Africa & Middle East
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Network & Infrastructure
Orange lays groundwork for ‘dark NOC’ as part of ‘platforming journey’
Laurent Leboucher hints at efforts to add “cognitive” abilities to Orange’s shared network operations centre in Europe to facilitate increased automation and faster response times.
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Partnerships & Alliances
Vodafone deepens e& ties with Maroc Telecom enterprise deal
Operator teams up with e&-backed telco to provide array of enterprise and government services in Morocco. Deal further strengthens Group’s relationship with majority shareholder, after making multiple enterprise plays over past two years…
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Financial & Performance
Tariff turbulence: Orange’s Heydemann scents opportunity in uncertainty
Operator’s CEO says turbulent geopolitical scene is raising B2B client concern over data sovereignty and security, although thinks it is too early to say whether these fears will crystallise into higher investment.
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Weekly Briefings
Orangewatch Weekly: shining a light on network evolution
This issue explores technology advances in telecoms, from cloud native through to generative AI and even all-photonic networks.
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Financial & Performance
What has the past week revealed about telecoms tariff exposure?
Analysis: Following the past week of international markets grappling with the USA’s now-paused ‘Liberation Day’ tariffs, TelcoTitans mined the global data for impact on top telcos, vendors and digital infra players…
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Weekly Briefings
EMEA Infrawatch Briefing: data centre strategy roadmaps; InfraCos seek to cut overlap
Latest on EMEA Infra: several digital infra and telecoms players adjust data centre strategies, aiming to capitalise on rising demand for AI and cloud services; FibreCos forge fresh access deals with goal of reducing overbuild; wireless infra players still up for sharing; more…
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Strategy & Change
GCX revives FLAG brand in digital infra-focused strategic rethink
International data centre and submarine cable operator revives FLAG marque to house infrastructure assets, with plans to invest further in cables across “more geographies” and create new “customer-tailored” propositions…
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People
Orange names new B2B boss for France following Fleutiaux exit
Wassila Zitoune-Dumontet has been promoted from her former role as Chief Operating Officer.
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M&A
UK investor Actis picks up South African tower player
Actis joins forces with local investors to acquire Telkom’s Swiftnet tower business, with plans to expand to become a market leader.
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Network & Infrastructure
MTN, Airtel seek efficiencies through pan-African infra sharing tie-up
African telcos team up to share mobile infrastructure in Nigeria and Uganda, with negotiations for further collaboration on fibre and wireless infra-sharing in other markets now underway.
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Weekly Briefings
EMEA Infrawatch Briefing: TowerCos continue M&A pare-back; telcos plot data centre expansion
TowerCos across Africa and Europe still exercising restraint around M&A, with focus placed on increasing tenancies and driving organic-build out instead. Meanwhile, Orange and Vodafone Spain said to look at expanding data centre estate, while opening up IT capacity to third-parties…
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Financial & Performance
Africa’s Helios Towers still prioritising tenancy over build; seeks to maintain FY24 ‘momentum’
One year into Africa-focused TowerCo’s ‘lease-up’ strategy pivot: CEO Tom Greenwood says group is confident in reaching colo and cash targets, with further tenancies on existing towers within grasp. M&A remains no-go…
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People
Vodafone Peoplewatch: new digs for former OpCo bosses Ametsreiter and Coimbra
Latest senior and strategic changes, including an ice cream post for Group Chair; new German sustainability lead; more Vodafone alumni appointments in Spanish fibre; and fresh titles for former Germany, Spain, and Portugal CEOs…
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Network & Infrastructure
Orange preps major data centre expansion project
Group looks to scale its existing asset base while opening up its infrastructure for third-party usage, with former TOTEM CEO Nicolas Roy becoming architect of new data centre strategy.
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Weekly Briefings
Vodafonewatch Weekly: Della Valle calls for a ‘European renaissance’
Latest from Vodafone and its ecosystem as the Mobile World Congress dust settles. A series of innovative proof of concepts and more substantial products and partnerships were announced, and the usual on-stage lobbying made plenty of headlines…
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Partnerships & Alliances
Orange, Eutelsat widen satellite services partnership
European pair to combine for Middle East and African satellite services, filling rural gaps and bolstering terrestrial infra.
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Weekly Briefings
Vodafonewatch Weekly: change afoot across the investments portfolio
Latest from Vodafone and across its footprint, including: potential for change in Germany fibre JV ownership; Liberty on the lookout for shared services partners; TPG Telecom enters new era; Vodacom initiates headcount cull in South Africa; more…
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People
stc’s CEO joins Telefónica board as new shareholders reset pecking order
Long-anticipated boardroom rejig sees stc boss Olayan Alwetaid confirmed as telco’s representative in Spain, following recent stake increase — but Spanish government expand its influence over decision-making in parallel.
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M&A
Tower group SBA presses on with M&A as it exits another market
US-based tower operator initiates sale of Colombian assets, with progress made on separate deals aimed at strengthening positioning in other key markets. Read more…
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People
Vodafone Peoplewatch: top-table refresh at Group and across Europe
30+ senior and strategic changes including a new Investments & Strategy lead; UK exec refresh; more in the Germany ExCo overhaul; a move from Vodafone to shareholder e&; and a data centre swap in Turkey…