Analyst Briefing
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Analyst BriefingBTwatch: filling out the B2B shop window
Analyst Briefing: as BT makes a return for consumers, BT’s B2B brand has got to work itself: nationwide slicing in the UK, and a new unified comms platform and STACKIT integration overseas. Elsewhere, a warning on sovereignty regulation from Colin Bannon, rival Vodafone’s UK bulk-up, and a quantum R&D milestone…
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Analyst BriefingUK Infrawatch: Chelot’s ‘Plan B’; Boldyn’s new underground deal; all change at AllPoints
Analyst Briefing: Latest from the digital infra scene in the UK, as Netomnia’s Chelot talks nexfibre merger plans, wireless infra players thrive, APFN under new management, and plenty more…
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Analyst BriefingEMEA Infrawatch: Europe’s fibre re-fi ‘wall’ looms
Analyst Briefing: ING warns of “enormous refinancing wall” coming for fibrecos in 2027; Deutsche Glasfaser completes long-awaited debt raise; Proximus and Telenet finalise Belgian fibre rollout tie-up; INWIT said to eye data centre play as tower competition heats up; and more…
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Analyst BriefingVodafonewatch: back to M&A as early UK signals inspire confidence
Analyst Briefing: Full takeover of VodafoneThree imminent after management heralds ‘remarkable’ integration progress; INWIT thought to be weighing an acquisition of its own in diversification bid; India’s Vi earns government dues reprieve; One NZ re-ups Vodafone ties; Group readies to publish FY earnings…
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Analyst BriefingTelefónicawatch: widening telcos’ vocal range
Analyst Briefing: Round-up of developments at Spanish incumbent, including AI-focused innovation around voice services, and infrastructure developments in Spain, Germany, and the UK. Read more…
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Analyst BriefingOrangewatch: Q1 figures, a revised SFR bid, and progress on taking back MásOrange
Analyst Briefing: Orange claims “very good” first quarter results, makes a fresh offer for distressed rival SFR, and signs a takeover deal for fibreco Scorefit…
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Analyst BriefingBTwatch: the return of budget mobile?
Analyst Briefing: reports emerge that BT is preparing a consumer reversal, re-entering the no-frills mobile space and re-energising the BT brand. Elsewhere, Business CTO Colin Bannon makes a rare plea for more regulation; and Ofcom opens a compliance investigation…
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Analyst BriefingBTwatch: security, sovereignty take centre stage
Analyst Briefing: BT is expanding its UK sovereignty push with new services and capacity plans; security also gets a nod via a major leadership change said to enable ‘focus and scale’; and changes in the fibre world mean more subsidised build for Openreach…
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Analyst BriefingDeutsche Telekomwatch: re-platforming plans
Analyst Briefing: With Europe continuing the flounder, DT is said to be prepping a major M&A move to strengthen its foothold in America and tightening links with state-side tech partners. In Europe DT ups its data sovereignty credentials with a revamped business cloud service and unveils what it calls a ‘blueprint’ for telco cloud deployments…
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Analyst BriefingFrancewatch: All eyes on SFR
Analyst Briefing: France’s three leading telcos have made a new offer for rival SFR, Patrick Drahi has drawn up an XpFibre shortlist, and Orange has unveiled its Trust the Future strategy…
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Analyst BriefingEMEA Infrawatch: data centre ambitions meet reality check
Analyst Briefing: Latest in EMEA digital infra, including Blackstone’s shift to target investment in ready-built data centres; OpenAI’s reported exit from major Stargate Norway project; AST SpaceMobile’s move to de-orbit latest satellite after botched launch; and more…
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Analyst BriefingTelefónicawatch: shrinking to grow
Analyst Briefing: Round-up of developments at Spanish incumbent, as the exec team firms up a seventh Hispam country exit in pursuit of Transform & Grow strategic uplift. Read more…
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Analyst BriefingUK Infrawatch: OpenAI infra platform stalls; £1bn altnet haircuts; Gamma growth plans
Latest from the digital infra scene in the UK, including: signs of trouble for UK data centre build plans, investors bite the bullet on altnet valuations, Gamma plans for future as acquisition rumours build, and plenty more…
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Analyst BriefingVodafonewatch: carving a quantum niche
Analyst Briefing: Vodafone gets to work cementing a spot in the quantum-secure networking future, as its Tomorrow Street accelerator onboards Arqit as a portfolio member, and JV Pairpoint works on cryptographically secure financing for tower-based edge compute use-cases. Plus, senior and strategic moves across the Group, retail investment in the UK, and potential infra sharing in India…
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Analyst BriefingOrangewatch: A new chapter opens
Analyst Briefing: bringing together the latest on Orange Group from around TelcoTitans and beyond, including Trust the Future strategy; AI-infused B2B services; AI’s role in 6G future; and an update on European M&A initiatives…
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Analyst BriefingEMEA Infrawatch: German fibrecos seek to drive take-up as rollout remains sluggish
Analyst Briefing: Latest in EMEA digital infra, including developments in Germany’s fibre scene as players seek to tackle slow rollout and uptake; European satcos talk up ‘sovereignty’ credentials; SBA reportedly in early talks over potential sale; and more…
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Analyst BriefingBTwatch: turning to AI for legacy migrations, future autonomy
Analyst Briefing: BT’s embrace of AI stretches to network autonomy and engineer scheduling; EE adds a Starlink tie-up to improve ESN emergency comms; and the Group finalises the Scottish WAN migration project…
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Analyst BriefingVodafonewatch: Group exposed to Italian towers upheaval
Analyst Briefing: Vodafone faces turbulence as Italian towers market threatens to implode; Vi pushes on with 5G rollout catch-up; Partner Markets gets a branding and leadership refresh; and B2B M&A looks to be paying off in Germany…
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Analyst BriefingUK Infrawatch: CityFibre questions nexfibre maths; data centres earn investment boost
Analyst Briefing: Exclusive first interview with CityFibre CEO as altnet and peers prepare for life under new TAR rules; NScale backed for UK growth; Starlink reliance prompts worries; and plenty more…
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Analyst BriefingBTwatch: Openreach gets innovative with fibre tech
Analyst Briefing: As Ofcom lays out its latest regulatory regime and rivals squabble over altnet consolidation, Openreach remains focused on fibre rollout. Deals with Google Cloud and a pilot with Lightsonic put the incumbent’s fibre deployment machine into overdrive, and showcase the potential value-add beyond pure connectivity…