Latest reports
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Analyst ReportBTwatch Analyst Report #369 - October 2025
Key stories include: BT warned of altnet-led FMC challenge | Howard Watson prepares for exit | 2030 target set for 5G SA | Italian divestment completes | Copper-to-fibre pricing raises altnet hackles | and much more…
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Analyst ReportTelefónicawatch Analyst Report #197 – September-October 2025
Key stories include: Clash brews over job cut plan | Murtra wants new deal on deals | Uruguay chalked off Hispam list | O2’s Haas off team for new era | VM O2 in ‘right first time’ push | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #147 - September – October 2025
Key stories include: Romania mobile exit lifts P&L drag | Europe boss wants ideology shift | Nscale joins DT’s infra stable | AI & Data chief talks on ambitions | Poland tech boss switches to Germany | and much more…
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Analyst ReportBTwatch Analyst Report #368 - September - October 2025
Key stories include: Bharti joins the BT board | Kirkby rails against gov policy | AWS to aid network autonomy | BT slim-down reaches Radianz | Openreach ratchets up TAR lobbying | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #146 - September 2025
Key stories include: Board mulls move to raise AI bar | Group parks Porsche in defence | Google Cloud ties grow bigger | T-Sys team has tech-led refresh | Gopalan’s US promotion confirmed | and much more…
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Analyst ReportVodafonewatch Analyst Report #240 - September 2025
Key stories include: Patinex rises to top-four Vodafone investor | New Vi CEO faces instant headaches | Bulking up in Romania | Vodacom allies Airtel for net-sharing | Virtual wheeling rolls out | and much more…
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Analyst ReportTelefónicawatch Analyst Report #196 - September 2025
Key stories include: Anticipation builds on Group shopping spree | New chief installed at Prosegur venture | Grand plans for Granada tech hub | Vivo adds to fintech startup portfolio | Spotlight turns onto Huawei revival | and much more…
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Analyst ReportBTwatch Analyst Report #367 - August 2025
Key stories include: Mixed Q1 deemed a ‘solid start’ | BT lifted past foremost rival | Plusnet continues to shrink | BT Ireland enters next phase | Multi-tasking Openreach charges on | and much more…
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Analyst ReportTelefónicawatch Analyst Report #195 - August 2025
Key stories include: Tech and Infra in line for revamps | UK NetCo idea ‘dropped’, for good | Two-for-two swap in boardroom | Vivo wins big in smart-meters | Uruguay exit ‘weeks away’ | and much more…
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Analyst ReportVodafonewatch Analyst Report #239 - August 2025
Key stories include: Della Valle undeterred by mixed Q1 | Liberty sells out of Vodafone | Group weighs bolt‑on M&A options | German turnaround imminent? | Nokia out, Huawei in for Tanzania | and much more…
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Analyst ReportTelefónicawatch Analyst Report #194 - July-August 2025
Key stories include: CTIO flags automation progress (and ‘passion’) | Telcos win latest phase of Phones 4u battle | Telxius goes deeper on subsea Google links | B2B is next target for Perplexity partnership | Double trouble on Spanish access price hikes | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #145 - July 2025
Key stories include: T-Mo: DEI ditched to get deals done | AI engine spreads in-group know-how | B2B change-up with T Cloud meld | Context is king for new API chief | DT debuts T-Ads side-hustle | and much more…
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Analyst ReportBTwatch Analyst Report #366 - July 2025
Key stories include: Procurement: Pourrat wants more AI, faster | BT embraces third-party IT support | Shared Rural Network pared back | BT ‘investing heavily’ as ESN motors on | Openreach hunted by maturing altnet pack | and much more…
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Analyst ReportTelefónicawatch Analyst Report #193 - July 2025
Key stories include: Murtra won’t ease off on grand reset plan | Telefónica plugs back into data centres | Vivo shares ‘in play’ as group seeks capital | Rejig of Brazilian B2B businesses flagged | O2 docks Spinnaker support savings | and much more…
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Analyst ReportVodafonewatch Analyst Report #238 - July 2025
Key stories include: Vodafone looks to democratise AI | SatCo chooses Luxembourg | VodafoneThree confirms spectrum handover | Ethiopia hits ten million landmark | SA fibre deal back on | and much more…
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Analyst ReportTelefónicawatch Analyst Report #192 - June 2025
Key stories include: Group posts Spain and Brazil-reliant Q1 | Vivo wants big-ticket copper windfall | Vodafone Spain carve-up on menu? | Movistar por ti CX overhaul goes live | Millicom snaps up extra Hispam duo | and much more…
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Analyst ReportVodafonewatch Analyst Report #237 - June 2025
Key stories include: Della Valle’s growing to-do list | Group ‘insulated’ from global chaos | Germany reaches new lows | VodafoneThree launches as mobile giant | Safaricom plots bolt-on M&A | and much more…
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Analyst ReportBTwatch Analyst Report #365 - June 2025
Key stories include: FY24–25: Kirkby makes her mark | BT mulls TalkTalk takeover — report | Dark NOC ambition advances with AWS | BT International told to prove its worth | Openreach reaches new capex peaks | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #144 - June 2025
Key stories include: Group feels the home market heat | DT plugs into EU AI and sat plans | TAWAL eyes liberated CEE towers | Nemat exits in tech exec shuffle | Kicker hits Austrian CEO post | and much more…
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Analyst ReportBTwatch Analyst Report #364 - May 2025
Key stories include: BT considers edge DC play | Overseas retreat continues | Business CTO on BT’s TaaP dance | Global Fabric goes ‘planet scale’ | Openreach ramps up rural fibre | and much more…