Telco Partners & Suppliers
All the latest insight, news and analysis on telecoms partner and supplier activity with tier-1 telcos.
Partnerships & Alliances
DT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…
Venturing & Investments
DT adds agentic AI biz Decagon to venturing portfolio
DT’s corporate venturing arm T.Capital continues to expand its AI investment portfolio by backing Decagon’s Series-C fundraise, with the operator launching a commercial pilot in parallel…
Partnerships & Alliances
Cellnex reinforces telco M&A defences with France, Italy moves
Cellnex renews access agreement with Fastweb+Vodafone and moots a potential RFI from Iliad to build new towers in France, as CEO Marco Patuano has reaffirmed that the towerco is well positioned to navigate telco consolidation…
Partnerships & Alliances
Vodafone-SpaceMobile choose Germany for SatCo JV’s mission control
European joint-venture advances with a Satellite Operations Centre in Germany and disclosure of security preparations for in-region sovereign services, ahead of 2026 launch plan. Vodafone stake in SpaceMobile could now be worth $1bn…
Analyst Briefing
Vodafonewatch: satellite deals, towers sales
Latest Vodafone Analyst Briefing: including moves in satellite and direct-to-device; a progress report from VodafoneZiggo on performance and a planned wireless infra divestment; installation of a new CEO at Vantage Towers; and more share price volatility at Vi…
Network & Infra
DT ties with NVIDIA and SAP on €1bn AI data centre
Deutsche Telekom is transforming an existing Munich data centre through the installation of 10,000 NVIDIA GPUs.
Partnerships & Alliances
Iridium highlights ‘strategic’ value of DT space link-up
Satellite operator emphasises its role as a “stable partner” for telcos navigating alliance options in the rapidly shifting New Sat landscape, following its recent tie-up with Deutsche Telekom on next-generation hybrid connectivity through the NTN Direct platform.
Partnerships & Alliances
Telefónica widens tie-up with part-owner stc into satcomms
Telecoms duo to collaborate on developing multi-orbit satellite solutions, further strengthening their existing relationship…
M&A
Prosegur: Telefónica home security JV ‘not on table’
Operator’s partner happy to sit on fast-growing alarm joint venture, despite signals that its worth may have more than trebled since being formed six years ago. The success of rival Verisure’s recent IPO has been noted but will not prompt a similar move by Prosegur in the short term, CFO indicates.
Partnerships & Alliances
Virgin Media O2 ties with Starlink on direct-to-device services
Operator to launch its first direct-to-device satellite services in partnership with the US LEO constellation provider, deepening the pair’s existing relationship while seeking to keep pace with rivals already exploring the segment…
Analyst Briefing
Vodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
Network & Infra
‘Not invented here’: overcoming the obstacles to telco digital twin deployments
Is the ‘not invented here’ mindset holding back digital twin adoption in telco? Major satco and long-time practitioner SES joined SI partner Celfocus to argue that strategic collaboration is key to unlocking transformative potential and accelerate journey towards network autonomy.
Network & Infra
SES pencils in early-2030s for enterprise quantum comms rollout
Capacity Europe 2025: Satco preparing “fully fledged constellation” for QKD services, with launch of EAGLE-1 satellite quickly approaching. However, SES’ Emin Allagui notes the industry must address capacity and security concerns to bring the technology to maturity…
‘Not invented here’: overcoming the obstacles to telco digital twin deployments
Orchestration, not Automation, is telco’s real growth engine
Gamma’s Mike Mills: why UK altnet-MVNO convergence is happening now
From pipes to platforms: how AI and data can rewire the telco future — right now
Case study: Vodafone seeing tangible AI success in the field
AI data liberation: inside Boost’s escape from the telco legacy trap
- Previous
- Next