All TelcoTitans Premium Content articles – Page 3
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Analyst BriefingDeutsche Telekomwatch: T-Mobile’s bid to stay different
Analyst Briefing: A run-through of T-Mobile US’s strategy update, as the Un-Carrier re-expresses belief in its ability to outdo rivals on network quality and value, and backs it up with higher financial and commercial targets. In Europe DT refreshes its satellite IoT service through new partnerships, and flags research work on quantum…
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M&AUK’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.
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Financial & PerformanceUnveiled at T-Mobile: The Gopalan Grow Plan
Capital Markets Day: New T-Mobile US CEO Srini Gopalan re-commits (with some tweaks) to the medium-term strategic plan outlined by the operator in 2024, following his recent appointment to job. Amid ongoing Wall Street wobbles over the competitive picture facing US operators, he assures the Un-Carrier has plenty of fuel in the tank.
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M&AVodafone 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…
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Analyst BriefingBTwatch: management defiant against headwinds
Analyst Briefing: Q3 underlines a Group still wrestling with decline, but CEO Allison Kirkby uses fibre momentum, an imminent cash flow inflection, and a refreshed leadership team as evidence that a recovery is in the works amid reports of rising shareholder pressure…
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PeoplewatchBT Peoplewatch: Openreach names rural fibre and complex build chief
February 2026 update, including Garret Kavanagh as Complex Engineer lead at Openreach; new CISO at BT International; towers boss pivots to InfraCo brief; ex-BT tech duo exit cyberattack-hit M&S…
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Financial & PerformanceGuidance: BT’s difficult Q3 not enough to dampen spirits
Q3 FY25–26: Group reiterates modest forecast of a repeat of last FY’s performance. Promises of an incoming cash flow “inflection” reiterated…
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Financial & PerformanceIn depth: BT loses customers but claims to be building ‘momentum’
Q3 FY25–26: In patchy performance, BT International remains on the turnaround starting line, BT Business is limping heavily, and BT Consumer has not picked up the network advantage baton handed to it by Openreach. The latter, however, continues to put in work to provide management with something positive to talk about…
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PeoplewatchTelefónica Peoplewatch: innovation duo’s departure
The latest strategic and senior changes at Telefónica, as the reorganising Group reports departures of top execs at Wayra and Telefónica Tech, and reshuffles in Hispam after another pair of operating business sales.
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PeoplewatchNew era: BT, Openreach start ‘next chapter’ with fresh energy, familiar faces
CEO reshuffle in depth: a rising star reaches her zenith as Openreach CEO; a reliable hand gets called in to take BT International into next stage of transformation; and a global B2B boss bows out…
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Financial & PerformanceVodafone ‘happy’ with INWIT stake despite share slump
Group CEO Margherita Della Valle content with level of interest in Italian towerco despite share price plummeting 20% amid MNO consolidation concerns, and the prospect of a write-down looming…
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Financial & PerformanceBT CEO bullish in face of altnet challenge, Openreach line losses
Q3 FY25–26: Allison Kirkby says BT is biting back amid a fibreco incursion as Openreach passed 21 million premises and tops 38% penetration, but line losses continue to drag and seem to be tempered, not overcome…
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Financial & PerformanceVodacom’s international OpCos brace for imminent slowdown
Q3 FY25–26: Regional operations perform well despite characteristic ‘emerging market’ challenges, while Vodafone Egypt charges on. Warnings from Vodafone HQ of an imminent fall-off in growth seem set to ring true, however…
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PeoplewatchDeutsche Telekom Peoplewatch: ex-Airtel innovation boss handed AI product remit
The latest strategic and senior changes at Deutsche Telekom, including top-level changes in the Group’s growing AI product organisation, T-Mobile’s IT team, and infra side businesses Lumos and Fiber Experts Deutschland.
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Strategy & ChangeBT International CEO goes ‘radical’, aims to ‘rip up the telco playbook’
Bas Burger offers a further glimpse into BT International’s roadmap, with a regional setup, multidisciplinary teams, and a sharper customer focus…
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Analyst BriefingDeutsche 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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PeoplewatchSchulman’s knife: BT procurement star looks Verizon-bound, supporting massive ‘turnaround’
In-depth: Verizon seems to be adding another European Galactico to its team, tapping BT Sourced founder Cyril Pourrat to spearhead a massive efficiency drive. New CEO Dan Schulman is targeting rapid elimination of $4bn in capex and $5bn in opex, and deployment of automation at scale. Pourrat offers battle-tested digital procurement strategies to a US-supersize turnaround story…
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Analyst BriefingVodafonewatch: IT leadership rejig; RAN upgrade kick-off
Analyst Briefing: Vodafone continues its European IT management reshuffle; pushes on with German open RAN rollout; and talks network autonomy roadmaps. Meanwhile, VOIS speaks up; the future of former OpCo Vodafone Spain; and IoT goes NTN with Skylo tie-up…
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Analyst BriefingTelefónicawatch: Europe’s DNA re-code
Analyst Briefing: Round-up of developments at Spanish incumbent, as it continues efforts to secure regulatory change across Europe, cut back its presence in Latin America, and tap into growing demand for sovereign and secure infra. Read more…
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Network & InfraAfter fibre tie-ups, Vodafone Spain sounds out MásOrange and Telefónica on RANco idea
Zegona CEO indicates he is discussing shifting Vodafone Spain’s mobile network to a shared grid with either Telefónica or MásOrange, as part of aggressive transformation of the MNO since 2024 buyout. Eamonn O’Hare said it is fully focused on RANco discussions as two fibreco deals near completion, and addresses Vodafone Spain sale speculation and its fraught historical relationship with Vantage Towers…