More Recent Insight – Page 2
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Network & InfraDT taps tech quartet for full stack 5G core power management
Telco to deploy new Full Stack Energy Efficiency system after completing trials of the technology with AMD, HPE, Lenovo, and Mavenir. DT indicates tests delivered up to 65% reduction in 5G core energy consumption, with potential upgrades flagged…
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Financial & PerformanceOrange searches for €1bn down back of supply chain sofa
FY26–FY28 Trust the Future strategy: French group targeting substantial savings on vendor budget as part of new mid-term strategic vision. Move forms part of broader efficiency and cost reduction programme taking in AI, legacy network shutdown, and centralisation of platforms and services across Orange.
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M&AVodafone Romania trades quality for quantity as it climbs to second
Redistributed TRMC assets have closed the gap between Vodafone and market leader Orange, but decimated the operator’s mobile ARPU…
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OperationsDT beats European peers to reach net zero operations
DT becomes first major European telco to achieve net zero within its international operations and direct energy purchasing, turns attention to slashing carbon emissions across its supply chain.
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PeoplewatchDT−Orange procurement JV names new CEO
BuyIn appoints current finance and HR chief Michael Rubas as its new CEO, as Béatrice Felder retires. Move comes as the JV seeks to create additional value in the coming years through digitalisation and pricing optimisation…
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Financial & PerformanceMore of the same: Vodafone leans on outposts as core OpCos wobble
Q3 FY25–26: CEO Margherita Della continues to repeat optimism about the potential for a turnaround in Germany and progress in the UK, but Q3 earnings are yet to back her up in earnest. Wider European industry could be in for reform, however, and the CEO remains confident that Vodafone will be well placed to capitalise…
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M&ABrazil’s Vivo eyes fibre deals in bid for Total loyalty
Operator’s Chief Executive Christian Gebara cites continued interest in acquisitions that would boost its position as Brazil’s number-one fibre provider, and save cost on build. Identifying a good deal within the country’s huge mass of broadband players remains a challenge, however.
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PeoplewatchDigital Infra Peoplewatch: Cellnex reorg sees C-suite shuffled; Telxius chief waves goodbye
February 2026 edition: Cellnex tweaks leadership roster with simplified organisational structure; Openreach’s Milligan appointed to top spot; Boldyn promotes US chief to lead at Group level; Telxius CEO exits, as new president reportedly steps in; more…
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Financial & PerformanceIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
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Financial & PerformanceVodafone guidance: plenty of confidence in these ‘early days’
Q3 FY25–26: Vodafone set to come out of the year at the upper end of free cash flow and EBITDAaL guidance, with new CFO Pilar López picking up on the CEO’s positive view of things moving forward.
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Network & InfraWhat will it take to get orbital data centres off the ground?
In-depth: despite naysayers, startups and hyperscalers are accelerating plans to deploy data centres in space, with multiple major announcements since the start of the year. TelcoTitans Infrawatch investigates the players, prospects and viability…
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White PaperBridging the gap to Level 4: why network autonomy needs a digital double
Best practice: Is your network strategy missing its digital double? Celfocus posits that true autonomy relies on establishing a comprehensive digital twin framework. Read how integrating physical and virtual layers provides the visibility needed to reduce energy usage, streamline OSS tools, and accelerate the path to TM Forum’s Level 4 and beyond…
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Analyst BriefingEMEA Infrawatch: MTN’s tower take-back; Eutelsat puts LEO front and centre
Analyst Briefing: MTN plots IHS Towers buy; Eutelsat doubles down on LEO as it calls off Flexsat GEO project; Ardian said to mull Brookfield tie-up for INWIT takeover; more…
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Suppliers & SCMDT in fresh bid to settle €80m outsourcing row
ISS, DT’s facilities management supplier in Germany, indicates the pair have entered discussions over a deal that would end their long-running contract dispute.
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Analyst BriefingDeutsche Telekomwatch: T-Mobile’s bid to stay different
Analyst Briefing: A run-through of T-Mobile US’s strategy update, as the Un-Carrier re-expresses belief in its ability to outdo rivals on network quality and value, and backs it up with higher financial and commercial targets. In Europe DT refreshes its satellite IoT service through new partnerships, and flags research work on quantum…
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M&AUK’s nexfibre goes big, gets Substantial
Deep dive: nexfibre’s planned takeover of Substantial Group, parent of infra rival Netomnia, is the UK’s first billion pound-plus fibre altnet transaction and may open the floodgates to long-anticipated consolidation in the fragmented, scale-hungry sector. Chief Executive Rajiv Datta speaks to TelcoTitans about how the deal boosts its challenge to incumbent Openreach on wholesale fibre.
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InnovationTelcos demonstrate breakthroughs in quantum teleportation
The future quantum internet took big steps forward this week as separate teams at Deutsche Telekom in Germany and TELUS in Canada announced milestone demonstrations in quantum teleportation.
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Partnerships & AlliancesOrange Business tees up ‘very ambitious’ SI venture with ‘global’ partner
Capital Markets Day: Orange Business CEO Aliette Mousnier-Lompré nods to negotiations with a global systems integrator partner to add reach, volume, and competitiveness to operations.
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Financial & PerformanceUnveiled at T-Mobile: The Gopalan Grow Plan
Capital Markets Day: New T-Mobile US CEO Srini Gopalan re-commits (with some tweaks) to the medium-term strategic plan outlined by the operator in 2024, following his recent appointment to job. Amid ongoing Wall Street wobbles over the competitive picture facing US operators, he assures the Un-Carrier has plenty of fuel in the tank.
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PeoplewatchOpenreach ‘joins up’ engineering in latest exec shake-up
Access provider sets up Service Operations team to house all engineering capabilities, bringing rural and run-of-the-mill fibre build, copper maintenance, and civil engineering under one roof. New CX team also launched to improve CP relations…