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      Deutsche Telekomwatch Analyst Report #150 - December 2025
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    • Celfocus data chief: telco must balance optimism with pragmatism to power up AI
      Celfocus data chief: telcos must balance optimism with pragmatism to power up AI
    • Start Small, Scale Fast - White Paper
      An Incremental Path to End-to-End Automation Through Inventory and Orchestration Synergy - White Paper
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      maincubes eyes fresh infra mega-projects after €2.5bn fundraise
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      UK Infrawatch: consolidation gathers steam; industrial Wi Fi expansion; KKR backs UK data centres
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      Celfocus data chief: telcos must balance optimism with pragmatism to power up AI
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      Eurofiber CEO Alex Goldblum on a decade of deals
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      Can AI-RAN succeed without open RAN? ‘Yes and no’, says Alliance Chair Choi
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Latest Strategy News

tt-dna leak copper

EU resetting copper switch-off to ‘mandatory but conditional’ 2035, pressuring slow-mo incumbents

2026-01-16T18:42:00+00:00

In depth: leaked draft of EC Digital Networks Act reveals copper shutdown ambitions delayed by five years. Incumbent, copper-overweight operators like Deutsche Telekom look set to face heat if new enforcement capabilities introduced. Other highlights include spectrum trading, easing up on regional consolidation, and streamlining oversight…

emeaiw_indus-nigeria-and-zambia

Indus Towers progresses prep for African infra incursion

2026-01-16T17:34:00+00:00

Giant Indian towerco creates Nigerian and Zambian units, bringing intriguing regional match-up against likes of American Tower, IHS, and Helios a step closer…

orw-france adsl extension

Orange to continue to sell ADSL subs in some areas for another year

2026-01-15T17:34:00+00:00

Customers in around 8,000 municipalities in France will still be able to buy copper‑based broadband services until 2027 after closure deadline is extended.

See all the latest telco strategy news >>

Strategy & Change

infra-kpn fibre goalposts

KPN shifts fibre build goalposts, says costly ‘landgrab’ over

In another sign of more constrained times facing Europe’s broadband infrastructure players, KPN says it is slowing and optimising its fibre rollout, to maximise efficiency and return-on-investment.

  • Indus Towers ‘open’ to acquisitions as African expansion plans evolve

  • UK’s Netomnia targets ISP giants with YouMobile MVNO

  • Telefónica doing the maths on 1&1 tie-up: report

  • Unions want input into Telefónica’s strategic reorg

See all strategy news >>

Financial & Performance

dtw149_q3-fy25-mu

DT firms up the foundations after jittery 2025

Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.

  • In-depth: German headwinds grab the headlines

  • Guidance: jitters fail to jolt

  • Guidance: H1 pace allows for H2 slowdown as Vodafone moves into cleaner air

  • Spend: capex down, opex up as Vodafone reaches ‘appropriate’ scale

See all financial news >>

Deals & M&A

btw371_indra-buys-altitude-angel

Indra salvages former BT drone investment Altitude Angel

Spanish defence group buys drone traffic management platform from Altitude Angel, following the provider’s fall into administration, with aim to strengthen UK presence and aerospace portfolio…

  • Orange JV HexaDone rounds out offering with Hyvilo buy

  • London fibre shake-up: ‘aggressive’ ex Macquarie investors swoop on distressed G.Network

  • Federal becomes latest unit to go in BT’s international retreat

  • Telefónica’s Colombian exit edges closer as gov offloads stake

See all deals and M&A news >>

Public Affairs

vfw242-bkarta 1und1

Vodafone hits out at German authorities in 1&1 antitrust case

German operator levels accusations of bias against the Federal Cartel Office in its investigation of alleged anti-competitive behaviour.

  • Vodacom clears final hurdle to get Maziv fibre JV over the line

  • UK telcos to face mass lawsuit over alleged overcharging

  • Clearing the Eir: Irish operators criticise ‘excessively lax’ access rules

  • India considers Vi reprieve to promote UK trade, foster relations — report

See all public affairs news >>

Operations

dtw143-tt-magenta-exchange

Magenta Exchange: T-Mobile and DT seek to dial up exec connections

Telcos’ HR chiefs Birgit Bohle and Deeanne King devise plan to bring US and European sides of Deutsche Telekom’s business closer together.

  • 25 years in the making: Celfocus primed for telco AI era

  • BT electrifies fleet, charges on with EV infra transition

  • Vivo strikes deal in Brazil’s fixed-line regulatory reform

  • Magyar Telekom boosts DT’s European IT stack meld

See all operations news >>

Venturing & Investments

emeaiw_brookfield-digitalbridge

AI infra: Brookfield to double down with $100bn splurge

Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…

  • DT backs AI image generation specialist Black Forest Labs

  • DT adds agentic AI biz Decagon to venturing portfolio

  • Equinix ploughs £3.9bn into UK data centre build

  • Impact investor STOA fuels Atlas Tower’s Kenyan expansion plans

See all venturing news >>

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