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Deep DiveStarter for No 10: the key digital infra demands awaiting the UK’s new Prime Minister
Deep dive: Andy Burnham built his political reputation around regional growth in Manchester. Digital infra leaders now want to know whether those principles will translate into a coherent national strategy for fibre, mobile networks, data centres, and digital infrastructure investment, as the industry enters a pivotal moment…
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Deep DiveDigital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling
Deep dive: AT&T, Verizon, and American Tower have now collectively flown hundreds of thousands of drone missions in the USA, as part of a behind-scenes push to create full-fledged virtual replicas of their vast network estates. Senior execs at the three telco giants ran TelcoTitans through the top- and bottom-line benefits of drone- and digital twin-led automated asset management…
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Deep DiveLegendary corporate raider reveals 3% Vodafone stake
Deep Dive: Following Liberty Global’s sharp exit, billionaire Martin Ebner has emerged as a prominent shareholder. The investor, known for forcing major change at Swiss firms, is now fourth on the shareholder roster, leaving the market to ponder the activist’s next move.
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Deep DiveTelefónica’s Huawei gambit calls out Spain v US (and EC)
Deep Dive: Reported extension of 5G contract with Huawei ignites firestorm. Latest China procurement by a Spanish telco skirts EU recommendations and escalates geopolitical tensions, placing government and its flagship operator in a precarious position between deeply-rooted American and emerging Chinese spheres of influence.
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Deep DiveUK Fibre: altnet optimism vindicated over time as take-up erodes incumbent dominance
In depth: Eight Advisory’s latest Tracker shines light on altnet challenge to Openreach, with mature cohorts reaching parity and fibre insurgency continuing amidst land-grab tactics. TelcoTitan’s analysis explores linear trajectory of upstarts, impact of overbuild, continued testing of investor patience, and whether the UK can truly sustain more than two major platforms…
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Deep DiveProfile: WightFibre closes in on Gigabit Island dream; Openreach relegated to wannabe
Isle of Wight operator edges towards completion of Gigabit Island build. Now to deliver on hefty financials. Petri dish to watch Openreach play (very distant) challenger to hyperlocal with real moat. Read on to find out more…