All TelcoTitans Premium Content articles
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Financial & PerformanceAfter nine years of decline, BT now stands at B2B turnaround ‘start line’
Q2 FY25–26: CEO heralds a reshaping, fully-focused BT Business now beginning its turnaround, nearly a decade after the Group last posted enterprise revenue growth. With International carved out, and several assets offloaded, greater scrutiny should be expected of what is left…
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Financial & PerformanceBT CEO snubs fibre M&A, doubling down on Openreach organic growth — despite accelerating line losses
Q2 FY25–26: Allison Kirkby showed little enthusiasm at thought of mopping up fibre altnets as part of much-anticipated consolidation, instead insisting Openreach is best focused on its own game, and set up to beat any incursion — notwithstanding line losses accelerating alarmingly…
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PeopleTelefónica Peoplewatch: McKinsey exec tasked with mining Murtra’s ‘diamonds’
The latest strategic and senior changes at Telefónica, including news of a hire from consultancy McKinsey to lead a refreshed skills development push, as part of the Group’s new strategy, and changes of leadership at Telefónica Infra, the UK’s giffgaff, and in German wholesale.
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Analyst BriefingVodafonewatch: satellite deals, towers sales
Latest Vodafone Analyst Briefing: including moves in satellite and direct-to-device; a progress report from VodafoneZiggo on performance and a planned wireless infra divestment; installation of a new CEO at Vantage Towers; and more share price volatility at Vi…
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Analyst BriefingEMEA Infrawatch: satcos look towards future tech; telcos adjust to infra competition
Latest on EMEA digital infra: Vodafone ‘finding its niche’ in subsea cables; SES charts course to launching satellite-based quantum services; Indus Towers eyes possible acquisitions to fuel African expansion; more…
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Analyst BriefingDeutsche Telekomwatch: New network chief; FWA and Wi-Fi boosts; Poland innovates on B2B
The latest developments from around German giant, as Armin Sumesgutner becomes DT’s new networks supremo, Hrvatski Telekom looks at new layers for its 5G fixed wireless broadband gap-filler; and a Poland-led development programme aims to unify Europe NatCos’ B2B portals.
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Analyst BriefingUK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Latest from the digital infra scene in the UK, including: Voneus calls bankers’ bluff, INCA anticipates altnet dominance, nexfibre seeks consolidation jumpstart, and plenty more…
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Analyst BriefingOrangewatch: M&A back on agenda in France (and maybe Spain)
Latest developments in Orange ecosystem: Altice France dismantling bid; coverage of Q3 FY25 results; updates on MásOrange ownership speculation; Network X discourse on open RAN, softwarisation, AI, and sovereignty.
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Analyst BriefingVodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Analyst BriefingBTwatch Analyst Briefing: Watson passes the network strategy baton
Latest from BT and its interests, including quantum chat from Capacity Europe, fibre competition from INCA Summit, Howard Watson’s imminent departure and Greg McCall’s promotion, and more from Italy, Ofcom, and EE…
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Financial & PerformanceNew T-Mobile CEO wants to guzzle more gains
Q3 FY25: T-Mobile US’ results call sees incoming CEO Srini Gopalan toast the success of his predecessor Mike Sievert, and lay out plans to keep the good times going by targeting wide-scale user wins from rivals AT&T and Verizon. Sievert, meanwhile, signs off with a big quarter of growth across both its core mobile business and fledgling wireline growth segment.
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Analyst BriefingTelefónicawatch Analyst Briefing: Group eyes German reboot; VM O2 aims high on mmWave
M&A speculation continues to dominate the discourse around Telefónica, ahead of early-November’s strategy update, with the focus in recent days on Germany’s mobile market and UK’s fibre scene. Meanwhile, quantum encryption and handset financing players boost their capital resource within the partner ecosystem. Read more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: deep water fibre deployments; AI infra transfers
Latest on EMEA digital infra: EXA Infrastructure, Orange, and Vodafone progress subsea cable projects; Retelit finalise BT Italia acquisition; Cellnex offloads French data centre unit to Vauban; more…
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Analyst BriefingVodafonewatch Analyst Briefing: RAN overhaul begins with vendor foursome locked in
Latest from Vodafone as the long-awaited Spring 6 procurement closes out, with four vendors named; Vodafone OpCos among the winners in two European spectrum auctions; Google Cloud migration completes in Czechia; TPG shareholder payout may see Vodafone pocket €400m+; and Group trials 6GHz spectrum tech in Germany…
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Analyst BriefingBTwatch Analyst Briefing: Openreach defends discounts as rivals cry foul
Latest from BT, including Openreach’s controversial copper-to-fibre discounting, regulatory tensions in Ireland, and the fall of BT’s drone venture…
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PeopleVodafone Peoplewatch: exec secures place at head of open networks body
October 2025 update: 25+ senior and strategic moves across the operator and its interests, including TM Forum and TIP berths for Voda execs; regional leadership changes in Europe; ex Iberian CEO closes the book; more from around the Group…
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Analyst BriefingUK Infrawatch analyst briefing: write-down worries, results revelations, Openreach outrage
Latest from the digital infra scene in the UK, including: altnet debt reality bites, rivals sideswiped by Openreach discounts, CityFibre contract gains, and plenty more…
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Analyst BriefingTelefónicawatch Analyst Briefing: Group vs Gloop as strategy unveil nears
With less than a month to go before Telefónica’s big strategy reveal, the Group continues to appear set for a battle to push through the new agenda, whether with unions and government on cost-cutting plans in Spain, or European decision-makers on consolidation. Exec Chair Marc Murtra has been in Brazil, meanwhile, to raise support for the new plan. Read more…
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PeopleTelefónica Peoplewatch: new era dawns at O2; Innovation Digital goes ‘cutting edge’
The latest strategic and senior changes at Telefónica, including news that long-serving Germany chief Markus Haas is stepping down after nearly a decade in the job, and just months after signing a new deal…