It means Gamma's share price is back to the level of three weeks ago.

Big jump in Gamma share price: up 20%+ in the past few days.

It confirmed yesterday that it was in preliminary discussions with "a number of interested counterparties"

AI chatbots might be nudging people away from the most extreme views.

The shape of the curves is almost identical for all of the AI engines.

giftarticle.ft.com/giftarticle/...

Community Fibre's take up of homes passed is 32%. VMO2's share of homes addressable is just under 31%. Another sign of the success of disruptors (even if arguably an unfair comparison).

Large operators should not be complacent about Digi's entry into the UK market Promising underlying conditions mean that Digi’s acquisition of Whyfibre deserves closer attention than its small scale might initially suggest.

VMO2 or Community Fibre: which has the highest fixed broadband take-up rate?

I'll post answer later (or you can find it here).

www.analysysmason.com/research/con...

Digi buys stake in UK fibre company. Potentially very significant.

/www.digi-communications.ro/en/see-file/DIGI_Current...

Poste Italiane launches €10.8bn bid for Telecom Italia Italy’s state-controlled postal service is hoping to become a key player in Italian and Brazilian telecoms markets

Poste Italiane launches €10.8bn bid for Telecom Italia

giftarticle.ft.com/giftarticle/... Poste Italiane launches €10.8bn bid for Telecom Italia

I saw this Tensor and a Wayve on my ride to work this morning. No Waymo though, so no full house.

High court claimant was fed answers through his smart glasses, judge finds Witness statements by Laimonas Jakštys ‘were clearly prepared by others’, insolvency judge rules A claimant was being fed answers through his smart glasses while giving evidence in the high court in London, a judge has found. Laimonas Jakštys was “untruthful in denying his use of the smart glasses” and his witness statements “were clearly prepared by others”, the insolvency judge Raquel Agnello KC ruled. Continue reading...

High court claimant was fed answers through his smart glasses, judge finds

The FCC Wants Your Next Customer Service Agent to Be in the U.S. The federal agency is floating a set of rules requiring companies to offer U.S.-based representatives and cap the volume of calls handled overseas.

Well, it's one way to accelerate AI adoption.

FCC "proposed new rules that could require phone, internet & cable companies to disclose an agent’s location, cap the share of such calls with overseas agents & give consumers the option to be served by a U.S.-based agent."
www.wsj.com/business/tel...

I’m not sure, but I suspect Starmer couldn’t quite match this.

SpaceX: the final frontier of IPOs Can Elon Musk’s moonshot deliver the mooted $1.75tn valuation?

Interesting long read on the SpaceX IPO.

"SpaceX is an extraordinary success story, but a great company and a well-structured IPO are not the same thing."

giftarticle.ft.com/giftarticle/...

Ziff Davis to Sell Connectivity Division to Accenture for $1.2 Billion The company said that the division, which includes Ookla’s Speedtest, Ekahau, Downdetector and RootMetrics brands, generated $231 million in revenue last year.

Ziff Davis sold Ookla and other assets for $1.2bn. Before the deal, Ziff Davis's market cap was $1.05bn. Someone did very well out of this deal.

www.wsj.com/business/tel...

How premium is premium? How big is the premium segment — and how much more can operators really charge for it? Orange held its capital markets day in mid‑February 2026. The session was well received: JP Morgan even described...

Is Orange being realistic about competition? Or complacent?

Short piece on the premium vs low-cost debate.

www.linkedin.com/pulse/how-pr...

"We compete in a market with convergent offers at EUR11 with our FMC ARPU of EUR52 and we have been able to remain stable”

So many questions on this. How long do they expect to charge 5x more than competitors? (The data is also wrong - Digi's share of revenue is already 11%, & growing fast)

Bit late, but catching up on Orange's capital markets day. They were asked about competition in Spain. Low-cost players were dismissed "They are addressing a segment that in terms of revenue is probably not higher than 10-15%" Digi "has a revenue share of probably not more than 5% in the country"

Share price changes on an operator-by-operator basis, so far in 2026. (For comparison, the S&P500 is up 0.3% so far this year.)

The HALO doesn't seem to be slipping, at least based on the share price. Very big gains across pretty much all operators so far in 2026 (except in Asia).

Watching (or trying to) the Orange Capital markets day. Lots of discussion about the quality of their services, and yet the video keeps glitching. Not the best look.

(I don't think it is my internet - everything else works fine)

It is the flip of the telco to techco, which I thought was largely nonsense. Even real tech companies didn't call themselves techcos, and operators have few similarities with Google or Apple or Microsoft.

Wall Street’s Latest Bet Is on ‘HALO’ Companies With AI Immunity Deere and McDonald’s have become darlings to investors worried about broad AI disruption.

I've not heard any discussion of telecoms as a HALO stock, but telecoms (at least, telecoms networks/wholesale) has a lot of its characteristics: asset-heavy, low obsolescence (hard to replace with code), high barriers to entry, and providing an essential function

www.wsj.com/finance/stoc...

English Premier League to launch streaming service in international shake-up Online platform will be available in Singapore next season and could be rolled out to other overseas markets

Interesting that this has been developed with StarHub.

giftarticle.ft.com/giftarticle/... English Premier League to launch streaming service in international shake-up

O2 Satellite will work with a curious mix of services. Lots of weather apps. And does anyone still use Yahoo Mail?

Pile ‘em high and sell ‘em cheap.

Digi’s quarterly investor calls always worth a listen. When asked about prices in Portugal:

“We have no intention to do any price increases...becoming profitable is just a matter of volume. It is not a matter of price.”

Words that will thrill its competitors.

Is the telecoms sector losing its religion? This and other topics discussed in this podcast on Analysys Mason research priorities for 2026.

analysysmason.podbean.com/e/analysys-m...

The European Commission wants European Champions in the telco sector. Liberty Global, meanwhile, plans to move in the opposite direction and spin Ziggo out from the group.

www.libertyglobal.com/wp-content/u...

Accenture combats AI refuseniks by linking promotions to log-ins Consulting firms use ‘carrot and stick’ with some senior staff less willing to use technology than junior colleagues

“promotion to leadership positions would require “regular adoption” of AI”

giftarticle.ft.com/giftarticle/... Accenture combats AI refuseniks by linking promotions to log-ins

The FT contest that challenged readers to redraw Europe’s borders The extraordinary story of when, two months into the bloody Great War, the newspaper launched an unusual competition

Fascinating article. In 1914, the FT had a competition for readers to see who could guess the map of future Europe.

giftarticle.ft.com/giftarticle/... The FT contest that challenged readers to redraw Europe’s borders

BT Group announces leadership succession within Openreach and BT International BT Group today announces leadership succession within Openreach and BT International.  Katie Milligan, currently Deputy CEO of Openreach, will become CEO, Openreach on 01 April 2026. She succeeds Cliv...

Reshuffle at BT.

Clive Selley, Openreach boss, given control of BT International while his deputy at Openreach, Kate Mulligan, steps up to CEO role.

Possibly a sign that BT wants more of the same at Openreach, while more changes to come for International.

newsroom.bt.com/bt-group-ann...

The rich get richer (sort of).

"A recent paper by Fiona Chen and James Stratton of Harvard University examined the productivity of programmers using AI, and found that it resulted in an increase in tasks completed only for those at firms selling software."