a mild impact on the stock.
antitrust-intelligence.com/zalando-two-...

Prosus ‘Very Confident’ of Early EU Approval for $4.7 Billion Just Eat Takeaway Deal Prosus N.V., the Dutch technology investor, expressed strong confidence on Monday that it will secure early approval from the European Union’s antitrust regulators for its €4.1 billion ($4.72 billi…

🚨 Prosus ‘very confident’ of early EU approval for its $4.7B Just Eat Takeaway deal. The move could create Europe’s next big tech champion in food delivery. EU ruling expected soon. #Mergers #Antitrust #FoodDelivery #Prosus #JustEatTakeaway
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