Europe
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Analyst BriefingDeutsche Telekomwatch: SoftBank on M&A manoeuvres
Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.
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Network & InfraSpaceMobile strategy chief: satco spectrum buys will have ‘profound implications’ for D2D evolution
Scott Wisniewski says spectrum licences will define the next decade of direct-to-device satcomms, but AST SpaceMobile will stick by its beginnings as an MNO partner…
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Network & InfraTelefónica declares fibre planning as latest Level 4 automation win
The operator cites cost reduction and efficiency gains among initial benefits of fibre planning autonomy, marking another step in its network automation journey…
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Analyst BriefingVodafonewatch: Vodacom moves on East Africa
Analyst Briefing: strategic pivots in Europe and Africa as Vodacom picks up a controlling stake in Safaricom; Economy of Things JV Pairpoint makes steps to ‘new phase’ amid losses; and a Greek exec team overhaul completes the local OpCo’s ‘renewal’…
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M&ADT makes rare fibre M&A move with purchase of Essen estate
Local assets picked up from Dortmund-focused DOKOM21, marking DT’s first publicly-disclosed fibre transaction since creation of GlasfaserPlus in 2021…
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PeoplewatchOrange enlists former cybersecurity agency head as Chief Trust Officer
Guillaume Poupard, one-time Director of France’s national cybersecurity agency, will report directly to Orange CEO Cristel Heydemann and take on responsibility for developing the operator’s fast-evolving strategy around digital sovereignty and trust.
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PeoplewatchTelefónica Peoplewatch: Vivo’s fintech platforms set for AI refit
The latest strategic and senior changes at Telefónica, as Vivo hands out task of infusing its growing portfolio of fintech platforms with AI capabilities, and Telefónica assigns Cellnex exec responsibility for guiding under-pressure German business back to growth.
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Products & ServicesTelefónica deploys fresh AI assistants to up German security
Telefónica Deutschland launches AI-powered assistants to protect customers against online fraud, bulking up its consumer security portfolio…
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Financial & PerformanceVodafone sinks more cash into Economy of Things venture, amid ‘strategic realignment’
Vodafone–Sumitomo JV Pairpoint secures another €30m from backers, initiates strategic reset, and hunts for a new CEO as losses mount…
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Partnerships & AlliancesDT to co-create new AI products with OpenAI
Deutsche Telekom is to get early access to an ‘alpha‑phase’ OpenAI model, although details remain scarce.
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PeoplewatchVodafone Peoplewatch: tech leadership rework, Greek renewal ‘complete’
November–December 2025 update: year-end Peoplewatch tracks significant moves at the top of Vodafone’s European Technology functions; an all-new leadership team in Greece; and 20+ other senior changes across Vodafone Group…
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Strategy & ChangeTelefónica aims slap bang in middle in bid for revival
FY25–FY30 Transform & Grow strategy deep dive: Group’s new leadership goes more aggressive and old school with new five-year agenda, targeting corporate centre for billions of euros of savings.
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Venturing & InvestmentsInvestor Arcus eyes digital infra opportunities with latest €3bn fund
Arcus Infrastructure Partners targeting digital infra among several other sectors with now-closed European Infrastructure Fund 4, eyeing expansion after recent “highly successful” investment spree…
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Network & InfraEC’s AI Gigafactory timetable is already slipping
The European Commission delays AI Gigafactory call from a previous end-2025 target, with the European Investment Bank agreeing to help accelerate the funding and development of the facilities…
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M&AEurope towers: Telcos’ urge to merge remains turn-off for SBA
US wireless infra group remains watchful on M&A opportunities across the Atlantic, citing the latest wave of regional MNO mergers as a dampener on the business case for deals. CFO says SBA is “not going to step in front of a consolidating market”.
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PeoplewatchVodafone Germany reworks Technology, Networks leadership
Operator reunites Technology leadership under Fabrizio Rocchio, as Tanja Richter readies to head off…
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Network & InfraDeutsche Glasfaser said to be winding back rollout as backers demand RoI
Germany’s EQT- and Omers-backed altnet major is said to have edged closer to a long-sought financing deal, but to have needed to significantly scale back its fibre rollout plans in order to secure the cash…
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Analyst BriefingVodafonewatch: Della Valle says job done at Vodafone ‘building site’
Analyst Briefing: as CEO Margherita Della Valle closed the Group ‘building site’ after two years of sell-offs and restructures, the attention has turned to ‘growth opportunities’ — data centres, fibre, merger integrations, B2B, and space earn a look…Vodafonewatch Analyst Briefing: Della Valle says job done at Vodafone ‘building site’
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Network & InfraSFR Business turns to Cloud Temple for sovereign service
The French operator’s B2B unit says it plans to enrich its own Cloud Agility service with partner offerings.
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Network & InfraOpenreach joins UK gov’s infra tracking project
Openreach joins the UK government’s National Underground Assets Register, highlighting the potential to reduce accidental damage to its infra and improve rollout efficiency for other businesses by mapping out its network through the scheme…