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vfw249-q1 business

Financial & Performance

Vodafone Business quietly enters Group’s ‘growth’ agenda

Q1 FY26–27: B2B improvements mean division is an increasingly important part of the turnaround story, driven by cloud, cybersec, and SaaS, underpinned by deals with digital services allies.

infra-andy burnham

Deep Dive

Starter for No 10: the key digital infra demands awaiting the UK’s new Prime Minister

Deep dive: Andy Burnham built his political reputation around regional growth in Manchester. Digital infra leaders now want to know whether those principles will translate into a coherent national strategy for fibre, mobile networks, data centres, and digital infrastructure investment, as the industry enters a pivotal moment…

vfw249_vf-romania-q1fy27

Financial & Performance

Vodafone Romania advances in Telekom asset integration

Operator says customer migration and network consolidation after TRMC asset buy is progressing ahead of schedule, but “higher competitive intensity” has seen a decline in customer numbers and continued pressure on ARPU…

dtw156-emeaiw_gd-towers-ceo

Peoplewatch

GD Towers picks M&A hand as CEO, as consolidation rumours resurface

GD Towers CFO Philipp Pohlmann to become CEO in September, as longstanding chief Bruno Jacobfeuerborn steps down. Exec brings a wealth of finance and M&A experience, amidst rumours that GD Towers shareholders have held talks over a potential combination with Cellnex over the past year…

Germany finally gets ducts in a row with new BNetzA regs

Public Affairs

Germany finally gets ducts in a row with new BNetzA regs

Networks watchdog firms up contractual framework for access to incumbent Telekom Deutschland’s underground assets, following several years of industry arguments. Regulator claims to have “removed the obstacles to duct access” for altnets, and handed a much-needed boost to Germany’s pressured fibre infra sector. But not everybody is happy…

  • 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

  • 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)

See more >

  • UK Infrawatch: clues emerge of improving altnet sector health

  • Deutsche Telekomwatch: mapping out German mobile

  • Vodafonewatch: tower turbulence and AI acceleration

  • EMEA Infrawatch: pressured European infracos rethink ownership models

  • Orangewatch: SFR takeover becomes a very French affair

  • Telefónicawatch: core market cutbacks

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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