Latest Analyst Briefings & Reports – Page 6
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Analyst BriefingEMEA Infrawatch: data centre debt piling up; fibre buyers and sellers
Analyst Briefing: maincubes and Polarise among latest data centre players to receive debt financing, amidst growing concerns over the role of private credit in the sector; CVC Capital Partners buys up French and Swiss fibre assets; Altice reportedly restarts process to offload OXG Glasfaser stake…
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Analyst BriefingVodafonewatch: M&A ripples in Europe, debt reprieve in India
Analyst Briefing: European M&A, some of Vodafone’s own making, shifts the Partner Markets landscape; AGR pressure lifted for Vi as India’s gov commits to reassessment; and reports suggest change in the office for OXG Glasfaser ownership…
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Analyst BriefingDeutsche Telekomwatch: giving it altitude
Analyst Briefing: Developments in DT’s preparations for HAPS and direct-to-device satcomms deployments in Europe, as well as operator’s growing regional tower, fibre, and data centre ecosystem…
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Analyst BriefingBTwatch: getting savvy with data and AI
Analyst Briefing: AI in focus, as ever, as BT appoints a new exec to ‘enable and scale’ the tech across the Group; Openreach turns 20 and boasts of a full-fibre coming-of-age; BT Wholesale puts roaming eSIMs on the radar for MVNO business…
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Analyst BriefingUK Infrawatch: consolidation gathers steam; industrial Wi Fi expansion; KKR backs UK data centres
Analyst Briefing: Latest from the digital infra scene in the UK, including: ‘aggressive’ new ownership at G.Network, Truespeed flirts with Freedom, GTR secures expansion war chest, and plenty more…
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Analyst BriefingVodafonewatch: getting back to venturing
Analyst Briefing: Vodafone rekindles an interest in venturing with planned Cohere Technologies stake purchase; suffers legal and regulatory headaches in the British Isles; and rings in the New Year with a series of senior and strategic exec moves…
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Analyst BriefingBTwatch: pulling back stateside to sharpen B2B focus
Analyst Briefing: the Group’s overseas B2B rethink claims another victim as BT Federal gets sold off; a wave of senior leadership shifts to close out 2025; and BT reflects on MPN successes, looks forward to quantum’s move from theory to reality, and tees up XGS-PON testing for next-gen networks…
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Analyst BriefingEMEA Infrawatch: satcos shuttle forward with expansion; tower buys trickle in
Latest on EMEA digital infra: Indra finalises Hispasat buy as it expands satellite ambitions; AST SpaceMobile sends BlueBird 6 to the stars; Phoenix Tower International and Stonepeak purchase fresh tower assets; SoftBank firms up plans for DigitalBridge takeover…
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Analyst BriefingDeutsche Telekomwatch: T.Capital gets defensive; DT nets another home win
Analyst Briefing: Past week’s developments include confirmation that Telekom Deutschland has hit its headline 2.5 million FTTH homes target for 2025, and the Group has added another defence-focused partner to its T.Capital ecosystem…
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Analyst ReportTelefónicawatch Analyst Report #199 – December 2025
Key stories include: EC sets Gigafactory tender date | NATO enlisted in defence push | Redundancy scheme refined | Germany: 5G confusion reigns | Prosegur JV plots new course | and much more…
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Analyst BriefingTelefónicawatch: another JMAP-era exec exits; Gayo gets buying; IT vendors net handouts
Analyst Briefing: Round-up of the latest developments at Spain’s re-morphing incumbent, as 2025’s dramatic strategy and personnel changes continue all the way up to the end of the year. Finance chief Laura Abasolo’s departure is confirmed, as part of another top exec layer rejig. And partnerships with Prosegur and Nato move forward as Group targets tech growth. Read more…
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Analyst BriefingUK Infrawatch: altnet founder exits; CityFibre’s tech refresh; Fibrus Project Gigabit win
Analyst Briefing: Latest from the digital infra scene in the UK, including: McRae returns to networks, troubled times for Octopus investments, new data centre conversion plans, and plenty more…
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Analyst BriefingVodafonewatch: ‘right-sizing’ winners and losers
Analyst Briefing: Vodafone closes the year out with promises of network investment to come and new B2B IT capability; SpaceMobile looks to 2026 with expectation after ‘validating’ value in the past twelve months…
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Analyst BriefingFrancewatch: SFR looks to the cloud as sales speculation continues
Analyst Briefing: more questions than answers on the future of SFR; Iliad sees new sovereign cloud, data centre opportunities; Orange Business goes Bleu…
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Analyst BriefingEMEA Infrawatch: data centre financing surge; investors hesitant on Euro telco infra
Latest on EMEA digital infra: investors’ data centre appetites in spotlight with wave of new European deals; EQT and Omers reportedly firming up €1.7bn Deutsche Glasfaser financing deal; EC pushes back AI Gigafactory tender launch; more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #150 - December 2025
Key stories include: DT and OpenAI seek CX alpha | EC makes a Gigafactory date | Group on attack in defence | German 5G award confusion | Ex-CTO Choi on AI-RAN prep | and much more…
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Analyst ReportVodafonewatch Analyst Report #242 - December 2025
Key stories include: CEO: growth ‘in our hands’ | Dutch towers sale kicks off | SpaceMobile stake reaches $1bn | Germany: turning a corner? | Vodacom bets on Safaricom future | and much more…
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Analyst ReportBTwatch Analyst Report #370 - December 2025
Key stories include: H1: competitive pressures bite | BT taps Starlink for rural connectivity | Consumer holds the line | B2B finally reaches ‘start-line’ of bounce-back | Kirkby downplays Openreach role in altnet M&A | and much more…
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Analyst ReportTelefónicawatch Analyst Report #198 – November - December 2025
Key stories include: Telefónica cuts way through five-year plan | Board stalwart de Paz joins exec ranks | UK JV nexfibre eager for M&A action | Telefónica scores football rights renewal | VM O2 cosies up to Starlink on D2D | and much more…
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Analyst BriefingDeutsche Telekomwatch: SoftBank on M&A manoeuvres
Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.