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      Vodafonewatch Analyst Report #249 - August 2026
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    • Trusted agentic AI: DT and Vodafone automate identity management for sovereign-ready network compliance
      Trusted agentic AI: DT and Vodafone automate identity management for sovereign-ready network compliance
    • Colao and Niel join Draghi-led push for Europe’s competitive revival
      Colao and Niel join Draghi-led push for Europe’s competitive revival
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      Beyond fibre Special Report: the MVNO multiplay opportunity for UK altnets
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      VodafoneThree adds Tech Mahindra to growing ‘specialist partner’ ecosystem
    • Polish fibre: Orange, APG get green light for major expansion of JV
      Polish fibre: Orange, APG get green light for major expansion of JV
    • Beyond fibre: a TelcoTitans Special Report on the MVNO multiplay opportunity for UK altnets
      Beyond fibre Special Report: the MVNO multiplay opportunity for UK altnets
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      Telefónica expands B2B portfolio with voice AI tech
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      Overcoming the OSS/BSS bottleneck: telcos’ AI transformation needs an event driven architecture
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      Europe 5G SA go-to-market strategies: OTE differentiating with Priority Pass slicing
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      Orange Belgium steps up ‘mutualisation’ drive to deepen Group integration
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      Eurofiber secures €2.2bn financing to fuel fibre expansion
    • Interview: Outgoing T-Mobile exec Mike Katz on the Un-carrier’s evolving ‘challenger spirit’
      Interview: Outgoing T-Mobile exec Mike Katz on the Un-carrier’s evolving ‘challenger spirit’
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      Vodafone Peoplewatch: Vodacom tightens grip on Safaricom, network chief changes in Europe
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      Orange Peoplewatch: AI leadership swaps in B2B; Utiq makes latest exec change
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      BT Peoplewatch: fibre wind-down, culture overhaul
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    • Trusted agentic AI: DT and Vodafone automate identity management for sovereign-ready network compliance
      Trusted agentic AI: DT and Vodafone automate identity management for sovereign-ready network compliance
    • Beyond fibre: a TelcoTitans Special Report on the MVNO multiplay opportunity for UK altnets
      Beyond fibre Special Report: the MVNO multiplay opportunity for UK altnets
    • MWC26_D3_IMG_1521 (1)
      Overcoming the OSS/BSS bottleneck: telcos’ AI transformation needs an event driven architecture
    • Telcos and towercos explore joined-up digital twins for efficiency, resilience
      Vodafone and InfraVerse 2.0 team put AI agents to work on disaster recovery
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      Beyond fibre Special Report: the MVNO multiplay opportunity for UK altnets
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      Vodacom says more work needed on satco-telco compatibility
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      ‘Reimagine, rethink, rewire’: BT wants AI to go beyond mere cost-cutting
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Latest Regional News

tt-helium mario di dio interview 2
Interview

New Helium CEO channels Starlink with enabler platform debut

vfw250-oxg glasfaser
Network & Infra

Vodafone welcomes ‘committed funding’ of new German fibre partner

dtw156-q2 fy26 intro
Financial & Performance

Leftfield threats jolt DT out of business-as-usual

  • New Helium CEO channels Starlink with enabler platform debut

  • Vodafone welcomes ‘committed funding’ of new German fibre partner

  • Leftfield threats jolt DT out of business-as-usual

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UK

  • btw377-fast lane

    Products & Services

    BT takes network slicing mainstream with Fast Lane launch

    EE becomes the first UK operator to bring network slicing to consumers, creating a test case for the tech as questions remain about customer willingness to pay a premium for the quality-of-service add-on.

  • infra-digi uk

    Network & Infra

    Digi teases measured approach to UK expansion as converged challenger emerges

    Serial under-cutter Digi is investing cautiously, building fibre selectively, and laying the groundwork for a future fixed-mobile proposition, suggesting an aggressive land grab is unlikely.

  • btw377_talktalk-business-aro

    M&A

    TalkTalk Business to merge with ARO, bolster managed IT services strategy

    Provider agrees to merger with ARO to create scaled-up managed IT services entity with £200m in annual sales. Deal could see TalkTalk Business advance its strategy to transition from enterprise connectivity player to cloud and IT solutions partner, following separation from TalkTalk Group.

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Europe

  • vfw250-oxg glasfaser

    Network & Infra

    Vodafone welcomes ‘committed funding’ of new German fibre partner

    Patrick Drahi’s Altice has finally exited OXG Glasfaser, selling its 50% stake to Société Générale, underscoring Altice’s debt-reduction drive while reinforcing Vodafone’s long-term commitment to the OXG project.

  • dtw156-q2 fy26 intro

    Financial & Performance

    Leftfield threats jolt DT out of business-as-usual

    Q2 FY26: Despite solid performance, Group’s leadership team forced into €3bn buyback rearguard as stockholder apprehension over satellite and fibre competition continues to overhang share price.

