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Analysis

Reality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult

Guest analysis: with 30% EU exposure remaining, concentrated on 5G RAN, specific countries and three big telcos, John Strand considers media and industry warnings of HRS rip-and-replace costs overstated, evidencing Denmark, the UK and other European markets as showing transition can be managed without derailing 5G rollout. In an age of national security, he also deems it essential for securing future mission-critical contracts.

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Public Affairs

Vodafone avoids court in no-admission settlement with UK franchisee claimant group

Vodafone has drawn a discreet line under a high profile dispute with dozens of UK franchise partners, reaching an out-of-court settlement that should minimise further reputational broadsides over allegations of unscrupulous pandemic-era behaviour.

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Venturing & Investments

Wayra backs MITO AI as it pursues value-focused vision

Telefónica’s venturing division backs generative AI content platform provider as a startup “capable of generating value” for the Group, in line with new strategic focus.

Orangewatch: SFR takeover becomes a very French affair

Analyst Briefing

Orangewatch: SFR takeover becomes a very French affair

Analyst Briefing: Local antitrust body takes on SFR oversight; Orange completes MásOrange takeover; Group builds up Unified Cloud Platform; and more across the operator including AI-native comms, a Nokia deal in Belgium, and a cross-telco digital media deal…

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M&A

Telefónica said to reboot sale of subsea cable interest Telxius

Operator and investor partner Pontegadea reportedly kick off talks to divest Telxius at a €1.2bn valuation. Move aligns with Telefónica Group’s recent reconfiguration of infra assets under Transform & Grow strategy, and follows rumours of previous, unsuccessful sale talks…

TelcoTitans TV: Exclusive Interview

DTW Ignite 2026 Video Interview with TM Forum’s Guy Lupo

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

DTW Ignite 2026: Interviewed by TelcoTitans TV, Dr. Steffen Roehn urges the industry to seize AI-driven opportunities for growth and create a “trusted AI enforcement layer” to help drive monetisation.

  • 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

  • Gamma’s Edge Migrate: turning the UK’s PSTN switch-off into a strategic channel opportunity

  • The network autonomy dividend (when telcos replace tech milestones with business outcomes)

  • We built the networks. Now we must teach them to think.

  • From flying blind to found revenue: digital twins ‘digitise the handshake’ of complex telecom infra

See more >

  • Orangewatch: SFR takeover becomes a very French affair

  • Telefónicawatch: core market cutbacks

  • Vodafonewatch: Xavier Niel places multibillion-pound bet on Vodafone’s transformation story

  • BTwatch: Verizon venture and AI RoI chase

  • Deutsche Telekomwatch: DT works the ecosystem in B2B

  • EMEA Infrawatch: satellite operator ‘space race’ heats up

See more Analyst Briefings >

  • 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

  • BTwatch Analyst Report #375 - June 2026

  • Vodafonewatch Analyst Report #247 - 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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