Our industry-leading and trusted monthly analyst reports of BTwatch, Deutsche Telekomwatch, Telefónicawatch and Vodafonewatch have been the go-to resource inside the Telcos for over 20 years. Our Watch series provides in-depth insight, analysis and the fullest picture into everything that is happening across the Telcos and their entire ecosystems, including all OpCos, functions/divisions and geographies.
From organisational changes, people movements and deals, to financials, operations and strategy — we analyse it all in-depth.
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Telefónica delivered a more solid first half on the back of strength in its domestic and Brazilian markets, but persistent underperformance in Germany and the UK is forcing the group to go harder on costs as it works to keep its Transform & Grow strategy on track. Download the full in-depth Analyst Report…
The 250th edition of Vodafonewatch covers Vodafone’s disciplined AI use-case evaluation, VodafoneThree’s consumer and enterprise product push, a landmark quarter for India’s Vi, structural shifts in German infrastructure, and significant boardroom appointments at Vodacom.
Strong Q2 numbers did not settle the strategic questions around DT and T-Mobile US. September’s Deutsche Telekomwatch Analyst Report #156 goes beyond the headlines to assess fibre and satellite pressure, the Group’s capital response, its Polish infrastructure pivot, and a leadership reset ahead of the next strategic cycle…
Key stories include: Q1: steady but unspectacular | OSS overhaul leads to commercial gains | BT Business emerges from valley | Openreach slows fibre roll | Ofcom threatens pricing action | and much more…
Key stories include: Q1: steady but unspectacular | OSS overhaul leads to commercial gains | BT Business emerges from valley | Openreach slows fibre roll | Ofcom threatens pricing action | and much more…
Strong Q2 numbers did not settle the strategic questions around DT and T-Mobile US. September’s Deutsche Telekomwatch Analyst Report #156 goes beyond the headlines to assess fibre and satellite pressure, the Group’s capital response, its Polish infrastructure pivot, and a leadership reset ahead of the next strategic cycle…
Key stories include: Group’s Telxius stake in play (again) | Wayra takes new path, explores AI | Telefónica Tech trim-down continues | Germany is next target for job cuts | VM O2 lands with big anti-churn fine | and much more…
Telefónica delivered a more solid first half on the back of strength in its domestic and Brazilian markets, but persistent underperformance in Germany and the UK is forcing the group to go harder on costs as it works to keep its Transform & Grow strategy on track. Download the full in-depth Analyst Report…