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HomeFinancial/Regulation

Financial/Regulation

EU to investigate if Amazon, Microsoft are gatekeepers for their cloud services

Cloud/NFV
And if the Digital Markets Act effectively tackles fairness and competitiveness regarding cloud in Europe – talk about missing the starting gun…
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MTN’s revenues rise 26% in first 9 months

Financial/Regulation
Nigeria and Ghana are the star performers among the group's opcos, along with a surge in data traffic and financial transactions, but growth in South Africa slowed
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Reuters: Europe’s operators to gain lion’s share of 6GHz for mobile

5G & Beyond
The news agency reports that the remaining160MHz of the available block will be frozen until the WRC-2027 when it could be allocated for Wi-Fi
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Germany finally takes decisive action on Chinese net equipment providers

Security
6G will be Chinese-kit free says the Chancellor of Europe's biggest economy
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Gartner finds European tech execs opting for sovereign solutions

Automation/AI
Meanwhile, European Union is looking at “targeted amendments” to AI Act to reduce the impact on foreign AI infrastucture firms
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Vodafone advances in Germany, first dividend rise since 2018

Financial/Regulation
The 0.5% rise in German service revenues in Q2 is small but significant; amid the good news, debt is up and operating profit down by 9.2% as the VodafoneThree merger is absorbed
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IDC: global spending on telecom services growing at less than 2% pa

Financial/Regulation
Ups the ante on telcos monetising AI, leveraging it as a strategic enabler to drive sustainable growth
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Red Hat launches Sovereign Support in European Union

Financial/Regulation
The service offers dedicated technical support from within the EU for the firm's software subscriptions, designed to bring a new level of verifiable local control over critical IT operations
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Telefonica CEO’s growth strategy does not play well with markets

Financial/Regulation
Plan to halve dividends in 2026, to save €3bn by 2030 to invest in modernisation, converged nets, expanding its B2B base, simplifying operations and better CX
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Orange agrees to buy Lorca’s 50% of MasOrange for €4.25bn in cash

Financial/Regulation
The French says it expects the deal to be completed in the first half of next year – Spain is Orange's second biggest market in Europe after its home country
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Reuters reports Iliad and CK Hutchison in talks to merge Italian assets

Financial/Regulation
Remedies imposed by the EC when Wind Tre was created mean no deal is possible before 2026; dropping from four to three operators could be opposed by regulators
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Vodafone-Three merger improves coverage and speeds

5G & Beyond
It’s early days, but Opensignal’s investigation suggests the merger is providing some consumer benefits already and EE may need to respond
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JT-Manx Telecom deal creates largest Crown Dependencies operator 

5G & Beyond
Not to be outdone, Guernsey was also in the telco news as Beyon rebrands Sure
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Vodafone Germany drops cost of fibre broadband to encourage switch from DSL

Financial/Regulation
There will be a new set of tariffs from 26 October – Germany is Vodafone's biggest market but in recent years has been a drag on the group's performance
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AWS fallout: how critical are cloud services and what sovereignty?

Cloud/NFV
For EMEA regulators, AWS' global outage highlighted the difference in regulation for critical national infrastructure networks and hyperscalers cloud infrastructure
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