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The age of outcomes: Gamma is empowering SPs with global expansion and portfolio diversification

Strategy & Change

Age of outcomes: Gamma empowering SPs with global expansion, portfolio diversification

As turn-of-the-decade markets mature, communications platform provider Gamma is charting a new course for its service provider partners, leveraging strategic expansion into Asia-Pacific and promoting portfolio diversification to differentiate and unlock new revenue streams.

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M&A

Towerco SBA garners early interest from potential buyers — report

SBA reportedly receives private equity and investment fund attention as it explores a potential sale of its wireless infra business, with early-stage talks valuing the business at around $37bn…

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Network & Infra

BT adopts NVIDIA’s telco LLM in pursuit of autonomous, intent-based networks

NVIDIA’s large telco model is playing a ‘significant’ role in BT’s journey to network autonomy, providing a data sandbox in which the Group can conduct AI R&D. Data & AI lead Séainín McCoy considers the use of synthetic data to be paramount for maximisation of RoI and mitigation of risk…

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Financial & Performance

Telefónica eyes more areas to chop spend, concoct cash flow

FY25: After spending much of last year stewing over the ingredients of its new Transform & Grow revival plan, Telefónica indicates it is now ready to begin cooking. The five-year programme looks set to kick off with some substantial wins on opex savings and capital intensity.

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Analyst Briefing

Vodafonewatch: Group exposed to Italian towers upheaval

Analyst Briefing: Vodafone faces turbulence as Italian towers market threatens to implode; Vi pushes on with 5G rollout catch-up; Partner Markets gets a branding and leadership refresh; and B2B M&A looks to be paying off in Germany…

Upcoming Webinar

Webinars on-demand:

  • What’s next for the neutral host market? - Watch Now

  • Intelligent Infrastructure: How to build smarter, sustainable networks - Watch Now

  • Age of outcomes: Gamma empowering SPs with global expansion, portfolio diversification

  • Irrational and anti-competitive: CityFibre CEO urges CMA scrutiny of nexfibre-Netomnia-VM O2 consolidation play

  • Vodafone Portugal playbook: transforming telecom payments from utility to strategic differentiator

  • Network operators warned: kickstart automation now or risk devaluation

  • From defence to attack: CSG’s blueprint for telco AI transformation

  • BITÉ and brown-iposs: bridging the confidence gap for Level 5 RAN automation

  • Bridging the gap to Level 4: why network autonomy needs a digital double

  • Boldyn’s marathon man: Brendan O’Reilly on building ‘win‑win’ shared networks for the UK

  • Fix telco CPQ to accelerate B2B expansion

  • AI, edge and colo: Nokia’s Neutral Host Index redraws telecom’s $200bn shared-infra map

See more >

  • Vodafonewatch: Group exposed to Italian towers upheaval

  • UK Infrawatch: CityFibre questions nexfibre maths; data centres earn investment boost

  • BTwatch: Openreach gets innovative with fibre tech

  • Telefónicawatch: Murtra remains defiant of short-termism

  • Orangewatch MWC recap: AI is all around

  • Vodafonewatch: grand openings, network upgrades

See more Analyst Briefings >

  • Vodafonewatch Analyst Report #244 - March 2026

  • BTwatch Analyst Report #372 - February 2026

  • Deutsche Telekomwatch Analyst Report #152 - February 2026

  • Telefónicawatch Analyst Report #200 – January 2026

  • BTwatch Analyst Report #371 - January 2026

  • Deutsche Telekomwatch Analyst Report #151 - January 2026

See more Analyst Reports >

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

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