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Latest Strategy News

infra-jeremy chelot at ftthc

Chelot: wholesale scale is ‘mission impossible’ without nexfibre-Netomnia deal

2026-04-24T10:01:00+01:00

Interview: “I have a wholesale platform, but I have no wholesale customers”. Jeremy Chelot’s Netomnia hit a structural ceiling, with bowing out the only way to progress the Openreach challenge. Firing back at nexfibre deal critics, he asks for alternatives to his Plan B deeming consolidation the best route to scale, and reflects on the challenge of leading a business through a sale.

Deutsche Telekomwatch: re-platforming plans

Deutsche Telekomwatch: re-platforming plans

2026-04-24T09:28:00+01:00

Analyst Briefing: With Europe continuing the flounder, DT is said to be prepping a major M&A move to strengthen its foothold in America and tightening links with state-side tech partners. In Europe DT ups its data sovereignty credentials with a revamped business cloud service and unveils what it calls a ‘blueprint’ for telco cloud deployments…

orw-christel heydemann q1

Orange’s Heydemann is confident on new SFR takeover bid

2026-04-23T12:26:00+01:00

CEO of French incumbent is hoping for a positive response to its second bid for assets from distressed rival SFR, alongside Bouygues and Iliad. As well as dangling a higher, €20bn+ offer in front of seller Altice, she notes a change to the deal’s structure would help the French trio mitigate some execution risk. She also remains confident of the case for consolidation.

See all the latest telco strategy news >>

Strategy & Change

The age of outcomes: Gamma is empowering SPs with global expansion and portfolio diversification

Age of outcomes: Gamma empowering SPs with global expansion, portfolio diversification

As turn-of-the-decade markets mature, communications platform provider Gamma is charting a new course for its service provider partners, leveraging strategic expansion into Asia-Pacific and promoting portfolio diversification to differentiate and unlock new revenue streams.

  • DT’s staid board adds tech clout

  • London fibreco G.Network emerges from administration debt-free

  • Vodafone Portugal playbook: transforming telecom payments from utility to strategic differentiator

  • TOTEM CEO highlights 100-client milestone: ‘the priority is to continue growing’

See all strategy news >>

Financial & Performance

infra-kcom macquarie

Macquarie takes a hit as it considers KCOM exit

Investment group writes down more than half a billion pounds on Hull-based operator as reports swirl of imminent sale.

  • UK fibre: lenders seize control of Gigaclear following debt restructure, Infracapital wipeout

  • Telefónica eyes more areas to chop spend, concoct cash flow

  • Telefónica FY25 guidance: cutting towards growth

  • Telefónica FY25 spend: Group eyes ‘big year’ on savings

See all financial news >>

Deals & M&A

orw.2026.04_sfr

SFR takeover: Pressure mounts as talks enter ‘stoppage time’

France: reports say Bouygues Telecom, Iliad, and Orange could make a new bid for their domestic rival by the end of April.

  • Orange nets EU clearance to absorb MásOrange

  • Telefónica moves to exit Mexico in latest Hispam sell-off

  • Towerco SBA garners early interest from potential buyers — report

  • Telefónicawatch: Murtra remains defiant of short-termism

See all deals and M&A news >>

Public Affairs

tfw199-ere latest

Telefónica trims Spanish job cutback plan in bid for union deal

Talks continue between employee reps and bosses over Group’s latest planned round of cutbacks.

  • UK gov walks barrier-busting tightrope in bid to ease MDU connectivity headaches

  • Unions call on Telefónica for ‘one last effort’ on strategic reorg

  • German regulator goes back to the drawing board after 5G defeat

  • Vodafone hits out at German authorities in 1&1 antitrust case

See all public affairs news >>

Operations

vfw238-tt-dtw ai plan headshots

Vodafone’s plan to keep up with AI through democratisation, value-hunting

DTW Ignite: Vodafone execs discuss AI adoption at scale, raising concerns that the technology is moving ‘too quickly’, but confident that the group’s overriding strategic direction will enable it to keep ahead of the curve.

  • Telefónica shares network autonomy progress; calls on peers to reciprocate

  • Better Workplace: BT closes out five-year real estate overhaul programme

  • Magenta Exchange: T-Mobile and DT seek to dial up exec connections

  • 25 years in the making: Celfocus primed for telco AI era

See all operations news >>

Venturing & Investments

emaiw_macquarie-polarise

Macquarie backs DT data centre partner Polarise

Private equity giant adds German data centre player to its European AI infra portfolio, with bulk of investment to go towards kitting out Deutsche Telekom and NVIDIA’s €1bn ‘AI factory’…

  • KKR, Oak Hill funnel $1.9bn into European data centre platform

  • Vodafone bets on Cohere’s open RAN tech in venturing return

  • DT rewards another AI supplier with VC injection

  • DT backs German drones player in latest defence push

See all venturing news >>

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