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M&A
MTN moves closer to African tower takeback
South African group takes another step towards re-acquisition of regional assets, via buyout of IHS. CEO Ralph Mupita sees towers as a “critical value-creation driver” for recently revamped strategy. Approval marks latest turn in long (and fraught) relationship…
Featured
UK fibre: TiVo’s Freely momentum unlocks altnet multiplay
Vodafone and InfraVerse 2.0 team put AI agents to work on disaster recovery
Mavenir CEO eyes Snowflake playbook to power telcos’ AI charge
Beyond Connectivity: Is MVNO the next Battleground? - Watch now
Openreach’s fibre roll slows to 2021 levels
Virgin Media O2 mulls cost cuts to protect cash flow and reduce leverage
Digital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling
Reality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult
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Analyst Briefing
Vodafonewatch: one in, one out as group completes deal double
Analyst Briefing: A positive Q1 performance followed by completion of a pair of major, structural deals in Europe helps CEO Margherita Della Valle lead the Group into a new phase, and suggests multi-year footprint rethink is beginning to deliver tangible results. Elsewhere, European towers trouble, questions of SatCo revenue potential, and AI gets physical in Albania…
Network & Infra
Hisdesat recruits Airbus, Thales for Spanish satellite build
Hisdesat names Airbus Defence & Space and Thales Alenia Space as leading partners on SpainSat NG III construction. Craft will replace previous SpainSat iteration that suffered irreparable damage, setting back satellite plans for the Spanish government and Hisdesat parent Indra…
Financial & Performance
BT Business emerges from valley, greeted by mountain
Q1 FY26–27: Challenged division posts second successive quarterly revenue growth and enters final year of legacy voice services, escaping the drag that has contributed to a decade of decline. Turnaround far from over, however, as post-PSTN, post-BT International carve-out life nears…
Network & Infra
Italy’s FiberCop kicks off 100-node edge data centre build
Italian digital infra player to convert 100 copper exchanges into edge nodes, with first site in Rome already live, as retired exchanges are given new lease of life — supported by fresh KKR funding.
Beyond Connectivity: Is MVNO the next Battleground? - Watch now
On this exclusive virtual panel hosted by TelcoTitans, hear how Community Fibre, Gamma, and Graystone Strategy are collaborating on MVNO models, eSIM, and digital‑only experiences to turn mobile into a true growth engine. Watch now.
Mavenir CEO eyes Snowflake playbook to power telcos’ AI charge
Interview: telcos possess the infrastructure driving the revolution but lack the technological stack to monetise it. Cloud-native software NEP’s Pardeep Kohli outlines a strategic toolkit to transform operators into central players within the enterprise AI ecosystem. Watch/read more…
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
Gamma’s Edge Migrate: turning the UK’s PSTN switch-off into a strategic channel opportunity
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Vodafonewatch: one in, one out as group completes deal double
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
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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
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Europe 5G SA go-to-market strategies: OTE differentiating with Priority Pass slicing
Ex-Telefónica exec Laura Abasolo takes seat on Cellnex board
Vodacom chief dismisses prospect of Vodafone Egypt takeover
Greece’s OTE preps AI Calling
Bouygues CEO says SFR review could stretch into 2028
Italian towers industry ‘stalled’ as INWIT–MNO contract dispute rumbles on
Orange bets on MásOrange as Spain’s price war rages
Vodafone cuts ribbon on Portuguese cybersecurity hub
Openreach’s fibre roll slows to 2021 levels
VM O2 advances Giga Site rollout amidst UK network upgrade race
UK fibre: TiVo’s Freely momentum unlocks altnet multiplay
Eutelsat/OneWeb: UK’s £500m LEO satellite bet loses two-thirds of value in six years
Reality check: assessing telco claims of Europe’s High-Risk Supplier crackdown cost — Strand Consult
Italian towers industry ‘stalled’ as INWIT–MNO contract dispute rumbles on
Indian infra giant Indus secures go-ahead for African entrance
Liberty’s Fries foresees second Sunrise as Ziggo spinout races ahead
GD Towers picks M&A hand as CEO, as consolidation rumours resurface
Germany finally gets ducts in a row with new BNetzA regs
Peoplewatch
Digital Infra Peoplewatch: Cellnex names new regional execs; LightSpeed refreshes wholesale line-up
July 2026–August 2026 edition: 25+ senior and strategic leadership changes in EMEA digital infra, including new appointments at Cellnex Group and its Polish division, Green Datacenters names new execs ahead of European expansion, and LightSpeed fills out senior wholesale and enterprise team.
