Latest reports – Page 3
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Analyst ReportTelefónicawatch Report #189 - January 2025
Key stories include: CEOs demand quicker EU change | Autonomous tech to surface in 2025 | ExCo rejig sees Evans, Blanco exit | Telefónica lands more UNICO cash | Virgin Media O2 moves home
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Analyst ReportVodafonewatch Report #232 - December 2024
Key stories include: H1: ‘good progress’ despite pressure | UK merger wins CMA approval | Vi optimistic about turnaround | Vodafone ‘happy’ in German wholesale role | Vodacom appeals fibre JV verdict
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Analyst ReportDeutsche Telekomwatch Report #140 - December 2024
Key stories include: Ad venture Utiq to tick US box | DT builds beyond ORAN Town | Hungary: new tech phase started | Poland: 10m FTTH homes hit | Sievert sticks to wireline Plan A
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Analyst ReportTelefónicawatch Report #188 - December 2024
Key stories include: stc secures Telefónica stake buy | Utiq heads across the Atlantic | Investors ‘keen’ on new Spanish FibreCo | VM O2 keeps cool on Vodafone-Three approval | Peru fibre deal set to fall through
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Analyst ReportTelefónicawatch Report #187 - December 2024
Key stories include: Group confident despite turbulent Q3 | Infra M&A continues with Nabiax sell-off | O2 Germany keeps filling 1&1 void | VM O2 sheds further Cornerstone share | Execs dismissed over alleged Venezuela bribery
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Analyst ReportBTwatch Report #360 - December 2024
Key stories include: H1: Kirkby convinced of strategic plan | Bharti in, Altice out | BT divests from startup DSTBTD | New EE architect Marc Allera exits | EE secures place in ESN future
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Analyst ReportTelefónicawatch Report #186 - December 2024
Key stories include: Group confident despite turbulent Q3 | Infra M&A continues with Nabiax sell-off | O2 Germany keeps filling 1&1 void | VM O2 sheds further Cornerstone shares | Execs dismissed over alleged Venezuela bribery
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Analyst ReportDeutsche Telekomwatch Report #139 - December 2024
Key stories include: TDE gap with peers prompts ‘stability’ query | Telco Cloud extension targets hyphers | BuyIn buys into AI with custom apps | Cablecos dig in to limit tenant law loss | Greece puts skids on FTTH build
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Analyst ReportVodafonewatch Report #231 - November 2024
Key stories include: Shared operations reset accelerates | Google in for GenAI boost | TPG firms up fibre sale | UK nears merger approval | Vodacom’s MAZIV deal blocked
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Analyst ReportDeutsche Telekomwatch Report #138 - November 2024
Key stories include: CMD 2024: Group aims high on AI | DT still keen on EU-wide tower tie-up | Tech division asked for €1bn value-add | API boss chases wider telco buy-in | Brakes applied on German fibre build
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Analyst ReportBTwatch Report #359 - November 2024
Key stories include: Kirkby rings Digital changes | Höttges sees ‘options’ for BT stake | Business reset rolls on, Radianz up for sale? | Global Fabric activated | Openreach’s ‘one network’ ambition with Nokia
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Analyst ReportTelefónicawatch Report #186 - October 2024
Key stories include: Group banks on Perplexity’s AI | Álvarez-Pallete comfy in GSMA chair | Vivo closes out IPNET buy | O2 bags Lyca wholesale contract | Telecall preps challenge to Colombia’s telco quartet
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Analyst ReportVodafonewatch Report #230 - October 2024
Key stories include: Vodafone-Three given route to merger approval | B2B ‘repositioned’ in Germany | Quick wins help Vi fight back | Fries considers VodafoneZiggo options | Safaricom rails against SatCo incursion
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Analyst ReportTelefónicawatch Report #185 - September 2024
Key stories include: Group in on ground floor network API JV | Álvarez-Pallete doubles down on Brazil | O2’s Haas says no to job cuts | VM O2, CityFibre question each other on fibre | Hispam CEO affirms need for upskilling
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Analyst ReportBTwatch Report #358 - September 2024
Key stories include: Slim adds to BT stake | Sky breaks Openreach’s CityFibrer exclusivity | 5G SA goes live | Irish exit still on the cards | Openreach enters Project Gigabit fray
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Analyst ReportDeutsche Telekomwatch Report #137 - September 2024
Key stories include: India’s Bharti crashes BT party | Page turned in DT’s A4 plan | DT builds Bridge on IoT reach | 2G outsourced in Hungary | New sales chief at T-Systems
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Analyst ReportTelefónicawatch Report #184 - August 2024
Key stories include: Group credits ‘catalysts’ for Q2 growth | Vivo passes 100m customer mark | Operator inks Digi network-sharing deal | VMO2 readies 20256 NetCo launch | Group seeks exit from Colombia
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Analyst ReportDeutsche Telekomwatch Report #136 - August 2024
Key stories include: Europe sat venture needs a lift | DT wants South Korea’s ideas | O2 broadband deal refreshed | China tech phase-out mapped | T-Mobile goes for fibre seconds
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Analyst ReportBTwatch Report #357 - August 2024
Key stories include: Q1: year gets off to “solid” start | Bharti in for Altice as BT shareholder | Data clean-up required for AI model | EE lined up for major ESN contract | Openreach fibre machine on the move
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Analyst ReportVodafonewatch Report #229 - August 2024
Key stories include: Q1: relentless Group ‘makes progress’ | VPC turns to bots for buying | Vantage tapped for another billion | 1&1 roaming deal looms | UK merger bid sees spectrum change hands