All Defence articles
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Analyst BriefingTelefónicawatch: Europe’s DNA re-code
Analyst Briefing: Round-up of developments at Spanish incumbent, as it continues efforts to secure regulatory change across Europe, cut back its presence in Latin America, and tap into growing demand for sovereign and secure infra. Read more…
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Suppliers & SCMVodafone a “frontrunner” partner as Ericsson seeks new opportunities in “flattish” RAN market
In depth: Upbeat Ericsson management present FY25 earnings complete with organic growth and progress in efficiency programmes. CSPs said to be willing to invest despite muted RAN outlook, as Vodafone namechecked for its ‘physical AI’ groundwork…
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M&AIndra salvages former BT drone investment Altitude Angel
Spanish defence group buys drone traffic management platform from Altitude Angel, following the provider’s fall into administration, with aim to strengthen UK presence and aerospace portfolio…
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M&ASpain’s Indra completes Hispasat buy, steps up billion-euro space mission
Spanish defence and IT group completes purchase of satellite operator Hispasat, adding another building block to plans for a €1bn+, ‘end-to-end’ European space player. Indra is targeting substantial revenue and efficiency gains, and a bigger role in European space projects, by melding the satco with existing satellite interests Deimos and Startical.
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Analyst BriefingDeutsche Telekomwatch: T.Capital gets defensive; DT nets another home win
Analyst Briefing: Past week’s developments include confirmation that Telekom Deutschland has hit its headline 2.5 million FTTH homes target for 2025, and the Group has added another defence-focused partner to its T.Capital ecosystem…
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Partnerships & AlliancesTelefónica said to advance defence push with NATO innovation tie-up
Telco reportedly set to provide access to R&D infrastructure, including The ThinX lab and quantum comms network, through the defence org’s innovation scheme. Development expands Telefónica’s NATO relationship, as it looks to ramp up defence investment…
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Partnerships & AlliancesEuropean telcos’ call to arms: DT in defence collab talks with Rheinmetall
In depth exclusive: Rheinmetall CEO Armin Papperger envisions his firm as the “Deutsche Telekom of defence”, but a real-world alliance with the telco giant is also now in play, targeting Germany’s €35bn space-defence allocation. The move signals broader trend of European telcos pivoting toward military-grade connectivity and national resilience to capture new spend…
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Network & InfraInto the Bleu: Orange plans major enterprise app migration
Orange Business plans to migrate 70% of its IT infrastructure to the independent cloud platform Bleu, a joint venture between Orange and Capgemini.
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Network & InfraTelefónica gets defensive with NATO maritime 5G pilot
Operator launches private 5G pilot project aimed at improving maritime communications for NATO vessels, as it seeks a bigger role in the defence sector under Executive Chairman Marc Murtra’s revamped strategy…
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M&ATelefónica said to mull HQ sale to drive Murtra’s strategy
Operator reportedly assessing a sale of Distrito C offices, generating further funds to fuel Murtra’s upcoming strategic reset, which is said to include a focus on acquisitions in key markets…
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Analyst BriefingOrangewatch Analyst Briefing: MásOrange’s grand plans, 2G sunset in France, and OpenAI in Africa
From finalising the French 2G sunset and expanding its OpenAI partnership for African markets, to navigating a complex competitive landscape in Spain, Orange Group is again making significant strategic moves. We break down the key developments in this essential briefing for Orange insiders.
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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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TechnologyDTCP and Porsche said to explore €500m defence tech fund
Venture capital partners DTCP and Porsche are reportedly talking about setting up a €500m defence-focused fund, which would be the pair’s second tie-up.
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InterviewInterview: Chief Trust Officer on Orange Business’ ‘gold’ standard for secure cloud services
Orange’s B2B unit has beaten its Bleu cloud JV to the punch by obtaining France’s SecNumCloud 3.2 qualification for an IaaS offering. The Group is now one of nine providers in France to have obtained this trusted cloud security visa.
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Analyst BriefingTelefónicawatch 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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Analyst BriefingDeutsche 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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B2BOrange 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 & InfraUK ‘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.