All Analyst Briefings articles
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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…
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Analyst BriefingTelefónicawatch: Murtra remains defiant of short-termism
Analyst Briefing: Round-up of developments at Spanish incumbent, as Exec Chair Marc Murtra asserts longevity of his “comprehensive” transformation plan, amid market scepticism, and the operator secures a series of deals around fibre consolidation, B2B services, and internal efficiency. Read more…
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Analyst BriefingOrangewatch MWC recap: AI is all around
Orange’s senior execs were out in force at this year’s Mobile World Congress, with Group CEO Christel Heydemann highlighting the benefits of AI, while also warning of “unknown threats” from the evolving tech. Separately, AI supremo Steve Jarrett spelled out how Orange plans to realise €600m in value from AI by end-FY28…
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Analyst BriefingVodafonewatch: grand openings, network upgrades
Analyst Briefing: Vodafone cuts the ribbon to a new logistics hub in Luxembourg and data centre in Turkey; signs a series of cable upgrade deals in Germany and network innovation collaborations with Tiami Networks, Cirrus360, and more; plus M&A in Czechia and AI expertise exports in Kenya…
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Analyst BriefingEMEA Infrawatch: Italy’s tower competition heats up; VIRTUS lays out expansion roadmap
Analyst Briefing: TIM and Fastweb + Vodafone enter into Italy’s towerco fray; American Tower, Helios Towers, and TOTEM update on growth strategies; VIRTUS Data Centres targets “speculative” expansion in Europe; more…
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Analyst BriefingEMEA Infrawatch: lift-off for Satellite Connect Europe; altnets push back at German fibre regs
Analyst Briefing: Vodafone–AST SpaceMobile satellite joint venture goes live; Telefónica and Telenor secure data centre technology deals; German altnets push back as BNetzA moves to ease regulations on Telekom; more…
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Analyst BriefingBTwatch: slicing 5G, steering 6G
Analyst Briefing: BT gets to work on 5G network slicing with Ericsson in a bid to leverage the network for B2B customers; while ‘committing’ with Nokia, NVIDIA, and Qualcomm to help shape early 6G thinking…
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Analyst BriefingDeutsche Telekomwatch MWC roundup: Höttges’ ‘Hedgehog Day’
MWC26 Special Analyst Briefing: Group CEO Tim Höttges issues scathing critique of Europe’s Digital Networks Act, calling on regulators to draw inspiration from the USA’s regulatory approach. The operator unveiled a series of fresh partnerships and products, with a focus on AI integrations and network upgrades…
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Analyst BriefingVodafonewatch MWC roundup: satcomms centre stage; AI-RAN advancing
Analyst Briefing: Satcomms, D2D, edge compute, and AI-RAN were among the focus areas for Vodafone in Barcelona…
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Analyst BriefingUK Infrawatch: DSIT lays out digital infra priorities; M&A gets real
Latest from the digital infra scene in the UK, including: government prioritises infra growth, Netomnia-nexfibre deal formalised, altnet lenders take the reins, and plenty more…
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Analyst BriefingTelefónicawatch MWC roundup: Murtra’s European merger masterplan
MWC26 Special Analyst Briefing: Murtra kicks off Telefónica’s MWC with calls for the EC to “unleash” telcos through M&A, and in doing so enable “deeper” technology investments. AI, cross-border collaboration, and sovereignty took precedence in the wave of developments the operator unveiled during the event…
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Analyst BriefingVodafonewatch: redrawing the European footprint (again)
Analyst Briefing: unerringly upbeat CEO Margherita Della Valle pitched German turnaround (again), UK merger integration (at pace), and more M&A (Ziggo, towers, and beyond). Elsewhere, Amdocs gets in on cable overhaul; Cornerstone considers micro-edge compute options …
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Analyst BriefingEMEA Infrawatch: MTN’s tower take-back; Eutelsat puts LEO front and centre
Analyst Briefing: MTN plots IHS Towers buy; Eutelsat doubles down on LEO as it calls off Flexsat GEO project; Ardian said to mull Brookfield tie-up for INWIT takeover; more…
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Analyst BriefingDeutsche Telekomwatch: T-Mobile’s bid to stay different
Analyst Briefing: A run-through of T-Mobile US’s strategy update, as the Un-Carrier re-expresses belief in its ability to outdo rivals on network quality and value, and backs it up with higher financial and commercial targets. In Europe DT refreshes its satellite IoT service through new partnerships, and flags research work on quantum…
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Analyst BriefingBTwatch: management defiant against headwinds
Analyst Briefing: Q3 underlines a Group still wrestling with decline, but CEO Allison Kirkby uses fibre momentum, an imminent cash flow inflection, and a refreshed leadership team as evidence that a recovery is in the works amid reports of rising shareholder pressure…
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Analyst BriefingUK Infrawatch: CityFibre plans cuts; Netomnia deal nears; AI reaches Smart Cities
Latest from the digital infra scene in the UK, including: job cuts at CityFibre, KCOM and TalkTalk join Netomnia on the block, UK MNOs seek support for AI‑capable coverage, and plenty more…
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Analyst BriefingEMEA Infrawatch: EU alters its DNA; fresh satellite plans unveiled
Analyst Briefing: the EU’s Digital Networks Act garners mixed response from digital infra operators and telcos; Jeff Bezos’ Blue Origin sets wheels in motion for enterprise satellite network; Eutelsat’s ground infra sale blocked after government intervention; more…
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Analyst BriefingDeutsche Telekomwatch: fibre trends hit home
Analyst Briefing: DT’s home-market broadband strategy continues to evolve, as the operator expands its FTTP footprint and enlists side-brand congstar and a new house-call team in a bid to boost sales. Fibre upsell may be being given more urgency by management as tough market conditions continue, and as regulators up prioritisation of copper shutdown as a catalyst for Gigabit uptake…