Latest – Page 8
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M&ATalkTalk edges towards wholesale exit as Octopus lines up PXC buy
TalkTalk’s long-running break-up appears to be entering a decisive phase as wholesale arm PXC gets lined up by Octopus Investments, as the fund manager looks to bolster the fibre wholesale play spearheaded by AllPoints Fibre Networks…
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Financial & PerformanceBT accelerates job cuts as fibre takes over
Q1 FY26–27 spend: Openreach’s expanding fibre footprint is beginning to support BT Group’s cost-cutting mission, with falling repair volumes, lower energy use, and accelerating labour reductions strengthening management’s route towards its £3.7bn savings target.
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Financial & PerformanceBT: CEO Kirkby sets the stage, but payoff still pending
Q1 FY26–27 overview: BT opened its current FY with a solid but unspectacular quarter, as operational progress across Openreach, Consumer, and Business points to improving momentum, but stronger financial benefits are still yet to emerge.
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Network & InfraEU enters IRIS² build phase with expanded capacity plans
EU kicks off “full-scale deployment” of satellite programme two years ahead of schedule, with expanded architecture and accelerated deployment timeline. Supplier base firmed up and an additional €4bn in funding aimed at helping EU deliver ‘sovereign’ defence and security services faster…
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Analyst BriefingUK Infrawatch: Ofcom curbs Openreach as CityFibre prepares for M&A push
Analyst Briefing: Latest from the digital infra scene in the UK, including Andy Burnham’s “act of self‑harm” on connectivity infrastructure, Ofcom finally gets tough on Openreach promotions, CityFibre funders respond to nexfibre/Netomnia reverberations, and plenty more…
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Network & InfraVodafone talks up eRedCap potential as IoT gets ‘chaotic’
With RedCap still in its relative infancy, Vodafone IoT is already looking ahead to the emergence of the next-gen ‘enhanced’ RedCap, tracking growing demand for applications above LPWA’s capabilities, but without the cost and complexity of full 5G.
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Financial & Performanceruhrfibre insolvency marks latest sign of German altnet financial struggles
German altnet and sister business metrofibre file for insolvency, marking latest signs of financial distress in the German fibre market. Decision comes as other altnets explore solutions to get onto a firmer financial footing, as investors warn of incoming wave of refinancing deals…
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Financial & PerformanceBT guidance: toned down but on track
Q1 FY26–27 guidance: BT resets near- and mid-term forecasts after ‘discontinuing’ hived-off BT International, with the division’s long-time drag meaning its disappearance is barely noticed on the earnings front (more so on revenue). CEO says the Group remains ‘on track’, albeit with a knock this FY.
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Financial & PerformanceBT remains under pressure with operations improved, but financials unmoved
Q1 FY26–27 in-depth: BT’s first quarter delivered a familiar contradiction as the Group marked operational progress across fibre, customer growth, and portfolio simplification, yet provided little evidence of financial improvement.
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M&AGreek fibre: new #1 imminent as Vodafone–PPC merger plans advance
PPC CEO lays out more detail of proposed Greek fibre JV with Vodafone, and adds mid-2027 target for completion. Merged wholesaler would become market leader, but PPC FiberGrid appears likely to take the crown from OTE either way.
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PeoplewatchSubsea cableco FLAG appoints new CEO after strategic reset
Chief Strategy & Revenue Officer Paul Abfalter steps up to lead FLAG towards new Vision 2030 strategy. Greater route diversity and edge data centre expansion underpin strategic direction…
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Analyst BriefingEMEA Infrawatch: EU moves to plug data centre funding gap
Analyst Briefing: Latest on EMEA digital infra, including the launch of the EU’s call for tenders for the AI Gigafactory data centre scheme, a series of wireless infra transactions in the Middle East and Africa, and the Netherland’s KPN threatening further cutbacks after regulator’s decision to block DELTA Fiber deal.
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Network & InfraCost-conscious Vivo pushes to reset Brazilian tower supply
Telefónica’s Brazilian business is pursuing contractual, technical, and ‘structural’ solutions as it seeks to bring down the cost of its wireless infrastructure platform.
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M&AMTN moves closer to African tower takeback
South African group takes another step towards re-acquisition of regional assets, via buyout of IHS. CEO Ralph Mupita sees towers as a “critical value-creation driver” for recently revamped strategy. Approval marks latest turn in long (and fraught) relationship…
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Analyst BriefingVodafonewatch: one in, one out as group completes deal double
Analyst Briefing: A positive Q1 performance followed by completion of a pair of major, structural deals in Europe helps CEO Margherita Della Valle lead the Group into a new phase, and suggests multi-year footprint rethink is beginning to deliver tangible results. Elsewhere, European towers trouble, questions of SatCo revenue potential, and AI gets physical in Albania…
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Network & InfraHisdesat recruits Airbus, Thales for Spanish satellite build
Hisdesat names Airbus Defence & Space and Thales Alenia Space as leading partners on SpainSat NG III construction. Craft will replace previous SpainSat iteration that suffered irreparable damage, setting back satellite plans for the Spanish government and Hisdesat parent Indra…
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Financial & PerformanceBT Business emerges from valley, greeted by mountain
Q1 FY26–27: Challenged division posts second successive quarterly revenue growth and enters final year of legacy voice services, escaping the drag that has contributed to a decade of decline. Turnaround far from over, however, as post-PSTN, post-BT International carve-out life nears…
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Network & InfraItaly’s FiberCop kicks off 100-node edge data centre build
Italian digital infra player to convert 100 copper exchanges into edge nodes, with first site in Rome already live, as retired exchanges are given new lease of life — supported by fresh KKR funding.
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Financial & PerformanceCash flow on the up at Telefónica’s home security venture
Operator’s six-year-old joint venture with Prosegur boosts recurring cash flow by nearly a third, having move to a new strategic phase focused on user value over volume.
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PeoplewatchDigital Infra Peoplewatch: Cellnex names new regional execs; LightSpeed refreshes wholesale line-up
July 2026–August 2026 edition: 25+ senior and strategic leadership changes in EMEA digital infra, including new appointments at Cellnex Group and its Polish division, Green Datacenters names new execs ahead of European expansion, and LightSpeed fills out senior wholesale and enterprise team.