All TOTEM articles
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Network & InfraOrange’s Trabbia: telcos need a DNA switch to meet resiliency challenge
Network X: The CEO of Orange Wholesale sees asset ownership and network software-isation as core principles underpinning future network resilience and strategic independence in an increasingly volatile geopolitical environment.
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PeopleDigital Infra Peoplewatch: fibre C-level switches; towerco leadership tweaks
September 2025 edition: Simon Holden steps in as CityFibre CEO as Greg Mesch moves upstairs; TDF names new towerco boss; AST SpaceMobile fills in director roles; more…
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Analyst BriefingsFrancewatch Analyst Briefing: Unions revolt as Orange presses ahead with Regain
The inaugural edition of the Francewatch briefing, where we explore the latest developments at Orange France, rivals including Altice France, Bouygues Telecom, and Iliad, local infracos, and the diaspora of French telecoms players…
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M&ATDF sale speculation: American Tower and Ardian are latest names in frame
Bidders are said to be circling the French wireless infraco and a sale is estimated to be worth up to €10bn.
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Analyst BriefingsOrangewatch Analyst Briefing: H1 results, M&A in France, and interviews with Orange Business execs
Latest from Orange, including the analysis of the Group’s recent earnings call; ongoing speculation about M&A in France and the future of SFR; interviews with a series of senior execs; and the latest from Spain…
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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PeopleMagyar Telekom selects CEO of wireless infra carve-out
Hungarian operator names wholesale expert Sándor Markovics CEO of planned tower spin-off after shareholders voted for the creation of the new unit at a recent EGM.
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
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Public AffairsEuropean TowerCos want protection against ‘opportunistic’ land banks
The European Wireless Infrastructure Association sets out manifesto for “investment-friendly” policies and flags threat from LandCo aggregators to TowerCo business models.
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Network & InfraOrange preps major data centre expansion project
Group looks to scale its existing asset base while opening up its infrastructure for third-party usage, with former TOTEM CEO Nicolas Roy becoming architect of new data centre strategy.
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Network & InfraMásOrange signs long-term deal with Cellnex in Spain
The much-trailered contract will run until 2048 with a renewal option in 2038, as Cellnex earns signature in competitive market.
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Analyst BriefingsTelefónicawatch Briefing: decoding the drama
As José María Álvarez-Pallete’s near-nine year leadership comes to an unexpected and abrupt end, we look at the implications for the Group’s domestic and international businesses. Read more…
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Analyst BriefingsOrangewatch Weekly: Signs of MásOrange’s masterplan emerge
MásOrange is reportedly juggling a number of projects as it explores ways to drive growth and reduce debt, with the aim of turning itself into an investment-grade operation in the eyes of Standard & Poor’s.
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Network & InfraMásOrange, Vodafone Spain seek synergies with mobile infra JV — report
Operator duo reportedly looking to form tower joint venture to capture synergies and reduce operating costs. If confirmed, move would continue rejig of Spanish telecoms market and prompt questions over tower consolidation in the country…
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Analyst BriefingsVodafonewatch Weekly: AI in action paying off
Latest from Vodafone and its ecosystem, including CX benefits of AI deployments in Europe, Africa; Vi’s renewed optimism; M-PESA’s banking partnership push; Latvian IoT; more…
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Analyst BriefingsEMEA Infrawatch Briefing: Spain in spotlight; TowerCo team-ups; M&A next steps
Latest on EMEA Infra: Spain flagged as a frontrunner in legacy switch-off progress, thoguh concerns on fibre overbuild remain; Cellnex mulls path to home market consolidation; TowerCos in Europe and Africa seek to expand rural and transport connectivity; more…
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M&ACellnex flexes M&A muscle for Spanish tower consolidation
Cellnex has the urge to merge in Spain after flurry of telco M&A has left too many TowerCos chasing too few mobile network operators.
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Network & InfraTowerCos, MNOs co-pilot Franco-German 5G highway project
A consortium of TowerCos and mobile network operators is to build continuous 5G coverage along main motorway linking France and Germany in latest EU-funded project.
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Network & InfraProptivity onboards UK MNOs; Swedish neutral host offers to shoulder 5G capex burden
Model leverages private equity. Aspiration to become UK and regional indoor connectivity leader focused on real estate. Key hires with industry chops. Learn more from TelcoTitans’ conversation with Proptivity CEO Mikael Lundman…
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Analyst BriefingsInfrawatch Weekly: infra multi-tasking, EU digital plans, new Voda space deal
Latest from the digital infra scene in the UK and beyond, including European SatComms catch-up; leveraging InfraCo energy assets; Ofcom spectrum price cuts; people moves, and plenty more…