All articles by Cameron Page – Page 27
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Strategy & ChangeGCX revives FLAG brand in digital infra-focused strategic rethink
International data centre and submarine cable operator revives FLAG marque to house infrastructure assets, with plans to invest further in cables across “more geographies” and create new “customer-tailored” propositions…
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PeoplewatchTDF revamps leadership to drive into data centres and private networks
French tower operator and broadcaster appoints Karim El Naggar as CEO, as part of a top-level leadership reset that has primarily drawn on existing talent. Changes come alongside strategy shift aimed at accelerating growth in emerging digital infra markets…
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PeoplewatchVodafone Ireland said to install Casalta as new CEO
Current Chief Executive Amanda Nelson reportedly steps down after three years leading the Irish OpCo, with Sabrina Casalta taking over effective May 2025.
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Network & InfraMTN, Airtel seek efficiencies through pan-African infra sharing tie-up
African telcos team up to share mobile infrastructure in Nigeria and Uganda, with negotiations for further collaboration on fibre and wireless infra-sharing in other markets now underway.
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Partnerships & AlliancesDeutsche Glasfaser aims to trim overbuild with EWE access deal
German fibre operator sits down at negotiating table with national energy provider (and Deutsche Telekom partner) EWE, seeking to forge open network access pact in bid to further alleviate overbuild concerns.
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PeoplewatchInvestor Cube appoints ex-Telefónica and ONI boss to run European fibre portfolio
Cube Infrastructure Managers makes key leadership changes to drive its growth strategy forward, including the appointment of Xavier Martin to manage digital infra and telecoms investments, as well as a new COO and finance lead.
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M&ACordiant’s Emitel keeps watch for bolt-on tower buys
Polish wireless infra operator exploring further acquisitions after bolt-on acquisitions over recent years help to drive revenue growth.
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M&ABT said to explore international options with AT&T, Orange
BT has confirmed it is in early talks with third-parties over a “range of possibilities” for its unloved international assets, with AT&T and Orange reportedly among businesses in early discussions.
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Analyst BriefingEMEA Infrawatch Briefing: TowerCos continue M&A pare-back; telcos plot data centre expansion
TowerCos across Africa and Europe still exercising restraint around M&A, with focus placed on increasing tenancies and driving organic-build out instead. Meanwhile, Orange and Vodafone Spain said to look at expanding data centre estate, while opening up IT capacity to third-parties…
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Network & InfraIndia’s Vi seeks to get back in game with belated 5G go-live
Operator seeks to attract customers back to its network following years of subscriber losses, with “competitive” tariffs on 5G services.
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Network & InfraMásOrange said to split fibre unit in prep for Vodafone JV
MásOrange said to plan split of fibre infrastructure into urban and rural subsidiaries, as part of prep work for formation of FibreCo joint venture with Vodafone Spain.
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Venturing & InvestmentsPatrizia targets connectivity players with fresh European infra fund
Patrizia teams up with Universal Investment to launch new long-term European investment fund, with focus on digital infrastructure. Pair seeking businesses with “stable, predictable cash flows” to grow portfolio and drive return on investment.
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InterviewSateliot CEO charts course towards €1bn annual sales
Jaume Sanpera, CEO of Spanish IoT-focused satellite operator, says close collaboration with MNOs is set to drive startup towards target of €1bn in annual revenue by 2030.
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Financial & PerformanceAfrica’s Helios Towers still prioritising tenancy over build; seeks to maintain FY24 ‘momentum’
One year into Africa-focused TowerCo’s ‘lease-up’ strategy pivot: CEO Tom Greenwood says group is confident in reaching colo and cash targets, with further tenancies on existing towers within grasp. M&A remains no-go…
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Partnerships & AlliancesSES drives multi-orbit strategy with long-term Lynk-up
Luxembourgish SatCo finances US-based Lynk Global’s satellite constellation build, while helping it to bring manufacturing into Europe for the first time. Lynk mooted for potential role in European space programmes, while SES advances its shift towards multi-orbit.
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Network & InfraOrange preps major data centre expansion project
Group looks to scale its existing asset base while opening up its infrastructure for third-party usage, with former TOTEM CEO Nicolas Roy becoming architect of new data centre strategy.
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MarketingBT brand to retain consumer spot after strategy rethink
BT to keep titular brand running alongside EE in the consumer space, reversing a decision to scrap the BT marque. Move reportedly made to retain “older customers” familiar with legacy branding, as BT faces imminent migration of customers onto newer services…
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InnovationBT further sharpens networks focus with innovation strategy shift
MWC 2025: BT Business director Hena Jalil outlines shift in innovation approach to align with broader shift to focus on connectivity rather than non-core verticals. Group continues to build AI expertise in search of new network features and products.
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Network & InfraGermany’s O2 expands cloud push with first C-RAN site
Operating business bolsters cloud-based network ambitions with longstanding partners, bringing first C-RAN site online and continuing shift of critical network functions into the cloud…
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Partnerships & AlliancesTelefónica firms up ties with tech giant trio as it ramps Open Gateway ecosystem
MWC 2025: Telefónica’s Chema Alonso notes several new industry tie-ups on telco APIs, included expanded go-to-market relationships with Google Cloud, Microsoft, and Amazon Web Services. Group now said to have more than 50 partnerships in place as it works to get APIs in the hands of developers. Read more…