Huawei News | TelcoTitans

After fibre tie-ups, Vodafone Spain sounds out MásOrange and Telefónica on RANco idea

Zegona CEO indicates he is discussing shifting Vodafone Spain’s mobile network to a shared grid with either Telefónica or MásOrange, as part of aggressive transformation of the MNO since 2024 buyout. Eamonn O’Hare said it is fully focused on RANco discussions as two fibreco deals near completion, and addresses Vodafone Spain sale speculation and its fraught historical relationship with Vantage Towers…

Marketing

Deutsche Telekom’s ‘T’ remains telco top dog

Estimated worth of Deutsche Telekom’s T logo rises to nearly $100bn in latest Brand Finance report, as group continues to ride wave of growth stateside.

Suppliers & SCM

Telcos face multibillion-euro rip-and-replace project as Brussels moves to ban high-risk vendors

In depth: European Commissioner Henna Virkkunen considers the time is now to take network supply chain security “seriously”, laying out proposals to ban vendors deemed ‘high-risk’. Network operators stand to foot a multibillion-euro rip-and-replace bill, with some only recently signing kit deals with Chinese suppliers…

Analyst Briefing

EMEA Infrawatch: data centre financing surge; investors hesitant on Euro telco infra

Latest on EMEA digital infra: investors’ data centre appetites in spotlight with wave of new European deals; EQT and Omers reportedly firming up €1.7bn Deutsche Glasfaser financing deal; EC pushes back AI Gigafactory tender launch; more…

Partnerships & Alliances

Germany: O2 refreshes Nokia RAN deal for five more years

Operator to implement new solutions and continue using equipment from Nokia in its RAN until 2030. The contract is the latest that has been firmed up by a major European operator in recent months, and comes as Germany seeks to clamp down on 5G equipment from ‘high-risk’ vendors…

Network & Infra

Orange’s Le Roux: IP MPLS layer at halfway point on ‘full softwarisation’ journey

Network X: Orange’s EVP of International Networks drills down into the work the operator is doing to move towards a stateless, disaggregated, new‑generation IP layer that is as‑a‑service by design.

Analyst Briefing

Vodafonewatch Analyst Briefing: RAN overhaul begins with vendor foursome locked in

Latest from Vodafone as the long-awaited Spring 6 procurement closes out, with four vendors named; Vodafone OpCos among the winners in two European spectrum auctions; Google Cloud migration completes in Czechia; TPG shareholder payout may see Vodafone pocket €400m+; and Group trials 6GHz spectrum tech in Germany…

Suppliers & SCM

Vodafone elects winning quartet in diluted RAN mega-tender

Vendor foursome reel off Vodafone RAN wins as the Group’s long-awaited Spring 6 procurement closes out, short of expectations but set to propel operator towards open RAN at scale by 2030.

Analyst Briefing

Vodafonewatch Analyst Briefing: local innovation paves way for regional network upgrades

Latest from Vodafone as the Group shouts about various innovative network initiatives with partners Nokia, Huawei, Samsung; and others; M&A completes in Romania ahead of integration programme kick-off; Telenor tapped for procurement savings; satco investment’s share price soars; more from Europe, Africa, India, elsewhere…

Deep Dive

Telefónica’s Huawei gambit calls out Spain v US (and EC)

Deep Dive: Reported extension of 5G contract with Huawei ignites firestorm. Latest China procurement by a Spanish telco skirts EU recommendations and escalates geopolitical tensions, placing government and its flagship operator in a precarious position between deeply-rooted American and emerging Chinese spheres of influence.

Analyst Briefing

EMEA Infrawatch Analyst Briefing: AI infra competition ramps up; infra carve-out trend continues

Latest on EMEA digital infra: Vodacom secures another regulatory win for Maziv fibre JV; Kenyan gov mulls Safaricom infra separation; OpenAI ponders play in GPU-as-a-service segment; fresh DCs and subsea cable links across EMEA…

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