More Latest Insight – Page 11
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PeoplewatchOpenreach veteran takes CEO spot at Lightning Fibre
Openreach’s Bertrand Mazieres moves to fibre challenge to lead “next phase” of strategy to commercialise its network…
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M&AINWIT may turn to data centres as tower stronghold gets rattled
Italian towerco said to be preparing €100m bid for Wind Tre digital infra assets amid turbulence in its traditional towers business…
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PeoplewatchEx-Orange France boss joins fibre challenger Altitude
French investment group recruits Fabienne Dulac to help guide it through anticipated phase of national fibre player consolidation …
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Financial & PerformanceFrance’s SFR in holding pattern as sale talks continue
Altice France stays coy on possible purchase price as parameters of the deal remain under discussion.
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Network & InfraTelefónica eyes new markets for edge infra
Group indicates it is working on new edge hub deployments beyond flagship buildout project in Spain. Move forms part of ongoing growth bet on low-latency, AI-infused B2B services.
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Network & InfraBoldyn heads underground to help bring UK’s ESN online
Boldyn further expands its 4G infrastructure in the London Underground to support the Home Office’s long-delayed ESN project, in collaboration with EE and TfL. Move sees the neutral host provider expand its portfolio of ‘specialised’ connectivity infra…
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Financial & PerformanceEuropean fibrecos warned of ‘enormous’ 2027 debt crunch
Europe’s fibre industry is heading into a critical two-year period with half of all fibreco debt due, warns ING’s Jeroen Kleinjan. Rising geopolitical tensions and fears over inflation and competition from other digital infra asset classes could hinder altnets’ ability to overcome a looming ‘refinancing wall’.
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PeoplewatchDigital Infra Peoplewatch: INWIT appoints fresh CTO; GlobalConnect reorg prompts leadership reset
April 2026 edition: Embattled INWIT appoints Michele Gamberini as new technology chief; EMEA telco veteran Rob Shuter joins KKR’s infra investment team; GlobalConnect names execs as part of wider restructuring; more…
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Analyst BriefingBTwatch: security, sovereignty take centre stage
Analyst Briefing: BT is expanding its UK sovereignty push with new services and capacity plans; security also gets a nod via a major leadership change said to enable ‘focus and scale’; and changes in the fibre world mean more subsidised build for Openreach…
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Products & ServicesMobile money hits maturity as telcos tap into accelerating usage
In-depth: More than $2tn flowed through mobile money wallets worldwide in 2025, with Africa’s telcos taking a piece of the pie. Safaricom’s flagship M-PESA and MNT’s MoMo continue to dominate, but momentum is being built in new areas as spending habits change and adoption rises…
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Partnerships & AlliancesVodafone draws on $1bn Google Cloud ties in enterprise AI expansion
Vodafone Business homes in on SMEs with expansion of Google Cloud-powered services portfolio. New customer service and security offerings for European customers mark the latest development in the pair’s ten-year link-up…
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Products & ServicesLiberty eyes ‘premium’ B2B connectivity play to monetise network slicing
FutureNet World: Liberty Global seeks to bring network slicing to market as part of ‘premium’ connectivity and managed service offerings, joining peers moving to commercialise the technology…
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Network & InfraD2D satellite connections up nearly 25%, but mobile customer adoption stays low
Report shows global D2D connections are rising but adoption remains niche, with less than 1% of mobile users in most markets using satellite‑to‑phone services and attempts to monetise services may be having an impact.
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InterviewChelot: wholesale scale is ‘mission impossible’ without nexfibre-Netomnia deal
Interview: “I have a wholesale platform, but I have no wholesale customers”. Jeremy Chelot’s Netomnia hit a structural ceiling, with bowing out the only way to progress the Openreach challenge. Firing back at nexfibre deal critics, he asks for alternatives to his Plan B, deeming consolidation the best route and reflecting on the challenge of leading a business through a sale.
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Analyst BriefingDeutsche Telekomwatch: re-platforming plans
Analyst Briefing: With Europe continuing the flounder, DT is said to be prepping a major M&A move to strengthen its foothold in America and tightening links with state-side tech partners. In Europe DT ups its data sovereignty credentials with a revamped business cloud service and unveils what it calls a ‘blueprint’ for telco cloud deployments…
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M&AOrange’s Heydemann is confident on new SFR takeover bid
CEO of French incumbent is hoping for a positive response to its second bid for assets from distressed rival SFR, alongside Bouygues and Iliad. As well as dangling a higher, €20bn+ offer in front of seller Altice, she notes a change to the deal’s structure would help the French trio mitigate some execution risk. She also remains confident of the case for consolidation.
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Products & ServicesBT commissions Nscale, Rackspace to advance UK ‘sovereign’ AI ambitions
Group expands its Sovereign Platform product suite and builds up the underlying AI data centre capacity via deals with Nscale, NVIDIA, and Rackspace Technologies.
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Analyst BriefingFrancewatch: All eyes on SFR
Analyst Briefing: France’s three leading telcos have made a new offer for rival SFR, Patrick Drahi has drawn up an XpFibre shortlist, and Orange has unveiled its Trust the Future strategy…
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Strategy & ChangeDeutsche Telekom said to explore T-Mobile mega-meld
Group’s leadership said to be weighing a full combination between it and its American powerhouse, thus sorting out current disconnects that could complicate future deal-making and strategy. Shepherding any such deal through the corridors of Washington, Berlin, and Brussels would be highly challenging, however.
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Strategy & ChangeBT rejigs central security leadership as Tristan Morgan exits
BT Security MD leaves for US role with responsibilities split in two as BT looks to tap B2B security opportunity.