All Defence articles
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Weekly BriefingsTelefónicawatch Analyst Briefing: Murtra’s M&A mantra
Reports indicate the Spanish group could cash in on a significant chunk of its Vivo stake to bolster the financial platform for its upcoming new strategy. Investment and M&A speculation also continues to swirl around UK asset Virgin Media O2 and a big-bang return to the European data centre scene. Read more…
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Weekly BriefingsDeutsche Telekomwatch Analyst Briefing: Group’s Giga grab
Big-ticket service and infra developments from around the DT international footprint, including a bid for leadership on Germany’s planned AI Gigafactory, an organisational rejig on enterprise cloud, and a launch date for the long-anticipated T-Satellite offering in the USA. Read more…
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Enterprise (B2B)Orange Business zones in on defence and security with dedicated unit
The new Defence & Security Division aims to tap into group expertise in AI, cybersecurity, and quantum computing to support these “complex sectors” with a focus on resilience and sovereignty.
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Network & InfrastructureUK ‘lacks plan’ to defend subsea cable repair ships in a military conflict
A parliamentary inquiry on undersea cables security has heard that the UK does not have sufficient capabilities in place to protect specialist repair ships if infrastructure is attacked and the seas become a war zone.
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Partnerships & AlliancesHungary’s 4iG is latest telco entrant into European arms race
Hungarian telecoms and tech player set to take a 75% stake in military-focused holding business, dubbed N7 Defence, becoming the latest telco to target growth from increased security spending.
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Public AffairsUK calls on Navy to protect subsea critical infrastructure
UK government wants military to take a bigger role in protecting critical national infrastructure, especially subsea cables, as part of new defence strategy that encourages deeper public-private cooperation for national resilience.
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Financial & PerformanceVodafone sees the bright side of global chaos
FY24–25: As Vodafone Business surpasses €8bn in revenue, driven by Digital Services, anticipated hikes in cybersecurity, defence, and sovereignty spending in politically uncertain times is expected to provide another boost.
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Network & InfrastructureTelefónica eyes share of Spain’s €10.5bn defence splurge
Telecoms and cybersecurity capabilities are key investment priorities in Spain’s defence spending hike.
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M&ASpanish state’s digital musical chairs continues: Indra said to near Hispasat buy
Defence and IT conglomerate reportedly closing in on €650m acquisition of satellite operator to grow defence and space capabilities. State holding company SEPI again seen pulling strings, following Telefónica coup. National, regional and global geopolitical angles…
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Suppliers & SCMVodafone video surveillance partner Digital Barriers not rattled by revenue drop, bigger loss
UK-based video surveillance scaleup stood by “positive” long-term growth prospects as it reported significant revenue decline and a bigger loss for fiscal year ending 31 March 2023.
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Public AffairsSpain rallies to defend “strategic” Telefónica
stc’s bid to become Telefónica’s largest shareholder faces tough scrutiny.
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Network & InfrastructureTelefónica wins 5G deal for Spanish navy ships and bases
New contract with Spanish navy adds to flurry of recent contract awards with country’s MoD.
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Public AffairsVodafone up in arms over Spanish MoD contract exclusion
OpCo will appeal for review on contracting process for EU-funded military training and testing centre for military operations.
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PremiumTelefónica marches on with Airbus 5G SA tie-up for Spanish military
Deal with Airbus sees operator extend efforts to develop 5G use-cases across home market verticals. Contract involves joint development of 5G SA-based solutions for Spanish armed forces, including “tactical clouds”, over next five years.