Ex-Telefónica exec Laura Abasolo takes seat on Cellnex board
GD Towers picks M&A hand as CEO, as consolidation rumours resurface
Orange Peoplewatch: Group reconfigures AI and cloud leadership
Deutsche Telekom Peoplewatch: top exec rejigs in USA, Detecon, NetWorks, and Austrian B2C
Openreach commercial exec joins nexfibre as CCO
Top T-Mobile exec Mike Katz to leave in latest rejig
BT Peoplewatch: UK rivals trade Networks R&D and SMB leaders
Telefónica Peoplewatch: recalibrating O2 adds strategy chief; VM O2 bolsters B2C
Orange–T-Mobile Poland tower-sharing venture selects new CEO
Vodafone to keep cutting costs, shedding jobs — raises ‘efficiencies’ goals and guidance
Vodacom chief dismisses prospect of Vodafone Egypt takeover
UK’s CityFibre reaches for £900m war chest for renewed M&A
Bouygues CEO says SFR review could stretch into 2028
Orange bets on MásOrange as Spain’s price war rages
US to pay $10bn+ to Eutelsat, SES to clear ‘super band’ 5G/6G spectrum
Liberty’s Fries foresees second Sunrise as Ziggo spinout races ahead
UK’s giffgaff goes ‘AI-first’, revamps tech org and stack
Vodafone and InfraVerse 2.0 team put AI agents to work on disaster recovery
From telecoms to national security: Orange DD&S champions dual-use tech with Drone 360 detection
Vodafone joins UK rivals to create sovereign AI model
New Spanish resilience regs said to prompt expanded Telefónica-Cellnex tie-up
Italian towers industry ‘stalled’ as INWIT–MNO contract dispute rumbles on
US to pay $10bn+ to Eutelsat, SES to clear ‘super band’ 5G/6G spectrum
Vodafone Spain said to expand American Tower deal in move to oust Vantage
Vodafone Business quietly enters Group’s ‘growth’ agenda
Starter for No 10: the key digital infra demands awaiting the UK’s new Prime Minister
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.
TelcoTitans Eventwatch calendar: the industry events that matter
TelcoTitans Eventwatch highlights the key telco and digital infrastructure events to look out for in 2026 that really matter, and those we will be covering, attending, and associated with as an official media partner.
Telco can tame ‘wild dogs of AI’ and rediscover growth — TM Forum Chair
EU’s DNA faces pushback, with MVNOs wary of spectrum rule changes
giffgaff preps fintech side hustle as new CEO eyes deeper customer ties
O2 readies Marvel-inspired Jarvis AI platform for summer launch
Vodafone breaks out of PoC jail with autonomous networks ‘killer app’
Network & InfraVodafone and InfraVerse 2.0 team put AI agents to work on disaster recovery
Can digital twins, drone scanners, AR, and AI reshape telco disaster recovery? Uncover the mechanics behind the InfraVerse 2.0 Catalyst, where operators including Verizon and Vantage Towers are breaking down data silos to build more efficient, highly resilient, autonomous networks.
TelcoTitans TVMavenir CEO eyes Snowflake playbook to power telcos’ AI charge
Interview: telcos possess the infrastructure driving the revolution but lack the technological stack to monetise it. Cloud-native software NEP’s Pardeep Kohli outlines a strategic toolkit to transform operators into central players within the enterprise AI ecosystem. Watch/read more…
Products & ServicesUK fibre: TiVo’s Freely momentum unlocks altnet multiplay
Interview: As customer retention becomes paramount, UK fibre service providers are re-evaluating the strategic value of multiplay. Several altnets are at contract stage with streaming TV platform provider TiVo as sell-out success of the Freely-enabled Aero puck helps make the case for convergence…
Deep DiveDigital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling
Deep dive: AT&T, Verizon, and American Tower have now collectively flown hundreds of thousands of drone missions in the USA, as part of a behind-scenes push to create full-fledged virtual replicas of their vast network estates. Senior execs at the three telco giants ran TelcoTitans through the top- and bottom-line benefits of drone- and digital twin-led automated asset management…
TelcoTitans TVTelco 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.
EventwatchDTW26: How two TM Forum Catalysts hope to tidy telcos’ AI model muddle
Up till now, many telco deployments of AI agents have been loosely coordinated and delivered mere ‘bolt-on’ point solutions for isolated use-cases. Two TM Forum projects driven by the likes of Telstra, DT, Jio, and Vodafone aim to bring some order to the chaos by creating frameworks for model consumption and agent governance.