Latest Analyst Briefings & Reports – Page 5
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Analyst BriefingTelefónicawatch MWC roundup: Murtra’s European merger masterplan
MWC26 Special Analyst Briefing: Murtra kicks off Telefónica’s MWC with calls for the EC to “unleash” telcos through M&A, and in doing so enable “deeper” technology investments. AI, cross-border collaboration, and sovereignty took precedence in the wave of developments the operator unveiled during the event…
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Analyst BriefingVodafonewatch: redrawing the European footprint (again)
Analyst Briefing: unerringly upbeat CEO Margherita Della Valle pitched German turnaround (again), UK merger integration (at pace), and more M&A (Ziggo, towers, and beyond). Elsewhere, Amdocs gets in on cable overhaul; Cornerstone considers micro-edge compute options …
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Analyst ReportBTwatch Analyst Report #372 - February 2026
Key stories include: Q3: Kirkby bullish as pressure rises | Competition hits on all fronts | CEO shuffle: Burger, Selley, Milligan rotate | Burger lays out ‘radical’ International plan | Openreach pushes through line losses | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #152 - February 2026
Key stories include: EC’s latest Act received mixed ratings | ‘T’ marque nears $100bn status | DT targets 1m fibre signups in 2026 | T-Mobile seeks 6G era dominance | Amdocs, Netcracker net US deals | and much more…
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Analyst BriefingEMEA Infrawatch: MTN’s tower take-back; Eutelsat puts LEO front and centre
Analyst Briefing: MTN plots IHS Towers buy; Eutelsat doubles down on LEO as it calls off Flexsat GEO project; Ardian said to mull Brookfield tie-up for INWIT takeover; more…
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Analyst BriefingDeutsche Telekomwatch: T-Mobile’s bid to stay different
Analyst Briefing: A run-through of T-Mobile US’s strategy update, as the Un-Carrier re-expresses belief in its ability to outdo rivals on network quality and value, and backs it up with higher financial and commercial targets. In Europe DT refreshes its satellite IoT service through new partnerships, and flags research work on quantum…
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Analyst BriefingBTwatch: management defiant against headwinds
Analyst Briefing: Q3 underlines a Group still wrestling with decline, but CEO Allison Kirkby uses fibre momentum, an imminent cash flow inflection, and a refreshed leadership team as evidence that a recovery is in the works amid reports of rising shareholder pressure…
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Analyst BriefingUK Infrawatch: CityFibre plans cuts; Netomnia deal nears; AI reaches Smart Cities
Latest from the digital infra scene in the UK, including: job cuts at CityFibre, KCOM and TalkTalk join Netomnia on the block, UK MNOs seek support for AI‑capable coverage, and plenty more…
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Analyst BriefingEMEA Infrawatch: EU alters its DNA; fresh satellite plans unveiled
Analyst Briefing: the EU’s Digital Networks Act garners mixed response from digital infra operators and telcos; Jeff Bezos’ Blue Origin sets wheels in motion for enterprise satellite network; Eutelsat’s ground infra sale blocked after government intervention; more…
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Analyst BriefingDeutsche Telekomwatch: fibre trends hit home
Analyst Briefing: DT’s home-market broadband strategy continues to evolve, as the operator expands its FTTP footprint and enlists side-brand congstar and a new house-call team in a bid to boost sales. Fibre upsell may be being given more urgency by management as tough market conditions continue, and as regulators up prioritisation of copper shutdown as a catalyst for Gigabit uptake…
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Analyst BriefingVodafonewatch: IT leadership rejig; RAN upgrade kick-off
Analyst Briefing: Vodafone continues its European IT management reshuffle; pushes on with German open RAN rollout; and talks network autonomy roadmaps. Meanwhile, VOIS speaks up; the future of former OpCo Vodafone Spain; and IoT goes NTN with Skylo tie-up…
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Analyst ReportTelefónicawatch Analyst Report #200 – January 2026
Key stories include: Colombian offload nears wrap-up | Mixed reviews for EC’s new Act | Hispam B2B assets jettisoned | Spanish RANco plan in gestation | Double vision on Gigafactory | and much more…
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Analyst ReportBTwatch Analyst Report #371 - January 2026
Key stories include: BT slims down stateside | Openreach sharpens commercial edge | Charting a course to self-healing networks | ESN rollout advances | Openreach welcomes MDU ‘barrier-busting’ | and much more…
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Analyst BriefingTelefónicawatch: Europe’s DNA re-code
Analyst Briefing: Round-up of developments at Spanish incumbent, as it continues efforts to secure regulatory change across Europe, cut back its presence in Latin America, and tap into growing demand for sovereign and secure infra. Read more…
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Analyst BriefingBTwatch: connecting rural reaches, shuttering legacy
Analyst Briefing: EE signals confidence in latest Emergency Services Network update; Openreach advances exchange closure programme; Business signs multimillion-pound deals; progress made on Project Gigabit…
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Analyst BriefingOrangewatch: M&A beckons in France and Spain
Analyst Briefing: Orange and rivals confirm SFR talks; MásOrange deal on the road to completion; ADSL gets a reprieve in France; Hexadone makes Hyvilo acquisition…
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Analyst ReportDeutsche Telekomwatch Analyst Report #151 - January 2026
Key stories include: T.Capital takes shine to Lovable | DTCP’s maincubes borrows big | T-Satellite stays work-in-progress | Telekom wants to keep copper | T-Mobile maintains 5G lead | and much more…
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Analyst ReportVodafonewatch Analyst Report #243 - January 2026
Key stories include: Cohere joins Vodafone investment stable | Franchise ‘scandal’ gets political | SpaceMobile goes LEO | Pairpoint enters ‘new phase’ | Partner Market puts and takes | and much more…
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Analyst BriefingUK Infrawatch: lenders steel for losses; altnets in chart success; ITS shows B2B potential
Analyst Briefing: Latest from the digital infra scene in the UK, including Gigaclear lenders take action, Netomnia and Toob lead altnets in Times tech list, EE updates on ESN, and plenty more…
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Analyst BriefingVodafonewatch: rewiring Europe’s digital landscape
Analyst Briefing: Vodafone and European telco peers weigh up the implications the overhauled Cybersecurity Act and the all-new Digital Networks Act, reworking how the industry operates. Elsewhere, M&A in Europe and Africa; SpaceMobile ‘validated’ by gov contract win; and Turkey expands fibre reach with wholesale deal…