All Weekly Briefings articles
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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…
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Weekly BriefingsUK Infrawatch 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…
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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…
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Weekly BriefingsEMEA Infrawatch 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“…
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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…
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Weekly BriefingsDeutsche Telekomwatch 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…
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Weekly BriefingsOrangewatch 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.
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Weekly BriefingsBTwatch Weekly: chops and changes in CEO Kirkby’s first year
Latest from BT as the group reports on FY24–25, with CEO Allison Kirkby talking up progress made since she was appointed. Business has been restructured; more investment pledged to Openreach fibre build; and Consumer’s short-lived one-brand strategy has been uprooted…
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Weekly BriefingsUK Infrawatch Briefing: APFN’s new platform, Avanti’s court win, Netomnia grows backbone
Latest from the digital infra scene in the UK, including: wholesale aggregation gathers pace; rural coverage ups and downs; Netomnia’s core capacity expansion; and plenty more…
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Weekly BriefingsEMEA Infrawatch Briefing: tower sell-offs, DC deployments, orbital experiments
Cellnex CEO Marco Patuano says the TowerCo is one step closer to selling its Swiss business and French data centre assets. Meanwhile, IHS Towers forks off Rwandan unit to newly formed tower player. In the space sector, several players look to get D2D services off the ground, while others tinker with new space comms solutions.
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Weekly BriefingsOrangewatch Briefing: Huawei is back in business in Spain
In this issue, we report on MásOrange’s apparent renewed enthusiasm for technology from China-based vendors for cutting‑edge network developments.
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Weekly BriefingsBTwatch Weekly: public cash, automated networks, and UK exceptionalism
Latest from BT, including reports of an overseas B2B carve-out; a new Chief Digital Officer incoming; Reza Rahnama’s evolving ‘Dark NOC’ vision; and a setback in Openreach’s attempt to reform MDU access rights…
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Weekly BriefingsEMEA Infrawatch Briefing: resilience under the microscope; TowerCos face up to ‘land banks’
Power outage in parts of Europe and the aftermath of USA’s ‘Liberation Day’ tariffs give digital infra players food for thought on data sovereignty and resilience. Meanwhile, TowerCos come face-to-face with land aggregation firms after expressing concerns that the latter could stockpile land assets.
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Weekly BriefingsUK Infrawatch Briefing: altnets prove worth, AI plans develop, nexfibre stalls
Latest from the digital infra scene in the UK, including: UK MVNO market reinvigorated by challengers; Kao Data schmoozes with DSIT; a £70m network upgrade contract floated in Wales; people moves; and plenty more…
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Weekly BriefingsVodafonewatch Weekly: Dutch JV sets out ‘plan to win’
The latest from Vodafone and its interests, including VodafoneZiggo CEO van Rooyen’s strategic reset as it seeks to regain form in the Dutch market; Safaricom’s preparation for a cloud infra overhaul; a surprise change in Group CFO; and more IoT deals for Vodafone Business…
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Weekly BriefingsBTwatch Weekly: legacy infra winds down; next-gen tech spins up
Latest from BT as it charges on with legacy network migrations, looks for new ways of monetising old assets, and prepares to build infra fit for an AI future; Better Workplace signed off with Manchester office opening; another multimillion-pound Project Gigabit subsidy secured, this time in Scotland; and a series of strategically significant personnel changes across the Group…
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Weekly BriefingsOrangewatch Briefing: the impact of geopolitical turmoil; sparks fly in Spain
In this issue, we report on Orange’s Q1 FY25 earnings call with a focus on data sovereignty and sharpening competition in France…
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Weekly BriefingsVodafonewatch Weekly: AI agents put to task
Latest from Vodafone as the Group’s AI strategy fills out; several Business deals in Europe, Africa, and further afield; and a view from the Group and its peers as geopolitics shake up the industry…
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Weekly BriefingsTelefónicawatch Briefing: Europe’s need for a fix
Telefónica and European telco rivals position themselves for an anticipated wave of spend on network and IT strengthening in Europe, in response to political flux. Read more…
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Weekly BriefingsBTwatch Weekly: Openreach bites back as altnet challengers add pressure
Latest from BT, including testy confrontations between Openreach and challenger FibreCos; BT Business CTO shares lessons (and warnings) from the Group’s telco-as-a-platform overhaul; and more quantum developments emerge from Adastral Park…