All Weekly Briefings articles
-
Weekly BriefingsBTwatch Analyst Briefing: moving network tests to the real world
Latest from BT as network slicing, 5G SA, and DAS go live; UK fibre challenger CityFibre raises its game with new funding and M&A potential; Adastral Park’s Gemini platform welcomes first quantum startup; and EE and friends earn collusion clearance in Phones 4u case; plus more…
-
Weekly BriefingsEMEA Infrawatch Analyst Briefing: lighting up subsea lines; wireless infra org tweaks
Latest on EMEA digital infra: Boldyn Networks and Deutsche Funkturm restructure; Telxius partners with Google on new transatlantic subsea system; Telenor eyes Norwegian expansion with GlobalConnect asset acquisition…
-
Weekly BriefingsDeutsche Telekomwatch Analyst Briefing: balancing acts on show
The group gives itself a dancing elephant artwork as a 30th birthday present, projecting confidence in its technical and geopolitical dexterity. Read more…
-
Weekly BriefingsVodafonewatch Analyst Briefing: far-flung fibre deals
Latest from Vodafone as it secures antitrust commission support for a fibre move in South Africa and cements an Australian fibre sale; Portugal CEO vents M&A frustration; group lends support to AI RAN Alliance as open RAN overhaul continues; build up to Q1 earnings…
-
Weekly BriefingsUK Infrawatch Analyst Briefing: speed race hots up, gov gives and takes, PIA protested
Latest from the digital infra scene in the UK, including: Sky boost for CityFibre and consumer broadband speeds, government promises advanced connectivity investment, SRN goals scaled back; altnets lobby on PIA changes; people moves, and plenty more…
-
Weekly BriefingsBTwatch Analyst Briefing: the scale of the altnet challenge
Latest from BT, including a look at the threat faced by Openreach as fibre altnets mature; PIA in focus as Fibrus co-founder questions the incumbent’s duct and pole access pricing; BT Group’s embrace of third-party IT support tools in a bid to cut costs, drive digital transformation; more…
-
Weekly BriefingsTelefónicawatch Analyst Briefing: Murtra’s M&A mantra
Reports indicate the Spanish group could cash in on a significant chunk of its Vivo stake to bolster the financial platform for its upcoming new strategy. Investment and M&A speculation also continues to swirl around UK asset Virgin Media O2 and a big-bang return to the European data centre scene. Read more…
-
Weekly BriefingsVodafonewatch Analyst Briefing: four years in, Ethiopian experiment continues its charge
Latest from Vodafone as Safaricom Ethiopia turns four and passes ten million customers; VodafoneThree confirms spectrum handover to rival; European satcomms JV picks Luxembourg for HQ; group prepares for new neighbours at Newbury home…
-
Weekly BriefingsOrangewatch Analyst Briefing: IPO chatter builds in Spain
Latest from Orange, including MásOrange’s preparation for a potential IPO; a French reorg; new defence division; and competitive ambitions in Belgium…
-
Weekly BriefingsDeutsche Telekomwatch Analyst Briefing: Group’s Giga grab
Big-ticket service and infra developments from around the DT international footprint, including a bid for leadership on Germany’s planned AI Gigafactory, an organisational rejig on enterprise cloud, and a launch date for the long-anticipated T-Satellite offering in the USA. Read more…
-
Weekly BriefingsEMEA Infrawatch Analyst Briefing: AI factories in the pipeline; sovereign satellite race rolls on
Latest in EMEA digital infra: AST SpaceMobile, Eutelsat progress European sovereign satellite plans; Spain becomes latest EU country to submit AI Gigafactory bid; Liberty Global CEO Mike Fries updates on infra rejigs…
-
Weekly BriefingsBTwatch Analyst Briefing: state-backed infra advances with varying success
Latest developments from BT, including: varying pace of public-backed projects ESN, Project Gigabit, R100, and SRN; buying chief Cyril Pourrat on AI momentum; RCS innovation with Brand Assure; Middle Eastern DHL deal; more…
-
Weekly BriefingsVodafonewatch Weekly: risks and rewards of AI at scale
Latest from Vodafone as group technology and data chiefs discuss progress, risk, and potential of AI at scale; leadership change in Luxembourg; critical comms deal with Airbus; and more….
-
Weekly BriefingsVodafonewatch Weekly: UK merger complete, hard work begins now
Latest from Vodafone as VodafoneThree strategy laid out; Commscope named VodafoneZiggo’s DOCSIS upgrade vendor; group appoints CFO Luka Mucic replacement; Procure & Connect breaks ground at Luxembourg logistics hub…
-
Weekly BriefingsUK Infrawatch Analyst Briefing: NVIDIA swoops; BDUK target stretches; altnet ownership wobbles
Latest from the digital infra scene in the UK, including: AI’s role in future connectivity, UK and local government investment plans; altnet acquisition rumours; people moves, and plenty more…
-
Weekly BriefingsBTwatch Weekly: BT navigates changing UK telco landscape
Latest from BT, including a firmed-up leadership team at new overseas B2B unit BT International; TalkTalk takeover mooted; Consumer tackles CX with 4,000+ AI bots; and BT braces for newly scaled VodafoneThree impact…
-
Weekly 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“…
-
Weekly BriefingsVodafonewatch Weekly: CEO Della Valle’s slow-cooker recipe
Latest from Vodafone and its global interests, including a deep dive into the group’s FY24–25 results. CEO Margherita Della Valle continues to talk a big game, but questions remain about the overall strategy; VodafoneThree emerges as new scaled UK mobile giant; Safaricom tees up in-market M&A; Vodacom rejigs executive structure; Vodafone Germany hits new lows…
-
Weekly BriefingsDeutsche Telekomwatch Analyst Briefing: standing firm amid macro aggro
A busy edition as we review DT’s Q1 FY25 results, major personnel changes in the group’s Technology & Innovation hierarchy, and numerous digital infra dealmaking possibilities around the group’s fibre, towers, and data centre assets. Read more…
-
Weekly BriefingsOrangewatch Analyst Briefing: execs bang M&A drum; high hopes on IPCEI and AI
In this issue, we report on presentations by Orange’s leadership at the AGM, with Group CEO Christel Heydemann and new Orange France CEO Jérôme Hénique taking the floor.