More Network & IT insight – Page 11
-
Analyst BriefingDeutsche Telekomwatch: Germany’s roadmap to recovery
Analyst Briefing: Telekom Deutschland’s new management switches tactics on broadband after customer trends remain in reverse; Group continues to aim high on AI; European tech harmonisation push accelerates.
-
B2BOrange outlines why it won’t all be doom and gloom after AI bubble bursts
Orange’s Usman Javaid and Steve Jarrett talk through challenges and opportunities with agentic AI, and see reasons for optimism, despite concern that the AI wave has been overblown. They say the technology is already demonstrating tangible value for businesses and is set to usher in an ‘age of intelligence’, even if AI businesses are set for a valuation correction.
-
Venturing & InvestmentsAI infra: Brookfield to double down with $100bn splurge
Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…
-
Analyst BriefingUK Infrawatch: data centres chase power, satcos bridge gaps, government tackles scams
Latest from the UK’s digital infra scene, including: billions pour into south east data centres, operators turn to satcos and infra players to plug gaps, heightened focus on network safety responsibilities, and plenty more…
-
Venturing & InvestmentsDT backs AI image generation specialist Black Forest Labs
DT’s corporate venturing arm T.Capital continues to expand its AI investment portfolio, highlighting it has added AI image generation tech specialist Black Forest Labs to its stable. Move comes as part of ongoing, aggressive ramp-up of AI deployments within the operator’s internal operations, driven by CEO Tim Höttges…
-
Financial & PerformanceIn-depth: defiant Vodafone CEO eyes European rebound
Q2/H1 FY25–26: unwaveringly positive CEO claims right-sizing initiative has Vodafone moving in the right direction, and earnings largely back up the claim, but as some headwinds wane others are gathering on the horizon…
-
Network & Infra2Africa consortium finishes up subsea infra build
Meta-led group of tech players completes construction of the infra behind 2Africa submarine network, marking a major milestone in one of largest international subsea projects…
-
Network & InfraMagyar Telekom, 4iG win major chunk of Hungary rural fibre funding
Hungarian telco duo take home a large chunk of funding made available in the first stage of the government’s Gigabit Hungary rural fibre rollout scheme, which forms part of the government’s strategy to reach 95% household coverage with fibre by 2030…
-
Financial & PerformanceIliad CEO: Telco trio’s Altice offer is ‘generous’ and only ‘global’ option
Q3 FY25 highlights: Thomas Reynaud sticks to party line on three-way bid for Altice France, while also making clear that Iliad Italy will not be sold to finance M&A in France. Updates on OpCore and Scaleway data centre ambitions, including AI Gigafactory…
-
Network & InfraGreece: Energy group PPC targets top spot on fibre
State-owned utility expands ambitious and disruptive fibre expansion plan that would see it overtake incumbent telco on footprint in next two-to-three years.
-
Financial & PerformanceGuidance: modest FY to give way for BT’s ambitious 2030 vision
Q2/H1 FY25–26: lack of ambition in FY targets ensures BT remains on track, but end-of-decade goals require transformation acceleration, and soon…
-
Financial & PerformanceSpend: BT leaning on AI, job cuts to fuel cost-savings agenda
Q2/H1 FY25–26: cost-cutting agenda running ahead of schedule, and more momentum could be added as AI is deployed more widely and new Chief Digital Officer Peter Leukert gets his hands dirty. Headcount cuts are another major earnings driver as Business and Openreach shrink back…
-
Financial & PerformanceIn-depth: BT falling back amid competition
Q2/H1 FY25–26: Group in decline across most metrics of note, but management confident that groundwork (and network) is being laid for a bounce back soon…
-
Products & ServicesOrange gears up for D2D messaging launch in December
Orange France has teamed with Skylo to launch Message Satellite service before the end of 2025.
-
Products & ServicesOrange off the mark on sales of new 5G core NaaS
Valérie Cussac, CEO of Orange Wholesale International, said that the operator has signed its first 5G core network-as-a-service customer with go-live tabled for 2026, bringing it closer to achieving its telco-as-a-service vision…
-
InnovationOrange tests Africa-focused LLMs to the Max
Orange’s super-app is integrating languages such as Wolof for AI‑based voice interactions.
-
Network & InfraGermany: DT targets Vodafone as it reboots fibre tactics
Deep dive: German incumbent devises twin-track plan to arrest slide in broadband user numbers and address weakness on monetising multi-billion-euro fibre buildout programme. Tactical shift includes accelerated incursion into rival’s urban cable network MDU heartland…
-
Analyst BriefingEMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Latest on EMEA digital infra: KPN and OTE revise fibre build strategies; Vodacom keeping “powder dry” for potential fibre, data centre buys; DT and Vodafone ruminate very differently on AI Gigafactory plans; more…
-
Network & InfraVodafone playing the satco market despite $1bn SpaceMobile bet
R&D lead Luke Ibbetson talks up billion-dollar investment in SpaceMobile, but Vodafone is playing matchmaker, not kingmaker, with ‘pragmatic’ approach to telco-satco partnerships determined by customer demand and technical requirements…
-
Partnerships & AlliancesDT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…