Latest
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Deep Dive
UK Fibre: altnet optimism vindicated over time as take-up erodes incumbent dominance
In depth: Eight Advisory’s latest take-up tracker shines a light on altnet challenge to Openreach, with mature cohorts reaching parity. Despite aggressive pricing and land-grab tactics, the UK’s fibre insurgency continues, testing investor patience. This analysis explores the linear trajectory of upstarts, the impact of overbuild, and whether the UK market can truly sustain more than two major fibre players.
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People
T-Systems expands AI team to strengthen B2B portfolio
Deutsche Telekom’s business services unit has hired Liberty exec Magdalena Jonczak as Global Head of AI & Data, to bolster ambitions around AI-led services and efficiencies.
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Suppliers & SCM
Vendor rebellion: why major operators are ditching Oracle and VMware support contracts
BT and Telefónica are the first of numerous telcos to go on the record challenging software vendor dominance by shifting legacy IT support to third-party specialists. This analysis explores how Spinnaker Support is helping them slash costs, extend end-of-life IT, and reallocate resources…
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Partnerships & Alliances
DNS:NET, Eurofiber forge German open access fibre pact
German fibre duo build on prior collaboration through the Open Access Alliance with a fresh wholesale deal, enabling them to leverage each other’s network infrastructure in Berlin.
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Weekly Briefings
Orangewatch Briefing: IPO chatter builds in Spain
Latest from Orange, including MásOrange’s preparation for a potential IPO; a French reorg; new defence division; and competitive ambitions in Belgium…
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Weekly Briefings
Deutsche Telekomwatch Briefing: Group’s Giga grab
Big-ticket service and infra developments from around the DT international footprint, including a bid for leadership on Germany’s planned AI Gigafactory, an organisational rejig on enterprise cloud, and a launch date for the long-anticipated T-Satellite offering in the USA. Read more…
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People
giffgaff seeks new CEO as Schofield steps down
Ash Schofield is to step down from the helm of VM O2 side-brand by the end of 2025, kicking off a succession hunt.
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M&A
Telefónica ‘mulls Vivo stake sale’ to fund European M&A
News that Telefónica is considering selling some of its stake in Brazilian operating business Vivo to raise funds is latest sign of Spanish group’s strategic pivot to Europe under Executive Chairman Marc Murtra.
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People
MásOrange appoints new IR head in prep for ‘potential IPO’
Juan José Gaitán moves from Cellnex to take on investor-facing responsibilities at the Spanish operator, with a valuation for a possible IPO and the sale of a stake in the fibre JV with Vodafone Spain on his to-do list.
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M&A
EQT seeks to offload stake in towerco Radius’ Italian arm — report
Swedish investment group reportedly looking to divest part of Radius Global Infrastructure’s Italian operations, with non-binding offers expected later this month…
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Network & Infrastructure
MTN cuts the ribbon on new Nigerian data centre
African and Middle Eastern telco opens the doors to its second Tier III data centre in Lagos, with plans in place for expansion going forward…
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Enterprise (B2B)
Brazil’s Vivo wants more joined-up tech thinking with B2B rejig
Operator mimics parent Telefónica by bringing all B2B activities under one roof and seeking to bring operational and commercial synergies in its enterprise growth push.
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Weekly Briefings
BTwatch Briefing: state-backed infra advances with varying success
Latest developments from BT, including: varying pace of public-backed projects ESN, Project Gigabit, R100, and SRN; buying chief Cyril Pourrat on AI momentum; RCS innovation with Brand Assure; Middle Eastern DHL deal; more…
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Weekly Briefings
EMEA Infrawatch Briefing: AI factories in the pipeline; sovereign satellite race rolls on
Latest in EMEA digital infra: AST SpaceMobile, Eutelsat progress European sovereign satellite plans; Spain becomes latest EU country to submit AI Gigafactory bid; Liberty Global CEO Mike Fries updates on infra rejigs…
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Enterprise (B2B)
Deutsche Telekom’s T Cloud sharpens sovereignty focus
T Cloud is the new brand wrapper for Deutsche Telekom’s cloud activities and will be jointly marketed by T-Systems and Telekom Deutschland in Europe with more emphasis on digital sovereignty.
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Enterprise (B2B)
Orange Business zones in on defence and security with dedicated unit
The new Defence & Security Division aims to tap into group expertise in AI, cybersecurity, and quantum computing to support these “complex sectors” with a focus on resilience and sovereignty.
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Network & Infrastructure
Vodafone Turkey CEO open to role in potential Turksat fixed spin-out
Engin Aksoy, Vodafone Turkey CEO, said the OpCo would “consider” getting involved in a process to separate cable assets from state-owned satellite operator in latest call for a shake-up in the country’s fibre market.
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Technology
A Pragmatist’s Guide to Telco AI: BT and Zayo on getting data right, winning fast, riding the wave
From data foundations, sidestepping common pitfalls, and rapid experimentation, to real-world use cases, scalable growth, and building profit centres. Actionable insights and proven strategies for how AI is being harnessed to transform telecoms, drive operational excellence, unlock new revenue
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Financial & Performance
Safaricom Ethiopia ticks past 10m customers as startup operator marches towards scale
Greenfield operator moves past a customer base milestone four years after receiving a licence to operate in the country.
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Network & Infrastructure
UK gov pares back Shared Rural Network targets in strategic rethink
Building Digital UK scales back plans for further rural 4G coverage expansion after hitting initial Shared Rural Network targets early. Strategy shift comes after discussions with local communities and interest groups, with BDUK aiming to maximise coverage while delivering “best value for public money”.