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Financial & Performance
DT firms up the foundations after jittery 2025
Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.
Featured
Spend: BT leaning on AI, job cuts to fuel cost-savings agenda
In-depth: defiant Vodafone CEO eyes European rebound
Deutsche Telekomwatch: Germany’s roadmap to recovery
AI infra: Brookfield to double down with $100bn splurge
Orange off the mark on sales of new 5G core NaaS
DT backs AI image generation specialist Black Forest Labs
‘Not invented here’: overcoming the obstacles to telco digital twin deployments
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Network & Infra
Hrvatski Telekom readies airport 5G private networks scheme for take-off
Croatian telco teams up with several national organisations on 5G private network installations at airports, aiming to create operational efficiencies and deliver a more “stable and efficient” service for end-users…
People
DT names new boss of €1bn side-business Congstar
Head of Commercial Management Daniel Mirovsky credited with helping drive recent expansion of business, and handed CEO job recently vacated by Axel Orbach.
M&A
Nordics: DigitalBridge offloads wireless infra player Digita
US-based investment group DigitalBridge agrees to previously rumoured sale of Nordics towerco Digita, as buyer GI Partners sees “great opportunity” for the business to expand in data centres, IoT, and wireless infra…
Financial & Performance
In-depth: German headwinds grab the headlines
Q3 FY25: T-Mobile US, Europe, and T-Systems continue to perform strongly, but German slowdown yet to be addressed.
Upcoming Partner Events
Orangewatch: AI takes centre stage at third edition of Orange OpenTech
Deutsche Telekomwatch: Germany’s roadmap to recovery
UK Infrawatch: data centres chase power, satcos bridge gaps, government tackles scams
EMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Francewatch: Bouygues and Orange keep M&A hopes alive
Vodafonewatch: satellite deals, towers sales
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Deutsche Telekomwatch Analyst Report #148 - October - November 2025
Vodafonewatch Analyst Report #241 - October 2025
BTwatch Analyst Report #369 - October 2025
Telefónicawatch Analyst Report #197 – September-October 2025
Deutsche Telekomwatch Analyst Report #147 - September – October 2025
BTwatch Analyst Report #368 - September - October 2025
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TelcoTitans Eventwatch calendar: the industry events that matter
TelcoTitans Eventwatch highlights the key events to look out for in 2026 that really matter, and those we will be covering, attending, and associated with as an official media partner.
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Into the Bleu: Orange plans major enterprise app migration
Vodacom partners Google Cloud on AI-focused services overhaul
Telefónica nets UEFA football rights for another four years
Orange outlines why it won’t all be doom and gloom after AI bubble bursts
DT backs AI image generation specialist Black Forest Labs
Guidance: H1 pace allows for H2 slowdown as Vodafone moves into cleaner air
Spend: capex down, opex up as Vodafone reaches ‘appropriate’ scale
In-depth: defiant Vodafone CEO eyes European rebound
Quickline CEO departs in top-level leadership refresh
Equinix ploughs £3.9bn into UK data centre build
Netomnia takeout rumours: first billion-dollar M&A for UK fibre?
UK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Virgin Media O2 ties with Starlink on direct-to-device services
2Africa consortium finishes up subsea infra build
Magyar Telekom, 4iG win major chunk of Hungary rural fibre funding
Germany: DT targets Vodafone as it reboots fibre tactics
EMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Vodafone playing the satco market despite $1bn SpaceMobile bet
People
Deutsche Telekom Peoplewatch: Group extracts EU execs to push IT meld
The latest strategic and senior changes at Deutsche Telekom see systems consolidation-focused operator looking to build up its central, Europe technology function with the extraction of multiple senior execs from Hrvatski Telekom and Magyar Telekom. Elsewhere, DT appoints a new Chief Networks Officer and former senior technology figures Claudia Nemat and Kim Kyllesbech Larsen take on new jobs.
