Exclusive: Telco & Digital Infra Weekly Briefings
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Analyst BriefingsBTwatch Analyst Briefing: Openreach defends discounts as rivals cry foul
Latest from BT, including Openreach’s controversial copper-to-fibre discounting, regulatory tensions in Ireland, and the fall of BT’s drone venture…
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Analyst BriefingsUK Infrawatch analyst briefing: write-down worries, results revelations, Openreach outrage
Latest from the digital infra scene in the UK, including: altnet debt reality bites, rivals sideswiped by Openreach discounts, CityFibre contract gains, and plenty more…
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Analyst BriefingsTelefónicawatch Analyst Briefing: Group vs Gloop as strategy unveil nears
With less than a month to go before Telefónica’s big strategy reveal, the Group continues to appear set for a battle to push through the new agenda, whether with unions and government on cost-cutting plans in Spain, or European decision-makers on consolidation. Exec Chair Marc Murtra has been in Brazil, meanwhile, to raise support for the new plan. Read more…
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Analyst BriefingsVodafonewatch Analyst Briefing: local innovation paves way for regional network upgrades
Latest from Vodafone as the Group shouts about various innovative network initiatives with partners Nokia, Huawei, Samsung; and others; M&A completes in Romania ahead of integration programme kick-off; Telenor tapped for procurement savings; satco investment’s share price soars; more from Europe, Africa, India, elsewhere…
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Analyst BriefingsOrangewatch Analyst Briefing: Regulation spotlighted, MásOrange diversifies, and change beckons in France
In this issue, we report on Christel Heydemann’s view of the current regulatory landscape in Europe during an event organised by the Financial Times.
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: satellite sovereignty in focus; data centres switch hands
Latest on EMEA digital infra: Eutelsat receives shareholder approval for capital raise; SpaceRISE seeks out ground infra partners for IRIS2; Polish telecoms regulator set to further deregulate Orange Poland; more…
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Analyst BriefingsTelefónicawatch Analyst Briefing: Murtra wants a New Deal on new deals
The latest news and developments from around Telefónica, as Executive Chair Marc Murtra reiterates call for European authorities to free telcos to merge, and gain scale against global rivals. Unions, meanwhile, begin to take an interest in what the operator’s coming strategy refresh could mean for its workforce in Spain. Read more…
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Analyst BriefingsBTwatch Analyst Briefing: CEO issues warning ahead of Budget, regulatory review
Latest from BT as CEO Allison Kirkby raises concern at the tax burden and regulatory red-tape faced by UK infra owners; Openreach crosses 20 million prems milestone; Netomnia boss eyes scaled BT challenge; more from around the Group…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: DT cuts loose on Europe regs, goes B2B shopping
Deutsche Telekom strengthens its Europe division by finally jettisoning poorly performing and positioned outlier Telekom Romania Mobile. But regional execs want even more gains from the regional market, reiterating calls for a philosophical rethink on how regulations are designed and implemented, and a ‘liberation’ of telcos from outdated ex ante restrictions. Read more…
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Analyst BriefingsUK Infrawatch analyst briefing: altnets assemble, convergence interest swells, finances reinforced
Latest from the digital infra scene in the UK, including: Chelot’s altnet future vision, Gamma on FMC opportunities, Project Gigabit funding updates, and plenty more…
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Analyst BriefingsVodafonewatch Analyst Briefing: Group pitches role in driving European investment
Latest from Vodafone as execs add their voices to calls for pro-investment, pro-competition regulation in Europe; VodafoneThree names key vendors for UK network upgrade; 2G on the way out; Safaricom investment faces funding crunch…
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Analyst BriefingsTelefónicawatch Analyst Briefing: strategy refresh date set
The latest news and developments at Telefónica as a second strategy update in two years is put in the Group’s schedule for early-November. Read more…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fibrecos hit the accelerator; digital divestments develop
Latest on EMEA digital infra: French operators progress copper-to-fibre migration; German government mulls regulatory changes to speed up fibre rollout to flats; TDF becomes latest subject of French tower divestments; fibre players GlobalConnect and XpFibre reportedly up for sale…
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Analyst BriefingsBTwatch Briefing: reputational change expert joins BT top-brass
Latest from in and around BT, including the latest Executive Committee change as Allison Kirkby looks to shore up cultural and reputational change efforts; BT co-develops anti-fraud APIs; BT Ireland fibre assets formally sold off; more from Openreach, BT Business, elsewhere…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: marginal gains
The T-Mobile CEO succession plan is confirmed; DT’s management again backs AI to squeeze more out of its business, operationally and commercially; Group makes progress on tidying around the edges of its business, with a Romanian exit now secured and the minority BT Group stake regaining some value. Read more…
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Analyst BriefingsVodafonewatch Analyst Briefing: Group spends billions on UK network upgrade; millions on Romanian bulk-up
Latest from in and around Vodafone, including the first £2bn investment of VodafoneThree’s network infra upgrade programme; Della Valle’s latest ‘right-sizing’ initiative in Romania; and significant ExCo changes at Group and OpCo level in Europe and Africa…
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Analyst BriefingsFrancewatch Analyst Briefing: Unions revolt as Orange presses ahead with Regain
The inaugural edition of the Francewatch briefing, where we explore the latest developments at Orange France, rivals including Altice France, Bouygues Telecom, and Iliad, local infracos, and the diaspora of French telecoms players…
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Analyst BriefingsBTwatch Analyst Briefing: Bharti pulls up a pew
Latest from BT as its part-owner Bharti further cements its strategic position with a pair of boardroom seats; EE taps Ericsson tech to bolster 5G strengths; Ofcom prepares to allocate more spectrum; BT wins in Edinburgh…
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Analyst BriefingsTelefónicawatch Analyst Briefing: C marks the spot as Group seek expansion funds
Telefónica leaving no stone unturned as it seeks cash to fund anticipated M&A push in Europe. Latest speculation points to possible sale-and-leaseback deal on Distrito C campus outside Madrid. Read more…
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Analyst BriefingsUK Infrawatch Analyst Briefing: Zen means business, Ofcom unleashes spectrum, Mesch moves up
Latest from the digital infra scene in the UK, including: Ofcom’s advances on satcomms and mmWave, UK plans to address AI energy demand, arrivals at Zen and big moves at CityFibre, and plenty more…