All the latest financial and strategic insight, news and analysis on tier-1 telcos, including BT, Deutsche Telekom, Orange, Telefónica, VM O2, and Vodafone.
Dutch telco continues to scope out M&A opportunities within country’s consolidating fibre scene, to propel build and reduce competitive threat.
Consolidation of pressured Spanish telco market continues, seeing recently-reworked operator duo team up to form a distinct fibre business, focused on “dense areas”.
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
BT’s Chief Digital & Transformation Officer talked up the role of BT’s Indian team in transforming the Group while promoting the business as a place to work. Indian operations may not be immune to looming job cuts and the offloading of Global, however…
Dutch telco continues to scope out M&A opportunities within country’s consolidating fibre scene, to propel build and reduce competitive threat.
Croatian operator ups FY24 capex guidance on back of faster than expected revenue growth in first six months of the year, and indicates flow of fibre infra add-ons is accelerating.
UK fibre wholesaler calls for new and improved regulation to provide platform for altnet competition as attention turns to Ofcom’s next five-year framework. Echoes broad consensus among INCA members that more could be done to limit Openreach dominance, encourage altnet investment…
Chief Data & AI Officer Deepika Adusumilli highlights data quality and cultural change as the two primary challenges to AI adoption at scale, with AWS’s Q and the ongoing Google Cloud migration supporting the effort.
INCA event provides platform for investors and altnets including Octopus and Netomnia to review early weeks of Labour government, with broad optimism on show despite still rocky funding environment. The capital exists, but what will Downing Street do to bring it to the UK? Read more…