Exclusive: Telco & Digital Infra Leaders Analyst Briefings
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Analyst BriefingEMEA Infrawatch: German altnet investment struggles
Analyst Briefing: Latest on EMEA digital infra, including Germany’s BREKO highlighting decline in fibre investment from altnets; fresh developments on the ground and in the sky for European satellite systems; and Vodafone and MTN unveiling new data centre developments.
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Analyst BriefingVodafonewatch: partners loaded for EMEA digital infra expansion
Analyst Briefing: capital-sharing partnerships in Turkey and Egypt, and a new co-owner at German fibreco OXG Glasfaser, bring Vodafone’s digital infra expansion strategy into the spotlight; plus VodafoneThree’s convergence push and 5G SA commercialisation bid, Czech innovation, and more across Europe and Africa…
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Analyst BriefingDeutsche Telekomwatch: Board lines up next generation
Analyst Briefing: Reviewing tumultuous few weeks at DT as Group makes remuneration concession and enacts top-level leadership change on both sides of the Atlantic, to shore up stakeholder base and prep for new era. Execs also allow a rare major M&A move in Europe and add more names to DT’s AI transformation line-up.
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Analyst BriefingUK Infrawatch: G.Network sees revival, Gamma goes private, Voneus nabs Airband
Analyst Briefing: analysis of the altnet cost base, Voneus’ swoop for a rural peer, Gamma buyers promise a long‑term view on business development, and plenty more…
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Analyst BriefingVodafonewatch: tower tensions, competitive pressures
Analyst Briefing: From tower disputes in Germany and spectrum obligations in Czechia to Digi’s continued disruption in Romania, Vodafone faces a mix of competitive pressure, policy shifts, and technology-led opportunities across its footprint…
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Analyst BriefingUK Infrawatch: altnet creditors take control, regional data centre AI surge
Analyst Briefing: Latest from the UK’s digital infra scene, including creditors take control of Toob, TalkTalk sheds more assets, National Wealth Fund guarantees data centre expansion plans, and plenty more…
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Analyst BriefingBTwatch: 10G fibre and 5G slicing go live
Analyst Briefing: Openreach gears up for a ten million-premises XGS-PON rollout; EE puts consumer 5G into the fast lane with network slicing; and the Group’s ongoing legacy OSS cull produces automation and NaaS benefits…
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Analyst BriefingEMEA Infrawatch: satellite operators mark rollout progress
Analyst Briefing: Latest on EMEA digital infra, including a refresh of the European Commission’s IRIS2 programme, space partnership progress at AST SpaceMobile and SES, and fibre consolidation advances in Poland and Greece.
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Analyst BriefingVodafonewatch: UK slump, Nordic bump
Analyst Briefing: Vodafone’s share of UK government spending drops, SpaceMobile uncertainty continues, and Telenor deal continues to expand. Elsewhere, network leadership changes in Europe and groundwork for infra-sharing in India…
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Analyst BriefingOrangewatch: now-consolidated MásOrange quick to make mark
Analyst Briefing: bringing together the latest on Orange from around TelcoTitans and beyond, including Group execs being upbeat on MásOrange despite competitive pressures; a new data centre joint venture with Morrison; and MásOrange denying rumours of ‘RANco’ plans with Vodafone Spain…
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Analyst BriefingFrancewatch: SFR takeover review gets underway
Analyst Briefing: France’s telecoms market is entering another decisive phase, with the SFR takeover review now in national hands, Orange reshaping its infrastructure strategy, and regulators turning fresh attention to fibre quality as consolidation pressures build.
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Analyst BriefingVodafonewatch: Indian recovery, Greek opportunity
Analyst Briefing: signs of revival in India, a new fibre frontrunner in Greece, and carving a place in the future of ‘chaotic’ IoT. Plus, Vodacom poaches rival bosses to bolster the boardroom, and Vodafone co-develops an AI-powered disputes resolution platform with a UK startup…
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Analyst BriefingBTwatch: fibre dividend emerges, Ofcom bares teeth on promos
Analyst Briefing: stubborn numbers but signs of things to come as BT’s Q1s leave the Group on track for near- and mid-term guidance; Openreach knocked back as Ofcom moves to block pricing change; and TelcoTitans considers the implications for the Group of a new UK Prime Minister…
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Analyst BriefingUK Infrawatch: Ofcom curbs Openreach as CityFibre prepares for M&A push
Analyst Briefing: Latest from the digital infra scene in the UK, including Andy Burnham’s “act of self‑harm” on connectivity infrastructure, Ofcom finally gets tough on Openreach promotions, CityFibre funders respond to nexfibre/Netomnia reverberations, and plenty more…
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Analyst BriefingEMEA Infrawatch: EU moves to plug data centre funding gap
Analyst Briefing: Latest on EMEA digital infra, including the launch of the EU’s call for tenders for the AI Gigafactory data centre scheme, a series of wireless infra transactions in the Middle East and Africa, and the Netherland’s KPN threatening further cutbacks after regulator’s decision to block DELTA Fiber deal.
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Analyst BriefingVodafonewatch: one in, one out as group completes deal double
Analyst Briefing: A positive Q1 performance followed by completion of a pair of major, structural deals in Europe helps CEO Margherita Della Valle lead the Group into a new phase, and suggests multi-year footprint rethink is beginning to deliver tangible results. Elsewhere, European towers trouble, questions of SatCo revenue potential, and AI gets physical in Albania…
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Analyst BriefingUK Infrawatch: clues emerge of improving altnet sector health
Analyst Briefing: Latest from the digital infra scene in the UK, including the latest in fibreco results season, Aberdeen investment going south, Grain embraces network growth, Project Gigabit gets a funding boost, and plenty more…
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Analyst BriefingDeutsche Telekomwatch: mapping out German mobile
Analyst Briefing: The latest developments from around Deutsche Telekom’s cross-Atlantic empire, as innovation gains are pursued in quantum networking and digitisation, and DT flags ecosystem development work with partners including Aduna, Ericsson, and OpenAI.
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Analyst BriefingVodafonewatch: tower turbulence and AI acceleration
Analyst Briefing: the European towers industry watches on as Vodafone-backed INWIT battles MNO discontent in Italy; Vodafone reaps the rewards of early security and compliance grunt work as it accelerates AI adoption; satco SpaceMobile continues with familiar ups and downs; and more from Africa, Europe, elsewhere…
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Analyst BriefingEMEA Infrawatch: pressured European infracos rethink ownership models
Analyst Briefing: Latest on EMEA digital infra, including a court rejecting INWIT’s request to block Fastweb + Vodafone and TIM from exiting their MSAs early, Amazon Leo beating Starlink to secure a South African entrance, and rumours of Telefónica and Pontegadea kicking off talks to sell subsea cable operator Telxius.