More TelcoTitans Insight – Page 11
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Financial & PerformanceVodacom seeks African fibre synergies with SA to lead the way
FY25–26: Vodacom is looking to scale its fibre footprint, leveraging M&A-boosted South African strengths to propel expansion in Kenya and Tanzania…
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Financial & PerformanceSafaricom Ethiopia moves ‘from startup to scale’ with breakeven in touching distance
Ethiopian operator is entering its scale-up phase, with rapid revenue growth, losses falling, and investment slowing to put EBITDA breakeven within sights…
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Partnerships & AlliancesSpace42 integrates with Skylo in D2D ramp-up
Emirati satellite operator integrates with Skylo’s standards-based platform, moving to deliver direct-to-device services across EMEA and Asia. Tie-up sees satco accelerate D2D rollout, as it pursues global coverage through newly created “space tower” venture…
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Analyst BriefingUK Infrawatch: Chelot’s ‘Plan B’; Boldyn’s new underground deal; all change at AllPoints
Analyst Briefing: Latest from the digital infra scene in the UK, as Netomnia’s Chelot talks nexfibre merger plans, wireless infra players thrive, APFN under new management, and plenty more…
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Products & ServicesTelefónica expands sovereignty push with ‘data space’ platform
Telefónica Tech throws DataSphere into the mix of its expanding B2B, ‘sovereign’ services portfolio. Platform aims to help businesses ensure shared data remains secure, building on prior work to develop data spaces across Europe…
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Financial & PerformanceSafaricom shrugs off M-PESA carve-out talk as m-money closes in on connectivity
CEO Peter Ndegwa dismisses recurring talk of an m-money spin-off as M-PESA closes in on traditional Connectivity Business revenue. Further integration on the cards, he says, to leverage strengths of each…
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Financial & PerformanceHelios plans extra $70m of infra spend amid MEA data boom
Buoyant tower group enlarges capex budget for this year off the back of “broad-based” uptick in demand for tenancies from its Middle East and Africa MNO clients.
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Network & InfraWill the FCC be forced to decide whether satellite counts toward spectrum buildout?
Satellite operators’ multi-billion dollar push to acquire wider airwave access, and a planned rights swap by T-Mobile, are creating question marks over the consistency and longevity of the FCC’s current spectrum policy framework.
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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…
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Consumer (B2C)BT shifts ‘from build to brand’ as it leans back into heritage
CEO Allison Kirkby has ‘relaunched’ the consumer BT marque three years after it was sidelined, with a return to mobile and a renewed focus on the operator’s ‘most loyal’ customer base.
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M&ASFR takeover: Bouygues says talks remain in ‘active mode’ amid reports of delay
€20bn-plus preliminary agreement for SFR break-up said to be unlikely by deadline of 15 May. Four-to-three MNO consolidation play set to see much of the acquired network and IT asset base junked…
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Suppliers & SCMVodafone puts AI-powered procurement engine on the road to autonomous buying
In-depth: Vodafone Procure & Connect updates on its two-year GenAI-led procurement overhaul, with a partner-powered platform adopted at scale and delivering tangible results. More to come, including a potential platform export, as telco buying settles into its ‘third wave’…
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Network & InfraBT to launch ‘nationwide’ network slicing for consumer and enterprise
BT will offer network slices later this year as it positions 5G SA as a monetisation engine, building on early use-case validation.
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Analyst BriefingEMEA Infrawatch: Europe’s fibre re-fi ‘wall’ looms
Analyst Briefing: ING warns of “enormous refinancing wall” coming for fibrecos in 2027; Deutsche Glasfaser completes long-awaited debt raise; Proximus and Telenet finalise Belgian fibre rollout tie-up; INWIT said to eye data centre play as tower competition heats up; and more…
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Products & ServicesOrange intensifies Spain’s edge competition with fresh enterprise platform
Orange goes live with new 5G private networks and edge computing platform in Spain. Move sees the telco position itself to better compete with Spanish rivals at the edge, while further bulking up enterprise portfolio to advance Group’s strategic goals…
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PeoplewatchVodafone Peoplewatch: Birla back in Vi chair after gov dues relief
May 2026 update: 20+ changes including a Vi boardroom switch following levy relief; entrance of a new Enterprise chief in Kenya; network operations leadership change in Europe; Vodafone welcoming a former BT Group strategy principal; and OneApp architect brought inhouse from Celfocus…
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Financial & PerformanceTelefónica is starting to ramp up return from home security sideline
Telco’s property monitoring venture with Prosegur boosts profitability in Q1, aided by ongoing user growth, increased focus on client value, and tight managerial control of cash inflows and outflows at arms-length joint business. Other telcos have started to take notice of the JV’s momentum…
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PeoplewatchGlobalConnect names new CEO amidst network expansion push
GlobalConnect CFO Lasse Pilgaard set to move up into top spot from September, with new finance chief waiting in the wings. European fixed infra provider says appointments mark the “final step” in wider leadership overhaul, as it moves to accelerate network expansion and legacy route upgrades…
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M&ATelcos welcome ‘long overdue’ EC draft merger guidelines
Telcos now have the opportunity to provide informed feedback as the long‑awaited draft on European Union merger guidelines is published.
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M&AVodafone bulks up with £4.3bn UK buyout
Group says ‘time is right’ to move on VodafoneThree less than a year after combining, buying out CK Hutchison and bulking up in its home market. Management cites progress on synergies, but jury’s out on ‘success’ of merged operator eleven months in…