More Recent Insight – Page 16
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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…
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PeoplewatchEx-BT CEO Jansen on the runway to become Heathrow Airport chair — report
Philip Jansen reportedly set to take up chair of Heathrow Airport, amidst £50bn expansion programme and ownership rejig…
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PeoplewatchDT tech changes continue with Croatian CTIO switch
Hrvatski Telekom changes tech leadership, as CTIO Boris Drilo heads out to take on a central B2B transformation role within parent Deutsche Telekom.
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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…
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Public AffairsUK telcos to face mass lawsuit over alleged overcharging
BT, Virgin Media O2, and VodafoneThree to fight legal challenge over alleged overcharging of customers, albeit with a reduced scope courtesy of the Competition Appeal Tribunal’s ruling on the case…
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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…
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M&ADigi confirms mulling part-sale of Spanish unit
Romanian group confirms recent reports that it has appointed advisors to explore an IPO of its fast-growing, disruptive Spanish unit.
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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…
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Financial & PerformanceBT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
Q2/H1 FY25–26: UK incumbent ready to “compete and defend” against budget-focused rivals, doubling-down on unchanging multi-brand and convergence retail strategies. But lag in system means premium-first efforts are yet to be reflected in poor financials…
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Network & InfraOrange’s Leboucher sees security threats as big spur towards cloud-native
Fyuz 2025: CTO and NGMN chair says it is not just telcos that need to refresh their ways of working to ensure future networks are resilient and secure — embracing AI, cloud‑native, and zero‑trust. Vendors need to get with the programme, too…
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PeoplewatchUnited Group recruits DT tech veteran as CTIO
United Group appoints Kim Kyllesbech Larsen as technology and information chief, with CEO Stan Miller highlighting his “proven track record” in business transformation and tech strategy development. The move follows a series of changes at United Group earlier in 2025…
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Network & InfraGreece’s OTE pushes out fibre build ambition
Deutsche Telekom’s Greek business re-mixes its FTTH rollout targets to reflect recent rival takeover and — ostensibly — the more challenging environment for fibre projects. Rethink includes an expanded footprint goal (3.5 million homes) but an extra three years to hit it…
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Network & InfraOpenreach turns up the heat on legacy network migration as deadline looms
Access provider wields both carrot and stick in bid to hasten analogue-to-digital migrations, with price hikes and rental discounts among the incentives. Altnet rivals riled, CPs ‘welcome’ the move, and BT/Openreach set to benefit after initial 18-month drag…
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M&ATelefónica assumes full command of FiBrasil with CDPQ buyout completion
Vivo completes acquisition of the 50% stake held by its FiBrasil joint venture partner CDPQ, aligning with Telefónica’s refreshed strategy to become more hands-on when it comes to managing network and infrastructure assets…
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Network & InfraVodacom brings Starlink into growing satco partner circle
Operator gains additional backhaul and preps new broadband services using Starlink’s LEO constellation, further expanding its roster of satellite alliances…
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Venturing & InvestmentsDT adds agentic AI biz Decagon to venturing portfolio
DT’s corporate venturing arm T.Capital continues to expand its AI investment portfolio by backing Decagon’s Series-C fundraise, with the operator launching a commercial pilot in parallel…
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Financial & PerformanceVodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’
Q2/H1 FY25–26: Fast-growing digital services now approximating €2bn annual revenue for Business growth engine, with intent to invest more in segment. Vodafone considers itself well placed for SMEs and sovereign cloud, but will not be rushed into big ticket AI data centre projects…
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PeoplewatchEx-Deutsche Funkturm exec becomes American Tower’s new Germany CEO
Knud Felde’s promotion follows predecessor’s departure to rival Vantage Towers. Appointment is latest organisational shake-up in the German tower segment…
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Analyst BriefingFrancewatch: Bouygues and Orange keep M&A hopes alive
Analyst Briefing: Aftermath of joint bid by Bouygues, Iliad, and Orange for Altice France, and the hope that discussions will resume despite the offer’s initial rejection.
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Financial & PerformanceVodafone begins German bounce back
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…