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    • Telefónicawatch Analyst Report #194 - July-August 2025
      Telefónicawatch Analyst Report #194 - July-August 2025
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      Kenyan gov adds infra to Safaricom separation talks — report
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      UK Infrawatch analyst briefing: CityFibre upgrade plans, Netomnia wholesale goals, datacentre net zero gains
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      UK’s One Touch Switch accelerates to 1.5 million, preps B2B extension
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      The single source of truth: how TowerCos and MNOs are mastering digital twins
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Latest from Infrawatch

emeaiw-tt-openai-infra

Products & Services

OpenAI eyes AI infra services play, taking on hyperscalers

Amidst estimates of a $50bn GPUaaS market accessible to telcos and Europe, and trillions in wider global AI investment, CFO Sarah Friar considers potential of OpenAI challenging hyperscalers from its own data centres, building infra experience, reducing reliance on third-parties, and retaining IP…

emeaiw-tt-safaricom-separation

Strategy & Change

Kenyan gov adds infra to Safaricom separation talks — report

emeaiw-tt-mtn-strategy-refresh

Strategy & Change

MTN to expand digital infra with refreshed strategy

ukiw-tt-gofibre-funding

Network & Infra

GoFibre closes £125m funding round to boost Scottish fibre build

infra-uk briefing 1

Analyst Briefings

UK Infrawatch analyst briefing: CityFibre upgrade plans, Netomnia wholesale goals, datacentre net zero gains

See more from Infrawatch >

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eBook: How MNOs Use Digitization to Optimize Network Planning & Rollout

vHive-ebook-cover-May25

Industry-First eBook: How MNOs Use Digitization to Optimize Network Planning & Rollout

Sponsored by vHive

This guide offers proven strategies, real-world examples, and actionable steps to help MNOs close the gap between as-planned  and as-built  - unlocking faster rollouts, better decisions, and a more competitive edge.

Download now >

Latest UK Infrawatch Briefing

infra-uk briefing 1

UK Infrawatch analyst briefing: CityFibre upgrade plans, Netomnia wholesale goals, datacentre net zero gains

2025-08-19T15:19:00+01:00

Latest from the digital infra scene in the UK, including: government support for digitalisation sustainability, CityFibre tackling technology integration, a new UK wholesale platform; a flurry of new senior appointments, and plenty more…

See more UK Infrawatch Briefings >

Latest EMEA Infrawatch Briefing

emeaiw-tt-briefing-250818

EMEA Infrawatch Analyst Briefing: towercos go organic; new players enter DC scene

2025-08-18T16:29:00+01:00

Latest in EMEA digital infra: Cellnex confident it can navigate potential telco consolidation in France; Helios seeks further organic growth with strategy refresh; Spanish telco trio progress fibre spin-out plans; Tele2 preps tower carve-out…

See more EMEA Infrawatch Briefings >

All Infrawatch Weekly Briefings

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  • infra-tt-briefing 3

    UK Infrawatch analyst briefing: altnet financing flows, DSIT ponders infra future, satcomms prioritised

  • emeaiw-tt-briefing-250729

    EMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened

  • ukiw-tt-briefing 1

    UK Infrawatch Analyst Briefing: CityFibre reloads, Aviva consolidates, Cellnex eyes UK

  • emeaiw-tt-briefing-250715

    EMEA Infrawatch Analyst Briefing: lighting up subsea lines; wireless infra org tweaks

  • infra-tt-briefing 2

    UK Infrawatch Analyst Briefing: speed race hots up, gov gives and takes, PIA protested

  • emeaiw-tt-briefing-250701

    EMEA Infrawatch Analyst Briefing: AI factories in the pipeline; sovereign satellite race rolls on

  • infra-tt-uk briefing 1

    UK Infrawatch Analyst Briefing: NVIDIA swoops; BDUK target stretches; altnet ownership wobbles

  • emeaiw-tt-briefing-250612

    EMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing

  • ukiw-tt-Netomniabriefing

    UK Infrawatch Analyst Briefing: APFN’s new platform, Avanti’s court win, Netomnia grows backbone

  • emeaiw-tt-briefing-250523

    EMEA Infrawatch Briefing: tower sell-offs, DC deployments, orbital experiments

See more >

UK Infra

ukiw-tt-gofibre-funding

GoFibre closes £125m funding round to boost Scottish fibre build

btw-tfw-ukiw-tt-totsco-latest

UK’s One Touch Switch accelerates to 1.5 million, preps B2B extension

ukiw-tt-netomnia-b2b-wholesale

Netomnia enters UK fibre wholesale fray with new platform — starting with B2B

ukiw-tt-cityfibre-tomalin

CityFibre CTO charts course for next-gen PON, phased M&A integration

ukiw-tt-kcom-pia

KCOM bows to pressure, launches PIA to end Hull’s ‘Pole Wars’

