infra-share price rout

Suppliers & SCM

Telcos untouched as key vendors hit by global stock selloff

In depth: US and EMEA telco majors ride out this week’s software tech storm as investors are spooked by advanced AI developments, leaving some of the industry’s most prominent software providers in freefall…

Latest Analyst Briefing

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Deutsche Telekomwatch: fibre trends hit home

Analyst Briefing: DT’s home-market broadband strategy continues to evolve, as the operator expands its FTTP footprint and enlists side-brand congstar and a new house-call team in a bid to boost sales. Fibre upsell may be being given more urgency by management as tough market conditions continue, and as regulators up prioritisation of copper shutdown as a catalyst for Gigabit uptake…

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