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infra-share price rout

Suppliers & SCM

Telcos untouched as key vendors hit by global stock selloff

In depth: US and EMEA telco majors ride out this week’s software tech storm as investors are spooked by advanced AI developments, leaving some of the industry’s most prominent software providers in freefall…

Amdocs cements role in T-Mobile’s tech team

Suppliers & SCM

Amdocs cements role in T-Mobile’s tech team

US services player becomes latest tech group to flag involvement in major customer IT refresh at T-Mobile, following Ericsson, OpenAI, and Netcracker.

emeaiw_eurofiber-luxnetwork

M&A

Eurofiber continues M&A spree with LuxNetwork buy

European B2B fibre and data centre services player takes over Luxembourg-based backbone operator, with 400G-ready network highlighted as means to strengthen its regional footprint. The buy is the latest in Eurofiber’s series of “opportunistic” acquisitions…

dtw152-peoplewatch

Peoplewatch

Deutsche Telekom Peoplewatch: ex-Airtel innovation boss handed AI product remit

The latest strategic and senior changes at Deutsche Telekom, including top-level changes in the Group’s growing AI product organisation, T-Mobile’s IT team, and infra side businesses Lumos and Fiber Experts Deutschland.

infra-netomnia nexfibre reports

M&A

nexfibre set to win race for Netomnia — reports

Deep dive: Liberty/Telefónica‑backed netco said to be finalising a £2bn deal for UK’s #2 altnet, with confirmation as soon as this week… but what does it mean for nexfibre, VM O2, fibre rivals?

  • Deutsche Telekomwatch: fibre trends hit home

  • Vodafonewatch: IT leadership rejig; RAN upgrade kick-off

  • Telefónicawatch: Europe’s DNA re-code

  • BTwatch: connecting rural reaches, shuttering legacy

  • Orangewatch: M&A beckons in France and Spain

  • UK Infrawatch: lenders steel for losses; altnets in chart success; ITS shows B2B potential

See more Analyst Briefings >

  • Deutsche Telekomwatch Analyst Report #151 - January 2026

  • Vodafonewatch Analyst Report #243 - January 2026

  • Telefónicawatch Analyst Report #199 – December 2025

  • Deutsche Telekomwatch Analyst Report #150 - December 2025

  • Vodafonewatch Analyst Report #242 - December 2025

  • BTwatch Analyst Report #370 - December 2025

See more Analyst Reports >

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.

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