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.@WeAreOpenreach will miss its year-end 25 million premises target, but a three-month extension barely dents @BTGroup’s increasingly upbeat fibre narrative.
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While European and American peers battle for growth, MEA-focused #HeliosTowers expects double-digit increases in tenancies, earnings, and cash flow this year as regional mobile operators ramp up spend on network coverage and capacity.
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.@BTGroup CEO is leaving the door open for @VMO2News to become @WeAreOpenreach’s last major communications provider customer, arguing that constrained capital and higher borrowing costs are making infrastructure rental increasingly attractive.
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.@VodafoneGroup’s Indian affiliate Vi has teamed up with @PwC India to launch an AI lab pitched at “agentic enterprises”, as the operator looks to build out its B2B credentials after securing long-awaited clarity on its government dues.
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BTwatch Analyst Briefing: broadband shake-up accelerates amid @VirginMediaCorp–@WeAreOpenreach wholesale pact reports; @BTGroup pushes for lighter infra regulation; and the operator prepares to take AI-RAN from the lab into real-world testing…
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BT Peoplewatch: James Allen joining as M&A Director, Luciano Oliveira taking the Consumer product helm, Caroline Parkes leading brand strategy across BT, EE, and Plusnet, and Lucy Mason strengthening BT Business’s public sector bench as CIO…
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Guest analysis: As @Starlink becomes an increasingly important force in connectivity, #StrandConsult argues that satellite scale should not be confused with terrestrial-network replacement.
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Vodafonewatch Analyst Briefing: @VodafoneGroup execs weigh the necessary changes to the Group’s commercial and operating model as AI matures and 5G SA scales; a Polish re-entry via an old friend; and more...
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Virgin Media O2 has pulled the plug on its cable-to-fibre conversion, potentially avoiding nearing on £1bn of investment as management argues that three-way #infrastructure competition is economically unsustainable in much of the #UK. #Fibre
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.@VodafoneThreeUK has started to roll out @ericsson’s latest massive MIMO kit, bringing the operator closer to a live AI-RAN deployment in the #UK. #AI #Telecoms #Vodafone #Ericsson
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Telefónica Peoplewatch November 2026 update: A roundup of high-level moves at recalibrating Spanish giant, including further appointments at challenged #UK joint venture Virgin Media O2. #Telefonica #Telecoms
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.@TMobile’s Kinetic Edge revives the edge-computing model, this time for physical AI workloads such as robots. #AI #Telecoms #USA
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Mike Fries, CEO at @VMO2News co-parent @libertyglobal, reveals previously undisclosed interest in TalkTalk, raising fresh questions over BT’s ‘buyer of last resort’ positioning. #UK #Telecoms #BT #VirginMediaO2
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Stefan Stanislawski has stepped aside from his role as CEO of #altnet @Connect Fibre, and TelcoTitans has learned he has been replaced in the altnet leadership position by the altnet’s Chief Operating Officer Jacob Mills. #Fibre #UK
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Following local press reports, Telefónica|Vivo has confirmed preliminary, non-binding discussions over a potential acquisition of under-pressure Brazilian fibreco Vero. #Brazil #Fibre #Telecoms
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.@BTGroup has completed the migration and network build phase of the Scottish Wide Area Network (SWAN), one of the UK’s largest public sector #digitalinfrastructure programmes. #Telecoms #BT #Scotland
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.@deutschetelekom and @Telefonica win roles building the connectivity layer for Europe’s planned digital euro, putting telcos at the heart of another sovereignty-driven infrastructure project.
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IRIS² construction brings @EutelsatGroup billions in revenue but limited margin and substantial delivery risk. Management is instead focused on the next phase, with hopes of turning OneWeb into a 50%-plus-margin business.
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.@Telefonica is participating in two R&D schemes that focus on integrating terrestrial and orbital networks and may provide tech backup for the operator as it jostles for a major supporting role in delivery of next-gen satellite services.
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#Orange Group CEO made it clear that Orange Spain has no interest in a race to the bottom on pricing with its rivals, instead betting that convergence, lower churn, and a broad brand portfolio can support an improved service revenue trajectory.
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