Analyst Briefing
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Analyst BriefingDeutsche Telekomwatch: SpaceX fallout; Amdocs falling-out
Analyst Briefing: T-Mobile US’ tech ecosystem is in spotlight for varying reasons, as AWS is enlisted to support a new edge computing play and the operator trades claims of contractual breaches with long-time IT sherpa Amdocs. DT CEO Tim Höttges talks up the American carrier’s preparedness for future competitive threats.
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Analyst BriefingBTwatch: Openreach twist adds heat to UK broadband shake-up
Analyst Briefing: UK’s broadband shake-up accelerates amid Virgin Media O2–Openreach wholesale pact reports; BT pushes for lighter infra regulation and power fees; and operator prepares to take AI-RAN from the lab into real-world testing…
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Analyst BriefingVodafonewatch: redrawing operations as AI gains agency
Analyst Briefing: Vodafone execs weigh the necessary changes to the Group’s commercial and operating model as AI matures and 5G SA scales; a Polish re-entry via an old friend; political and regulatory changes across Vodafone Group; and the latest from the UK, Africa, Europe, and elsewhere…
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Analyst BriefingUK Infrawatch: nexfibre ups CMA pressure, UK infra ambitions reined
Analyst Briefing: Latest from the digital infra scene in the UK, including a CMA spanner in nexfibre‑Netomnia works, BT buying TalkTalk for good of nation’s health, CityFibre quietly keeps building, and plenty more…
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Analyst BriefingTelefónicawatch: Operators link up on European defence
Analyst Briefing: Spanish incumbent forms tie-ups with European peers DT, Orange, Vodafone, and NOS as it seeks to cement its industrial credentials and gain a leading role in sovereign regional satcomms and defencetech. Also in focus are MVNO partnerships, AI and APIs, and fibre M&A.
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Analyst BriefingDeutsche Telekomwatch: space invasion and AI vision
Analyst Briefing: Amid morphing competitive threats, German giant shores up its foundations in satcomms, fibre, and AI, with new infrastructure partnerships, and lays out a refreshed set of goals for efficiency and go-to-market through automation and tech.
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Analyst BriefingVodafonewatch: hunting for common ground as network disruption looms
Analyst Briefing: Vodafone and its European peers grapple with the future of connectivity as 6G emerges on the horizon, and satellite D2D presents a more immediate threat (and opportunity); Group makes infra moves to meet growing data demands; African M&A on ice for now amid contentious appeals process…
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Analyst BriefingBTwatch Analyst Briefing: Openreach sweats its fibre infra
Analyst Briefing: Openreach tunes its network to meet demand and scouts out additional revenue streams for its fibre estate; TalkTalk deal remains talk of the town as CMA hands over its findings; vendor tie-ups put B2B security in the spotlight…
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Analyst BriefingVodafonewatch: raising UK ambitions as network priorities shift
Analyst Briefing: the UK turnaround story gathers momentum, with IT up next; an antitrust double act shakes the major broadband market; change afoot in Italian digital infra; DOCSIS 4.0 gains in Europe; plus more from across the Vodafone footprint…
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Analyst BriefingUK Infrawatch: BT bails TalkTalk, CMA throws Netomnia roadblocks, CityFibre readies for action
Analyst Briefing: Latest from the digital infra scene in the UK, including a CMA spanner in nexfibre‑Netomnia works, BT buying TalkTalk for ‘good of nation’s health’, CityFibre quietly keeps building, and plenty more…
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Analyst BriefingOrangewatch: Is Orange in M&A talks in Africa?
Analyst Briefing: reports of a potential Ghana expansion, full integration of the Spanish operation, and the wait for French consolidation goes on. Plus more from Orange Business, and across the Europe and Africa footprint…
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Analyst BriefingEMEA Infrawatch: subsea vulnerabilities in the spotlight
Analyst Briefing: latest on EMEA digital infra, including infra operators seeking to improve subsea cable resilience, Deutsche Telekom and SoftBank advancing plans to expand their data centres, and Indra melding its space and defence divisions as part of a strategic rethink.
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Analyst BriefingTelefónicawatch: election news jolts play for home advantage
Analyst Briefing: Spanish incumbent seeks to bring together a stronger and leaner domestic base for growth and efficiency across its business, announcing a major reorganisation of Group- and country-level functions. But just as it decides to focus on home delivery, Telefónica’s leadership receives a curveball with news of a snap election in Spain.
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Analyst BriefingBTwatch: BT plays its hand as the UK broadband game evolves
Analyst Briefing: In a week that has shaken UK telecoms, BT was front and centre. A dramatic eleventh-hour ‘rescue’ saw the operator acquire TalkTalk, while concerns of a deteriorating competitive landscape, leaving Openreach unchecked, provided the primary narrative in the latest update to the nexfibre/Netomnia saga.
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Analyst BriefingVodafonewatch Analyst Briefing: Kenyan takeover thrown into doubt
Analyst Briefing: Kenyan courts call into question legitimacy of Vodacom’s Safaricom takeover; Vodafone adds Spanish security for Portuguese customers; and a major 5G core upgrade takes shape in the UK. Plus more from Europe, Africa, India, elsewhere…
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Analyst BriefingDeutsche Telekomwatch: DT shores up its base
Analyst Briefing: German giant has a growing pipeline of power and digital infrastructure projects as it seeks to strengthen its sustainability and sovereignty credentials. Tech ties with Salesforce, n8n, Sprinklr, Nokia, and Rohde & Schwarz are highlighted as the operator ups its digital B2B game and seeks more efficiency within its own walls.
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Analyst BriefingBTwatch: focus on the fibre end-game
Analyst Briefing: Openreach arrived at Connected Britain as the industry’s favourite antagonist, but its leadership remained firmly focused on two objectives: finishing the UK’s full-fibre rollout and accelerating the retirement of the copper network. More from BT Business, EE, elsewhere…
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Analyst BriefingUK Infrawatch: altnet consolidation quarrels, TV multi-play bets
Analyst Briefing: Latest from the digital infra scene in the UK, including nexfibre‑Netomnia ‘turmoil’, Openreach’s accelerated copper switch‑off, Virtus raises funds for UK expansion, and plenty more…
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Analyst BriefingEMEA Infrawatch: satcos build up regional manufacturing
Analyst Briefing: Latest on EMEA digital infra, including: inbound investment; the Netherlands’ largest fibre altnets teaming up; and Greek utility PPC landing AWS as anchor for its mega-data centre.
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Analyst BriefingEMEA Infrawatch: German altnet investment struggles
Analyst Briefing: Latest on EMEA digital infra, including Germany’s BREKO highlighting decline in fibre investment from altnets; fresh developments on the ground and in the sky for European satellite systems; and Vodafone and MTN unveiling new data centre developments.