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      Vodafonewatch Analyst Report #244 - March 2026
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Latest Regional News

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Strategy & Change

London fibreco G.Network emerges from administration debt-free

emeaiw_dtcp-dark-fiber-group
M&A

DTCP adds Nordics fibreco to digital infra portfolio

tt-strand consult leo
Analysis

Cutting through the satellite hype: Starlink and LEO’s threat to global telecoms assessed — Strand Consult

  • London fibreco G.Network emerges from administration debt-free

  • DTCP adds Nordics fibreco to digital infra portfolio

  • Cutting through the satellite hype: Starlink and LEO’s threat to global telecoms assessed — Strand Consult

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UK

  • infra-cellnex uk change

    Peoplewatch

    Cellnex UK promotes ops boss into CEO slot

    Long-time Ericsson exec Steve Cray, who joined Cellnex in September 2025, becomes chief of UK unit. He fills gap left by Gianluca Landolina’s transfer to lead tower group’s new pan-European verticals business…

  • iw-tt-ofcom-TAR

    Public Affairs

    TAR: Ofcom eyes ‘problematic’ promotions as access review sets regulatory landscape

    Telecoms Access Review released, setting the scene for the next five years of regulation in the UK’s fast-shifting fibre market. While not signalling any major change of course, likely pleasing incumbent Openreach, altnet take-up appears to be receiving more attention as a litmus of market health, offering a possible fillip to challengers.

  • tfw201_vmo2-iss

    Operations

    Virgin Media O2 targets office costs with outsourcing deal

    Operator gives facilities outsourcing partner ISS some firm cost saving targets to deliver, in return for two-year contract renewal and expansion.

More from UK

Europe

  • emeaiw_dtcp-dark-fiber-group

    M&A

    DTCP adds Nordics fibreco to digital infra portfolio

    Investor acquires Dark Fiber Group to expand data centre interconnectivity in the Nordics. Brendan Ives, CEO at the operator, aims to fill a gap in the market for fresh routes supporting AI and cloud workloads.

  • tt-strand consult leo

    Analysis

    Cutting through the satellite hype: Starlink and LEO’s threat to global telecoms assessed — Strand Consult

    Analysis: with D2D connectivity dominating discussions at MWC26, terrestrial operators must reassess their broadband and defence sector strategies. Strand Consult’s outspoken founder cuts through the hype to separate disruptive fact from industry fiction…

  • dtw153-abdu mudesir

    Peoplewatch

    DT starts search for new tech chief after Mudesir’s shock exit

    Abdurazak Mudesir stepping down as Group Head of Product & Technology from end of March.

More from Europe

Latin America

  • tfw201-vivo manda

    M&A

    Brazil’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.

  • tfw201_chile-sale

    M&A

    Telefónica Chile becomes latest unit to go in Group’s Hispam exit

    Group waves goodbye to Chilean operating business, as Millicom and Xavier Niel’s NJJ Holdings agree a joint takeover. Move means the Group has only two more markets to exit, to finish a long-running retreat from the Hispam region…

  • tfw200-colombia exit

    M&A

    Telefónica takes another step towards Colombian exit door

    Millicom, prospective buyer of Telefónica Colombia, ticks off another item on its to-do list for the takeover with a tidy-up of the ownership of its own local business.

More from Latin America

Africa & Middle East

  • vfw245-vumatel

    Network & Infra

    South Africa: MAZIV targets townships with major ‘fibre to the shack’ push

    In-depth: Vodacom-backed fibreco’s Vumatel wholesale arm is targeting townships with a ‘fibre-to-the-shack’ rollout to unlock digital inclusion at scale. Smart deployment, aggressive pricing, and parental synergies enable the plan, rivalling wireless and satellite alternatives.

  • emeaiw_helios

    Interview

    Helios CFO on tower group’s people-powered growth plan

    Interview: Helios Towers’ finance chief Manjit Dhillon has long-term confidence in the outlook for MEA’s mobile industry as it gains lift from demographic and commercial tailwinds.

  • vfw245_VOIS-Gary-Adey-interview

    Interview

    Battle scars and skin in the game: VOIS breaks out from Vodafone’s captive shared services

    Deep dive: by stepping out of the shadow, the once-captive telco shared services business is rewriting the playbook for commercial enterprise ‘shared intelligence’ as a standalone powerhouse. With Accenture on side, and tapping Vodafone Business and others for go-to-market, leaders Gary Adey and Chris Meads tell TelcoTitans that VOIS is an increasingly ‘big lever’ for its parent to pull…

More from Africa & Middle East

North America

  • dtw153_peoplewatch1

    Peoplewatch

    Deutsche Telekom Peoplewatch: new Inflight Services & IoT chiefs named

    The latest roundup of senior people moves at the German giant, including the introduction of new bosses at Deutsche Telekom IoT, the Group’s Inflight Services unit, and DT’s procurement function.

  • emeaiw_atc-fy25

    Financial & Performance

    American Tower to bring US savvy (and clout) to European ops, to drive margin

    US wireless infra giant looking to globalise American best practices and buying power across its international operations, in pursuit of new FY30 margin goal. Areas being targeted for savings include land, internal tech, supplier spend, and site maintenance.

  • tt-mwc keynote wide

    M&A

    ‘Loosen the leash’: Telefónica’s Murtra repeats call for telco M&A rethink

    MWC26: Spanish group’s Executive Chairman Marc Murtra again urges European regulators to loosen the shackles on telco deal-making.

More from North America

Asia-Pacific

  • vfw244-pairpoint latest

    Products & Services

    Vodafone’s Pairpoint JV enters ‘next wave’ with quantum-secure IoT

    Vodafone–Sumitomo joint venture launches Pairpoint Secure for a post-quantum security ‘injection’. Last year’s ‘strategic realignment’ bears first fruit…

  • tt-mwc keynote wide

    M&A

    ‘Loosen the leash’: Telefónica’s Murtra repeats call for telco M&A rethink

    MWC26: Spanish group’s Executive Chairman Marc Murtra again urges European regulators to loosen the shackles on telco deal-making.

  • Fix telco CPQ to accelerate B2B expansion

    Interview

    Fix telco CPQ to accelerate B2B expansion

    Interview: Telcos have spent years modernising, yet enterprise quoting remains stubbornly manual and error-prone. CSG’s Greg Tilton lays out why generic CPQ fails at scale — and how going telco-native can unlock speed, margin control, and serious B2B upside, as well as restore CFO confidence…

More from Asia-Pacific

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