More on Telco Cloud
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Strategy & ChangeCapita: rewired for agentic AI, and inviting telcos onboard
With hyperscaler alumni now at the helm and Snowflake Intelligence embedded in its AI Catalyst Stack, Capita is betting that agentic will redraw the economics of the contact centre. Its Chief AI & Product Officer explains why telcos should be watching closely.
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OperationsT-Mobile cuts ribbon on first Indian tech hub
Operator opens up Global Capability Center in the city of Hyderabad, expanding parent DT’s presence in the country. T-Mobile reportedly planning to hire 1,000 workers at the site by 2027 …
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Network & InfraOrange activates Via Tunisia system, continues subsea cable expansion
Operator’s Via Tunisia subsea cable enters ready-for-service mode, as it moves to strengthen connectivity between Europe and Africa. System also supports Orange’s data centre interconnection ambitions…
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Partnerships & AlliancesSpain: Telefónica lands role as Google Cloud’s compliance lookout
Telefónica becomes “trusted sovereignty partner” for Google Cloud in Spain, with plans to ensure the hyperscaler remains compliant with Spanish data sovereignty requirements. Partnership builds on existing relationship in other technological areas…
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PeoplewatchT-Systems taps Indian talent pool for new AI chief
Appointment of Ramesh Revuru as Chief AI Officer reflects parent Deutsche Telekom’s wider AI push and underscores growing role of Indian operations in T-Systems’ delivery of projects and products. The provider has been on a major AI recruitment push as it looks to generate €200m in revenue from the tech this year…
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Strategy & ChangeTelenor targets growth from digital infra in strategic reorg
The operator has performed a major reset of the group management team, with broader roles and a flatter structure.
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Analyst BriefingDeutsche Telekomwatch: AI stakes raised
Analyst Briefing: Telco’s top management keeps the pressure on for results from AI projects and broader efficiency initiatives, as Q1 report shows market conditions in European markets remain tough. DT looks to be gaining traction with AI commercially, with infra expansion plans outlined in Germany, Hungary, and at T.Capital interest Nscale.
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M&ABrazil’s Vivo eyes Oi enterprise unit — report
Vivo reportedly keen on hoovering up further Oi assets, helping to advance M&A-fuelled enterprise expansion. Divestment could mark the latest move in Oi’s long-running asset sell-off process…
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Financial & PerformanceDT delivering despite dollar drag
Q1 FY26 In-depth: Group just sneaks into growth on revenue and earnings, after results again diluted by past weakening of dollar.
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Network & InfraSensing opportunity (and risk): will ISAC drive or drain next-gen network RoI?
Analysis: Telcos are exploring how a combination of growing military spend and the emergence of new integrated sensing and communication (ISAC) capabilities could generate new revenue growth opportunities, particularly around applications such as drone detection. But will operators be able to balance demand for high-performance solutions from the armed forces with their own commercial economics?
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Analyst BriefingEMEA Infrawatch: German fibrecos open up for take-up
Analyst Briefing: Latest on EMEA digital infra, including German fibre players forging further open access deals amidst efforts to accelerate take-up, European telcos plotting to expand data centre footprints, and MEA towerco Helios ramping up tower spend to meet growing regional capacity demand…
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Financial & PerformanceIliad in bullish mood despite SFR talks dragging on
Q1 FY26: CEO hails a “good” first quarter for the group, in contrast to takeover target SFR. Expansion of AION Gigafactory consortium also highlighted…
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Network & InfraThe network autonomy dividend (when telcos replace tech milestones with business outcomes)
Are theoretical autonomy frameworks distracting telcos from real business results? Vodafone, Elisa, Telenor and Mavenir leaders are shifting the industry narrative from operational efficiency to scalable, intent-based revenue generation…
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Network & InfraMagyar Telekom to expand Budapest data centre amid ‘tightening’ capacity
Operator initiates two-year programme to upgrade Budapest site capacity by 20%, as CEO Tibor Rékasi says demand for compute continues to “accelerate”. Project adds to parent DT’s broader aggression on regional expansion in data centres…
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Network & InfraGermany’s O2 advances cloud push as Mavenir IMS migration begins
Telefónica OB shifts first 100,000 mobile customers onto new cloud-based IMS system, with process to accelerate over the next two years. Move sees telco advance cloudification push in which Mavenir remains a key technology partner…
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Partnerships & AlliancesBT Business launches AIOps offensive with Accenture
Telco fires starting gun on ‘multi-year’ programme with longstanding IT partner, seeking to overhaul business processes and develop new AI-powered enterprise products. Pair aiming to build on BT’s prior work in AIOps to deliver improved resilience and new capabilities, both internally and externally…
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Network & InfraDT mulls Munich AI Factory expansion as customers soak up capacity
CEO Tim Höttges says operator considering expansion after Blackwell capacity sells out. Comments come as the telco advances “cautious” expansion in the segment, and as other regional peers press on with their own data centre ventures…
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B2BOrange beefs up cyberdefence business with Spanish expansion
French operator continues to bet on security and sovereignty as a path to B2B revival, in turbulent times, with the opening of new cybersecurity hubs in Barcelona and Madrid. The move also sees Orange continuing to build closer links with soon-to-be-consolidated Spanish business MásOrange.
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Partnerships & AlliancesDT forms counter-drone defence pact with Rheinmetall
Telco to create German defence “shield” with Rheinmetall, seeking to defend critical telecoms and other infra assets from digital and physical threats. Move marks latest advance in the Group’s push into the defence sector…
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Network & InfraGermany’s O2 lays out data centre expansion plan
Telefónica’s German unit outlines data centre construction plan, moving to expand its footprint after a series of recent upgrades at existing facilities. Plans unveiled alongside revamped data centre services portfolio, seeing O2 continue to contribute to the Group’s ‘sovereign’ infra play…