Latest reports – Page 6

  • DTw#130 Cover
    Analyst Report

    Deutsche Telekomwatch Report #130 - December 2023

    2023-12-21T16:28:00Z

    Key stories include: Höttges opens up on ethics and drivers | Germany: ten million FTTP mark in range | DT’s O-RAN Town tech hits the streets | Europe rejigs s OTE boss heads for exit | Sievert gives TMUS an anti-churn mission

  • TFw#179 Cover
    Analyst Report

    Telefónicawatch Report #179 - December 2023

    2023-12-21T16:24:00Z

    Key stories include: Spain bolsters Group defence with stake move | Digital-R&D merger ‘reaches the finish line’ | Open Gateway rollout begins; Brazil first target | Telefónica ‘to replace’ Huawei in 5G SA core | Ofcom pushes back on UK consumer price hikes

  • BTw#350 Cover
    Analyst Report

    BTwatch Report #350 - December 2023

    2023-12-21T14:43:00Z

    Key stories include: H1: Jansen bows out | Pourrat welcomes ‘culture of risk’ | Consumer on convergence hunt | Business braced for short-term pain | Openreach ‘cracks the code’ on fibre

  • DTw#129 Cover
    Analyst Report

    Deutsche Telekomwatch Report #129 - December 2023

    2023-12-18T11:25:00Z

    Key stories include: “Hungry” Höttges lays out FY25 menu | Inflation fears fuel frsh ‘Booster’ cuts | CEO warns EC on telco M&A “sharks” | OTE tries another Romanian exit door | Al-Saleh jumps ship from T-Systems

  • TFw#178 Cover
    Analyst Report

    Telefónicawatch Report #178 - December 2023

    2023-12-14T16:41:00Z

    Key stories include: Execs lay out strategic vision to FY26 | Group bids for full control in Germany | Tech eyes fresh IT offerings to grow sales | Defences up in core markets amidst uncertainty | Hispam remains all about options

  • VFw#221 Cover
    Analyst Report

    Vodafonewatch Report #221 - December 2023

    2023-12-14T16:36:00Z

    Key stories include: Q2: EO rings the changes | Vodafone confirms Spanish retreat | Germany teases recovery | Italy next on the M&A agenda | Vodacom lifted by rising Egyptian tide

  • BTw#349 Cover
    Analyst Report

    BTwatch Report #349 - November 2023

    2023-11-09T13:11:00Z

    Key stories include: Kirkby promotes connectivity-first strategy | AI accelerates BT transformation | Allera unveils revamped EE | Business aims to do less, better | BT drone plans take flight

  • VFw#220 Cover
    Analyst Report

    Vodafonewatch Report #220 - October 2023

    2023-10-27T08:26:00Z

    Key stories include: Spain in takeover talks | Vodafone deals ignite open RAN | AI in to scale IoT monitoring | Satellite tie-ups take off | Vodacom flicks Eskom switch

  • TFw#177 Cover
    Analyst Report

    Telefónicawatch Report #177 - October 2023

    2023-10-19T13:35:00Z

    Key stories include: Chema Alonso lines up open goal on APIs | Ericsson lands role on cloudifying ORAN | German telcos win ground on airwaves | Skylo joins Group’s growing New Sat fleet | Vodafone talks extend flux in Spain

  • DTw#128 Cover
    Analyst Report

    Deutsche Telekomwatch Report #128 - October 2023

    2023-10-18T14:54:00Z

    Key stories include: DT CIO talks up benefits of ‘cloudification’ | Group breaks 5G mobile radio speed record | BNetzA moots scrapping next spectrum auctions | TDE CFO takes over as NatCo’s commercial chief | TMUS vows to ‘lean into’ wireless partnerships

  • BTw#348 Cover
    Analyst Report

    BTwatch Report #348 - September 2023

    2023-10-03T10:59:00Z

    Key stories include: State infra projects slated | BT back on EU Horizon | New EE enters Orbit | Collaboration driving green momentum | All-IP migration kicks on

  • TFw#176 Cover
    Analyst Report

    Telefónicawatch Report #176 - September 2023

    2023-09-28T14:20:00Z

    Key stories include: Calendars marked for strategy refresh… but then Saudi gatecrasher adds new considerations | UK JV nexfibre makes first altnet buyout | Vivo battles to win minds on Winity tie-up | 1&1 adds in Vodafone; to drop O2

  • VFw#219 Cover
    Analyst Report

    Vodafonewatch Report #219 - September 2023

    2023-09-19T12:04:00Z

    Key stories include: e& eyes stake increase | Tomorrow Street seeks strategic partners | New Partner Markets boss confirmed | TPG get lean | South Africa fibre plans

  • DTw#127 cover
    Analyst Report

    Deutsche Telekomwatch Report #127 - September 2023

    2023-09-19T11:17:00Z

    Key stories include: T-Mobile US remains DT’s ‘jewel in crown’ | M&A identified as strategic priority | DT calls on AI to boost operational efficiency | T-Mobile brand axed in the Netherlands | Group inaugurates Quantum Lab in Berlin

  • BTw#317 cover
    Analyst Report

    BTwatch Report #347 - August 2023

    2023-08-29T13:24:00Z

    Key stories include: Q1: Jansen lays platform for growth | Kirkby named next CEO | Altice trouble nears BT shores | Höttges gives BT a year | Openreach regains fibre

  • VFw#218 cover
    Analyst Report

    Vodafonewatch Report #218 - August 2023

    2023-08-10T11:06:00Z

    Key stories include: Q1: turnaround begins in earnet | Eyes set on Vodafone-Three ownership | Vantage sell-down continues | Spanish review makes first steps | Safaricom readies venturing vehicles

  • DTw#126 cover
    Analyst Report

    Deutsche Telekomwatch Report #126 - August 2023

    2023-08-10T10:36:00Z

    Key stories include: BT bother returns stake to spotlight | GD Towers eyes asset add-ons | DT looks to Asia for AI gains | OTE simplifies wih corporate reorg | T-Mobile mulls FWA next steps

  • TFw#175 cover
    Analyst Report

    Telefónicawatch Report #175 - July 2023

    2023-07-27T14:11:00Z

    Key stories include: Reorg puts Alonso in innovation driving seat | Group eyes more LatAm infra efficiencies | nexfibre adds funds and readies switch-on | Two become one in Telefónica Tech reorg | Game on for Virgin Media O2

  • BTw#346 Cover
    Analyst Report

    BTwatch Report #346 - July 2023

    2023-07-20T15:26:00Z

    Key stories include: BT prepares for Jansen exit | German takeover rumours emerge | Adastral Park cuts confirmed | Allera opens EE studio | Openreach misses Ofcom targets

  • VFw#217 Cover
    Analyst Report

    Vodafonewatch Report #217 - July 2023

    2023-07-12T13:31:00Z

    Key stories include: UK merger confirmed | IoT momentum falters | 1&1 puts Vodafone under investigation | Spanish review kicks on | Ethiopia earns fresh investment