  • dtw156-q2 fy26 indepth

    Financial & Performance

    DT Q2 In-depth: strong numbers mask Musk worries

    Group delivers further strong growth on revenue and earnings, fuelled by all segments, but fears over high-profile (emerging and existing) competitive threats prompt exec reassurances over strategic direction in largest markets USA and Germany.

More from Europe

Latin America

  • tt-helium mario di dio interview 2

    Interview

    New Helium CEO channels Starlink with enabler platform debut

    Helium’s new CEO Mario Di Dio talks with TelcoTitans about the provider’s new mobile virtual network enabler platform, why Wi-Fi is finally ready for prime time, and conversations with Starlink.

  • tfw206-vivo towers

    Network & Infra

    Cost-conscious Vivo pushes to reset Brazilian tower supply

    Telefónica’s Brazilian business is pursuing contractual, technical, and ‘structural’ solutions as it seeks to bring down the cost of its wireless infrastructure platform.

  • infra-sateliot americas

    Strategy & Change

    Sateliot eyes Americas expansion while plotting move beyond NB-IoT

    Sateliot has expanded its fundraising target to €150mn as it seeks to extend its satellite network from NB-IoT devices to smartphones, with the Spanish satco eyeing up a transatlantic step-up.

More from Latin America

Africa & Middle East

  • emeaiw-ukiw_peoplewatch-aug26

    Peoplewatch

    Digital Infra Peoplewatch: Satellite Connect Europe fills out team; Indus revamp rolls on

    August 2026 edition: 20+ senior and strategic leadership changes in EMEA digital infra, including further leadership appointments at Satellite Connect Europe as it readies for commercial launch, C-suite changes at Indus Towers, and a new CEO in at subsea cable player FLAG.

  • emeaiw_mtn-q2-fy26

    M&A

    MTN secures IHS deal approvals, moves closer to African towers take-back

    Nigerian competition authority among multiple regulators to greenlight the deal, which could see MTN take back control of previously sold tower assets. Telco highlights IHS buy as among ‘selective’ investments in digital infra during H1, as it boasts a strong set of financial results for the period…

  • vfw250_peoplewatch

    Peoplewatch

    Vodafone Peoplewatch: Vodacom tightens grip on Safaricom, network chief changes in Europe

    August 2026 update, with 40+ strategic and senior changes including: a set of boardroom swaps as Vodacom installs reps at Safaricom; Yago Lopez taking a Group-level job, meaning a new Chief Networks Officer comes in at Turkey; and HR swaps at VOIS…

More from Africa & Middle East

North America

  • dtw156-q2 fy26 intro

    Financial & Performance

    Leftfield threats jolt DT out of business-as-usual

    Q2 FY26: Despite solid performance, Group’s leadership team forced into €3bn buyback rearguard as stockholder apprehension over satellite and fibre competition continues to overhang share price.

  • dtw156-q2 fy26 indepth

    Financial & Performance

    DT Q2 In-depth: strong numbers mask Musk worries

    Group delivers further strong growth on revenue and earnings, fuelled by all segments, but fears over high-profile (emerging and existing) competitive threats prompt exec reassurances over strategic direction in largest markets USA and Germany.

  • Interview: Outgoing T-Mobile exec Mike Katz on the Un-carrier’s evolving ‘challenger spirit’

    Interview

    Interview: Outgoing T-Mobile exec Mike Katz on the Un-carrier’s evolving ‘challenger spirit’

    Exclusive: Top T-Mobile US lieutenant Mike Katz has had the inside track on the Un-carrier’s remarkable resurgence over the past 15 years. Now preparing to end a near-30-year career at T-Mobile, he speaks to TelcoTitans about the bold moves that powered the operator’s turnaround, the leadership inspirations he gleaned from key Un-carrier architects John Legere and Mike Sievert, and why the next era of competition for T-Mobile will be defined by AI.

More from North America

Asia-Pacific

  • vfw250_vi-bsnl-net-share

    Partnerships & Alliances

    Vi, BSNL seal nationwide network-sharing pact to take challenge to India’s ‘big two’ — reports

    Struggling state-backed duo said to agree infrastructure-sharing and roaming deal to complement Vi’s capex-intensive network upgrade programme, and support an effort to make a dent in Bharti Airtel and Reliance Jio dominance…

  • vfw250-techm

    B2B

    VodafoneThree adds Tech Mahindra to growing ‘specialist partner’ ecosystem

    Vodafone signs co-innovation and collaborative go-to-market deal with Indian conglomerate weeks after comparable TCS deal as it deepens its partner pool, chases UK B2B revival.

  • Colao and Niel join Draghi-led push for Europe’s competitive revival

    Strategy & Change

    Colao and Niel join Draghi-led push for Europe’s competitive revival

    Ex-Vodafone CEO and French telecoms mogul join Mario Draghi’s new think tank pushing for “urgent action” around European competitiveness, as the continent moves to reset telecoms regulation…

More from Asia-Pacific

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