Exclusive: Telco & Digital Infra Leaders Analyst Briefings – Page 3
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Analyst BriefingTelefónicawatch: Group’s early T&G tonic
Analyst Briefing: Round-up of developments at Spanish incumbent, including news of more AI-led automation projects as the Group seeks to lift cash flow under Transform & Grow masterplan. Read more…
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Analyst BriefingBTwatch: BT gets its AI wings, swoops on enterprise opportunity
Analyst Briefing: CEO Allison Kirkby happy with progress at the Group in the FY, but with the usual room for improvement across all divisions. B2B gets busy with AI, cybersecurity, and MVNOs at the fore; B2C gets mobile; and the ‘transformation’ machine rolls towards another 40,000+ job cuts…
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Analyst BriefingVodafonewatch: marking UK MOCN milestones
Analyst Briefing: VodafoneThree makes network integration strides in the UK; Oz MOCN underpins TPG confidence in Vodafone’s return; and the Group signs wholesale deals in largest markets to monetise existing infra assets. More from across Europe, Africa, beyond…
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Analyst BriefingEMEA Infrawatch: France fills data centre funding funnel
Analyst Briefing: Latest on EMEA digital infra, including data centre overseers investing billions of euros into new French projects, Starlink competitors seeing mixed progress with satellite expansion, and another round of open access fibre deals in Germany.
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Analyst BriefingUK Infrawatch: Digi lands; CityFibre dials back; BT targets regional altnets
Analyst Briefing: Latest from the digital infra scene in the UK, including: a European budget challenger emerges in UK, BDUK adjusts to a revised fibre market reality, more rumours of regional player consolidation, and plenty more…
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Analyst BriefingDeutsche Telekomwatch: AI stakes raised
Analyst Briefing: Telco’s top management keeps the pressure on for results from AI projects and broader efficiency initiatives, as Q1 report shows market conditions in European markets remain tough. DT looks to be gaining traction with AI commercially, with infra expansion plans outlined in Germany, Hungary, and at T.Capital interest Nscale.
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Analyst BriefingEMEA Infrawatch: German fibrecos open up for take-up
Analyst Briefing: Latest on EMEA digital infra, including German fibre players forging further open access deals amidst efforts to accelerate take-up, European telcos plotting to expand data centre footprints, and MEA towerco Helios ramping up tower spend to meet growing regional capacity demand…
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Analyst BriefingVodafonewatch: Vodafone treads uneven road to recovery
Analyst Briefing: Vodafone says it is turning a page but the same old storyline persists: challenge in Germany, market share pressure in the UK, and emerging market headaches in Africa. Progress has been made, though, and CEO Della Valle is happy to talk it up.
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Analyst BriefingBTwatch: filling out the B2B shop window
Analyst Briefing: as BT makes a return for consumers, BT’s B2B brand has got to work itself: nationwide slicing in the UK, and a new unified comms platform and STACKIT integration overseas. Elsewhere, a warning on sovereignty regulation from Colin Bannon, rival Vodafone’s UK bulk-up, and a quantum R&D milestone…
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Analyst BriefingUK Infrawatch: Chelot’s ‘Plan B’; Boldyn’s new underground deal; all change at AllPoints
Analyst Briefing: Latest from the digital infra scene in the UK, as Netomnia’s Chelot talks nexfibre merger plans, wireless infra players thrive, APFN under new management, and plenty more…
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Analyst BriefingEMEA Infrawatch: Europe’s fibre re-fi ‘wall’ looms
Analyst Briefing: ING warns of “enormous refinancing wall” coming for fibrecos in 2027; Deutsche Glasfaser completes long-awaited debt raise; Proximus and Telenet finalise Belgian fibre rollout tie-up; INWIT said to eye data centre play as tower competition heats up; and more…
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Analyst BriefingVodafonewatch: back to M&A as early UK signals inspire confidence
Analyst Briefing: Full takeover of VodafoneThree imminent after management heralds ‘remarkable’ integration progress; INWIT thought to be weighing an acquisition of its own in diversification bid; India’s Vi earns government dues reprieve; One NZ re-ups Vodafone ties; Group readies to publish FY earnings…
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Analyst BriefingTelefónicawatch: widening telcos’ vocal range
Analyst Briefing: Round-up of developments at Spanish incumbent, including AI-focused innovation around voice services, and infrastructure developments in Spain, Germany, and the UK. Read more…
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Analyst BriefingOrangewatch: Q1 figures, a revised SFR bid, and progress on taking back MásOrange
Analyst Briefing: Orange claims “very good” first quarter results, makes a fresh offer for distressed rival SFR, and signs a takeover deal for fibreco Scorefit…
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Analyst BriefingBTwatch: the return of budget mobile?
Analyst Briefing: reports emerge that BT is preparing a consumer reversal, re-entering the no-frills mobile space and re-energising the BT brand. Elsewhere, Business CTO Colin Bannon makes a rare plea for more regulation; and Ofcom opens a compliance investigation…
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Analyst BriefingBTwatch: security, sovereignty take centre stage
Analyst Briefing: BT is expanding its UK sovereignty push with new services and capacity plans; security also gets a nod via a major leadership change said to enable ‘focus and scale’; and changes in the fibre world mean more subsidised build for Openreach…
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Analyst BriefingDeutsche Telekomwatch: re-platforming plans
Analyst Briefing: With Europe continuing the flounder, DT is said to be prepping a major M&A move to strengthen its foothold in America and tightening links with state-side tech partners. In Europe DT ups its data sovereignty credentials with a revamped business cloud service and unveils what it calls a ‘blueprint’ for telco cloud deployments…
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Analyst BriefingFrancewatch: All eyes on SFR
Analyst Briefing: France’s three leading telcos have made a new offer for rival SFR, Patrick Drahi has drawn up an XpFibre shortlist, and Orange has unveiled its Trust the Future strategy…
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Analyst BriefingEMEA Infrawatch: data centre ambitions meet reality check
Analyst Briefing: Latest in EMEA digital infra, including Blackstone’s shift to target investment in ready-built data centres; OpenAI’s reported exit from major Stargate Norway project; AST SpaceMobile’s move to de-orbit latest satellite after botched launch; and more…
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Analyst BriefingTelefónicawatch: shrinking to grow
Analyst Briefing: Round-up of developments at Spanish incumbent, as the exec team firms up a seventh Hispam country exit in pursuit of Transform & Grow strategic uplift. Read more…