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Analyst BriefingDeutsche Telekomwatch: re-platforming plans
Analyst Briefing: With Europe continuing the flounder, DT is said to be prepping a major M&A move to strengthen its foothold in America and tightening links with state-side tech partners. In Europe DT ups its data sovereignty credentials with a revamped business cloud service and unveils what it calls a ‘blueprint’ for telco cloud deployments…
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Financial & PerformanceDT FY25 in-depth: home front vulnerabilities ease
DT ends FY25 on a positive note, seeing seeds of recovery in Germany and maintaining momentum across other segments.
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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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Network & InfraBT adopts NVIDIA’s telco LLM in pursuit of autonomous, intent-based networks
NVIDIA’s large telco model is playing a ‘significant’ role in BT’s journey to network autonomy, providing a data sandbox in which the Group can conduct AI R&D. Data & AI lead Séainín McCoy considers the use of synthetic data to be paramount for maximisation of RoI and mitigation of risk…
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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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Financial & PerformanceTelefónica FY25 spend: Group eyes ‘big year’ on savings
With building blocks now in place for much of Telefónica’s multi-billion-euro ‘totex’ reduction plan, execs promise ‘significant’ progress on savings drive in FY26…
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Financial & PerformanceTelefónica FY25 guidance: cutting towards growth
Telefónica’s progress on spend efficiency enables execs to lay out a faster-than-anticipated uptick in free cash flow during FY26…
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Financial & PerformanceTelefónica FY25 in-depth: Transform & Grow to-do list remains long
Group maintains growth across FY25, but underneath headline numbers reports another mixed performance across ‘core’ quad of European OBs and Vivo, with Brazil and Spain in growth but Germany and UK searching for revival.
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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 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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PeoplewatchVodafone Peoplewatch: IT and Networks leadership changes across Europe
March 2026 update, including senior IT, legal, and procurement appointments in Europe; integration impacts felt in the UK and Romania; Europe Cluster network operations lead picked from Vodafone Turkey; Safaricom targets fixed business…
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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 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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M&AVodafone Romania trades quality for quantity as it climbs to second
Redistributed TRMC assets have closed the gap between Vodafone and market leader Orange, but decimated the operator’s mobile ARPU…
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Financial & PerformanceVodafone guidance: plenty of confidence in these ‘early days’
Q3 FY25–26: Vodafone set to come out of the year at the upper end of free cash flow and EBITDAaL guidance, with new CFO Pilar López picking up on the CEO’s positive view of things moving forward.
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Financial & PerformanceIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
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M&ABrazil’s Vivo eyes fibre deals in bid for Total loyalty
Operator’s Chief Executive Christian Gebara cites continued interest in acquisitions that would boost its position as Brazil’s number-one fibre provider, and save cost on build. Identifying a good deal within the country’s huge mass of broadband players remains a challenge, however.
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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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Financial & PerformanceUnveiled at T-Mobile: The Gopalan Grow Plan
Capital Markets Day: New T-Mobile US CEO Srini Gopalan re-commits (with some tweaks) to the medium-term strategic plan outlined by the operator in 2024, following his recent appointment to job. Amid ongoing Wall Street wobbles over the competitive picture facing US operators, he assures the Un-Carrier has plenty of fuel in the tank.
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M&AVodafone pulls out of Netherlands as Liberty takes control
In depth: Liberty Global will take full control of VodafoneZiggo en route to a Sunrise‑style spin‑out of a new Benelux entity, while Vodafone steps back with a minority holdco stake in its latest European portfolio reshaping…