Latest Analyst Briefings & Reports – Page 16
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Analyst BriefingVodafonewatch Weekly: space wranglings, Indian reset
Latest from Vodafone, including a reset in India; words of warning from ex-Group CEO Vittorio Colao; strategic changes to European OpCo leadership; and the threat of more legal trouble in the UK…
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Analyst BriefingDeutsche Telekomwatch Briefing: API New Year, T-Wholesale reorg, BNetzA puzzler
Group flags first of its traditional start-of-year organisational tweaks with news it is to consolidate its domestic and international wholesale divisions. Meanwhile, the exec tasked with setting up telco platform venture Aduna is named. Read more…
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Analyst BriefingInfrawatch Weekly: fibre boosts across Europe; space deals in the shadows
Latest from EMEA Infra: UK FibreCos hit key footprint expansion milestones, with Openreach to fuel programme with fresh Project Gigabit funds; MásOrange and Vodafone Spain firm up fibre venture in Spain; Amazon and SpaceX said to prepare government fibre deals in Italy and UK; more…
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Analyst BriefingTelefónicawatch Briefing: Germany glitches, Hispam headaches
2025 begins with Telefónica and rivals facing question marks over political and regulatory direction in Europe’s largest market, amid looming elections and continuing squabbles over distribution of spectrum in various bands. Read more…
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Analyst BriefingOrangewatch Weekly: New venture unfolds on Spanish fibre market
Latest from Orange, including: MásOrange and Vodafone Spain finally sign binding contract to create “Europe’s largest FibreCo”; Spanish price hikes; Slovakia nears 5G SA launch; copper in France…
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Analyst BriefingBTwatch Weekly: full fibre flying, NaaS launch imminent
Latest from BT and its ecosystem, including more Project Gigabit contracts for Openreach; a strong showing in Clive Selley’s 2024 review; Colin Bannon promotes Global Fabric potential in AI age; and more…
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Analyst BriefingVodafonewatch Weekly: Italian deal done to kickstart 2025
Latest from Vodafone and its ecosystem, including the Italian divestment; more federal funding in Germany; a reprieve in India for embattled Vi; and a significant Chinese tie-up in Egypt…
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Analyst BriefingInfrawatch Weekly: fibre ups and downs; telcos lean into data centre deals
Latest from the digital infra scene in the UK and beyond, including a DC sale in Ireland; UK fibre altnet plans from new INCA CEO Paddy Paddison; another Project Gigabit stumble; a world-first satellite claim from One NZ; plus strategic executive moves and plenty more…
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Analyst BriefingBTwatch Weekly: ‘in transition’ BT ends year on a high
Latest from BT as new Wholesale MD lays out her priorities; Sprinklr tie-up bears first fruit; asset-light international strategy picks up; and BT walks away unscathed from landmark £1bn+ class action case…
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Analyst ReportVodafonewatch Report #232 - December 2024
Key stories include: H1: ‘good progress’ despite pressure | UK merger wins CMA approval | Vi optimistic about turnaround | Vodafone ‘happy’ in German wholesale role | Vodacom appeals fibre JV verdict
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Analyst ReportDeutsche Telekomwatch Report #140 - December 2024
Key stories include: Ad venture Utiq to tick US box | DT builds beyond ORAN Town | Hungary: new tech phase started | Poland: 10m FTTH homes hit | Sievert sticks to wireline Plan A
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Analyst ReportTelefónicawatch Report #188 - December 2024
Key stories include: stc secures Telefónica stake buy | Utiq heads across the Atlantic | Investors ‘keen’ on new Spanish FibreCo | VM O2 keeps cool on Vodafone-Three approval | Peru fibre deal set to fall through
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Analyst BriefingVodafonewatch Weekly: Group closes out 2024 with more deals, partnerships
Latest from Vodafone and its associates, including business developments in the UK and IoT sector; European telcos’ frustration at regulatory standstill; and trouble with the Kenyan press…
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Analyst BriefingTelefónicawatch Weekly: fresh infra deals unwrapped; new execs take the reins
Group secures agreements to upgrade mobile and IT in Germany, Peru, and Spain. In Brazil, Vivo finalises long-sought-after deal to ease financial and regulatory obligations associated with fixed-line telephony…
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Analyst BriefingThe Deutsche Telekomwatch Briefing: Constellations and consternation
New-style satcomms ventures take a step forward on both sides of the Atlantic, with IRIS² contracts now signed and T-Mobile Starlink service opening for business.
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Analyst ReportTelefónicawatch Report #187 - December 2024
Key stories include: Group confident despite turbulent Q3 | Infra M&A continues with Nabiax sell-off | O2 Germany keeps filling 1&1 void | VM O2 sheds further Cornerstone share | Execs dismissed over alleged Venezuela bribery
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Analyst ReportBTwatch Report #360 - December 2024
Key stories include: H1: Kirkby convinced of strategic plan | Bharti in, Altice out | BT divests from startup DSTBTD | New EE architect Marc Allera exits | EE secures place in ESN future
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Analyst BriefingOrangewatch Weekly: Group takes regulators to task in EU and Spain
Latest from Orange and its ecosystem, including: Christel Heydemann lays out lengths CEOs are prepared to go to bring about regulatory change in Europe; hackles rise in Spain amid proposed local regulatory changes; and Orange-linked infra projects elsewhere are moving ahead…
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Analyst BriefingInfrawatch Weekly: infra multi-tasking, EU digital plans, new Voda space deal
Latest from the digital infra scene in the UK and beyond, including European SatComms catch-up; leveraging InfraCo energy assets; Ofcom spectrum price cuts; people moves, and plenty more…
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Analyst BriefingTelefónicawatch Weekly: rivals crash Group’s regulatory party; networks to get autonomous upgrade
Group CEO José María Álvarez-Pallete calls for greater deregulation in Europe despite seeing rays of hope shining through, as recent regulatory wins in Colombia and Spain grind to a halt. Meanwhile, Telefónica’s networks set to gain further autonomy starting in 2025. Read more…