Latest Finance & Strategy Insight – Page 3
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Financial & PerformanceVantage Towers: German growth engine sputters on unresolved 1&1, Vodafone disputes
Germany has further cemented its position as Vantage Towers’ leading growth contributor, but is also becoming its biggest source of risk. Amidst existential challenges in other markets, disputes involving both 1&1 and anchor tenant Vodafone Deutschland threaten to cloud otherwise strong operational performance.
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InterviewInterview: Outgoing T-Mobile exec Mike Katz on the Un-carrier’s evolving ‘challenger spirit’
Exclusive: Top T-Mobile US lieutenant Mike Katz has had the inside track on the Un-carrier’s remarkable resurgence over the past 15 years. Now preparing to end a near-30-year career at T-Mobile, he speaks to TelcoTitans about the bold moves that powered the operator’s turnaround, the leadership inspirations he gleaned from key Un-carrier architects John Legere and Mike Sievert, and why the next era of competition for T-Mobile will be defined by AI.
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M&ATelefónica receives early interest in insurance arm sale — reports
Group reportedly kicks off process to divest insurance division, seeking to raise funds as part of Transform & Grow strategic vision.
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Strategy & ChangeColao and Niel join Draghi-led push for Europe’s competitive revival
Ex-Vodafone CEO and French telecoms mogul join Mario Draghi’s new think tank pushing for “urgent action” around European competitiveness, as the continent moves to reset telecoms regulation…
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Special ReportBeyond fibre Special Report: the MVNO multiplay opportunity for UK altnets
Sponsored access: For fibre broadband challengers, mobile is no longer a capital-intensive distraction: it’s a multi-billion market opportunity now accessible without the old £1m+ capex barrier. This free-to-read analysis and primer includes exclusive insights from Community Fibre, Gamma and Graystone Strategy…
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M&AMTN secures IHS deal approvals, moves closer to African towers take-back
Nigerian competition authority among multiple regulators to greenlight the deal, which could see MTN take back control of previously sold tower assets. Telco highlights IHS buy as among ‘selective’ investments in digital infra during H1, as it boasts a strong set of financial results for the period…
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Financial & PerformanceDigi Romania ‘mature’ but ‘dynamic’ as it reaches mobile parity
Having drawn level with Orange and Vodafone, Digi Romania now wants to get its nose in front in the market’s three-horse mobile subs race.
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Products & ServicesBT takes network slicing mainstream with Fast Lane launch
EE becomes the first UK operator to bring network slicing to consumers, creating a test case for the tech as questions remain about customer willingness to pay a premium for the quality-of-service add-on.
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Network & InfraDigi teases measured approach to UK expansion as converged challenger emerges
Serial under-cutter Digi is investing cautiously, building fibre selectively, and laying the groundwork for a future fixed-mobile proposition, suggesting an aggressive land grab is unlikely.
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OperationsBT says 75% of legacy fixed OSS retired after decade-long SRIMS overhaul
Now advanced on fixed-network inventory, data and process unification and simplification, digital OSS chief Ravi Ramachandran has set out how the operator’s graph-based SRIMS platform is intended to underpin automation/AI, digital twins, and NaaS revenue.
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Financial & PerformanceGermany’s Freenet backs ‘value-over-volume’ strategy to withstand fierce mobile competition
German service provider is introducing new tariffs and investing in more marketing to help attract customers in a fiercely competitive mobile market. CEO Robin Harries claims to be witnessing early signs of “healthy” pricing movement…
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Partnerships & AlliancesSES taps newly-merged Elveo Mobile to strengthen multi-orbit play
SES ties with satco created from merger of Lynk Global and Omnispace, seeking to strengthen LEO offerings while reinforcing multi-orbit strategy. Elveo Mobile CEO Ramu Potarazu says tie-up will help to accelerate time-to-market as the newly created provider seeks to expand constellation…
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Suppliers & SCMBT serene, Vodafone slumps as UK public spending on telecoms slides
BT remains the dominant supplier to the UK public sector telecoms market, but Tussell research suggests traditional telecoms services are becoming a shrinking component of government technology spending as buyers increasingly prioritise newer digital capabilities.
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Partnerships & AlliancesVodafone deepens Telenor ties, becomes international voice gateway
In-depth: Vodafone deepens strategic Nordic relationship to take in international voice, building on Procure & Connect alliance, exploiting UK Group’s scale, and supporting Telenor’s strategic pivot to home region ‘optimise’ and ‘focus’.
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Partnerships & AlliancesVodafone Business taps TCS to aid UK revival
Operator ties with Tata Consultancy Services to jointly develop solutions to help B2B clients improve customer experience, with AI, automation, cybersecurity, and others in the mix. Agreement marks latest step in Vodafone Business’ partner-led expansion of enterprise portfolio…
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PeoplewatchFormer MTN, Airtel heavyweights lined up for Vodacom board
Vodacom turns to ex-MTN M&A chief and Airtel Africa CEO to fill boardroom spots ahead of Chair Saki Macozoma’s retirement.
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Financial & PerformanceVodafone’s Indian revival side-story: Vi declares ‘year of execution’ after first-ever customer base growth
In-depth (another of Vodafone’s low-key £1bn+ bets): local management promote inaugural net customer adds as evidence that 5G-led revival is coming through, putting operator on the road to competitive (and financial) recovery, if only yet more funding secured…
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TechnologyTelefónica expands B2B portfolio with voice AI tech
Operator offers AI-powered transcription and virtual assistants to Spanish enterprises, marking latest step in planned modernisation of B2B comms portfolio. Launch highlights voice as a key area for telco AI innovation, as Telefónica and other European telcos tinker with the technology…
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Analyst BriefingBTwatch: fibre dividend emerges, Ofcom bares teeth on promos
Analyst Briefing: stubborn numbers but signs of things to come as BT’s Q1s leave the Group on track for near- and mid-term guidance; Openreach knocked back as Ofcom moves to block pricing change; and TelcoTitans considers the implications for the Group of a new UK Prime Minister…
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Network & InfraOvercoming the OSS/BSS bottleneck: telcos’ AI transformation needs an event driven architecture
Are decades of disjointed OSS/BSS investments stifling telecom’s AI ambitions? Industry leaders at The Data-Driven Telco Summit explored how innovations like EDA are bridging the gap between legacy platforms and real-time, agentic AI operations. Learn more…