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tt-2026.09-EYParthenon

Interview

EY-Parthenon: in face of disruption, telcos must think differently about differentiation

Analysis: Can telecom operators transcend infrastructure before non-traditional challengers capture the enterprise frontier? Drawing on global C-suite research, this analysis explores why differentiation, agentic architectures and national sovereignty represent the industry’s most viable growth engines, and why defensive cost-cutting will not secure long-term relevance.

infra-eutelsat iris2

Finance & Strategy

Eutelsat sees €10bn commercial opportunity as IRIS² work begins

IRIS² construction brings Eutelsat billions in revenue but limited margin and substantial delivery risk. Management is instead focused on the next phase, with hopes of turning OneWeb into a 50%-plus-margin business.

btw tfw ukiw-vm o2 openreach reports

Infra

VM O2–Openreach twist puts CMA fibre assumptions under pressure

Virgin Media O2 is reportedly preparing to shelve its cable-to-fibre upgrade in favour of turning to an Openreach wholesale deal for off-net expansion, cutting capital requirements while dealing a significant blow to the competitive assumptions underpinning the CMA’s nexfibre-Netomnia review.

tfw209-entente

Innovation

Telefónica turns to R&D to reinforce space platform credentials

The operator is participating in two R&D schemes that focus on integrating terrestrial and orbital networks and may provide tech backup for the operator as it jostles for a major supporting role in delivery of next-gen satellite services. 

infra-uk budget 2026

Public Affairs

UK Budget boost for data centres, crumbs of comfort for telcos

The UK has put data centres at the heart of its AI ambitions, offering developers a route to faster grid connections in return for local responsibilities. Fibre and mobile operators were largely overlooked, but could yet benefit from the domestic investment push.

  • Vodafonewatch: redrawing operations as AI gains agency

  • UK Infrawatch: nexfibre ups CMA pressure, UK infra ambitions reined

  • Telefónicawatch: Operators link up on European defence

  • Deutsche Telekomwatch: space invasion and AI vision

  • BT swoops on TalkTalk in landmark rescue deal - Oct26

  • Vodafonewatch: hunting for common ground as network disruption looms

  • Telefónica restructures leadership as Venezuela exit nears - Oct26

  • Deutsche Telekom targets satellites, AI and defence in strategic push – Sep-Oct26

  • BTwatch Analyst Briefing: Openreach sweats its fibre infra

  • Vodafonewatch: raising UK ambitions as network priorities shift

See more >

Register now to get exclusive top-rated CSP and digital infra industry insight

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