Technology & IT – Page 26
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Financial & PerformanceQ1 Guidance: BT unmoved by early trouble
Q1 FY25–26: Management reconfirms full-year guidance, with defiance made easier thanks to pessimistic outlook as laid out three months prior. Vague notions of ‘growth’ remain the target by the end of the decade…
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M&AMásOrange, Vodafone Spain name GIC as fibreco investment partner
Operator duo to offload a minority stake in their upcoming Spanish fibre JV to Singapore sovereign wealth fund, announcing MásOrange’s acquisition of Conexus Networks as part of the deal.
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Financial & PerformanceRefresh pays off at Prosegur-Telefónica home security JV
Spanish operator’s home security partner talks up value of joint venture, and wider connected-alarms business, as user base passes one million…
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Analyst BriefingOrangewatch Analyst Briefing: H1 results, M&A in France, and interviews with Orange Business execs
Latest from Orange, including the analysis of the Group’s recent earnings call; ongoing speculation about M&A in France and the future of SFR; interviews with a series of senior execs; and the latest from Spain…
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Network & InfraCityFibre CTO charts course for next-gen PON, phased M&A integration
David Tomalin envisages 50G or 100G upgrade in early- to mid-2030s, with rapid customer rollout — within long-term “rolling plan” for network architecture that factors in role as market consolidator. Read more…
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M&AInvestor Arjun enters data centre market with Data4 stake buy
Arjun Infrastructure Partners acquires minority stake in Data4’s “stabilised” data centre portfolio, boosting the provider’s European expansion plans. Move further bulks up Arjun’s digital portfolio following significant fibre buys. Read more…
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Network & InfraKCOM bows to pressure, launches PIA to end Hull’s ‘Pole Wars’
Better later than never: Hull incumbent debuts Physical Infrastructure Access wholesale infra product fourteen years behind Openreach, giving rivals Connexin and MS3 long-coveted access to assets for fibre rollout…
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Analyst BriefingVodafonewatch Analyst Briefing: best yet to come this year
Q1 FY25–26 special: management walks us through a broadly positive first quarter, but emphasises the latent potential for a ‘right-sized’ group that has taken ‘proactive’ steps towards a revival. German fruit soon ready for harvest, if CFO Luka Mucic is believed, with structural/strategic resets elsewhere also settling down…
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Analyst BriefingUK Infrawatch analyst briefing: altnet financing flows, DSIT ponders infra future, satcomms prioritised
Latest from the digital infra scene in the UK, including: new financing for Grain Connect and TalkTalk, UK government backs satcomms, Wight Fibre shares overbuild lessons; people moves, and plenty more…
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M&AVM O2 to complete Daisy buy after clearing regulatory hurdle
Telefónica operations chief Emilio Gayo said finalisation of VM O2’s Daisy acquisition is imminent after receiving regulatory approval.
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Network & InfraBelgium’s fibre catch-up plan: Orange and Proximus team in south
Telco pair formalise a mutual fibre buildout arrangement covering less urban areas of Belgium’s Walloon Region.
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Strategy & ChangeVM 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…
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M&ABouygues, SFR move to offload wireless infra JV to Phoenix Tower
French telco duo enters exclusive discussions with tower group on sell-off rural wireless infrastructure assets, aiming to further ease debt burdens…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: satcomms, sovereignty, and States-side strength
The latest developments from around DT, as T-Mobile US and Hrvatski Telekom kick off the H1 results round with solid growth numbers, OTE takes another step towards the exit door in Romania, and T-Systems ramps up its sovereignty pitch to German enterprise. Read more…
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Network & InfraSpanish energy giant Iberdrola expands into data centres
Ireland’s Echelon teams up with Spanish energy group to collaborate on data centre development in the latter’s domestic market, with first project in Madrid to become the latest 100MW+ facility in the country…
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Consumer (B2C)WightFibre focuses on demographics and experience as local market matures
CEO John Irvine identifies key demographics where converged legacy players may still hold sway, although bonds are loosening…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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Financial & PerformanceTalkTalk bags £100m in latest financial restructuring
Troubled UK provider raises £100m as part of wider financing deal, reportedly providing short-term relief on debt struggles…
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Network & InfraVodafone’s German fibre JV plots 2025 commercial launch
OXG Glasfaser wheels in motion ahead of commercial services go-live. Delays and slow rollout pace have raised questions, but Vodafone CEO Margherita Della Valle says JV is now in “catchup mode”…
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Public AffairsDouble take: EU probes KKR over TIM fixed NetCo buyout
EC investigation raises new questions about controversial €22bn takeover of Italian fixed infrastructure assets, with wholesale agreements central to concerns…