Weekly Briefing – Page 6
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Analyst BriefingsThe Deutsche Telekomwatch Briefing: no macro alarms, yet
Reporting Q3 numbers, DT execs delight in strong performance of Europe-side businesses and calm concerns over any bumps from political and economic developments in Germany and the USA.
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Analyst BriefingsTelefónicawatch Weekly: Spanish incumbents remain under siege; VM O2 executes on digital strategy
Q3 financials acknowledge tough domestic competition, notably rising menace Digi. Across the water, Virgin Media O2 doubles up on digital with a range of fresh services (and a new network)…
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Analyst BriefingsInfrawatch Weekly: Ofcom spectrum plans, open RAN wins, INCA treasure
Latest from the digital infra scene in the UK and beyond, including Nokia wins DT open RAN deal; Ofcom weighs SatCom opportunities; altnets debate wireless options; and plenty more…
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Analyst BriefingsVodafonewatch Weekly: Vantage Towers taps old assets for new opportunity
Latest from Vodafone as Vantage Towers looks to monetise in new ways; the Group begins to walk the GenAI walk; APIs go intercontinental; and hopes rise as Vi prepares for good news from government…
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Analyst BriefingsVodafonewatch Weekly: mixed financials, major deals
Latest from Vodafone as deals and partnerships with AMD, Amdocs, Telecom Egypt and more show appetite for R&D, network expansion, following a mixed set of results for the Group’s H1…
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Analyst BriefingsOrangewatch Weekly: Orange preps for open RAN
Inaugural Orangewatch Weekly Briefing, including: open RAN updates; new Open Gateway tie-up in Spain; Cellnex CEO Marco Patuano opening up on MásOrange talks; and much more…
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Analyst BriefingsBTwatch Weekly: earnings add to Kirkby’s optimism
Latest from BT as CEO Allison Kirkby uses drab half-year results to cast vision for the future; Business prepares for Global divestment; Openreach beats fibre expectations; BT riled as Vodafone–Three merger nears…
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Analyst BriefingsInfrawatch Weekly: new infra monetisation options, altnets partner up, DSIT on a roll
Latest from the digital infra scene in the UK and beyond, including AI’s potential in heart of telecoms infrastructure; UK altnets exploring partnerships for enterprise reach; Cellnex reports on restructuring progress and consolidation hopes; people moves, and plenty more…
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Analyst BriefingsInfrawatch Weekly: fibre retail goldrush, Ericsson and Nokia wins, space gets crowded
Latest from the digital infra scene in the UK and beyond, including Lit Fibre and AllPoints consider retail prospects; private equity keeps up data centre funding momentum; Boldyn brings positive vision to neutral hosting, and plenty more…
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Analyst BriefingsTelefónicawatch Weekly: infra sell-down advances; B2B leadership steps up
While Telefónica España debuted slicing and saluted its workforce for response to Valencia flooding, VM O2 in the UK has been busy adopting small cells to extend 5G SA, and chivvying the UK government to also step up on fraud protection. Read more…
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Analyst BriefingsVodafonewatch Weekly: shots fired in Italy as mergers progress
Latest in and around Vodafone, including Swisscom CEO’s sharp words for Iliad, which is circling as Vodafone Italy gets ready to merge with Fastweb; Group H1 earnings incoming with performance in Germany among the focuses; UK merger gets conditional clearance; Instant Networks sent to Valencia…
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Analyst BriefingsDeutsche Telekomwatch Weekly: Telco Cloud heads east
Group lays out operational and commercial ambitions based on expansion of network of cloudified network core hubs across Europe.
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Analyst BriefingsVodafonewatch Weekly: Group reset puts telco-as-a-service front and centre
Latest from Vodafone and its ecosystem as B2T unit launches to commercialise shared operations; M&A attempts blocked in South Africa and started in Romania; and a new Iliad move on Italian assets midway through antitrust hearings…
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Analyst BriefingsBTwatch Weekly: more B2B sell-off reports pose questions for future of Business
Latest from BT as B2B slim-down continues; minority owner DT sees emerging ‘options’ for 12% stake; and Openreach sets about Nokia Altiplano deployment…
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Analyst BriefingsInfrawatch Weekly: Community Fibre wins backing, Spring Fibre loses; data centres dominate
Latest from the digital infra scene in the UK and beyond, including Community Fibre’s latest funding; the UK National Wealth Fund’s capital cut; SpaceMobile’s role in satellite war games; and plenty more…
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Analyst BriefingsDeutsche Telekomwatch Weekly: Group goes fishing with Euro tower chips
DT wraps up central and eastern European tower assets as a deal sweetener, as it seeks to revive regional infra consolidation hopes.
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Analyst BriefingsTelefónicawatch Weekly: Group seeks R&D boost, CEO comfy in GSMA chair, fresh startup investment
Telefónica goes to market with new AI, blockchain, cybersecurity, and quantum computing services. Meanwhile, German telcos lend each other a hand to get Gigabit 5G services on the rails.
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Analyst BriefingsInfrawatch Weekly: TowerCos face churn, altnets’ £800m losses, TalkTalk rapped
Latest from the digital infra scene in the Europe and beyond, including another £16m on the £800m UK altnet losses pile; £6bn datacentre boost; European TowerCo consolidation mooted, and plenty more…
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Analyst BriefingsVodafonewatch Weekly: Group taps mega-deals with Accenture, Google, e&, more
Latest from Vodafone and its ecosystem, including an extended deal with Google for GenAI deployment; Accenture-backed reset for shared services operation VOIS; e& tie-up feeds into UAE IoT contract…
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Analyst BriefingsTelefónicawatch Weekly: Group has new AI friend, Colombia pressure rises, API JV needs reach
Operator backs Perplexity’s AI engine with funding, a trade deal, and fresh TV services. Group also joins calls for more players to get on board with Ericsson API joint venture. Read more…