Weekly Briefing – Page 2
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Weekly Briefings
Infrawatch Weekly: CityFibre’s Sky swoop; altnet financial ups and downs; Euro data centre cashouts
Latest from digital infra scene in UK and beyond, including: UK fibre altnets posting substantial losses but building up valuable assets; signs that direction of UK state infra investment may be getting a rethink; European data centre sales plans; latest people moves, and plenty more…
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Weekly Briefings
Deutsche Telekomwatch Weekly: Germany’s footprint put-down
Political sensitivities over mobile coverage gaps remain evident in Germany, as operators hit back at a study highlighting 5G white spots.
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Weekly Briefings
Vodafonewatch Weekly: spotlight on networks in largest OpCos
Latest from Vodafone and its ecosystem, including: questions remain over Vi 4G rollout strategy; 5G success reputed in Germany; and shared services momentum builds, months after Accenture-backed division launch…
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Weekly Briefings
Telefónicawatch Weekly: O2 Germany reinforces wholesale defences with Freenet deal
German operator confirms extended wholesale agreement with MVNO as it seeks to fill in future free cash flow hole left by loss of 1&1 deal.
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Weekly Briefings
BTwatch Weekly: UK fibre competition heats up amongst other headaches
Latest from BT and its ecosystem, including: Sky inks CityFibre wholesale deal, pushing BT share price off a cliff; Etc. targets role in BT platform strategy, fintech product among the routes in; Business exec changes see new focus for some, as Global options reviewed; more on PSTN, SRN, and full-fibre rollout headaches…
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Weekly Briefings
Infrawatch Weekly: fibre routes to retail; TalkTalk’s latest rejig; Asia’s infra ownership overhaul
Latest from the digital infra scene in the UK and beyond, including TalkTalk’s last-minute refinancing, investment boosts for the satellite sector, Japan’s moves towards greater infrastructure sharing, and plenty more…
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Weekly Briefings
Deutsche Telekomwatch Weekly: Europe ‘not so anti-growth after all’
After several major, US-side buyouts this year, Group indicates some M&A budget could be portioned out to Europe too, as regional performance remains solid and DT prepares fresh medium-term strategy.
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Weekly Briefings
Vodafonewatch Weekly: fibre, satellite, and 5G network milestones
Latest from Vodafone and its ecosystem of investments and partners, including: SpaceMobile launch nearing with Vodafone near top of priority list; Kenyan 5G superiority (with FWA uplift); and a Greek fibre deal on the cards…
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Weekly Briefings
BTwatch Weekly: Drahi out, Bharti in as CEO Kirkby claims BT strategy ‘vote of confidence’
Latest from BT and its ecosystem, including the Group’s new largest shareholder and the motivations behind the move; Openreach stepping into the Project Gigabit fray with a potential £800m windfall; BT Sourced hypes nnamu procure-tech; more around the Group…
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Weekly Briefings
Infrawatch Weekly: Italian infra on the up; Project Gigabit preps leap forward; Macquarie comes and goes
Latest from the digital infra scene in the UK and beyond; including INWIT prepping for Italian investment boost; Indus Towers finally getting paid; claims that UK PIA oversight is MIA; latest people moves; and plenty more…
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Weekly Briefings
Vodafonewatch Weekly: fibre sale, B2B investment, UK merger delay
Latest from Vodafone and its interests, including: quarterly and full-year results in India that show positive movement; B2B recovery work begins in Germany; TPG puts fibre assets back up for sale; and plenty more in Europe, Africa, Asia, beyond…
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Weekly Briefings
BTwatch Weekly: CEO claims ‘solid start’ but warns of tumultuous year to come
Latest from BT and its interests, including: a Q1 report that tees up plenty of turbulence to come, but with a recovery scheduled within the next 18 months; a massive ESN contract in the works with BT despite equally substantial delays in recent years; and new digs for the former CEO…
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Weekly Briefings
Telefónicawatch Weekly: Hispam sales jump back onto the agenda
Telefónica makes abrupt announcement of deal to exit Colombia with sale to rival Millicom, further reducing exposure to Latin America.
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Weekly Briefings
Infrawatch Weekly: VM O2 readying NetCo, Spain’s InfraCo bonanza, UK altnets’ investment “bad rep”
Latest from digital infra scene, including: UK sector’s reaction to the new Labour government and hopes for continued investment; Vodafone returning once again to the Vantage Towers piggybank; plans for two new FibreCo JVs in Spain; and plenty more…
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Weekly Briefings
Deutsche Telekomwatch Weekly: T-Mobile heads up for fibre seconds (but less keen on thirds)
FTTH action continues to dominate as T-Mobile US makes another expansive wireline M&A move and in-house rollouts progress in Croatia and Germany.
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Weekly Briefings
Vodafonewatch Weekly: CEO claims ‘real progress’ in mixed Q1
Latest from Vodafone and its network of interests, including in-depth analysis of the Group’s Q1 results. In Germany, MDU law changes a major headache, but red tape cutting in Germany may support affiliate Vantage Towers, and 1&1 roaming only months away. Plus plenty more across the footprint…
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Weekly Briefings
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.
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Weekly Briefings
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…
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Weekly Briefings
Infrawatch Weekly: UK altnet consolidation, Spanish fibre innovation, data centre energy conservation
London‑based G.Network is said to be in demand as financial advisors consider a response to mooted acquisitions.
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Weekly Briefings
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…