More latest insight – Page 8
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Network & InfraDT adds LEO trio to refreshed satellite IoT platform
German group adds Sateliot, OQ Technology, and Iridium to satellite IoT platform ecosystem, diversifying beyond existing relationship with Skylo and creating an extra LEO layer for deeper/wider coverage.
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Financial & PerformanceBT CEO ‘ignores the noise’ as pressure builds after tepid Q3
Q3 FY25–26: Allison Kirkby dismisses detractors as Q3 earnings underwhelm and reports hint at growing boardroom agitation. “I just keep my head down”, says indomitable CEO.
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M&AArdian said to reignite INWIT takeover talks, with Brookfield as backup
French investment fund reported to be working on a joint bid with Brookfield Asset Management to acquire Italian towerco INWIT, in a move that would oust Vodafone-backed Vantage…
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PeoplewatchTelefónica Peoplewatch: innovation duo’s departure
The latest strategic and senior changes at Telefónica, as the reorganising Group reports departures of top execs at Wayra and Telefónica Tech, and reshuffles in Hispam after another pair of operating business sales.
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Financial & PerformanceGuidance: BT’s difficult Q3 not enough to dampen spirits
Q3 FY25–26: Group reiterates modest forecast of a repeat of last FY’s performance. Promises of an incoming cash flow “inflection” reiterated…
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Financial & PerformanceIn depth: BT loses customers but claims to be building ‘momentum’
Q3 FY25–26: In patchy performance, BT International remains on the turnaround starting line, BT Business is limping heavily, and BT Consumer has not picked up the network advantage baton handed to it by Openreach. The latter, however, continues to put in work to provide management with something positive to talk about…
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Network & InfraProject Gigabit: Wildanet pulls out of contracts amidst rising rollout costs
Wildanet calls off two of its Project Gigabit contracts in Cornwall as delivery costs increase “significantly beyond anticipated”, becoming the latest altnet to withdraw from the government-subsided rollout scheme…
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Network & InfraT-Mobile boss pledges balance on spectrum spend
US telco is committed to maintaining its spectrum leadership, but will not buy frequencies at any cost.
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M&AUK: Freedom Fibre-Truespeed combine as cashed-up consolidator
In-depth: Strongly-backed, M&A-proven duo merging to create scaled, integrated altnet with 400,000+ footprint in England, boasting rare financial headroom in debt-laden sector, and positioned to drive further consolidation (and fill a Netomnia void?)…
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Financial & PerformanceDT moves to up T-Mobile ownership
Group’s CEO Tim Höttges says DT will use T-Mobile’s massive share buyback programme to up its stake in the operator this year.
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Network & InfraT-Mobile blends agentic AI into 5G core
The US telco has now embedded agentic AI in its 5G standalone network, with Live Translation the first service to be launched.
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PeoplewatchM-PESA boss exits for pan-Africa banking project
Sitoyo Lopokoiyit, who has led Africa’s largest m-money platform for six years, takes new Absa Group job.
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Financial & PerformanceEuroTeleSites positive on CEE tower landscape; ups spend on Austrian rollout
Boss of regional wireless infra player does not yet see any threat emerging from MNO client mergers within its footprint. Reporting FY25 results, towerco points to healthy flow-through of orders from new customers and rejigs spend to carry out an extra ‘special project’ from main partner A1.
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M&ATelefónica Chile becomes latest unit to go in Group’s Hispam exit
Group waves goodbye to Chilean operating business, as Millicom and Xavier Niel’s NJJ Holdings agree a joint takeover. Move means the Group has only two more markets to exit, to finish a long-running retreat from the Hispam region…
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InterviewFix telco CPQ to accelerate B2B expansion
Interview: Telcos have spent years modernising, yet enterprise quoting remains stubbornly manual and error-prone. CSG’s Greg Tilton lays out why generic CPQ fails at scale — and how going telco-native can unlock speed, margin control, and serious B2B upside, as well as restore CFO confidence…
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PeoplewatchBoldyn elevates US chief to succeed global CEO Leprince
Neutral host player promotes Christos Karmis, affirming confidence in ability to build on Igor Leprince’s legacy, highlighting his role in scaling operations stateside…
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Network & InfraBelgium yet to finish off its fibre Plan B
Orange Belgium CEO indicates it may not gain clarity on pivotal fibre tie-up with incumbent Proximus until late-2026. Their plan forms part of a major planned reorg of sector that was initiated back in 2023 but remains locked in regulatory review.
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Partnerships & AlliancesTelefónica, Nokia turn to agentic AI as means to boost telco API uptake
Duo kick off trials using AI agents to simplify access to network APIs. With early tests in fraud prevention completed, and several others lined up, Telefónica aims to open up new “monetisation models” harnessing the technology…
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Analyst BriefingUK Infrawatch: CityFibre plans cuts; Netomnia deal nears; AI reaches Smart Cities
Latest from the digital infra scene in the UK, including: job cuts at CityFibre, KCOM and TalkTalk join Netomnia on the block, UK MNOs seek support for AI‑capable coverage, and plenty more…
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M&AMacquarie looks to advance KCOM sale — report
Investment group said to bring in Perella Weinberg Partners to drive forward a sale of Hull-based telco. Creditors reportedly pushing for a sale, as competitive and financial challenges have put pressure on KCOM…