Latest reports – Page 3
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Analyst ReportsBTwatch Report #356 - July 2024
Key stories include: Slim joins as BT investor | BT holds firm against Vodafone-Three | AI buying bots on the agenda | ‘Platform thinking’ front and centre | PIA overhaul in the works
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Analyst ReportsDeutsche Telekomwatch #135 - July 2024
Key stories include: Telco LLM venture firmed up | DTCP gets moving on Porsche JV | Germany: XGS-PON marks spot | Spring growth for fibre rollout | Romanian transcation in spotlight
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Analyst ReportsDeutsche Telekomwatch Report #134 - June 2024
Key stories include: Europe division shines in solid Q1 | Wage talks end with ‘painful’ deal | New BNetzA rural plans dubbed ‘insane’ | DT tries another Romanian exit door | UScellular: TMUS back on M&A trail
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Analyst ReportsBTwatch Report #355 - June 2024
Key stories include: FY23-24: Kirkby redraws roadmap | BT issues R&D policy plea | All-IP migration delayed again | B2B: Global let loose | Openreach plans rural fibre expansion
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Analyst ReportsVodafonewatch Report #227 - May 2024
Key stories include: Fy23-24: growth ‘in our hands’ | Vantage Towers sell-down on the cards | Vi 2.0 readies for comeback | Germany braces for TV customer exodus | Safaricom cuts Ethiopia spend plan
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Analyst ReportsBTwatch Report #354 - May 2024
Key stories include: BT network sharing trips ip Vf3 | Transformation in focus for boardroom swaps | McCall touts B2B potential for 5G | Openreach hits 30m, fends off altnets | 25G/50G made to wait
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Analyst ReportsVodafonewatch Report #226 - May 2024
Key stories include: RAN mega-tender begins | Business gets a new boss | TPG joins Optus for rural RAN | Vi complete fundraise | More doubts about UK merger
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Analyst ReportsTelefónicawatch Report #182 - May 2024
Key stories include: Spanish gov builds stake in Group | DT branding dispute rumbles on | O2’s Rao calls for 6G discipline | Infra investors keen on UK NetCo | Movistar extends AT&T Mexico access deal
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Analyst ReportsVodafonewatch Report #225 - April 2024
Key stories include: Italy sale initiates Group restructure | Niel questions Voda leadership | TPG sets out legacy cull plan | Germany to cut jobs, costs | UK faces in-depth meger probe
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Analyst ReportsDeutsche Telekomwatch Report #133 - April 2024
Key stories include: FY23: cash flow becoming cash flood | DT makes Open Gateway API debut | Gopalan clashes with fibre rivals | Hrvatski Telekom stays on M&A watch | OTE to separate wireless infra
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Analyst ReportsTelefónicawatch Report #181 - April 2024
Key stories include: ‘Foundations now set’ for FY26 plan | Vivo takes wide angle to growth | Group responds to Orange-MÁSMÓVIL | VM O2 consciously decouples | Hispam diet goes on after FY23 dip
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Analyst ReportsBTwatch Report #353 - April 2024
Key stories include: Watson calls for investor patients | Ireland sale back on the cards | Adastral Park prioritises Networks | Allera seeks relevance, resonance | BT redraws Local Business map
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Analyst ReportsBTwatch Report #352 - February 2024
Key stories include: Q3: no drama as Jansen exits | Kirkby enters the BT dugout | BT on the docket for class action | BT employs AI-assisted code | Openreach plays challenger in island duel
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Analyst ReportsVodafonewatch Report #224 - February 2024
Key stories include: Della Valle optimistic despite setbacks | e& CEO joins Vodafone boardroom | Germany braced for MDU impact | Vodafone shuts down Iliad advances | Vodacom cross 200 million customers
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Analyst ReportsDeutsche Telekomwatch Report #132 - February 2024
Key stories include: DT nominates a BT rep for the times | MagentaTV revamped as TDE tools up | Fiber Factory under new management | Amdocs pick up Europe charging deals | Nokia gets in on US FWA action
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Analyst ReportsTelefónicawatch Report #180 - February 2024
Key stories include: Álvarez-Pallete takes the stage in Davos | Liberty eyes NetCo-ServeCo split again | Vivo and Winity walk away from network-share deal | Spanish copper lines to remain in action until 2026 | Movistar calls for pause to Chile’s 5G auction
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Analyst ReportsVodafonewatch Report #223 - January 2024
Key stories include: Microsoft deal targets AI, IoT | Vodafone tops up SatCo funding | Asia-Pacific swaps for Partner Markets | Vodafone optimistic on MPNs, despite uptake | Safaricom scouts scaleups
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Analyst ReportsDeutsche Telekomwatch Report #131 - January 2024
Key stories include: DT becomes a global brand superpower | New unit to provide API place | Group CIO bullish as MLOps platform drops | Google’s Maps tested for fibre planning | Six up for T-Mobile PL on fibre alliances
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Analyst ReportsBTwatch Report #351 - January 2024
Key stories include: Pricing strategy overhaul | BT calls for spectrum rethink | Starlink in for rural network testing | Quantum momentum builds | Group expects MPN traction
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Analyst ReportsVodafonewatch Report #222 - December 2023
Key stories include: Illiad eyes up Italy, again | European retail revamp | TPG completes dual core migration | Germany bolsters MDU defences | Mid-contract price hikes questioned in UK