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Telefónicawatch Weekly: Group reinforces digital B2B services segment
Acquisition of Brazil’s IPNET promises to accelerate digital B2B services growth. Meanwhile, Group makes progress on infra asset monetisation as sale of Spanish data centres attracting investors.
Vodafonewatch Weekly: dominoes fall as European restructure takes hold
Latest from Vodafone and its ecosystem, including new and expanded deals at Vodafone Business across IoT, unified comms, and more; Tomorrow Street swapping out partners in regular fashion; and ripple effect of European M&A continueing to be felt…
BTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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Vodafonewatch Report #228 - July 2024
Key stories include: CTO: new tech requires new relationship | Net zero targets pushed back | Indus Towers hares offloaded | UK merger hit with more criticism | Ethiopian network rollout gains momentum
Telefónicawatch Report #183 - June 2024
Key stories include: Q1: modest growth, with ‘catalysts’ in pipeline | Spanish gov reaches 10% Telefónica stake | Vivo mulls Desktop acquisition | O2 activates cloud 5G core | Liberty keeping eyes out on fibre M&A
BTwatch Report #356 - July 2024
Key stories include: Slim joins as BT investor | BT holds firm against Vodafone-Three | AI buying bots on the agenda | ‘Platform thinking’ front and centre | PIA overhaul in the works
Deutsche Telekomwatch #135 - July 2024
Key stories include: Telco LLM venture firmed up | DTCP gets moving on Porsche JV | Germany: XGS-PON marks spot | Spring growth for fibre rollout | Romanian transcation in spotlight
Deutsche Telekomwatch Report #134 - June 2024
Key stories include: Europe division shines in solid Q1 | Wage talks end with ‘painful’ deal | New BNetzA rural plans dubbed ‘insane’ | DT tries another Romanian exit door | UScellular: TMUS back on M&A trail
BTwatch Report #355 - June 2024
Key stories include: FY23-24: Kirkby redraws roadmap | BT issues R&D policy plea | All-IP migration delayed again | B2B: Global let loose | Openreach plans rural fibre expansion