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    • Telefónicawatch Analyst Report #194 - July-August 2025
      Telefónicawatch Analyst Report #194 - July-August 2025
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      The single source of truth: how TowerCos and MNOs are mastering digital twins
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Latest Strategy News

orw-digi belgium latest

Digi seeks to regain momentum in Belgium after taking control of local JV

2025-08-19T15:33:00+01:00

Things have not gone as planned for Digi Belgium in its first six months of operation, but its parent group hopes a recent “simplification” of its management structure (and assumption of majority control of the unit) will put it back on track…

tfw195-briefing 2

Telefónicawatch Analyst Briefing: Hispam rollback continues

2025-08-19T12:55:00+01:00

Telefónica retains a packed M&A agenda as Uruguay exit nears and negotiators progress talks over a sale of stock in new Spanish fibre offshoot. Read more…

btw368-tt-uncommon

BT opts for Uncommon to take brand ‘beyond advertising’

2025-08-18T16:28:00+01:00

New brand chief Cilesta van Doorn hails Uncommon Creative Studio as the agency of choice to cement the BT logo in “modern Britain”.

See all the latest telco strategy news >>

Strategy & Change

tfw195-tt-netco plan scrapped

VM O2 in spotlight as Telefónica confirms NetCo plan scrapped

Telefónica boss says plan to spin out VM O2 network operation is permanently off the table, with the Group’s strategic review prompting the operator to renounce the NetCo-ServCo split model…

  • DT holds firm on diversity as T-Mobile US ditches DEI to secure M&A deals

  • Telefónica to take more ‘calculated risks’ in new strategy, says Murtra

  • Boldyn restructures European biz in strategic rethink

  • Deutsche Funkturm gears up for tower expansion with restructure, new HQ

See all strategy news >>

Financial & Performance

Q2 FY25: DT looks ahead to life without Romania

Q2 FY25: DT looks ahead to life without Romania

DT’s leadership hails progress on European M&A as the sale of unwanted Romanian mobile business gains approval.

  • Re-booting Plusnet cuts jobs, ‘streamlines’ operations

  • 1&1 taps fingers as it awaits spectrum sharing offer from rivals

  • Telefónica Q2 in-depth: more ‘core one’ than ‘core four’

  • Guidance: Telefónica enjoys FY25 free hit

See all financial news >>

Deals & M&A

orw-digi belgium latest

Digi seeks to regain momentum in Belgium after taking control of local JV

Things have not gone as planned for Digi Belgium in its first six months of operation, but its parent group hopes a recent “simplification” of its management structure (and assumption of majority control of the unit) will put it back on track…

  • Vodacom lands another regulatory win for Maziv fibre JV

  • DT’s HAPS interest taken over by wireless infra pair

  • BT Ireland swaps leadership to begin ‘next phase’

  • Telefónica’s Hispam sell-off: next offload expected in weeks

See all deals and M&A news >>

Public Affairs

dtw146-tt-iss

Ruling looms in DT’s €80m outsourcing row

ISS, DT’s facilities management supplier in Germany, indicates a tribunal ruling on long-running disagreement between the pair is close.

  • Double take: EU probes KKR over TIM fixed NetCo buyout

  • CNMC ruling ignites spat over Telefónica wholesale price hike

  • Ofcom yields, slashes UK spectrum fees — MNOs demand more

  • UK Court of Appeal sides with operators in latest Phones 4u ruling

See all public affairs news >>

Operations

dtw146-tt-gcp key

DT ‘holds keys’ to data sovereignty in Google Cloud migration

Operator is moving a swathe of data to Google Cloud with sovereignty controls engineered in partnership with T-Systems. It hopes to replicate the safeguards for other enterprises in regulated industries.

  • Efficiency-focused EuroTeleSites switches on Sitetracker

  • Vodafone’s plan to keep up with AI through democratisation, value-hunting

  • Telefónica shares network autonomy progress; calls on peers to reciprocate

  • Better Workplace: BT closes out five-year real estate overhaul programme

See all operations news >>

Venturing & Investments

Deutsche Telekom lines up Brookfield for AI data centre investment

Deutsche Telekom lines up Brookfield for AI data centre investment

Deutsche Telekom turns to towerco partner Brookfield Asset Management for co-investment in AI data centres and considers setting up an off-balance sheet partnership as competition heats up for EU-funded contracts.

  • UK gov allocates €163m to Eutelsat fundraising

  • Wessex Internet secures another helping of UK gov fibre funding

  • DTCP eases liquidity crunch with Pinegrove $80m ‘continuation vehicle’

  • Safaricom preps $500m investment into African ‘AI infra’

See all venturing news >>

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