Monthly Deep Dive: Premium Telcowatch Analyst Reports – Page 5
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Analyst ReportsDeutsche Telekomwatch Report #128 - October 2023
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
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Analyst ReportsBTwatch Report #348 - September 2023
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
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Analyst ReportsTelefónicawatch Report #176 - September 2023
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
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Analyst ReportsVodafonewatch Report #219 - September 2023
Key stories include: e& eyes stake increase | Tomorrow Street seeks strategic partners | New Partner Markets boss confirmed | TPG get lean | South Africa fibre plans
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Analyst ReportsDeutsche Telekomwatch Report #127 - September 2023
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
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Analyst ReportsBTwatch Report #347 - August 2023
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
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Analyst ReportsVodafonewatch Report #218 - August 2023
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
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Analyst ReportsDeutsche Telekomwatch Report #126 - August 2023
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
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Analyst ReportsTelefónicawatch Report #175 - July 2023
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
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Analyst ReportsBTwatch Report #346 - July 2023
Key stories include: BT prepares for Jansen exit | German takeover rumours emerge | Adastral Park cuts confirmed | Allera opens EE studio | Openreach misses Ofcom targets
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Analyst ReportsVodafonewatch Report #217 - July 2023
Key stories include: UK merger confirmed | IoT momentum falters | 1&1 puts Vodafone under investigation | Spanish review kicks on | Ethiopia earns fresh investment
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Analyst ReportsDeutsche Telekomwatch Report #125 - July 2023
Key stories include: Group’s skills search widens to Warsaw | Gopalan hits back at fibre detractors | Hrvatski Telekom u-turns on net services | Magyar Telekom hurt by tax extension | T-Mobile’s Sievert has eye on AI
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Analyst ReportsTelefónicawatch Report #174 - June 2023
Key stories include: Liberty could free half of VM O2 | Utiq: JV’s launch box checked | 1&1 roaming plan doesn’t add up | O2 rail infra venture gets rolling | Vodafone Spain assets eyed
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Analyst ReportsBTwatch Report #345 - June 2023
Key stories include: Jansen talks tough but delays ambition | Drahi builds BT stake | Division X under new management | Equinox 2 earns approval | Openreach explores public EV infra
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Analyst ReportsVodafonewatch Report #216 - June 2023
Key stories include: CEO aims to reset, rebalance group | e& deepens ties | TV trouble adds to Germany’s woes | Ethiopia readies for M-PESA launch | Energy trouble persists in SA
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Analyst ReportsDeutsche Telekomwatch Report #124 - May 2023
Key stories include: DT keeps on growing in challenging Q1 | Group scopes out EU satcomms role | C-suite puts units on AI notice | Fibre rivals hit out over TDE tactics | Romanian exit back on agenda
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Analyst ReportsTelefónicawatch Report #173 - May 2023
Key stories include: Q1 FY23: Group defences hold | Vendors warned on warming | Spain eyes next fibre frontier | Cornerstone stake on block | Hispam preps spectrum spree
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Analyst ReportsBTwatch Report #344 - May 2023
Key stories include: Burger names Business team | BT chooses FM partners | BT targets critical quantum role | Allera warns of AI danger | Equinox 2 controversy rolls on
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Analyst ReportsVodafonewatch Report #215 - May 2023
Key stories include: Della Valle takes the crown | Vantage under new ownership | Germany initiates strategy overhaul | Vodacom commits to energy spend | M-PESA opens pan-African SOC
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Analyst ReportsDeutsche Telekomwatch Report #123 - April 2023
Key stories include: Höttges ups vendor global warming heat | Innovation Pool rejigged; M&A re-scoped | AWS brought into DT’s campus big tent | Fiber Factory expands to meet new goals | IBM welcomes T-Sys into quantum realm