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emeaiw_iris2-update

Network & Infra

EU enters IRIS² build phase with expanded capacity plans

EU kicks off “full-scale deployment” of satellite programme two years ahead of schedule, with expanded architecture and accelerated deployment timeline. Supplier base firmed up and an additional €4bn in funding aimed at helping EU deliver ‘sovereign’ defence and security services faster…

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Analyst Briefing

UK Infrawatch: Ofcom curbs Openreach as CityFibre prepares for M&A push

Analyst Briefing: Latest from the digital infra scene in the UK, including Andy Burnham’s “act of self‑harm” on connectivity infrastructure, Ofcom finally gets tough on Openreach promotions, CityFibre funders respond to nexfibre/Netomnia reverberations, and plenty more…

vfw250-eredcap mwc

Network & Infra

Vodafone talks up eRedCap potential as IoT gets ‘chaotic’

With RedCap still in its relative infancy, Vodafone IoT is already looking ahead to the emergence of the next-gen ‘enhanced’ RedCap, tracking growing demand for applications above LPWA’s capabilities, but without the cost and complexity of full 5G.

emeaiw-vfw249_ruhrfibre-bankruptcy

Financial & Performance

ruhrfibre insolvency marks latest sign of German altnet financial struggles

German altnet and sister business metrofibre file for insolvency, marking latest signs of financial distress in the German fibre market. Decision comes as other altnets explore solutions to get onto a firmer financial footing, as investors warn of incoming wave of refinancing deals…

vfw250-ppc vodafone update

M&A

Greek fibre: new #1 imminent as Vodafone–PPC merger plans advance

PPC CEO lays out more detail of proposed Greek fibre JV with Vodafone, and adds mid-2027 target for completion. Merged wholesaler would become market leader, but PPC FiberGrid appears likely to take the crown from OTE either way.

  • Vodafone and InfraVerse 2.0 team put AI agents to work on disaster recovery

  • Mavenir CEO eyes Snowflake playbook to power telcos’ AI charge

  • UK fibre: TiVo’s Freely momentum unlocks altnet multiplay

  • Digital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling

  • Telco can tame ‘wild dogs of AI’ and rediscover growth — TM Forum Chair

  • DTW26: How two TM Forum Catalysts hope to tidy telcos’ AI model muddle

  • The quest for autonomy: how agentic AI can deliver real ROI — new report

  • Capita: rewired for agentic AI, and inviting telcos onboard

  • From danger zone to digital powerhouse: Kearney maps Europe’s path to telecom recovery

  • Gamma’s Edge Migrate: turning the UK’s PSTN switch-off into a strategic channel opportunity

See more >

  • UK Infrawatch: Ofcom curbs Openreach as CityFibre prepares for M&A push

  • EMEA Infrawatch: EU moves to plug data centre funding gap

  • Vodafonewatch: one in, one out as group completes deal double

  • UK Infrawatch: clues emerge of improving altnet sector health

  • Deutsche Telekomwatch: mapping out German mobile

  • Vodafonewatch: tower turbulence and AI acceleration

See more Analyst Briefings >

  • Telefónicawatch Analyst Report #205 – July 2026

  • BTwatch Analyst Report #376 - July 2026

  • Telefónicawatch Analyst Report #204 – June-July 2026

  • Vodafonewatch Analyst Report #248 - July 2026

  • Deutsche Telekomwatch Analyst Report #155 - June-July 2026

  • Telefónicawatch Analyst Report #203 – June 2026

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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