See more UK Infra content >

EMEA Infra

emeaiw-tt-openai-infra

OpenAI eyes AI infra services play, taking on hyperscalers

emeaiw-tt-safaricom-separation

Kenyan gov adds infra to Safaricom separation talks — report

emeaiw-tt-mtn-strategy-refresh

MTN to expand digital infra with refreshed strategy

vfw240-tt-vodacom-maziv-jv-approval

Vodacom lands another regulatory win for Maziv fibre JV

dtw146-tt-world-mobile-stratospheric

DT’s HAPS interest taken over by wireless infra pair

See more EMEA Infra content >

FibreCos

  • ukiw-tt-netomnia-b2b-wholesale

    Netomnia enters UK fibre wholesale fray with new platform — starting with B2B

    Altnet’s platform joins increasingly crowded and competitive wholesale marketplace, emphasising streamlining, top-four fibreco scale credentials, and 50G future-proofing. Dark fibre, too…

  • tfw195-tt-axa-fiberpass

    AXA still seen as likely partner in Telefónica, Vodafone Spain fibreco

    Operator duo reportedly in advanced stages of discussions to offload stake in Fiberpass. Telefónica expected to retain a majority holding, as it seeks to take greater control over its European infra asset base…

  • vfw240-tt-1&1-oxg

    Vodafone’s German fibre JV signs 1&1 as latest wholesale customer

    1&1 to offer broadband services over OXG Glasfaser’s infrastructure starting next year, further expanding its addressable fixed broadband footprint in bid to stem customer base decline.

See more on FibreCos >

Infra Investors, Finance & M&A

emeaiw-tt-safaricom-separation

Kenyan gov adds infra to Safaricom separation talks — report

Government reportedly mulling a potential split of Safaricom into three separate businesses, including a dedicated infrastructure unit.

More Infra Finance & M&A

vfw240-tt-vodacom-maziv-jv-approval

Vodacom lands another regulatory win for Maziv fibre JV

dtw146-tt-world-mobile-stratospheric

DT’s HAPS interest taken over by wireless infra pair

tfw195-tt-axa-fiberpass

AXA still seen as likely partner in Telefónica, Vodafone Spain fibreco

See more >

TowerCos

  • emeaiw-tt-briefing-250818

    EMEA Infrawatch Analyst Briefing: towercos go organic; new players enter DC scene

    Latest in EMEA digital infra: Cellnex confident it can navigate potential telco consolidation in France; Helios seeks further organic growth with strategy refresh; Spanish telco trio progress fibre spin-out plans; Tele2 preps tower carve-out…

  • For TowerCo and MNO assets, digital twin’s time is now

    The single source of truth: how TowerCos and MNOs are mastering digital twins

    From accelerating M&A due diligence to slashing truck rolls and ensuring revenue, digital twins are reshaping MNO and TowerCo operations. At different stages of adoption, but as one on importance of getting the data right, leaders from BT, TDF, PTI and vHive reveal how this technology is creating the digital truth for physical assets, how this can be advantaged, and what’s next…

  • dtw146-tt-1&1-H1FY25

    1&1 taps fingers as it awaits spectrum sharing offer from rivals

    Following regulator’s ruling in March, 1&1’s CEO Ralph Dommermuth says it’s not yet clear when the operator will be able to secure a deal to access low‑band spectrum.

See more on TowerCos >

Strategy

emeaiw-tt-safaricom-separation

Kenyan gov adds infra to Safaricom separation talks — report

emeaiw-tt-mtn-strategy-refresh

MTN to expand digital infra with refreshed strategy

tfw195-tt-axa-fiberpass

AXA still seen as likely partner in Telefónica, Vodafone Spain fibreco

emeaiw-tt-helios-strategy-refresh

Helios to refresh strategy in hunt for further organic growth

ukiw-tt-kcom-pia

KCOM bows to pressure, launches PIA to end Hull’s ‘Pole Wars’

See more >

People

emeaiw-tt-mtn-strategy-refresh

MTN to expand digital infra with refreshed strategy

emeaiw-tt-vantage-towers-ceo

Vantage Towers’ third CEO since 2023 — Hillabrant off to Crown Castle

ukiw-tt-kcom-ceo

Under pressure KCOM loses CEO

ukiw-tt-nwf-ceo

UK’s National Wealth Fund names new CEO

Magyar Telekom selects CEO of wireless infra carve-out

Magyar Telekom selects CEO of wireless infra carve-out

See more >

UK

ukiw-tt-gofibre-funding

GoFibre closes £125m funding round to boost Scottish fibre build

infra-uk briefing 1

UK Infrawatch analyst briefing: CityFibre upgrade plans, Netomnia wholesale goals, datacentre net zero gains

