Latest Analyst Briefings & Reports – Page 21
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Analyst BriefingVodafonewatch Weekly: CEO claims ‘real progress’ in mixed Q1
Latest from Vodafone and its network of interests, including in-depth analysis of the Group’s Q1 results. In Germany, MDU law changes a major headache, but red tape cutting in Germany may support affiliate Vantage Towers, and 1&1 roaming only months away. Plus plenty more across the footprint…
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Analyst BriefingTelefónicawatch Weekly: Group reinforces digital B2B services segment
Acquisition of Brazil’s IPNET promises to accelerate digital B2B services growth. Meanwhile, Group makes progress on infra asset monetisation as sale of Spanish data centres attracting investors.
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Analyst BriefingVodafonewatch Weekly: dominoes fall as European restructure takes hold
Latest from Vodafone and its ecosystem, including new and expanded deals at Vodafone Business across IoT, unified comms, and more; Tomorrow Street swapping out partners in regular fashion; and ripple effect of European M&A continueing to be felt…
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Analyst BriefingInfrawatch Weekly: UK altnet consolidation, Spanish fibre innovation, data centre energy conservation
London‑based G.Network is said to be in demand as financial advisors consider a response to mooted acquisitions.
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Analyst BriefingBTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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Analyst BriefingDeutsche Telekomwatch Weekly: once-reticent Europe NatCos now embrace tower spinouts
Magyar Telekom becomes latest DT business to re-consider approach to wireless infra management, and take closer look at cost-benefit match-up of tower portfolio separation.
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Analyst BriefingTelefónicawatch Weekly: Group furthers network-sharing ambitions with Digi Spain
Operator finalises national roaming and mobile network-sharing deal with Digi Spain. Separately, in mobile segment, O2 Germany agrees removal of China-made hardware from German mobile network.
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Analyst BriefingVodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Analyst BriefingInfrawatch Weekly: Europe aims for SatCo breakthrough, Hyperoptic joins £1bn club, DT ponders more TowerCos
Latest from the digital infra scene in the UK and beyond, including: EU efforts to support connectivity on Earth and above the skies; UK public sector stoking the fire of fibre investment; musings on the merits of more TowerCos; and plenty more…
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Analyst ReportVodafonewatch Report #228 - July 2024
Key stories include: CTO: new tech requires new relationship | Net zero targets pushed back | Indus Towers hares offloaded | UK merger hit with more criticism | Ethiopian network rollout gains momentum
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Analyst ReportTelefónicawatch Report #183 - June 2024
Key stories include: Q1: modest growth, with ‘catalysts’ in pipeline | Spanish gov reaches 10% Telefónica stake | Vivo mulls Desktop acquisition | O2 activates cloud 5G core | Liberty keeping eyes out on fibre M&A
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Analyst ReportBTwatch Report #356 - July 2024
Key stories include: Slim joins as BT investor | BT holds firm against Vodafone-Three | AI buying bots on the agenda | ‘Platform thinking’ front and centre | PIA overhaul in the works
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Analyst ReportDeutsche Telekomwatch #135 - July 2024
Key stories include: Telco LLM venture firmed up | DTCP gets moving on Porsche JV | Germany: XGS-PON marks spot | Spring growth for fibre rollout | Romanian transcation in spotlight
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Analyst BriefingTelefónicawatch Weekly: UK mobile coverage expanded with net-sharing, rural rollout
Virgin Media O2 extends network-sharing deal with Vodafone UK, and meets first-phase Shared Rural Network coverage commitments.
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Analyst BriefingVodafonewatch Weekly: UK merger takes another twist; AI making ‘fundamental’ change
Latest from Vodafone and its ecosystem, including AI-led change affecting the entire industry; UK deal-making to appease merger detractors; spectrum wins in non-core markets; and more from satcomms, ESG startups, and South Africa’s High Court…
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Analyst BriefingDeutsche Telekomwatch Weekly: Group calls in the B2B backup in Germany
Telekom Deutschland continues efforts to inject some go-to-market oomph in broadband and B2B, with new marque and products.
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Analyst BriefingInfrawatch Weekly: innovation fuelling investment, data centres bringing in cash
Latest from the digital infra scene in the UK and beyond, including billions of dollars flood into data centres, race for satellite mobility drives innovation, ongoing UK efforts to make infrastructure-sharing a viable option; people moves, and plenty more…
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Analyst BriefingBTwatch Weekly: less tech, more outcomes for BT’s consumer and procurement teams
Latest from BT and its ecosystem, including calls from Consumer’s Kevin Lee to ‘forget the jargon’ and Chief Procurement Officer Cyril Pourrat on the centrality of AI to the future of buying. Infrastructure sharing in focus at Openreach; network executives exit; and Rivus folds after BT takes business elsewhere…
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Analyst BriefingVodafonewatch Weekly: transforming CTOs call for telco-vendor relationship rework
Latest from Vodafone and its network of partners and interests, including: CTO Scott Petty joins peers to call for telco-vendor relationship rethink; a TowerCo stake sell-down as Vodafone looks to cut Vi debts; and executive newcomers at Vodafone Business…
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Analyst BriefingDeutsche Telekomwatch Weekly: 2Gigs intro’d to rock fibre rivals
Group continues to arrow in on broadband business performance in Germany, revamping full-fibre pricing and releasing a new top-level tariff based on XGS-PON tech.