All articles by Richard Agnew
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Analyst BriefingDeutsche Telekomwatch: Board lines up next generation
Analyst Briefing: Reviewing tumultuous few weeks at DT as Group makes remuneration concession and enacts top-level leadership change on both sides of the Atlantic, to shore up stakeholder base and prep for new era. Execs also allow a rare major M&A move in Europe and add more names to DT’s AI transformation line-up.
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PeoplewatchDeutsche Telekom Peoplewatch: change-at-the-top in finance, infra, and tech
July 2026–August 2026 update: The latest roundup of DT people movement, including a Board of Management rejig that brings new faces into the operator’s tech and finance leadership; changes in the senior layer of infra businesses GD Towers, Deutsche Telekom Technik, and GreenScale, plus Deutsche Telekom Security and T-Mobile US; and new post-DT career steps by high-profile former execs Omar Tazi and Wolfgang Metze.
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PeoplewatchT-Mobile seeks positive energy from new CFO
Former Shell and GE exec Jessica Uhl comes onto the Un-Carrier’s top team as CFO Peter Osvaldik steps down. Swap extends a run of senior management changes since new CEO Srini Gopalan took over last year.
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PeoplewatchDT’s security business has a top exec reset
Group’s distinct security business rejigs management roles to align more closely with B2B parent.
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PeoplewatchGenerational shift: DT brings in AWS’ Hofmeyr for AI/network amid wider refresh, CFO exit
In-depth analysis: German giant looks outside its own ranks to bring in AWS’ telco industry boss Jan Hofmeyr to build out its AI-Team as part of a wider leadership refresh. Group is also bidding farewell to its CFO in a move that could be clearing the path to a CEO refresh as DT also approaches its next strategic supercycle.
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Financial & PerformanceDT Q2 Guidance: course held steady
DT makes slight upward tweak to cash flow guidance in echo of T-Mobile forecast.
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Financial & PerformanceDT 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.
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Financial & PerformanceLeftfield 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.
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PeoplewatchTelefónica Peoplewatch: former chiefs Abasalo and Álvarez-Pallete in demand
July 2026–August 2026 update: A roundup of high-level moves at recalibrating Spanish giant (and beyond), including development of post-Telefónica careers by former top execs Laura Abasolo and José María Álvarez-Pallete.
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Network & InfraCzech MNOs land spectrum boost with coverage caveat
New proposals lay out long-term spectrum extension for O2, T-Mobile, and Vodafone, in return for expanded obligations around network reach and resilience.
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Network & InfraTelefónica venture freed to make Gigafactory bid
Operator gains EC nod to establish AI data hub joint venture with Spanish partners including Santander, Multiverse Computing, and ACS.
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Venturing & InvestmentsLiberty gets creative in push into AI
Telco group’s corporate venturing arm adds content generation scaleup to its growing AI investment stable.
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M&APolish fibre: DT gets off fence with €1bn Macquarie deal
T-Mobile Poland to spend €1bn on fibre infra and customers from local Macquarie interests, seeing DT make a strategic step-change by freeing Polish business to go beyond whole-buying fibre lines and pursue growth through M&A.
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InterviewInterview: euNetworks chief Marisa Trisolino’s fibre build blueprint
A year on from taking over as Chief Executive of euNetworks, Marisa Trisolino talks TelcoTitans through how she plans to take the regional digital infrastructure business to the ‘next level’, leveraging rising demand for high-end connectivity from Europe’s main data centre hubs. Although now equipped with new capital and a refreshed exec team, euNetworks will remain ‘selective’ and ‘clinical’ on expansion, she stresses.
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Network & InfraCost-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.
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Financial & PerformanceCash flow on the up at Telefónica’s home security venture
Operator’s six-year-old joint venture with Prosegur boosts recurring cash flow by nearly a third, having move to a new strategic phase focused on user value over volume.
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Products & ServicesGreece’s OTE preps AI Calling
DT-controlled Greek incumbent indicates it is close to releasing a next-gen call translation and assistance tool as part of wider, AI-infused portfolio expansion plans covering both the B2B and B2C markets.
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Network & InfraAmerican Tower continues streamlining with APAC departure
US wireless infra giant offloads last two outposts in Asia-Pacific as it concentrates resource on riding 5G and edge/AI wave in developed markets.
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Financial & PerformanceVirgin Media O2 mulls cost cuts to protect cash flow and reduce leverage
As UK broadband competition continues to bite, Virgin Media O2 is considering enacting a major savings push as part of the next phase of its business turnaround strategy. Consideration of cutbacks follows recently announced cost-cutting programmes at sister businesses in Germany and Spain, accompanied by large-scale job losses.
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Public AffairsGermany finally gets ducts in a row with new BNetzA regs
Networks watchdog firms up contractual framework for access to incumbent Telekom Deutschland’s underground assets, following several years of industry arguments. Regulator claims to have “removed the obstacles to duct access” for altnets, and handed a much-needed boost to Germany’s pressured fibre infra sector. But not everybody is happy…