Exclusive: Telco & Digital Infra Leaders Weekly Briefings
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Weekly BriefingsVodafonewatch Weekly: Dutch JV sets out ‘plan to win’
The latest from Vodafone and its interests, including VodafoneZiggo CEO van Rooyen’s strategic reset as it seeks to regain form in the Dutch market; Safaricom’s preparation for a cloud infra overhaul; a surprise change in Group CFO; and more IoT deals for Vodafone Business…
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Weekly BriefingsBTwatch Weekly: legacy infra winds down; next-gen tech spins up
Latest from BT as it charges on with legacy network migrations, looks for new ways of monetising old assets, and prepares to build infra fit for an AI future; Better Workplace signed off with Manchester office opening; another multimillion-pound Project Gigabit subsidy secured, this time in Scotland; and a series of strategically significant personnel changes across the Group…
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Weekly BriefingsOrangewatch Briefing: the impact of geopolitical turmoil; sparks fly in Spain
In this issue, we report on Orange’s Q1 FY25 earnings call with a focus on data sovereignty and sharpening competition in France…
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Weekly BriefingsVodafonewatch Weekly: AI agents put to task
Latest from Vodafone as the Group’s AI strategy fills out; several Business deals in Europe, Africa, and further afield; and a view from the Group and its peers as geopolitics shake up the industry…
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Weekly BriefingsTelefónicawatch Briefing: Europe’s need for a fix
Telefónica and European telco rivals position themselves for an anticipated wave of spend on network and IT strengthening in Europe, in response to political flux. Read more…
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Weekly BriefingsBTwatch Weekly: Openreach bites back as altnet challengers add pressure
Latest from BT, including testy confrontations between Openreach and challenger FibreCos; BT Business CTO shares lessons (and warnings) from the Group’s telco-as-a-platform overhaul; and more quantum developments emerge from Adastral Park…
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Weekly BriefingsUK Infrawatch Briefing: altnets and Openreach square up, data centres spread out
Latest from the digital infra scene in the UK, including: data centres embrace regional opportunities; overbuild threats loom; a closer‑than‑expected scale fibre platform; people moves; plenty more…
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Weekly BriefingsDeutsche Telekomwatch Briefing: congstar stamps its marque
A busy few days on the marketing front at DT as Greece’s OTE firms up a long-anticipated move closer to central branding, and figures from Germany’s congstar suggest DT’s multi-brand portfolio is delivering commercial gains in a challenging environment. Read more…
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Weekly BriefingsVodafonewatch Weekly: attention turns to post-merger strategy in the UK
Latest around Vodafone, including rumours of a UK pay-TV play once Vodafone and Three complete their combination; Vodafone and Digi’s Romanian M&A hits its first regulatory speedbump; Group entities lobby for improved subsea security and land bank protections; Vodacom’s Shameel Joosub goes on tour…
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Weekly BriefingsBTwatch Weekly: M&A spotlighted in Europe; rural fibre the focus in UK
Latest from BT as the Group advances its UK retrenchment on multiple fronts; Openreach build continues at pace, with connections to boot; Global Fabric expands Google Cloud collab for greater scale, reach; Harmeen Mehta named CDIO at BT data centre partner Equinix…
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Weekly BriefingsUK Infrawatch Briefing: supply vulnerabilities, vendors value altnets, aggregation opportunities
Latest from the digital infra scene in the UK, including: APFN breaking down national fibre barriers, Xantaro driving Wildanet’s ‘aggressive’ expansion; DSIT tackling UK’s vendor duopoly; people moves, and plenty more…
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Weekly BriefingsVodafonewatch Weekly: Group rings changes in Luxembourg and HQ
Latest from Vodafone as Ninian Wilson takes charge of new Procure & Connect business; another boardroom rejig; news of change afoot in India; Dutch M&A on the cards; and a series of Business deals…
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Weekly BriefingsOrangewatch Weekly: shining a light on network evolution
This issue explores technology advances in telecoms, from cloud native through to generative AI and even all-photonic networks.
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Weekly BriefingsEMEA Infrawatch Briefing: data centre strategy roadmaps; InfraCos seek to cut overlap
Latest on EMEA Infra: several digital infra and telecoms players adjust data centre strategies, aiming to capitalise on rising demand for AI and cloud services; FibreCos forge fresh access deals with goal of reducing overbuild; wireless infra players still up for sharing; more…
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Weekly BriefingsBTwatch Weekly: BT braced as network tech moves from hype to reality
Latest from BT as Harmeen Mehta joins BT partner Equinix; Group eyes network edge as the tech nears maturity; legal headaches continue as EE fights overcharging class action; UK fibre scene spotlighted as Openreach competition changes shape…
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Weekly BriefingsUK Infrawatch Briefing: fibre consolidation, regulatory consideration, core reinvigoration
Latest from the digital infra scene in the UK, including fibre consolidation questions raised; Ofcom and government open up opportunities; Neos Networks plans a comeback; people moves, and plenty more…
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Weekly BriefingsVodafonewatch Weekly: positive moves for dealmaking Group
Latest from Vodafone as the Group faces the ups and downs of dealmaking; hype turns to more grounded optimism on small cells and 5G MPN solutions; several key changes to OpCo ExCos, and some new digs for former CEOs; more across the footprint…
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Weekly BriefingsBTwatch Weekly: overseas dealmaking, domestic lobbying
Latest from around BT as Orange and AT&T are reported to be in talks regarding an international asset optimisation deal; UK regulation in focus for Ofcom, Openreach, and its long tail of altnet competitors; 5G SA rolls on; and BT pairs with peers to fulfil PSTN obligations…
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Weekly BriefingsEMEA Infrawatch Briefing: TowerCos continue M&A pare-back; telcos plot data centre expansion
TowerCos across Africa and Europe still exercising restraint around M&A, with focus placed on increasing tenancies and driving organic-build out instead. Meanwhile, Orange and Vodafone Spain said to look at expanding data centre estate, while opening up IT capacity to third-parties…
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Weekly BriefingsOrangewatch Weekly: Putting telco APIs to work
The focus is on key announcements around Mobile World Congress, including the launch of telco API unit Orange LiveNet and the 5G core network‑as‑a-service offer.