Latest – Page 4
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TechnologyMásOrange brings Cyan cyber products to three more brands
Spanish operator expands cybersecurity deal with German specialist, extending protection services to three more brands as demand for telco-delivered security services continues to rise.
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Network & InfraVM O2 advances Giga Site rollout amidst UK network upgrade race
Operator reaches the halfway mark in its rollout of new, high throughput Giga Sites, contributing to broader, £1.4bn mobile upgrade programme. Achievement highlights ongoing race between operators to improve network quality, with VM O2 and VodafoneThree seeking to catch up to BT…
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Financial & PerformanceEutelsat/OneWeb: UK’s £500m LEO satellite bet loses two-thirds of value in six years
As now-parent Eutelsat painfully pivots from geostationary to low Earth orbit infrastructure, the UK’s £342m loss on its controversial OneWeb rescue faces fresh scrutiny. Despite the substantial loss of value, government officials maintain that LEO commitment remains crucial to the nation.
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Analyst BriefingEMEA Infrawatch: pressured European infracos rethink ownership models
Analyst Briefing: Latest on EMEA digital infra, including a court rejecting INWIT’s request to block Fastweb + Vodafone and TIM from exiting their MSAs early, Amazon Leo beating Starlink to secure a South African entrance, and rumours of Telefónica and Pontegadea kicking off talks to sell subsea cable operator Telxius.
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M&AMásOrange denies Vodafone Spain RANco project amidst reports of further talks
MásOrange says there is “currently no active project” to form a RANco with Vodafone Spain, despite reports of fresh talks emerging. Pair said to be targeting synergies and seeking to monetise more infra assets, but questions remain around potential impact on rumoured Telefónica takeover of Vodafone Spain assets…
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InnovationRegulation drives innovation as Vodafone ‘cherry picks’ AI tools at pace
Vodafone’s Andy Linham says early regulation-driven security and compliance investment is paying dividends as the Group leans on an AI R&D framework to accelerate deployments, including the ‘least sexy, most impactful’ deployment so far…
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Public AffairsVodafone avoids court in no-admission settlement with UK franchisee claimant group
Vodafone has drawn a discreet line under a high profile dispute with dozens of UK franchise partners, reaching an out-of-court settlement that should minimise further reputational broadsides over allegations of unscrupulous pandemic-era behaviour.
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Venturing & InvestmentsWayra backs MITO AI as it pursues value-focused vision
Telefónica’s venturing division backs generative AI content platform provider as a startup “capable of generating value” for the Group, in line with new strategic focus.
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Analyst BriefingOrangewatch: SFR takeover becomes a very French affair
Analyst Briefing: Local antitrust body takes on SFR oversight; Orange completes MásOrange takeover; Group builds up Unified Cloud Platform; and more across the operator including AI-native comms, a Nokia deal in Belgium, and a cross-telco digital media deal…
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AnalysisReality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult
Guest analysis: with 30% EU exposure remaining, concentrated on 5G RAN, specific countries and three big telcos, John Strand considers media and industry warnings of HRS rip-and-replace costs overstated, evidencing Denmark, the UK and other European markets as showing transition can be managed without derailing 5G rollout. In an age of national security, he also deems it essential for securing future mission-critical contracts.
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M&ATelefónica said to reboot sale of subsea cable interest Telxius
Operator and investor partner Pontegadea reportedly kick off talks to divest Telxius at a €1.2bn valuation. Move aligns with Telefónica Group’s recent reconfiguration of infra assets under Transform & Grow strategy, and follows rumours of previous, unsuccessful sale talks…
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M&AEC cedes oversight of SFR takeover to French authorities
Iliad’s SFR transaction was a potential sticking point, but the EC has agreed to refer it to France, with discussions already underway with Bouygues Telecom and Orange.
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Network & InfraDT keeps lead role in EU quantum networks build
Group appointed coordinator-in-chief of Europe’s PETRUS2 scheme, with goal of aligning business and government on quantum networks rollout. New project comes as EU kicks off “next steps” in wider EuroQCI initiative…
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Partnerships & AlliancesBezos trumps Musk on home turf as Amazon Leo signs South African satellite deal
Amazon Leo has secured a breakthrough route into South Africa, partnering with Vodacom-linked Herotel to launch satellite broadband services while rival Starlink remains constrained by local licensing requirements.
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Financial & PerformanceSpanish upstart Digi goes public, nets €150m for expansion
Low-price disruptor Digi Spain bolsters its challenge to rivals Telefónica, MásOrange, and Vodafone Spain with an over-subscribed stock market float.
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Network & InfraUK infra body sees Project Gigabit progress as DSIT ups budget
The government is signalling confidence in Project Gigabit, increasing funding and reaffirming delivery targets even as concerns persist over supplier finances, rollout delays, and the long-term viability of parts of the fibre market.
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Analyst BriefingTelefónicawatch: core market cutbacks
Analyst Briefing: Round-up of developments at Spanish incumbent, including cost reduction plans in Spain and Germany, and B2B tie-ups with CrowdStrike, Crout, Thales, and others. Read more…
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Deep DiveDigital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling
Deep dive: AT&T, Verizon, and American Tower have now collectively flown hundreds of thousands of drone missions in the USA, as part of a behind-scenes push to create full-fledged virtual replicas of their vast network estates. Senior execs at the three telco giants ran TelcoTitans through the top- and bottom-line benefits of drone- and digital twin-led automated asset management…
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Products & ServicesVodafone Business advances Greek ‘SD-everything vision’ with Fortinet
Vodafone Business goes live with fresh SASE and SD-WAN solutions in Greece, following joint development with long-running technology partner Fortinet in Europe and beyond.
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Public AffairsTowerco-telco tensions: Italy’s INWIT trades blows with reluctant anchor tenants
Fastweb and TIM claim early victories in the INWIT dispute as they attempt to terminate contracts, but the challenged towerco insists the core issues remain unresolved. The battle could have significant implications for tower economics, tenant relationships, and Vodafone-backed Vantage Towers.