Latest Analyst Briefings & Reports – Page 10
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Analyst BriefingEMEA Infrawatch Analyst Briefing: AI infra competition ramps up; infra carve-out trend continues
Latest on EMEA digital infra: Vodacom secures another regulatory win for Maziv fibre JV; Kenyan gov mulls Safaricom infra separation; OpenAI ponders play in GPU-as-a-service segment; fresh DCs and subsea cable links across EMEA…
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Analyst ReportBTwatch Analyst Report #367 - August 2025
Key stories include: Mixed Q1 deemed a ‘solid start’ | BT lifted past foremost rival | Plusnet continues to shrink | BT Ireland enters next phase | Multi-tasking Openreach charges on | and much more…
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Analyst ReportTelefónicawatch Analyst Report #195 - August 2025
Key stories include: Tech and Infra in line for revamps | UK NetCo idea ‘dropped’, for good | Two-for-two swap in boardroom | Vivo wins big in smart-meters | Uruguay exit ‘weeks away’ | and much more…
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Analyst ReportVodafonewatch Analyst Report #239 - August 2025
Key stories include: Della Valle undeterred by mixed Q1 | Liberty sells out of Vodafone | Group weighs bolt‑on M&A options | German turnaround imminent? | Nokia out, Huawei in for Tanzania | and much more…
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Analyst BriefingUK Infrawatch analyst briefing: CityFibre upgrade plans, Netomnia wholesale goals, datacentre net zero gains
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…
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Analyst BriefingTelefónicawatch Analyst Briefing: Hispam rollback continues
Telefónica retains a packed M&A agenda as Uruguay exit nears and negotiators progress talks over a sale of stock in new Spanish fibre offshoot. Read more…
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Analyst BriefingEMEA 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…
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Analyst BriefingBTwatch Analyst Briefing: BT rises to the top
Latest from BT as it surpasses Vodafone by market cap, an apparent reflection of investor confidence in the Group’s direction; BT Ireland reset means new leadership incoming; Plusnet posts downbeat numbers but is back in BT plans; more…
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Analyst BriefingVodafonewatch Analyst Briefing: Vodafone knocked back as rivals surge
Latest from Vodafone as a turbulent quarter sees BT claim the UK’s top telco spot, Liberty Global exits stage left, and German fibre JV OXG pushes forward with another wholesale tie-up…
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Analyst BriefingTelefónicawatch Analyst Briefing: industrial evolution
The latest developments from Telefónica as execs trailer strategy refresh in Q2 results presentation, partnerships are firmed up with Daisy (UK) and Cellnex (Spain), and two Spanish businesswomen join the Board. Read more…
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Analyst BriefingBTwatch Analyst Briefing: tracking BT’s rise
Q1 FY25–26 special: BT’s star continues to rise, with valuation now 50% higher than when CEO Allison Kirkby took over, despite a shaky start to the FY. Consumer and Business fall further back, but ol’ reliable Openreach and its trusty fibre machine is driving the Group forward…
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Analyst BriefingOrangewatch Analyst Briefing: H1 results, M&A in France, and interviews with Orange Business execs
Latest from Orange, including the analysis of the Group’s recent earnings call; ongoing speculation about M&A in France and the future of SFR; interviews with a series of senior execs; and the latest from Spain…
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Analyst BriefingVodafonewatch Analyst Briefing: best yet to come this year
Q1 FY25–26 special: management walks us through a broadly positive first quarter, but emphasises the latent potential for a ‘right-sized’ group that has taken ‘proactive’ steps towards a revival. German fruit soon ready for harvest, if CFO Luka Mucic is believed, with structural/strategic resets elsewhere also settling down…
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Analyst BriefingUK Infrawatch analyst briefing: altnet financing flows, DSIT ponders infra future, satcomms prioritised
Latest from the digital infra scene in the UK, including: new financing for Grain Connect and TalkTalk, UK government backs satcomms, Wight Fibre shares overbuild lessons; people moves, and plenty more…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: satcomms, sovereignty, and States-side strength
The latest developments from around DT, as T-Mobile US and Hrvatski Telekom kick off the H1 results round with solid growth numbers, OTE takes another step towards the exit door in Romania, and T-Systems ramps up its sovereignty pitch to German enterprise. Read more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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Analyst ReportTelefónicawatch Analyst Report #194 - July-August 2025
Key stories include: CTIO flags automation progress (and ‘passion’) | Telcos win latest phase of Phones 4u battle | Telxius goes deeper on subsea Google links | B2B is next target for Perplexity partnership | Double trouble on Spanish access price hikes | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #145 - July 2025
Key stories include: T-Mo: DEI ditched to get deals done | AI engine spreads in-group know-how | B2B change-up with T Cloud meld | Context is king for new API chief | DT debuts T-Ads side-hustle | and much more…
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Analyst ReportBTwatch Analyst Report #366 - July 2025
Key stories include: Procurement: Pourrat wants more AI, faster | BT embraces third-party IT support | Shared Rural Network pared back | BT ‘investing heavily’ as ESN motors on | Openreach hunted by maturing altnet pack | and much more…
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Analyst BriefingBTwatch Analyst Briefing: regulatory give and take
Latest from BT as the group benefits from spectrum licence fee savings, but warns of potential competitive damage if TAR changes go through as proposed; Simon Lowth reportedly on his way out; 5G SA rollout updates…