btw-tfw-ukiw-tt-totsco-latest

UK’s One Touch Switch accelerates to 1.5 million, preps B2B extension

ukiw-tt-netomnia-b2b-wholesale

Netomnia enters UK fibre wholesale fray with new platform — starting with B2B

ukiw-tt-cityfibre-tomalin

CityFibre CTO charts course for next-gen PON, phased M&A integration

See more from the UK

Europe

tfw195-tt-axa-fiberpass

AXA still seen as likely partner in Telefónica, Vodafone Spain fibreco

vfw240-tt-1&1-oxg

Vodafone’s German fibre JV signs 1&1 as latest wholesale customer

Deutsche Telekom lines up Brookfield for AI data centre investment

Deutsche Telekom lines up Brookfield for AI data centre investment

tfw195-tt-cellnex-spain-deal-reinforced

Cellnex snaffles another post-M&A telco win with expanded Telefónica deal

emeaiw-tt-vantage-towers-ceo

Vantage Towers’ third CEO since 2023 — Hillabrant off to Crown Castle

See more from Europe

US & Canada

dtw146-tt-world-mobile-stratospheric

DT’s HAPS interest taken over by wireless infra pair

Deutsche Telekom lines up Brookfield for AI data centre investment

Deutsche Telekom lines up Brookfield for AI data centre investment

A Pragmatist’s Guide to Telco AI: BT and Zayo on getting the data right, winning fast, riding the wave

A Pragmatist’s Guide to Telco AI: BT and Zayo on getting data right, winning fast, riding the wave

infra-tt-Wirestockfreepik

Brookfield plots multi-billion euro data centre expansion project in Sweden

dtw144-tt-tmus-launches-t-fiber

T-Mobile US fires up fibre broadband offers

See more from US & Canada

Latin America

tfw192-tt-telefonica-eyes-bigger-piece-of-fibrasil

Telefónica said to eye bigger piece of Brazilian fibre JV

tfw192-tt-fibrasil-nokia

Telefónica’s FiBrasil taps Nokia for XGS-PON upgrade

emeaiw-tt-sba-fy24

Tower group SBA presses on with M&A as it exits another market

tfw190-tt-telxius

Telxius taps Ciena for wide-scale subsea network upgrade

tfw189-tt-peru-network-upgrade

Telefónica Peru kicks off major mobile network upgrade

See more from LatAm

Middle East & Africa

emeaiw-tt-mtn-strategy-refresh

MTN to expand digital infra with refreshed strategy

vfw240-tt-vodacom-maziv-jv-approval

Vodacom lands another regulatory win for Maziv fibre JV

emeaiw-tt-helios-strategy-refresh

Helios to refresh strategy in hunt for further organic growth

emeaiw-tt-briefing-250729

EMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened

vfw239-tt-huawei tanzania

Vodacom Tanzania swaps Nokia for Huawei in RAN overhaul

See more from MEA

APAC

infra-tt-airbus ccw

Airbus looks to MNOs, SatCos for added mission critical comms resilience

vfw237-tt-tpg-lynk

Australia’s TPG completes first D2D satellite trials with Lynk

infra-tt-txo banner

A telco win-win: TXO adds ‘scale and breadth’ to network circularity proposition

emeaiw-tt-sba-fy24

Tower group SBA presses on with M&A as it exits another market

infra-tt-submarine risks

Deep dive: international response to escalating subsea comms risk after Baltics disruption

See more from APAC

Infra Event Coverage from Eventwatch

  • ukiw-tt-cityfibre-tomalin

    CityFibre CTO charts course for next-gen PON, phased M&A integration

    David Tomalin envisages 50G or 100G upgrade in early- to mid-2030s, with rapid customer rollout — within long-term “rolling plan” for network architecture that factors in role as market consolidator. Read more…

  • A Pragmatist’s Guide to Telco AI: BT and Zayo on getting the data right, winning fast, riding the wave

    A Pragmatist’s Guide to Telco AI: BT and Zayo on getting data right, winning fast, riding the wave

    From data foundations, sidestepping common pitfalls, and rapid experimentation, to real-world use cases, scalable growth, and building profit centres. Actionable insights and proven strategies for how AI is being harnessed to transform telecoms, drive operational excellence, unlock new revenue

  • infra-tt-airbus ccw

    Airbus looks to MNOs, SatCos for added mission critical comms resilience

    CCW 2025: after Airbus and Vodafone collaborate on mission critical comms in Europe, Airbus programme lead Thibaut Faivre talks future MNO partnerships in MEA, expanding the defence giant’s public safety footprint, and the role of SatCos in secure communications.

See more from Eventwatch

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