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emeaiw_briefing-20260922

Analyst Briefing

EMEA Infrawatch: satcos build up regional manufacturing

Analyst Briefing: Latest on EMEA digital infra, including: inbound investment; the Netherlands’ largest fibre altnets teaming up; and Greek utility PPC landing AWS as anchor for its mega-data centre.

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Strategy & Change

MásOrange goes back to its roots by rebranding as Orange Spain

Launched in 2024, MásOrange has already been replaced by its “strongest brand”.

emeaiw_deutsche-glasfaser-1m

Network & Infra

Deutsche Glasfaser joins altnet million-customer club

Deutsche Glasfaser reaches one million customer mark, which it has attributed to “broad positioning” across customer segments and open access agreements. Achievement follows a strategic shift away from fibre expansion to drive utilisation of its network…

emeaiw_eurofiber-netherlands-dc

Network & Infra

Eurofiber becomes latest telco to join EC’s AI Factory scheme

B2B connectivity player lands contract to build fresh capacity under EC’s AI Factory initiative. Deal sees Eurofiber join several other digital infra and telecoms players in the scheme, and only shortly after modifying its own data centre strategy…

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Products & Services

DT plants flag in eSIM roaming territory with T-Travel launch

DT joins the global eSIM party amid its ongoing backing of independent providers such as Airalo.

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  • Africa’s fibre boom needs a commercial operating model — not just more network

  • Trusted agentic AI: DT and Vodafone automate identity management for sovereign-ready network compliance

  • Beyond fibre Special Report: the MVNO multiplay opportunity for UK altnets

  • Overcoming the OSS/BSS bottleneck: telcos’ AI transformation needs an event driven architecture

  • 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

See more >

  • EMEA Infrawatch: satcos build up regional manufacturing

  • Deutsche Telekom jolted by fibre and satellite threats as leadership reset gathers pace

  • EMEA Infrawatch: German altnet investment struggles

  • Vodafonewatch: partners loaded for EMEA digital infra expansion

  • BTwatch Analyst Report #377 - August 2026

  • Deutsche Telekomwatch: Board lines up next generation

  • UK Infrawatch: G.Network sees revival, Gamma goes private, Voneus nabs Airband

  • Vodafonewatch: tower tensions, competitive pressures

  • UK Infrawatch: altnet creditors take control, regional data centre AI surge

  • BTwatch: 10G fibre and 5G slicing go live

See more >

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