Ex-BT CEO Jansen on the runway to become Heathrow Airport chair — report
Ex-Deutsche Funkturm exec becomes American Tower’s new Germany CEO
Digital Infra Peoplewatch: more change at Eutelsat; Vantage CEO named
BT Peoplewatch: brand strategy remains in the spotlight, former CEOs line up boardroom gigs
Telefónica Peoplewatch: McKinsey exec tasked with mining Murtra’s ‘diamonds’
Vodafone and BT veteran joins Boldyn board
Quickline CEO departs in top-level leadership refresh
Orangewatch: M&A back on agenda in France (and maybe Spain)
London fibre: Vorboss CEO falls out with backer Fern Trading — report
Spend: capex down, opex up as Vodafone reaches ‘appropriate’ scale
In-depth: defiant Vodafone CEO eyes European rebound
‘It’s in our hands’: Vodafone CEO closes Group ‘building site’, ready for upward momentum
Iliad CEO: Telco trio’s Altice offer is ‘generous’ and only ‘global’ option
In it for the long haul: BT CEO stays course despite knockbacks
Guidance: modest FY to give way for BT’s ambitious 2030 vision
Spend: BT leaning on AI, job cuts to fuel cost-savings agenda
Into the Bleu: Orange plans major enterprise app migration
Vodacom partners Google Cloud on AI-focused services overhaul
Data centres: PPC aims to put Greece in the Gig league
Orange outlines why it won’t all be doom and gloom after AI bubble bursts
AI infra: Brookfield to double down with $100bn splurge
Greece’s OTE pushes out fibre build ambition
Openreach turns up the heat on legacy network migration as deadline looms
Vodacom brings Starlink into growing satco partner circle
Cellnex reinforces telco M&A defences with France, Italy moves
Vodacom ‘keeping powder dry’ for fibre, data centre M&A opportunities
Register now to get exclusive top-rated CSP and digital infra industry insight
Register for free to join the TelcoTitans community and get access to multiple articles each month and keep current with our free newsletters.
TelcoTitans Eventwatch calendar: the industry events that matter
TelcoTitans Eventwatch highlights the key events to look out for in 2026 that really matter, and those we will be covering, attending, and associated with as an official media partner.
DT preps 30,000-site tender for 2026, as Tier-1 open RAN builds
Hrvatski Telekom eyes mmWave to boost fibre + FWA infra strategy
Orange’s Le Roux: IP MPLS layer at halfway point on ‘full softwarisation’ journey
‘Not invented here’: overcoming the obstacles to telco digital twin deployments
DT set to open new ‘digital gateway’ for European B2B clients
Network & Infra‘Not invented here’: overcoming the obstacles to telco digital twin deployments
Is the ‘not invented here’ mindset holding back digital twin adoption in telco? Major satco and long-time practitioner SES joined SI partner Celfocus to argue that strategic collaboration is key to unlocking transformative potential and accelerate journey towards network autonomy.
TechnologyOrchestration, not Automation, is telco’s real growth engine
Telcos have heavily invested in automation, yet still struggle to scale. The issue is that digitising silos simply replicates bottlenecks. Discover why orchestration is the true growth lever for integrating systems, accelerating revenue capture, preparing for AI, and building a competitive edge for the 6G and AI era.
Partnerships & AlliancesGamma’s Mike Mills: why UK altnet-MVNO convergence is happening now
For UK fibre players, adding mobile services is becoming a compelling route to maximising ARPU and customer value. Enabler Gamma debunks misconceptions, arguing that the MVNO model can unlock significant returns with fast market entry, while eSIM also rewrites the rules. Learn more…
TechnologyFrom pipes to platforms: how AI and data can rewire the telco future — right now
Telcos generate vast amounts of data yet often lag AI-native challengers and face shrinking monetisation windows. New EDB research identifies a select few telcos already gaining significant advantage by embracing a sovereign platform model. Discover the six best practices used by top performers…
TechnologyCase study: Vodafone seeing tangible AI success in the field
Vodafone and Celfocus unveiled early but striking results in embedding AI into field operations — cutting repeat visits and harmonising quality — to both accelerate the operator’s zero-touch ambitions and sharpen customer focus.
TechnologyAI data liberation: inside Boost’s escape from the telco legacy trap
Fragmented legacy systems are preventing telcos from capitalising on their data and AI. Boost Mobile defied industry orthodoxy by adopting Wavelo’s event-driven architecture, creating an agile platform to liberate data, enhance customer experience, and be ready for the next wave of AI innovation. Learn more…