Regional Telco News | TelcoTitans

Latest Regional News

INWIT warns Fastweb + Vodafone it’s all or nothing on tower access
Safaricom sets about sweating Ethiopian assets as startup drag fades
AT&T says it won’t wait for 6G to deploy ISAC, as Ericsson debuts its sensing solution

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Network
Ericsson gets VodafoneThree’s AI-RAN moving
UK operator puts hardware underneath its AI-RAN ambitions, installing Ericsson’s latest massive MIMO kit and readying AI-powered radio optimisation tests to exploit its substantial mid-band spectrum advantage.
M&A
VM O2 TalkTalk interest challenges BT ‘only viable buyer’ narrative
Mike Fries, CEO at VM O2 co-parent Liberty Global, reveals previously undisclosed interest in TalkTalk, raising fresh questions over BT’s ‘buyer of last resort’ positioning.
Peoplewatch
Changing of the guard at Foresight’s Connect Fibre
UK fibreco enters next phase under new leadership, with Jacob Mills taking over as CEO and backer Foresight reiterating its support.

Finance & Strategy
INWIT warns Fastweb + Vodafone it’s all or nothing on tower access
INWIT has escalated its fight with Fastweb + Vodafone, rejecting its anchor tenant’s vision of an orderly twelve-year migration and insisting that, if the MNO can terminate its tower contract, it must vacate the entire estate by March 2031.
Finance & Strategy
O2’s deal with Lars Hinrichs mobile startup ‘not very helpful’, says DT chief
Deutsche Telekom CEO Tim Höttges is irked by impending launch of a disruptive, high-tech mobile venture by entrepreneur and former DTAG Supervisory Board stalwart Lars Hinrichs.
B2B
DT and Telefónica win digital euro contracts in sovereignty drive
German and Spanish incumbents win roles building the connectivity layer for Europe’s planned digital euro, putting telcos at the heart of another sovereignty-driven infrastructure project as Brussels looks to reduce reliance on non-European payments technology.

M&A
Telefónica’s Brazilian growth engine considers opportunistic fibre takeover
Vivo has confirmed early-stage talks over Vero, potentially giving Brazil’s fibre leader another route to expand as its indebted target shifts from footprint growth to cash generation, and its private-equity backers consider their options.
Venturing & Investments
Vivo targets Brazilian SMEs with Squad.com agentic AI tie-up
Brazilian operator again deploys corporate VC vehicle as vanguard on B2B partner development, preparing a commercial tie-up with Squad.com off the back of investment in business.
M&A
Telefónica, KKR said to initiate sale of Chilean fibre venture
Group reportedly seeking a valuation of up to $2bn for ON*NET Fibra Chile, as JPMorgan and Scotiabank are brought in to coordinate a sale. Move would continue wider restructuring of infra assets at Telefónica, as well as its ongoing exit from Hispam…

Finance & Strategy
Safaricom sets about sweating Ethiopian assets as startup drag fades
Safaricom’s Ethiopian gamble is beginning to look less painful, with service revenue surging, EBITDA losses collapsing, and capital requirements falling sharply — but forex benefits flatter the improvement, and true profitability remains some distance away.
Finance & Strategy
Helios climbs on Middle East and Africa site spend
While European and American peers battle for growth, MEA-focused Helios Towers expects double-digit increases in tenancies, earnings, and cash flow this year as regional mobile operators ramp up spend on network coverage and capacity.
Operations
Agentic AI forces telcos to rethink data, skills, network operations
Orange, Vodafone, and Telenor execs consider AI’s toughest challenge to be capturing human expertise, organisational context, and the guardrails needed to let agents acts safely.

Innovation
T-Mobile’s Kinetic Edge bet hinges on where physical AI will run
Physical AI is giving T-Mobile another shot at making edge computing pay. Kinetic Edge promises cheaper, lighter robots by shifting AI processing into distributed infrastructure, but proving wireless networks can support time-critical inference reliably remains the crucial test.
Analysis
Starlink’s Cinderella problem: Strand Consult on why satellites can’t just replace the towers
Guest analysis: As Starlink becomes an increasingly important force in connectivity, Strand Consult argues that satellite scale should not be confused with terrestrial-network replacement. Ten common claims are tested against spectrum, capacity, regulation, investment, and the economics of keeping a LEO constellation operating.
Interview
EY-Parthenon: in face of disruption, telcos must think differently about differentiation
Analysis: Can telecom operators transcend infrastructure before non-traditional challengers capture the enterprise frontier? Drawing on global C-suite research, this analysis explores why differentiation, agentic architectures and national sovereignty represent the industry’s most viable growth engines, and why defensive cost-cutting will not secure long-term relevance.

B2B
Vi taps PwC for agentic AI push
Vodafone Group’s Indian affiliate Vi has teamed up with PwC India to launch an AI lab pitched at “agentic enterprises”, as the operator looks to build out its B2B credentials after securing long-await clarity and relief on its government dues.
Interview
EY-Parthenon: in face of disruption, telcos must think differently about differentiation
Analysis: Can telecom operators transcend infrastructure before non-traditional challengers capture the enterprise frontier? Drawing on global C-suite research, this analysis explores why differentiation, agentic architectures and national sovereignty represent the industry’s most viable growth engines, and why defensive cost-cutting will not secure long-term relevance.
Operations
Tech Mahindra completes large-scale takeover of Orange B2B teams
Indian services giant indicates major new outsourcing and tech development relationship with Orange Business is now up and running, boosting top line and headcount.