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Analyst Briefing

Deutsche Telekomwatch: T-Mobile’s bid to stay different

Analyst Briefing: A run-through of T-Mobile US’s strategy update, as the Un-Carrier re-expresses belief in its ability to outdo rivals on network quality and value, and backs it up with higher financial and commercial targets. In Europe DT refreshes its satellite IoT service through new partnerships, and flags research work on quantum…

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M&A

UK’s nexfibre goes big, gets Substantial

Deep dive: nexfibre’s planned takeover of Substantial Group, parent of infra rival Netomnia, is the UK’s first billion pound-plus fibre altnet transaction and may open the floodgates to long-anticipated consolidation in the fragmented, scale-hungry sector. Chief Executive Rajiv Datta speaks to TelcoTitans about how the deal boosts its challenge to incumbent Openreach on wholesale fibre.

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Innovation

Telcos demonstrate breakthroughs in quantum teleportation

The future quantum internet took big steps forward this week as separate teams at Deutsche Telekom in Germany and TELUS in Canada announced milestone demonstrations in quantum teleportation.

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Partnerships & Alliances

Orange Business tees up ‘very ambitious’ SI venture with ‘global’ partner

Capital Markets Day: Orange Business CEO Aliette Mousnier-Lompré nods to negotiations with a global systems integrator partner to add reach, volume, and competitiveness to operations.

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Financial & Performance

Unveiled at T-Mobile: The Gopalan Grow Plan

Capital Markets Day: New T-Mobile US CEO Srini Gopalan re-commits (with some tweaks) to the medium-term strategic plan outlined by the operator in 2024, following his recent appointment to job. Amid ongoing Wall Street wobbles over the competitive picture facing US operators, he assures the Un-Carrier has plenty of fuel in the tank.

  • Deutsche Telekomwatch: T-Mobile’s bid to stay different

  • BTwatch: management defiant against headwinds

  • UK Infrawatch: CityFibre plans cuts; Netomnia deal nears; AI reaches Smart Cities

  • EMEA Infrawatch: EU alters its DNA; fresh satellite plans unveiled

  • Deutsche Telekomwatch: fibre trends hit home

  • Vodafonewatch: IT leadership rejig; RAN upgrade kick-off

See more Analyst Briefings >

  • Telefónicawatch Analyst Report #200 – January 2026

  • BTwatch Analyst Report #371 - January 2026

  • Deutsche Telekomwatch Analyst Report #151 - January 2026

  • Vodafonewatch Analyst Report #243 - January 2026

  • Telefónicawatch Analyst Report #199 – December 2025

  • Deutsche Telekomwatch Analyst Report #150 - December 2025

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.

Register