Latest
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Financial & Performance
Kirkby ‘convinced’ of BT strategic plan despite scale of challenge
Q2/H1 FY24-25: BT CEO Allison Kirkby now settled into role and aware of mountain to climb, but no less confident of the Group’s strategic direction.
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Financial & Performance
In-depth: change is coming at BT, ‘trust me’
Q2/H1 FY24-25: Group CEO Allison Kirkby calls on investors to ‘trust me’ in wait for promised turnaround as revenue falters in first half of the year.
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Network & Infrastructure
OTE boss reassures over fibre build after slowdown
About 100,000 Greek homes are lopped off incumbent’s 2024 fibre build out plan, after marked slowdown in rollout pace this year.
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Financial & Performance
Telekom Deutschland ‘on track’ to hit key fibre uptake target
German NatCo is prioritising capturing returns from its FTTH investments, although household buildout is still a strong focus.
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M&A
Telefónica, Asterion finalise data centre sale
Real estate-focused investor Aermont takes plunge into digital infrastructure with acquisition of three Spanish data centre campuses.
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Financial & Performance
Vi CEO hopes for subscriber loss turnaround after upping investment
Indian operator’s CEO Akshaya Moondra gives vague ‘expectation’ for a customer base upturn by the end of the FY, and remains reluctant to make any promises.
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M&A
Cellnex sees telco consolidation as a win for infra
Spanish group’s CEO says deals between mobile operators are making its clients more healthy and solid, while also creating opportunities for commercial gain through network reshaping.
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Network & Infrastructure
Orange puts energy into solving open RAN challenges
Fyuz 2024: Orange’s Atoosa Hatefi explored the requirements for more energy‑efficient open RAN deployments.
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Eventwatch
Telefónica talks up potential of partial optical disaggregation trials
Fyuz 2024: Operator experiments with IPoDWDM to provide greater flexibility for implementing new services and reduce cost of adopting open network architectures.
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Financial & Performance
Vodafone a ‘happy wholesaler’ as German fibre churn kicks in
Q2/H1 FY24–25: Vodafone confident on Germany’s post-MDU trauma recovery plan, with fixed strategy underpinning the return to health.
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Network & Infrastructure
1&1 still rueing May’s 5G network outage
German challenger operator is seeking compensation from partners over outage that has had lasting effect on commercials and financials.
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Public Affairs
Greek incumbent ‘not happy’ over utility rival’s fibre power trip
OTE Group wants Greek telecoms watchdog to intervene to ensure a level playing field between it and utility PPC, as latter prepares a wide-scale (and less regulation-encumbered) fibre roll out programme.
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M&A
Vodacom sticking with fibre co-build strategy despite blocked merger
CEO Shameel Joosub reiterates belief in co-investment and co-build fibre projects rather than overbuild, despite MAZIV setback.
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Financial & Performance
BT Consumer promises long-term growth revenue, but where from?
H1 FY24–25: Consumer suffering a hangover from several years of inflation‑fuelled excess, but expects to regain health before year is out…
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Strategy & Change
In-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Partnerships & Alliances
O2 Germany refreshes Lebara contract to help fill 1&1 void
Operator brings new “long-term” Lebara contract to the realm of 5G, marking yet another win for O2 in its mission to strengthen its wholesale business…
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Weekly Briefings
Infrawatch Weekly: fibre retail goldrush, Ericsson and Nokia wins, space gets crowded
Latest from the digital infra scene in the UK and beyond, including Lit Fibre and AllPoints consider retail prospects; private equity keeps up data centre funding momentum; Boldyn brings positive vision to neutral hosting, and plenty more…
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Financial & Performance
Openreach raises full-fibre target despite capex and headcount cuts
Openreach is doing more with less as it sets a higher bar for full-fibre coverage for the year while shrinking capex and cutting jobs. Learn more…
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Partnerships & Alliances
Spanish reboot continues, as Telefónica locks in MásOrange, Vodafone fibre tie-ups
Operator firms up details on FibreCo with Vodafone Spain, and confirms signing of Indefeasible Right of Use deal with MásOrange. Move continues ongoing ripple effect of recent M&A on relationships between Spain’s operators …
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Strategy & Change
DT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.