Latest Analyst Briefings & Reports – Page 4
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Analyst ReportBTwatch Analyst Report #373 - April 2026
Key stories include: Ofcom remaps UK regulatory landscape | BT looks to affect 6G R&D roadmap | Ericsson in for network slicing go‑live | ESN gets new deadlines | Openreach innovates with Google Cloud | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #153 - April 2026
Key stories include: Höttges plots course through ‘poly-crises’ | Starlink ties extended to Europe | Group Board receives AI-era update | Product & Tech boss stuns DT with exit | DT and T-Mobile align on ‘open’ 6G | and much more…
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Analyst ReportTelefónicawatch Analyst Report #201 – March - April 2026
Key stories include: Spotlight on Murtra’s 2030 vision | More Hispam exits completed | nexfibre goes big on UK infra | Red Hat nets twin cloud deals | Vivo highlights FMC ambitions | and much more…
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Analyst BriefingVodafonewatch: carving a quantum niche
Analyst Briefing: Vodafone gets to work cementing a spot in the quantum-secure networking future, as its Tomorrow Street accelerator onboards Arqit as a portfolio member, and JV Pairpoint works on cryptographically secure financing for tower-based edge compute use-cases. Plus, senior and strategic moves across the Group, retail investment in the UK, and potential infra sharing in India…
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Analyst BriefingOrangewatch: A new chapter opens
Analyst Briefing: bringing together the latest on Orange Group from around TelcoTitans and beyond, including Trust the Future strategy; AI-infused B2B services; AI’s role in 6G future; and an update on European M&A initiatives…
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Analyst BriefingEMEA Infrawatch: German fibrecos seek to drive take-up as rollout remains sluggish
Analyst Briefing: Latest in EMEA digital infra, including developments in Germany’s fibre scene as players seek to tackle slow rollout and uptake; European satcos talk up ‘sovereignty’ credentials; SBA reportedly in early talks over potential sale; and more…
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Analyst BriefingBTwatch: turning to AI for legacy migrations, future autonomy
Analyst Briefing: BT’s embrace of AI stretches to network autonomy and engineer scheduling; EE adds a Starlink tie-up to improve ESN emergency comms; and the Group finalises the Scottish WAN migration project…
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Analyst BriefingVodafonewatch: Group exposed to Italian towers upheaval
Analyst Briefing: Vodafone faces turbulence as Italian towers market threatens to implode; Vi pushes on with 5G rollout catch-up; Partner Markets gets a branding and leadership refresh; and B2B M&A looks to be paying off in Germany…
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Analyst BriefingUK Infrawatch: CityFibre questions nexfibre maths; data centres earn investment boost
Analyst Briefing: Exclusive first interview with CityFibre CEO as altnet and peers prepare for life under new TAR rules; NScale backed for UK growth; Starlink reliance prompts worries; and plenty more…
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Analyst BriefingBTwatch: Openreach gets innovative with fibre tech
Analyst Briefing: As Ofcom lays out its latest regulatory regime and rivals squabble over altnet consolidation, Openreach remains focused on fibre rollout. Deals with Google Cloud and a pilot with Lightsonic put the incumbent’s fibre deployment machine into overdrive, and showcase the potential value-add beyond pure connectivity…
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Analyst BriefingTelefónicawatch: Murtra remains defiant of short-termism
Analyst Briefing: Round-up of developments at Spanish incumbent, as Exec Chair Marc Murtra asserts longevity of his “comprehensive” transformation plan, amid market scepticism, and the operator secures a series of deals around fibre consolidation, B2B services, and internal efficiency. Read more…
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Analyst BriefingOrangewatch MWC recap: AI is all around
Orange’s senior execs were out in force at this year’s Mobile World Congress, with Group CEO Christel Heydemann highlighting the benefits of AI, while also warning of “unknown threats” from the evolving tech. Separately, AI supremo Steve Jarrett spelled out how Orange plans to realise €600m in value from AI by end-FY28…
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Analyst BriefingVodafonewatch: grand openings, network upgrades
Analyst Briefing: Vodafone cuts the ribbon to a new logistics hub in Luxembourg and data centre in Turkey; signs a series of cable upgrade deals in Germany and network innovation collaborations with Tiami Networks, Cirrus360, and more; plus M&A in Czechia and AI expertise exports in Kenya…
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Analyst BriefingEMEA Infrawatch: Italy’s tower competition heats up; VIRTUS lays out expansion roadmap
Analyst Briefing: TIM and Fastweb + Vodafone enter into Italy’s towerco fray; American Tower, Helios Towers, and TOTEM update on growth strategies; VIRTUS Data Centres targets “speculative” expansion in Europe; more…
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Analyst BriefingEMEA Infrawatch: lift-off for Satellite Connect Europe; altnets push back at German fibre regs
Analyst Briefing: Vodafone–AST SpaceMobile satellite joint venture goes live; Telefónica and Telenor secure data centre technology deals; German altnets push back as BNetzA moves to ease regulations on Telekom; more…
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Analyst ReportVodafonewatch Analyst Report #244 - March 2026
Key stories include: Q3: more of the same as core OpCos wobble | AI-RAN gets real at MWC | Vodafone exits Dutch JV | D2D venture signs first customers | Safaricom deal attracts political scrutiny | and much more…
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Analyst BriefingBTwatch: slicing 5G, steering 6G
Analyst Briefing: BT gets to work on 5G network slicing with Ericsson in a bid to leverage the network for B2B customers; while ‘committing’ with Nokia, NVIDIA, and Qualcomm to help shape early 6G thinking…
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Analyst BriefingDeutsche Telekomwatch MWC roundup: Höttges’ ‘Hedgehog Day’
MWC26 Special Analyst Briefing: Group CEO Tim Höttges issues scathing critique of Europe’s Digital Networks Act, calling on regulators to draw inspiration from the USA’s regulatory approach. The operator unveiled a series of fresh partnerships and products, with a focus on AI integrations and network upgrades…
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Analyst BriefingVodafonewatch MWC roundup: satcomms centre stage; AI-RAN advancing
Analyst Briefing: Satcomms, D2D, edge compute, and AI-RAN were among the focus areas for Vodafone in Barcelona…
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Analyst BriefingUK Infrawatch: DSIT lays out digital infra priorities; M&A gets real
Latest from the digital infra scene in the UK, including: government prioritises infra growth, Netomnia-nexfibre deal formalised, altnet lenders take the reins, and plenty more…