Microsoft (Azure) News
Analyst Briefing
Vodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
M&AVodafone adds public cloud integration expertise in Skaylink acquisition
Skaylink to be bought for €175m to build out Vodafone Business portfolio and embed ‘specialist’ knowledge in public cloud integrations for B2B clients.
TechnologyOrange plots more open RAN trials as tech gains in maturity
Network X: Atoosa Hatefi says Orange is confident that open RAN is closing the performance gap with traditional RAN.
B2BMásOrange seeks bigger enterprise role with Digital+O unit launch
Spanish telco launches new digital B2B services subsidiary to offer tailored digital transformation solutions to businesses, continuing its push to expand and develop new offerings in the segment…
PeopleDigital Infra Peoplewatch: fibre C-level switches; towerco leadership tweaks
September 2025 edition: Simon Holden steps in as CityFibre CEO as Greg Mesch moves upstairs; TDF names new towerco boss; AST SpaceMobile fills in director roles; more…
Partnerships & AlliancesAduna goes big on Brazilian B2B with deeper Vivo tie-up
Partnership is aimed at scaling API availability and diversifying into new industries.
Products & ServicesOpenAI eyes AI infra services play, taking on hyperscalers
Amidst estimates of a $50bn GPUaaS market accessible to telcos and Europe, and trillions in wider global AI investment, CFO Sarah Friar considers potential of OpenAI challenging hyperscalers from its own data centres, building infra experience, reducing reliance on third-parties, and retaining IP…
Strategy & ChangeT-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’
Q2 FY25: Deutsche Telekom says enterprise IT business on track to meet FY25 guidance and longer-term targets.
B2BVodafone building SecOps platform with $1bn partner Google Cloud
Group cybersecurity architecture lead Emma Smith updates on the $1bn deal with Google Cloud as the pair work on security operations services for both internal and commercial users.
B2BDeutsche Telekom’s T Cloud sharpens sovereignty focus
T Cloud is the new brand wrapper for Deutsche Telekom’s cloud activities and will be jointly marketed by T-Systems and Telekom Deutschland in Europe with more emphasis on digital sovereignty.
Network & InfraPragmatic Orange picks its way towards ‘high-value’ network autonomy
DTW Ignite 25: Sofrecom’s Roberto Kung highlights the need to assess the business case and ROI before investing in increased autonomy, noting that “we don’t want to be Level 4 everywhere”.
PeopleMicrosoft and ex-Telefónica exec Pilar López named Vodafone CFO
Luka Mucic’s replacement named as Pilar López, who will join from Microsoft and bring 15 years of experience at Vodafone rival Telefónica.
TechnologyCarla Penedo interview: Celfocus’s network AI evangelist charts path forward
Exclusive insights from network AI leader on navigating complexities of converging networks, integrating legacy systems, and leveraging network digital twins, Agentic AI, and AIOps for measurable impact. In-depth interview reveals strategies and partnerships redefining telco transformation in cloud-native, AI-enabled era. Humans included…
Network & InfraOrange’s Javaid instils hyperscaler ethos to scale B2B service sales
FutureNet World: Orange Business has so far onboarded 13 vendors to its NaaS-based Evolution Platform to create a mix‑and‑match approach to services for enterprise customers…
Financial & PerformanceWhat has the past week revealed about telecoms tariff exposure?
Analysis: Following the past week of international markets grappling with the USA’s now-paused ‘Liberation Day’ tariffs, TelcoTitans mined the global data for impact on top telcos, vendors and digital infra players…
InterviewVodafone Business hoping 5G private networks on cusp of doubling, even trebling in 2026
As 5G MPNs move beyond hype, Jennifer Didoni shares Vodafone Business’ refined strategy on scaling deployments and targeting the right use cases.
Operations25 years in the making: Celfocus primed for telco AI era
As Celfocus marks 25 years of bridging telco and tech, CEO Álvaro José Ferreira shares insights on AI’s transformative wave, including how the EMEA systems integrator empowers SPs through data-driven innovation, automation, and strategic partnerships with hyperscalers like AWS and Google.
MarketingDeutsche Telekom retains title of most valuable telecoms brand
Latest ranking from Brand Finance shows Deutsche Telekom remains the most valuable telecoms brand in the world, while expansive rival e& is the fastest growing.
InnovationVodafone sees meaningful impact as AI hits CX and beyond
Operator’s AI director highlights significant improvements in CX for its chatbot users as multi-vendor AI raises standards and delivers consistency, also driving 20% lift in procurement efficiency. Ensuring usable and accessible data can be the biggest cost…
Analyst BriefingVodafonewatch Weekly: Italian deal done to kickstart 2025
Latest from Vodafone and its ecosystem, including the Italian divestment; more federal funding in Germany; a reprieve in India for embattled Vi; and a significant Chinese tie-up in Egypt…
Strategy & ChangeGlobal Fabric: BT’s ‘biggest bet’ will be ticket to ride AI wave
BT Business CTO Colin Bannon has positioned NaaS proposition Global Fabric as the Group’s route to benefiting from an incoming wave of AI RoI.
Products & ServicesCarved-out Vodafone IoT gets down to ‘hyperscaling’ business
Vodafone IoT product and marketing lead Marc Sauter relays ‘hyperscaled’ IoT aspirations as business settles as a Group spin-out…