Analyst Briefings – Page 2
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Analyst BriefingBTwatch: lawsuits, losses, and leveraging networks
Analyst Briefing: CEO Allison Kirkby claims ‘solid delivery’ in the first half of the year, but no end is in sight for market challenges at all units. Investment in networks remains a focus, with next-gen services coming on line as legacy infra is shut down…
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Analyst BriefingOrangewatch: AI takes centre stage at third edition of Orange OpenTech
Orangewatch Analyst Briefing: bringing together the latest from around TelcoTitans and beyond. Orange’s annual OpenTech event takes place for the third time, with senior execs going on stage to talk up under-the-hood transformation of the operator’s platforms.
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Analyst BriefingDeutsche Telekomwatch: Germany’s roadmap to recovery
Analyst Briefing: Telekom Deutschland’s new management switches tactics on broadband after customer trends remain in reverse; Group continues to aim high on AI; European tech harmonisation push accelerates.
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Analyst BriefingUK Infrawatch: data centres chase power, satcos bridge gaps, government tackles scams
Latest from the UK’s digital infra scene, including: billions pour into south east data centres, operators turn to satcos and infra players to plug gaps, heightened focus on network safety responsibilities, and plenty more…
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Analyst BriefingEMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Latest on EMEA digital infra: KPN and OTE revise fibre build strategies; Vodacom keeping “powder dry” for potential fibre, data centre buys; DT and Vodafone ruminate very differently on AI Gigafactory plans; more…
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Analyst BriefingFrancewatch: Bouygues and Orange keep M&A hopes alive
Analyst Briefing: Aftermath of joint bid by Bouygues, Iliad, and Orange for Altice France, and the hope that discussions will resume despite the offer’s initial rejection.
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Analyst BriefingVodafonewatch: satellite deals, towers sales
Latest Vodafone Analyst Briefing: including moves in satellite and direct-to-device; a progress report from VodafoneZiggo on performance and a planned wireless infra divestment; installation of a new CEO at Vantage Towers; and more share price volatility at Vi…
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Analyst BriefingEMEA Infrawatch: satcos look towards future tech; telcos adjust to infra competition
Latest on EMEA digital infra: Vodafone ‘finding its niche’ in subsea cables; SES charts course to launching satellite-based quantum services; Indus Towers eyes possible acquisitions to fuel African expansion; more…
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Analyst BriefingDeutsche Telekomwatch: New network chief; FWA and Wi-Fi boosts; Poland innovates on B2B
The latest developments from around German giant, as Armin Sumesgutner becomes DT’s new networks supremo, Hrvatski Telekom looks at new layers for its 5G fixed wireless broadband gap-filler; and a Poland-led development programme aims to unify Europe NatCos’ B2B portals.
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Analyst BriefingUK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Latest from the digital infra scene in the UK, including: Voneus calls bankers’ bluff, INCA anticipates altnet dominance, nexfibre seeks consolidation jumpstart, and plenty more…
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Analyst BriefingOrangewatch: M&A back on agenda in France (and maybe Spain)
Latest developments in Orange ecosystem: Altice France dismantling bid; coverage of Q3 FY25 results; updates on MásOrange ownership speculation; Network X discourse on open RAN, softwarisation, AI, and sovereignty.
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Analyst BriefingVodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Analyst BriefingBTwatch Analyst Briefing: Watson passes the network strategy baton
Latest from BT and its interests, including quantum chat from Capacity Europe, fibre competition from INCA Summit, Howard Watson’s imminent departure and Greg McCall’s promotion, and more from Italy, Ofcom, and EE…
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Analyst BriefingTelefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
M&A speculation continues to dominate the discourse around Telefónica, ahead of early-November’s strategy update, with the focus in recent days on Germany’s mobile market and UK’s fibre scene. Meanwhile, quantum encryption and handset financing players boost their capital resource within the partner ecosystem. Read more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: deep water fibre deployments; AI infra transfers
Latest on EMEA digital infra: EXA Infrastructure, Orange, and Vodafone progress subsea cable projects; Retelit finalise BT Italia acquisition; Cellnex offloads French data centre unit to Vauban; more…
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Analyst BriefingVodafonewatch Analyst Briefing: RAN overhaul begins with vendor foursome locked in
Latest from Vodafone as the long-awaited Spring 6 procurement closes out, with four vendors named; Vodafone OpCos among the winners in two European spectrum auctions; Google Cloud migration completes in Czechia; TPG shareholder payout may see Vodafone pocket €400m+; and Group trials 6GHz spectrum tech in Germany…
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Analyst BriefingBTwatch Analyst Briefing: Openreach defends discounts as rivals cry foul
Latest from BT, including Openreach’s controversial copper-to-fibre discounting, regulatory tensions in Ireland, and the fall of BT’s drone venture…
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Analyst BriefingUK Infrawatch analyst briefing: write-down worries, results revelations, Openreach outrage
Latest from the digital infra scene in the UK, including: altnet debt reality bites, rivals sideswiped by Openreach discounts, CityFibre contract gains, and plenty more…
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Analyst BriefingTelefónicawatch Analyst Briefing: Group vs Gloop as strategy unveil nears
With less than a month to go before Telefónica’s big strategy reveal, the Group continues to appear set for a battle to push through the new agenda, whether with unions and government on cost-cutting plans in Spain, or European decision-makers on consolidation. Exec Chair Marc Murtra has been in Brazil, meanwhile, to raise support for the new plan. Read more…