More Network insight – Page 65
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Network & InfraO2 Germany, Samsung switch on first ‘commercial’ ORAN site
Deployment marks first of eight planned ORAN and vRAN sites in Landsberg am Lech, as O2 seeks to enable automation, accelerate infra rollout, and enable use-cases for businesses. Move plays into Telefónica’s wider capital intensity reduction strategy. Read more…
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Analyst BriefingTelefónicawatch Weekly: Spain’s telcos and TowerCos mull next steps, post-Orange-MÁSMÓVIL merger
Market dynamics continue to shift following Orange-MÁSMÓVIL merger completion, as Spanish government continues building stake in Group, while Cellnex addresses challenges of integrating Orange and MÁSMÓVIL’s networks. Elsewhere: Movistar extends AT&T Mexico capacity access deal; VM O2 said to eye up potential KCOM acquisition…
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M&AMerged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…
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Network & InfraVodafone kicks off mega RAN tender for Europe and Africa
Tender puts vendors on tenterhooks as Group starts procurement process for radio networks covering its 170,000-site footprint, while trials complete in Italy with Nokia in tow.
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Network & InfraDeutsche Telekom live with AI-based RAN “sleep mode” efficiency trials
FutureNet World: cost and sustainability benefits of tests flagged. Part of wider AI strategy, with other efficiency applications at various stages of testing…
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Partnerships & AlliancesTelefónica Mexico extends network-sharing deal with AT&T
The original 2019 agreement has been extended by three more years.
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Financial & PerformanceKPN hits five million fibre homes; open to ‘larger’ buy to boost build
Dutch telco remains interested in bolt-on fibre buyouts — including a ‘larger’ transaction — to speed up its flagship infrastructure programme.
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Analyst BriefingInfrawatch Weekly: interesting infra times in Spain, a SatCo share drop lawsuit, and UK altnets’ ‘moment of peril’
Latest from the digital infra scene in the UK and beyond, including consideration at Connected North of how altnets can balance urgent, and occasionally conflicting, priorities; Cellnex aiming to win as the Spanish mobile sector restructures, and exploring a new TowerCo paradigm in Poland; Phoenix Towers’ European expansion ambitions; legal woes compound setbacks at SpaceMobile; plus plenty more…
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Network & InfraTPG signs more regulator-friendly rural RAN-sharing deal with Optus
Australia’s TPG Telecom signs MOCN agreement with Optus in bid to present true regional challenge to Telstra, taking notes from regulator’s report on the unsucessful Telstra deal to add to optimism about green-light prospects…
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M&ACellnex wants in on MásOrange integration, Spanish tower consolidation
Chief Executive Marco Patuano considers American Tower and Cellnex as likely consolidators in fragmented Spanish tower infrastructure market, as number of MNO customers shrinks. Read more…
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Financial & PerformanceT-Mobile confirms fibre JV with EQT to buy Lumos
NatCo expects to invest close to $1.5bn in the JV and aims to pass 3.5m premises by 2028. Meanwhile, FWA subscribers surpass five million, the Mint Mobile deal wins regulatory approval, and long‑serving investor relations SVP Jud Henry takes on a new role in the TMUS finance organisation. Read more…
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Partnerships & AlliancesTelefónica launches ‘quantum-safe’ IoT connectivity
Operator partners IDEMIA and Quside to offer quantum-based security services for enterprises in the IoT sector. Move adds to security push through B2B digital services unit, with potential to enable expansion of open API rollout…
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M&ACellnex seeks co-investor to support Polish NetCo strategy
European tower group ‘actively working’ on plan for part-sale of Cellnex Poland, generating funds to fuel transformation of the business into a more fully-fledged NetCo, with both RAN assets and passive infra.
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M&APhoenix Tower remains ‘opportunistic’ on buyouts post-BlackRock deal
TowerXchange Meetup Europe: CEO of wireless infra group says it remains “ready to go” on Europe M&A despite many tower rivals looking cowed amid the tighter financing environment. March’s completion of fresh investment by asset management behemoth BlackRock has given confidence to pursue further deal-making opportunities. Claims edge on “carrier captive” rivals. Read more…
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Analyst BriefingTelefónicawatch Weekly: UK alt-fibre rallying cry, fixed value extraction, and 6G discipline
Leaders from across the Group converge at various industry events, highlighting key issues and challenges faced in B2B and fixed network segments. Elsewhere, continued O2 stakebuilding; people changes at fibre and tower JVs; Digi still undecided on roaming provider…
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Analyst BriefingBTwatch Weekly: CEO Kirkby sets about transformation agenda, Openreach ramps up build
Latest from BT and its ecosystem of partners as Openreach takes “unapologetic” stance in the face of rollout criticism from challengers; CEO Allison Kirkby reportedly makes earnest moves to implement transformation agenda via consultancy appointment and Ireland shake-up; more from industry events in the UK and Europe…
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Partnerships & AlliancesDigi keeps MásOrange waiting on Spanish roaming decision
Digi Spain has until 2025 to activate a national roaming agreement with Orange, but could opt for another partner.
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Network & InfraOpenreach targets 30m full-fibre premises, nexfibre calls for altnet ramp-up
At Connected North in Manchester, Openreach optimism was juxtaposed by altnet consternation about the state of the UK fibre market.
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Analyst BriefingDeutsche Telekomwatch Weekly: Germany’s Gigabit goals in spotlight
Group CEO Höttges weighs in on infra policy, highlighting slow pace of mobile challenger 1&1’s network rollout at Group AGM. Telekom Deutschland’s Srini Gopalan also goes on regulatory offensive, reiterating calls for removal of bureaucratic hurdles in German fibre rollout, as questions begin to be asked about the country’s long-term Gigabit goals…
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Public AffairsVodafone-backed AST SpaceMobile landed with ‘stock drop’ class action
The NASDAQ-listed LEO satellite provider hit by class action after supplier problems caused a launch delay, and a subsequent slump in shares.