M&A
UK’s nexfibre goes big, gets Substantial
Deep dive: nexfibre’s planned takeover of Substantial Group, parent of infra rival Netomnia, is the UK’s first billion pound-plus fibre altnet transaction and may open the floodgates to long-anticipated consolidation in the fragmented, scale-hungry sector. Chief Executive Rajiv Datta speaks to TelcoTitans about how the deal boosts its challenge to incumbent Openreach on wholesale fibre.
M&A
Vodafone pulls out of Netherlands as Liberty takes control
In depth: Liberty Global will take full control of VodafoneZiggo en route to a Sunrise‑style spin‑out of a new Benelux entity, while Vodafone steps back with a minority holdco stake in its latest European portfolio reshaping…
M&A
EC cites need for ‘European champions’ as merger guidelines review looms
In depth: Anticipation builds as first sighting of revised EU merger guidelines is slated for April, and telcos are busy lobbying for an M&A rule change…
Network & Infra
Belgium yet to finish off its fibre Plan B
Orange Belgium CEO indicates it may not gain clarity on pivotal fibre tie-up with incumbent Proximus until late-2026. Their plan forms part of a major planned reorg of sector that was initiated back in 2023 but remains locked in regulatory review.
M&A
nexfibre set to win race for Netomnia — reports
Deep dive: Liberty/Telefónica‑backed netco said to be finalising a £2bn deal for UK’s #2 altnet, with confirmation as soon as this week… but what does it mean for nexfibre, VM O2, fibre rivals?
Telefónicawatch Analyst Report #200 – January 2026
Key stories include: Colombian offload nears wrap-up | Mixed reviews for EC’s new Act | Hispam B2B assets jettisoned | Spanish RANco plan in gestation | Double vision on Gigafactory | and much more…
Telefónicawatch Analyst Report #199 – December 2025
Key stories include: EC sets Gigafactory tender date | NATO enlisted in defence push | Redundancy scheme refined | Germany: 5G confusion reigns | Prosegur JV plots new course | and much more…
Telefónicawatch Analyst Report #198 – November - December 2025
Key stories include: Telefónica cuts way through five-year plan | Board stalwart de Paz joins exec ranks | UK JV nexfibre eager for M&A action | Telefónica scores football rights renewal | VM O2 cosies up to Starlink on D2D | and much more…