btw377-ofcom pricing block

Network & Infra

Ofcom wields TAR in move to block Openreach fibre discounts

For the first time, the regulator intends to direct Openreach to withdraw proposed new fibre customer pricing, citing an ‘unfair’ and ‘aggressive’ approach from the incumbent. Ofcom puts the Telecoms Access Review into action, altnets welcome the move, and Openreach accuses the regulator of protecting rivals’ “poor business models”. Final decision pending…

Latest Analyst Briefing

BTwatch: Verizon venture and AI RoI chase

Analyst Briefing

BTwatch: Verizon venture and AI RoI chase

2026-07-13T11:25:00+01:00

Analyst Briefing: The latest from around BT, including the answer to the Group’s long-pending international B2B question; a £130m NetOps deal in Scotland; and execs lay out the path to AI for revenue and returns, not just cost-cutting. Plus more from EE, Openreach, elsewhere…

infra-andy burnham

Deep Dive

Starter for No 10: the key digital infra demands awaiting the UK’s new Prime Minister

Deep dive: Andy Burnham built his political reputation around regional growth in Manchester. Digital infra leaders now want to know whether those principles will translate into a coherent national strategy for fibre, mobile networks, data centres, and digital infrastructure investment, as the industry enters a pivotal moment…

btw377-q1 openreach

Network & Infra

Openreach’s fibre roll slows to 2021 levels

Q1 FY26–27: rollout pace declines sharply as 25 million threshold nears, while customer adds ramp up to become primary Openreach preoccupation, as BT keeps post-2026 build playbook hidden…

tt-john strand hrvs

Analysis

Reality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult

Guest analysis: with 30% EU exposure remaining, concentrated on 5G RAN, specific countries and three big telcos, John Strand considers media and industry warnings of HRS rip-and-replace costs overstated, evidencing Denmark, the UK and other European markets as showing transition can be managed without derailing 5G rollout. In an age of national security, he also deems it essential for securing future mission-critical contracts.

btw376-tfw205-vfw249_nv2-launch

Products & Services

UK telcos eye 2026 for latest number verification API launch

BT and Virgin Media O2 set to launch Number Verification 2.0 API during 2026, with Vodafone — having already deployed the technology in the UK — moving to roll out the technology in other European markets. Operators highlight new capabilities unlocked with the latest version, and success of close collaboration on wider API rollout…

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