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B2B
Orange outlines why it won’t all be doom and gloom after AI bubble bursts
Orange’s Usman Javaid and Steve Jarrett talk through challenges and opportunities with agentic AI, and see reasons for optimism, despite concern that the AI wave has been overblown. They say the technology is already demonstrating tangible value for businesses and is set to usher in an ‘age of intelligence’, even if AI businesses are set for a valuation correction.
Featured
Ex-BT CEO Jansen on the runway to become Heathrow Airport chair — report
Vodafone playing the satco market despite $1bn SpaceMobile bet
BT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
UK telcos to face mass lawsuit over alleged overcharging
After nine years of decline, BT now stands at B2B turnaround ‘start line’
‘Not invented here’: overcoming the obstacles to telco digital twin deployments
In it for the long haul: BT CEO stays course despite knockbacks
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Venturing & Investments
AI infra: Brookfield to double down with $100bn splurge
Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…
Analyst Briefing
UK Infrawatch: data centres chase power, satcos bridge gaps, government tackles scams
Latest from the UK’s digital infra scene, including: billions pour into south east data centres, operators turn to satcos and infra players to plug gaps, heightened focus on network safety responsibilities, and plenty more…
Financial & Performance
‘It’s in our hands’: Vodafone CEO closes Group ‘building site’, ready for upward momentum
Q2/H1 FY25–26: Margherita Della Valle is convinced that the pared back, refocused Vodafone Group is now well-positioned for “good growth”, and considers performance in the first half of the year to support her claim…
Network & Infra
2Africa consortium finishes up subsea infra build
Meta-led group of tech players completes construction of the infra behind 2Africa submarine network, marking a major milestone in one of largest international subsea projects…
Upcoming Partner Events
Build a sales engine fit for an AI era | Virtual Event
What is the telcos’ right to play in sovereign AI?
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UK Infrawatch: data centres chase power, satcos bridge gaps, government tackles scams
EMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Francewatch: Bouygues and Orange keep M&A hopes alive
Vodafonewatch: satellite deals, towers sales
EMEA Infrawatch: satcos look towards future tech; telcos adjust to infra competition
Deutsche Telekomwatch: New network chief; FWA and Wi-Fi boosts; Poland innovates on B2B
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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
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Watch Now: Webinars On-Demand
The AI-RAN ecosystem playbook: Collaborating for scale and ROI - Watch now
Achieving end-to-end automation - Watch now
How telcos can power the next wave of agentic AI - Watch now
Red Hat Enterprise Linux 10: Supercharging service provider networks for the 5G era and beyond - Watch now
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TelcoTitans Eventwatch calendar: the industry events that matter
TelcoTitans Eventwatch highlights the key 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.
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Iliad CEO: Telco trio’s Altice offer is ‘generous’ and only ‘global’ option
In it for the long haul: BT CEO stays course despite knockbacks
Guidance: modest FY to give way for BT’s ambitious 2030 vision
Spend: BT leaning on AI, job cuts to fuel cost-savings agenda
In-depth: BT falling back amid competition
Orange gears up for D2D messaging launch in December
Orange off the mark on sales of new 5G core NaaS
Deutsche Telekom Peoplewatch: Group extracts EU execs to push IT meld
Quickline CEO departs in top-level leadership refresh
Equinix ploughs £3.9bn into UK data centre build
Netomnia takeout rumours: first billion-dollar M&A for UK fibre?
UK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Virgin Media O2 ties with Starlink on direct-to-device services
People
Deutsche Telekom Peoplewatch: Group extracts EU execs to push IT meld
The latest strategic and senior changes at Deutsche Telekom see systems consolidation-focused operator looking to build up its central, Europe technology function with the extraction of multiple senior execs from Hrvatski Telekom and Magyar Telekom. Elsewhere, DT appoints a new Chief Networks Officer and former senior technology figures Claudia Nemat and Kim Kyllesbech Larsen take on new jobs.
Ex-BT CEO Jansen on the runway to become Heathrow Airport chair — report
Ex-Deutsche Funkturm exec becomes American Tower’s new Germany CEO
Digital Infra Peoplewatch: more change at Eutelsat; Vantage CEO named
BT Peoplewatch: brand strategy remains in the spotlight, former CEOs line up boardroom gigs
Telefónica Peoplewatch: McKinsey exec tasked with mining Murtra’s ‘diamonds’
Vodafone and BT veteran joins Boldyn board
Quickline CEO departs in top-level leadership refresh
Orangewatch: M&A back on agenda in France (and maybe Spain)
London fibre: Vorboss CEO falls out with backer Fern Trading — report
Guidance: modest FY to give way for BT’s ambitious 2030 vision
Spend: BT leaning on AI, job cuts to fuel cost-savings agenda
In-depth: BT falling back amid competition
Germany: DT targets Vodafone as it reboots fibre tactics
Digi confirms mulling part-sale of Spanish unit
DT seeks ‘strong partners’ for German AI mega-hub pitch
BT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
Vodacom brings Starlink into growing satco partner circle
Cellnex reinforces telco M&A defences with France, Italy moves
Vodacom ‘keeping powder dry’ for fibre, data centre M&A opportunities
Vodafone-SpaceMobile choose Germany for SatCo JV’s mission control
DT preps 30,000-site tender for 2026, as Tier-1 open RAN builds
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 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.
DT preps 30,000-site tender for 2026, as Tier-1 open RAN builds
Hrvatski Telekom eyes mmWave to boost fibre + FWA infra strategy
Orange’s Le Roux: IP MPLS layer at halfway point on ‘full softwarisation’ journey
‘Not invented here’: overcoming the obstacles to telco digital twin deployments
DT set to open new ‘digital gateway’ for European B2B clients
Network & Infra‘Not invented here’: overcoming the obstacles to telco digital twin deployments
Is the ‘not invented here’ mindset holding back digital twin adoption in telco? Major satco and long-time practitioner SES joined SI partner Celfocus to argue that strategic collaboration is key to unlocking transformative potential and accelerate journey towards network autonomy.
TechnologyOrchestration, not Automation, is telco’s real growth engine
Telcos have heavily invested in automation, yet still struggle to scale. The issue is that digitising silos simply replicates bottlenecks. Discover why orchestration is the true growth lever for integrating systems, accelerating revenue capture, preparing for AI, and building a competitive edge for the 6G and AI era.
Partnerships & AlliancesGamma’s Mike Mills: why UK altnet-MVNO convergence is happening now
For UK fibre players, adding mobile services is becoming a compelling route to maximising ARPU and customer value. Enabler Gamma debunks misconceptions, arguing that the MVNO model can unlock significant returns with fast market entry, while eSIM also rewrites the rules. Learn more…
TechnologyFrom pipes to platforms: how AI and data can rewire the telco future — right now
Telcos generate vast amounts of data yet often lag AI-native challengers and face shrinking monetisation windows. New EDB research identifies a select few telcos already gaining significant advantage by embracing a sovereign platform model. Discover the six best practices used by top performers…
TechnologyCase study: Vodafone seeing tangible AI success in the field
Vodafone and Celfocus unveiled early but striking results in embedding AI into field operations — cutting repeat visits and harmonising quality — to both accelerate the operator’s zero-touch ambitions and sharpen customer focus.
TechnologyAI data liberation: inside Boost’s escape from the telco legacy trap
Fragmented legacy systems are preventing telcos from capitalising on their data and AI. Boost Mobile defied industry orthodoxy by adopting Wavelo’s event-driven architecture, creating an agile platform to liberate data, enhance customer experience, and be ready for the next wave of AI innovation. Learn more…