Latest Virgin Media O2 Insight

tfw202-nokia ericsson deals

Suppliers & SCM

VM O2 retains Ericsson and Nokia as it pushes towards 5G-Advanced

European vendor duo land fresh, multi-year RAN deals at UK operator, as it continues catchup effort through Mobile Transformation Plan.

tfw202_briefing1

Analyst Briefing

Telefónicawatch: Murtra remains defiant of short-termism

Analyst Briefing: Round-up of developments at Spanish incumbent, as Exec Chair Marc Murtra asserts longevity of his “comprehensive” transformation plan, amid market scepticism, and the operator secures a series of deals around fibre consolidation, B2B services, and internal efficiency. Read more…

infra-cityfibre sour grapes

M&A

Liberty’s Fries dismisses CityFibre ‘sour grapes’ over £2bn nexfibre bulk-up

UK altnet tensions continue to heighten over the competitive implications of planned acquisition of Substantial Group, as Liberty Global CEO hits back at CityFibre over calls for in-depth CMA inquiry.

tt-strand consult leo

Analysis

Cutting through the satellite hype: Starlink and LEO’s threat to global telecoms assessed — Strand Consult

Analysis: with D2D connectivity dominating discussions at MWC26, terrestrial operators must reassess their broadband and defence sector strategies. Strand Consult’s outspoken founder cuts through the hype to separate disruptive fact from industry fiction…

vfw245-de cable

Network & Infra

Vodafone Germany adds tech partners to drive cable upgrades

German OpCo works with Huber+Suhner and Aurora Networks to support efforts to tap traditional cable stronghold, with fibre playing a supporting role.