Analyst Briefing – Page 12
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Analyst BriefingVodafonewatch Weekly: UK merger takes another twist; AI making ‘fundamental’ change
Latest from Vodafone and its ecosystem, including AI-led change affecting the entire industry; UK deal-making to appease merger detractors; spectrum wins in non-core markets; and more from satcomms, ESG startups, and South Africa’s High Court…
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Analyst BriefingDeutsche Telekomwatch Weekly: Group calls in the B2B backup in Germany
Telekom Deutschland continues efforts to inject some go-to-market oomph in broadband and B2B, with new marque and products.
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Analyst BriefingInfrawatch Weekly: innovation fuelling investment, data centres bringing in cash
Latest from the digital infra scene in the UK and beyond, including billions of dollars flood into data centres, race for satellite mobility drives innovation, ongoing UK efforts to make infrastructure-sharing a viable option; people moves, and plenty more…
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Analyst BriefingBTwatch Weekly: less tech, more outcomes for BT’s consumer and procurement teams
Latest from BT and its ecosystem, including calls from Consumer’s Kevin Lee to ‘forget the jargon’ and Chief Procurement Officer Cyril Pourrat on the centrality of AI to the future of buying. Infrastructure sharing in focus at Openreach; network executives exit; and Rivus folds after BT takes business elsewhere…
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Analyst BriefingVodafonewatch Weekly: transforming CTOs call for telco-vendor relationship rework
Latest from Vodafone and its network of partners and interests, including: CTO Scott Petty joins peers to call for telco-vendor relationship rethink; a TowerCo stake sell-down as Vodafone looks to cut Vi debts; and executive newcomers at Vodafone Business…
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Analyst BriefingDeutsche Telekomwatch Weekly: 2Gigs intro’d to rock fibre rivals
Group continues to arrow in on broadband business performance in Germany, revamping full-fibre pricing and releasing a new top-level tariff based on XGS-PON tech.
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Analyst BriefingBTwatch Weekly: Kirkby earns Slim’s approval; Mehta ratchets transformation agenda
Latest from BT and its ecosystem, including Slim-affiliated investment and Kirkby priorities for asset monetisation. At DTW24, BT execs promoting transformation progress and shift to ‘platform thinking’ — also developments in innovation productivity, autonomous networks, quantum internet, ServiceNow integration, more…
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Analyst BriefingDeutsche Telekomwatch Weekly: European dealmaking quandaries back in spotlight
Mexican telecoms magnate Carlos Slim’s purchase of a stake in BT, and reports of interest from multiple non-European players in United Group, bring fresh strategic questions for global heavyweight (but Europe-sceptic) operator.
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Analyst BriefingInfrawatch Weekly: Netomnia climbs UK altnet table, Poland drives on fibre, UK politicians play it safe
Latest from the digital infra scene in the UK and beyond, including the emergence of a new £1bn challenger in the UK fibre scene, collab-driven network advances in Poland, connectivity promises in the UK General Election; people moves, and plenty more…
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Analyst BriefingVodafonewatch Weekly: subcontinental drift continues with Vi equity offer and Indus rumours
Latest from Vodafone and its ecosystem, including an equity proposal to Ericsson and Nokia in India, and news of a potential Indus Towers stake sale to boot as Vodafone continues to ratchet down its presence in the subcontinent. UK merger faces more backlash from rivals; Partner Markets welcomes newcomer; 2Africa subsea cable reaches British shores; plus more from Germany, Ireland, Ethiopia, beyond…
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Analyst BriefingTelefónicawatch Weekly: infra strategies boosted in Germany and UK
O2 Germany seeks to reduce site visits for technicians with fresh network analysis tools, while Liberty Global, the Group’s partner on Virgin Media O2 joint venture, analyses M&A possibilities in fixed segment. Read more…
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Analyst BriefingBTwatch Weekly: policy in focus as BT execs make the General Election rounds
Latest from BT and its ecosystem, including discussions of a political nature from a handful of senior Group leaders in the build up to the UK’s General Election. The future of TV, planning policy for network expansion, and the need for pro-innovation and investment changes all earned a mention…
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Analyst BriefingInfrawatch Weekly: direct-to-device investments; InfraCo independence; new network metrics
Latest from the digital infra scene in the UK and beyond, including: investment in alternative connectivity technologies; infra spin-offs and data centre sales; coverage data fails; people moves; and plenty more…
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Analyst BriefingTelefónicawatch Weekly: Spain rural, B2B offerings strengthened
Telefónica España secures more than half of domestic rural 5G standalone funding from the government, while local Microsoft relationship taken into the realm of enterprise management.
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Analyst BriefingVodafonewatch Weekly: ex-OpCos begin turnaround; venturing moves in Europe, Africa
Latest from Vodafone and its ecosystem as the Group completes in Spanish exit and hears news of a turnaround from another former OpCo in Hungary, while prospective new ownership in Italy makes more M&A moves. Startup incubation and acceleration is brought to the fore in Portugal and Kenya; open RAN updates with partnerships in tow; drones take flight in Germany; and plenty more…
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Analyst BriefingDeutsche Telekomwatch Weekly: shoring up the home finances
Both sides of RoI equation in spotlight in key arena of German fixed broadband, as DT re-assesses market trends and continues search for ways to trim fibre rollout budget.
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Analyst BriefingVodafonewatch Weekly: African infra in spotlight, Spanish retreat complete
Latest from Vodafone and its partners and interests as Spanish exit completes, Shared Ops leadership adjusted, and climate plans pushed back. In Africa, infra-sharing is on the cards, but Vodacom’s in-progress South African fibre deal faces backlash…
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Analyst BriefingTelefónicawatch Weekly: core markets press on with digital infra M&A
Work with co-owner Asterion on Nabiax data centre sale reportedly coming to a head, while Brazilian operating business confirms interest in rival fibre assets. AI and network-sharing passion remains, with expansion of Google Cloud deal and Millicom highlighting new JV with Telefónica as an ‘inflection point’ for Colombia. Read more…
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Analyst BriefingBTwatch Weekly: Kirkby sets agenda as Group targets simpler, leaner, better
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
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Analyst BriefingInfrawatch Weekly: Project Gigabit acceleration, African expansion, and 5G streetlights
Latest from the digital infra scene in the UK and beyond, including: drone‑enabled 5G and IoT hidden in streetlamps; ongoing network and service building in Africa; Openreach eyeing under‑delivering Project Gigabit contracts; and plenty more…