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Analyst Briefing

Deutsche Telekomwatch: SoftBank on M&A manoeuvres

Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.

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Network & Infra

SpaceMobile strategy chief: satco spectrum buys will have ‘profound implications’ for D2D evolution

Scott Wisniewski says spectrum licences will define the next decade of direct-to-device satcomms, but AST SpaceMobile will stick by its beginnings as an MNO partner…

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Network & Infra

Telefónica declares fibre planning as latest Level 4 automation win

The operator cites cost reduction and efficiency gains among initial benefits of fibre planning autonomy, marking another step in its network automation journey…

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Analyst Briefing

Vodafonewatch: Vodacom moves on East Africa

Analyst Briefing: strategic pivots in Europe and Africa as Vodacom picks up a controlling stake in Safaricom; Economy of Things JV Pairpoint makes steps to ‘new phase’ amid losses; and a Greek exec team overhaul completes the local OpCo’s ‘renewal’…

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M&A

DT makes rare fibre M&A move with purchase of Essen estate

Local assets picked up from Dortmund-focused DOKOM21, marking DT’s first publicly-disclosed fibre transaction since creation of GlasfaserPlus in 2021…

  • Deutsche Telekomwatch: SoftBank on M&A manoeuvres

  • Vodafonewatch: Vodacom moves on East Africa

  • BTwatch: going sovereign; leveraging AI

  • UK Infrawatch: Altnets in the “bleak” midwinter; D9 woes; Ofcom spots fibre strength

  • Vodafonewatch: Della Valle says job done at Vodafone ‘building site’

  • Deutsche Telekomwatch: German spectrum own-goal

See more Analyst Briefings >

  • Deutsche Telekomwatch Analyst Report #148 - October - November 2025

  • Vodafonewatch Analyst Report #241 - October 2025

  • BTwatch Analyst Report #369 - October 2025

  • Telefónicawatch Analyst Report #197 – September-October 2025

  • Deutsche Telekomwatch Analyst Report #147 - September – October 2025

  • BTwatch Analyst Report #368 - September - October 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.

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