More Network insight
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Strategy & ChangeUK’s Digital 9 enters ‘next phase’ of prolonged wind-down
Troubled investment group continues efforts to eke out value from its remaining digital infra assets, advancing its long-running wind-down process. However, future of broadcast infra player Arqiva remains a significant source of uncertainty, and D9 concedes it may not complete its sell-off plans for another three years…
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Partnerships & AlliancesTelefónica and Indra said to eye Tess-style cyberdefence alliance
Further signals emerge that the two minority-state-owned groups are coming closer into alignment as telco and defence tech converges and the Madrid seeks to build up the country’s industrial and military might.
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Financial & PerformanceDT ups the intensity to maintain momentum
FY25: DT’s divisional leaders are being pressured to maintain progress on spend efficiency and commercial impact as the Group seeks to keep its business ‘flywheel’ spinning in an uncertain and challenging macro and market environment.
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Financial & PerformanceDT FY25 guidance: growth goes on
DT expects further significant earnings growth in FY26, despite economic and competitive uncertainties in Germany and USA.
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Financial & PerformanceDT FY25 spend: capex lid kept tight amid macro and market murk
Group evidently remains micro-focused on cost efficiency across opex and capex, with continued belief in potential of AI and caution on fibre spend.
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Financial & PerformanceDT FY25 in-depth: home front vulnerabilities ease
DT ends FY25 on a positive note, seeing seeds of recovery in Germany and maintaining momentum across other segments.
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Network & InfraOpenreach hoovers up more Project Gigabit deals after altnets pull out
Openreach picks up subsidised build after Freedom Fibre and FullFibre withdraw. Move comes as altnets continue to pull out of Project Gigabit arrangements amidst financial constraints…
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Network & InfraVodafone’s Pairpoint plots tower-based edge compute to meet AI demand
Vodafone’s Web3 joint venture partners Nillion and Chainlink to remove financing as a blocker to cell tower-based edge data centre build, providing ‘trusted’ returns to investors and ‘balancing’ the AI economy…
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Analyst BriefingOrangewatch: A new chapter opens
Analyst Briefing: bringing together the latest on Orange Group from around TelcoTitans and beyond, including Trust the Future strategy; AI-infused B2B services; AI’s role in 6G future; and an update on European M&A initiatives…
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Financial & PerformanceMacquarie takes a hit as it considers KCOM exit
Investment group writes down more than half a billion pounds on Hull-based operator as reports swirl of imminent sale.
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Analyst BriefingEMEA Infrawatch: German fibrecos seek to drive take-up as rollout remains sluggish
Analyst Briefing: Latest in EMEA digital infra, including developments in Germany’s fibre scene as players seek to tackle slow rollout and uptake; European satcos talk up ‘sovereignty’ credentials; SBA reportedly in early talks over potential sale; and more…
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Venturing & InvestmentsSpain’s Sateliot launches €100m fundraise to ‘accelerate’ satellite rollout
Sateliot kicks off Series-C round, seeking fresh funding to accelerate satellite deployment programme and enable the launch of ‘sovereign’ commercial NB-IoT services later this year…
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Network & InfraOrange’s Hardouin: 6G needs to stay flexible in fast-evolving AI era
Networks and infra research lead Eric Hardouin says it’s important not to “carve everything in marble” because AI can still change what is required of future 6G networks.
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Suppliers & SCMTomorrow Street fast-tracks quantum techco Arqit into Vodafone orbit
Quantum-safe security scaleup Arqit has been named a Tomorrow Street portfolio company after graduating from Scaleup X programme, seeking closer Vodafone ties and enterprise opportunities…
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Financial & PerformanceUK fibre: lenders seize control of Gigaclear following debt restructure, Infracapital wipeout
In depth: rural provider handed over to lenders in sweeping recapitalisation, following £0.5bn+ debt and equity write-down, with cashflow inflection point said to be on the horizon. Investors zeroed out, following abandoned trade sale, with spotlight also on National Wealth Fund sector exposure…
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Partnerships & AlliancesDT expands Starlink ties into German B2B comms
DT selects Elon Musk-led satellite operator to provide enterprise broadband services in Germany, seeking to strengthen network resilience and rural coverage. Operator taking selective approach to Starlink deployment in Europe, compared with broad-ranging tie-up in USA…
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OperationsOpenreach onboards AI agents in bid to cut missed appointments
Customer service lead Chris Herbert talks up ‘unified, proactive, AI-powered’ customer engagement strategy, underpinned by NiCE agents.
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M&ATowerco SBA garners early interest from potential buyers — report
SBA reportedly receives private equity and investment fund attention as it explores a potential sale of its wireless infra business, with early-stage talks valuing the business at around $37bn…
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Network & InfraBT adopts NVIDIA’s telco LLM in pursuit of autonomous, intent-based networks
NVIDIA’s large telco model is playing a ‘significant’ role in BT’s journey to network autonomy, providing a data sandbox in which the Group can conduct AI R&D. Data & AI lead Séainín McCoy considers the use of synthetic data to be paramount for maximisation of RoI and mitigation of risk…
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Financial & PerformanceTelefónica eyes more areas to chop spend, concoct cash flow
FY25: After spending much of last year stewing over the ingredients of its new Transform & Grow revival plan, Telefónica indicates it is now ready to begin cooking. The five-year programme looks set to kick off with some substantial wins on opex savings and capital intensity.