Analyst Briefing – Page 11
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Analyst BriefingInfrawatch Weekly: fibre routes to retail; TalkTalk’s latest rejig; Asia’s infra ownership overhaul
Latest from the digital infra scene in the UK and beyond, including TalkTalk’s last-minute refinancing, investment boosts for the satellite sector, Japan’s moves towards greater infrastructure sharing, and plenty more…
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Analyst BriefingDeutsche Telekomwatch Weekly: Europe ‘not so anti-growth after all’
After several major, US-side buyouts this year, Group indicates some M&A budget could be portioned out to Europe too, as regional performance remains solid and DT prepares fresh medium-term strategy.
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Analyst BriefingVodafonewatch Weekly: fibre, satellite, and 5G network milestones
Latest from Vodafone and its ecosystem of investments and partners, including: SpaceMobile launch nearing with Vodafone near top of priority list; Kenyan 5G superiority (with FWA uplift); and a Greek fibre deal on the cards…
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Analyst BriefingBTwatch Weekly: Drahi out, Bharti in as CEO Kirkby claims BT strategy ‘vote of confidence’
Latest from BT and its ecosystem, including the Group’s new largest shareholder and the motivations behind the move; Openreach stepping into the Project Gigabit fray with a potential £800m windfall; BT Sourced hypes nnamu procure-tech; more around the Group…
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Analyst BriefingInfrawatch Weekly: Italian infra on the up; Project Gigabit preps leap forward; Macquarie comes and goes
Latest from the digital infra scene in the UK and beyond; including INWIT prepping for Italian investment boost; Indus Towers finally getting paid; claims that UK PIA oversight is MIA; latest people moves; and plenty more…
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Analyst BriefingVodafonewatch Weekly: fibre sale, B2B investment, UK merger delay
Latest from Vodafone and its interests, including: quarterly and full-year results in India that show positive movement; B2B recovery work begins in Germany; TPG puts fibre assets back up for sale; and plenty more in Europe, Africa, Asia, beyond…
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Analyst BriefingBTwatch Weekly: CEO claims ‘solid start’ but warns of tumultuous year to come
Latest from BT and its interests, including: a Q1 report that tees up plenty of turbulence to come, but with a recovery scheduled within the next 18 months; a massive ESN contract in the works with BT despite equally substantial delays in recent years; and new digs for the former CEO…
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Analyst BriefingTelefónicawatch Weekly: Hispam sales jump back onto the agenda
Telefónica makes abrupt announcement of deal to exit Colombia with sale to rival Millicom, further reducing exposure to Latin America.
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Analyst BriefingInfrawatch Weekly: VM O2 readying NetCo, Spain’s InfraCo bonanza, UK altnets’ investment “bad rep”
Latest from digital infra scene, including: UK sector’s reaction to the new Labour government and hopes for continued investment; Vodafone returning once again to the Vantage Towers piggybank; plans for two new FibreCo JVs in Spain; and plenty more…
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Analyst BriefingDeutsche Telekomwatch Weekly: T-Mobile heads up for fibre seconds (but less keen on thirds)
FTTH action continues to dominate as T-Mobile US makes another expansive wireline M&A move and in-house rollouts progress in Croatia and Germany.
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Analyst BriefingVodafonewatch Weekly: CEO claims ‘real progress’ in mixed Q1
Latest from Vodafone and its network of interests, including in-depth analysis of the Group’s Q1 results. In Germany, MDU law changes a major headache, but red tape cutting in Germany may support affiliate Vantage Towers, and 1&1 roaming only months away. Plus plenty more across the footprint…
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Analyst BriefingTelefónicawatch Weekly: Group reinforces digital B2B services segment
Acquisition of Brazil’s IPNET promises to accelerate digital B2B services growth. Meanwhile, Group makes progress on infra asset monetisation as sale of Spanish data centres attracting investors.
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Analyst BriefingVodafonewatch Weekly: dominoes fall as European restructure takes hold
Latest from Vodafone and its ecosystem, including new and expanded deals at Vodafone Business across IoT, unified comms, and more; Tomorrow Street swapping out partners in regular fashion; and ripple effect of European M&A continueing to be felt…
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Analyst BriefingInfrawatch Weekly: UK altnet consolidation, Spanish fibre innovation, data centre energy conservation
London‑based G.Network is said to be in demand as financial advisors consider a response to mooted acquisitions.
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Analyst BriefingBTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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Analyst BriefingDeutsche Telekomwatch Weekly: once-reticent Europe NatCos now embrace tower spinouts
Magyar Telekom becomes latest DT business to re-consider approach to wireless infra management, and take closer look at cost-benefit match-up of tower portfolio separation.
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Analyst BriefingTelefónicawatch Weekly: Group furthers network-sharing ambitions with Digi Spain
Operator finalises national roaming and mobile network-sharing deal with Digi Spain. Separately, in mobile segment, O2 Germany agrees removal of China-made hardware from German mobile network.
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Analyst BriefingVodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Analyst BriefingInfrawatch Weekly: Europe aims for SatCo breakthrough, Hyperoptic joins £1bn club, DT ponders more TowerCos
Latest from the digital infra scene in the UK and beyond, including: EU efforts to support connectivity on Earth and above the skies; UK public sector stoking the fire of fibre investment; musings on the merits of more TowerCos; and plenty more…
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Analyst BriefingTelefónicawatch Weekly: UK mobile coverage expanded with net-sharing, rural rollout
Virgin Media O2 extends network-sharing deal with Vodafone UK, and meets first-phase Shared Rural Network coverage commitments.