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emeaiw-dtw156-vfw250_spacemobile-q2-fy26

Network & Infra

SpaceMobile targeting 2027 go-live; Deutsche Telekom joins MNO integration testers

In-depth: AST SpaceMobile is advancing its D2D satellite ambitions, with Deutsche Telekom a new name on the roster of telco majors undertaking integration testing. Despite launch delays and standardisation hurdles, the $28bn challenger is targeting substantial revenue growth and 2027 go-live and similar addressable market to Starlink.

frw-briefing 1

Analyst Briefing

Francewatch: SFR takeover review gets underway

Analyst Briefing: France’s telecoms market is entering another decisive phase, with the SFR takeover review now in national hands, Orange reshaping its infrastructure strategy, and regulators turning fresh attention to fibre quality as consolidation pressures build.

vfw250_tcs-uk

Partnerships & Alliances

Vodafone Business taps TCS to aid UK revival

Operator ties with Tata Consultancy Services to jointly develop solutions to help B2B clients improve customer experience, with AI, automation, cybersecurity, and others in the mix. Agreement marks latest step in Vodafone Business’ partner-led expansion of enterprise portfolio…

Vodafonewatch: Indian recovery, Greek opportunity

Analyst Briefing

Vodafonewatch: Indian recovery, Greek opportunity

Analyst Briefing: signs of revival in India, a new fibre frontrunner in Greece, and carving a place in the future of ‘chaotic’ IoT. Plus, Vodacom poaches rival bosses to bolster the boardroom, and Vodafone co-develops an AI-powered disputes resolution platform with a UK startup…

orw-arcep fibre

Network & Infra

France’s fibre players told to raise quality game as market shift looms

Regulator’s latest quality-of-service scorecard scolds some fibrecos, even as France boasts fibre market leadership among European peers. Further reset imminent as SFR takeover progresses…

  • Overcoming the OSS/BSS bottleneck: telcos’ AI transformation needs an event driven architecture

  • Vodafone and InfraVerse 2.0 team put AI agents to work on disaster recovery

  • Mavenir CEO eyes Snowflake playbook to power telcos’ AI charge

  • UK fibre: TiVo’s Freely momentum unlocks altnet multiplay

  • Digital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling

  • Telco can tame ‘wild dogs of AI’ and rediscover growth — TM Forum Chair

  • DTW26: How two TM Forum Catalysts hope to tidy telcos’ AI model muddle

  • The quest for autonomy: how agentic AI can deliver real ROI — new report

  • Capita: rewired for agentic AI, and inviting telcos onboard

  • From danger zone to digital powerhouse: Kearney maps Europe’s path to telecom recovery

See more >

  • Francewatch: SFR takeover review gets underway

  • Vodafonewatch: Indian recovery, Greek opportunity

  • BTwatch: fibre dividend emerges, Ofcom bares teeth on promos

  • UK Infrawatch: Ofcom curbs Openreach as CityFibre prepares for M&A push

  • EMEA Infrawatch: EU moves to plug data centre funding gap

  • Vodafonewatch: one in, one out as group completes deal double

See more Analyst Briefings >

  • Telefónicawatch Analyst Report #205 – July 2026

  • BTwatch Analyst Report #376 - July 2026

  • Telefónicawatch Analyst Report #204 – June-July 2026

  • Vodafonewatch Analyst Report #248 - July 2026

  • Deutsche Telekomwatch Analyst Report #155 - June-July 2026

  • Telefónicawatch Analyst Report #203 – June 2026

See more Analyst Reports >

Register now to get exclusive top-rated CSP and digital infra industry insight

Register for free to join the TelcoTitans community and get access to multiple articles each month and keep current with our free newsletters.

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