Analyst Briefing – Page 7
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Analyst BriefingDeutsche Telekomwatch Briefing: CEO gets back in the Hött seat
DT’s Board gets a major agenda item for 2025 sorted, tieing down the operator’s long-serving Chief Executive to a ‘continuity’-delivering contract extension. In parallel move, Germany boss Srini Gopalan is to head over to T-Mobile US to lead operations overhaul. Read more…
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Analyst BriefingUK Infrawatch Briefing: data centre AI plans; Zzoomming up altnet tables; Freshwave deals
Latest from the digital infra scene in the UK, including the latest on sector mergers; power challenges accompanying the government’s AI power play; people moves, and plenty more…
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Analyst BriefingVodafonewatch Weekly: AI in action paying off
Latest from Vodafone and its ecosystem, including CX benefits of AI deployments in Europe, Africa; Vi’s renewed optimism; M-PESA’s banking partnership push; Latvian IoT; more…
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Analyst BriefingBTwatch Weekly: healthtech flatlines; real-world network slicing
Latest from BT and its ecosystem as Etc. shutters healthtech and resets EV charging; BT’s Division X marks network slicing milestone; 2G closure prep work begins; and EE learns its ESN vendor peers…
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Analyst BriefingEMEA Infrawatch Briefing: Spain in spotlight; TowerCo team-ups; M&A next steps
Latest on EMEA Infra: Spain flagged as a frontrunner in legacy switch-off progress, thoguh concerns on fibre overbuild remain; Cellnex mulls path to home market consolidation; TowerCos in Europe and Africa seek to expand rural and transport connectivity; more…
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Analyst BriefingDeutsche Telekomwatch Briefing: US spends, Europe saves
A roundup of turn-of-year news from Deutsche Telekom, with another tale of DT’s Atlantic divide when it comes to willingness to spend. As cash-rich T-Mobile US continues an acquisition spree, to bolster its growth platform, new data puts the spotlight back onto the Group’s slow shift towards next-gen wireline infra in Germany and other European markets. Read more…
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Analyst BriefingVodafonewatch Weekly: partners in place for DRC, India network expansion
Latest from Vodafone, including launch of new Vodacom–Orange towers JV in the DRC; network automation deal ahead of Vi’s 5G switch-on; gov-funded contracts secured in the UK; more…
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Analyst BriefingTelefónicawatch Briefing: Spain’s flip to fibre phase two
Reports highlight how Spanish telco and infra players, having established lead on push from copper to fibre, are now looking to iron out footprint imbalances across urban and rural areas. Read more…
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Analyst BriefingBTwatch Weekly: AI leadership overhaul; Openreach turns to intent-based networking
Latest from BT as New Year people changes make for evolution at BT Digital; Openreach taps government grant funding for more rural fibre contracts; India promoted as more than just an engineering outpost; and Nokia takes a central spot in Openreach SDN…
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Analyst BriefingVodafonewatch Weekly: space wranglings, Indian reset
Latest from Vodafone, including a reset in India; words of warning from ex-Group CEO Vittorio Colao; strategic changes to European OpCo leadership; and the threat of more legal trouble in the UK…
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Analyst BriefingDeutsche Telekomwatch Briefing: API New Year, T-Wholesale reorg, BNetzA puzzler
Group flags first of its traditional start-of-year organisational tweaks with news it is to consolidate its domestic and international wholesale divisions. Meanwhile, the exec tasked with setting up telco platform venture Aduna is named. Read more…
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Analyst BriefingInfrawatch Weekly: fibre boosts across Europe; space deals in the shadows
Latest from EMEA Infra: UK FibreCos hit key footprint expansion milestones, with Openreach to fuel programme with fresh Project Gigabit funds; MásOrange and Vodafone Spain firm up fibre venture in Spain; Amazon and SpaceX said to prepare government fibre deals in Italy and UK; more…
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Analyst BriefingTelefónicawatch Briefing: Germany glitches, Hispam headaches
2025 begins with Telefónica and rivals facing question marks over political and regulatory direction in Europe’s largest market, amid looming elections and continuing squabbles over distribution of spectrum in various bands. Read more…
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Analyst BriefingOrangewatch Weekly: New venture unfolds on Spanish fibre market
Latest from Orange, including: MásOrange and Vodafone Spain finally sign binding contract to create “Europe’s largest FibreCo”; Spanish price hikes; Slovakia nears 5G SA launch; copper in France…
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Analyst BriefingBTwatch Weekly: full fibre flying, NaaS launch imminent
Latest from BT and its ecosystem, including more Project Gigabit contracts for Openreach; a strong showing in Clive Selley’s 2024 review; Colin Bannon promotes Global Fabric potential in AI age; and more…
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Analyst BriefingVodafonewatch Weekly: Italian deal done to kickstart 2025
Latest from Vodafone and its ecosystem, including the Italian divestment; more federal funding in Germany; a reprieve in India for embattled Vi; and a significant Chinese tie-up in Egypt…
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Analyst BriefingInfrawatch Weekly: fibre ups and downs; telcos lean into data centre deals
Latest from the digital infra scene in the UK and beyond, including a DC sale in Ireland; UK fibre altnet plans from new INCA CEO Paddy Paddison; another Project Gigabit stumble; a world-first satellite claim from One NZ; plus strategic executive moves and plenty more…
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Analyst BriefingBTwatch Weekly: ‘in transition’ BT ends year on a high
Latest from BT as new Wholesale MD lays out her priorities; Sprinklr tie-up bears first fruit; asset-light international strategy picks up; and BT walks away unscathed from landmark £1bn+ class action case…
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Analyst BriefingVodafonewatch Weekly: Group closes out 2024 with more deals, partnerships
Latest from Vodafone and its associates, including business developments in the UK and IoT sector; European telcos’ frustration at regulatory standstill; and trouble with the Kenyan press…
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Analyst BriefingTelefónicawatch Weekly: fresh infra deals unwrapped; new execs take the reins
Group secures agreements to upgrade mobile and IT in Germany, Peru, and Spain. In Brazil, Vivo finalises long-sought-after deal to ease financial and regulatory obligations associated with fixed-line telephony…