Latest Finance & Strategy Insight – Page 7
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M&ARocket Lab to become end-to-end satellite player with Iridium buy
Rocket Lab seeks to move beyond launch services and become vertically integrated satellite player through Iridium acquisition. Challenger eyes opportunities for operational efficiencies and new services, as well as plans for forays into the defence and direct-to-device segments…
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Strategy & Changegiffgaff preps fintech side hustle as new CEO eyes deeper customer ties
MVNOs World: Innovative MVNO’s boss Kate Dohaney sees telco connectivity as mere ‘table stakes’ in the AI era and is exploring new routes towards value creation, including events, financial services, and education.
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Venturing & InvestmentsDTCP makes maiden Defence Fund investment
Deutsche Telekom-affiliated investor backs drone software developer Six Robotics. Move is the first that DTCP has made via recently created Defence Fund, as it seeks to tap into growing European military spending.
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M&ABT and Verizon pair up on $4bn multinational B2B venture
In depth: BT has finally found a partner for its troubled International enterprise business, striking a joint venture agreement with Verizon that could bring an end to years of strategic uncertainty while creating a new global connectivity player focused on multinational customers.
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AnalysisFrom TETRA to 5G: defence as MNOs’ next big opportunity — Strand Consult
Guest analysis: as MNOs look to commercialise networks in new ways, rising connectivity demands from defence and public safety sectors present value-creation opportunity not seen since the days of 3G…
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Strategy & ChangeAgents of change: Orange CIO Vermeulen spells out risks and rewards of AI
DTW Ignite: Koen Vermeulen says the use of AI agents will compress software development cycles and bring fundamental changes for telcos, removing constraints if bottlenecks are avoided.
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B2BVodafone chases defence opportunity with centralised German hub
European B2B chief Hagen Rickmann heads a move to consolidate and ‘bundle’ defence-related operations in Düsseldorf to target the sector “more strongly”, meet growing demand, and go head-to-head with rival telcos.
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Network & InfraVM O2 plans ‘extensive’ autonomous networks ramp-up
UK operator targets Level 4 network autonomy within a ‘couple of years’, with network planning and optimisation the key use-cases.
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Suppliers & SCMVodafone’s R&D chief urges infraco action as quantum threat presents ‘new normal’
DTW Ignite: Luke Ibbetson warns of post-quantum cryptography as a near-term priority for infracos, with a ground-up approach needed to ensure fixed, mobile, and satellite assets are protected…
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PeoplewatchOrange’s Javaid takes over as Group AI supremo
Steve Jarrett is vacating the Chief AI Officer role, although it’s not clear why, with Usman Javaid to fill the spot.
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Strategy & ChangeUtility Warehouse eyes broadband and mobile opportunities as it chases convergence
In depth: Multi-play broadband and utilities provider unveils a five-year plan to drive up mobile, broadband, and insurance, while tapping an AI commercial opportunity. UW may be a litmus test as UK altnets develop retail strategies to go beyond connectivity…
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Network & InfraOptimising Virgin Media O2 joins BT and VodafoneThree in laying down 2G switch-off schedule
Operator seeks to free up frequencies as 2G switch-off to begin in 2029. Spectrum to help VM O2 catch up with rivals on network capacity and strengthen 4G and 5G services. However, Ofcom notes “clear expectations” in place around support for 2G-reliant customers…
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B2BVodafone, Ericsson set sights on military 5G SA use-cases after radio backhaul ‘breakthrough’
CCW 2026: Vodafone and Ericsson are advancing military-grade 5G capabilities to meet defence demands for isolated, interworking, and resilient networks that can operate beyond traditional infrastructure.
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Network & InfraThe quest for autonomy: how agentic AI can deliver real ROI — new report
Research provides telcos with a pathway to delivering real value from agentic AI, featuring Tier 1 use cases and recommendations to help bridge “the autonomy chasm” to reduce operating costs, improve service reliability, and increase network agility.
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Analyst BriefingDeutsche Telekomwatch: All-action on AI
Analyst Briefing: DT’s AI-led sales and savings drive sees the announcement of initiatives focused on automated network optimisation, fresh B2B tie-ups with the likes of n8n, Scheer Group, and SupplyOn, and the addition of a new AI supremo in India. Elsewhere, we look at how the Group and other telcos are responding to the challenge posed by disruptive travel eSIM providers.
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Strategy & Change‘We’re built different’: how disruptive Digi is putting unorthodox group ethos into practice in Spain
In depth: Digi Spain has adopted its parent group’s ‘radical pricing model’ and industrial approach to build a vertically integrated challenger to Spain’s three established telecoms players. The result has been successive years of 20%-plus top line growth, an expanding share of the market, and a platform for the group to extend its disruptive playbook to other European markets.
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Financial & PerformanceVodafone Spain progresses dramatic, private equity-led turnaround
Spain’s number three telco has more than doubled margin in the two years since being sold by Vodafone to investment group Zegona Communications, again raising a question mark over strategy under its previous owner. Having proved its buy-fix-sell transformation model, Zegona is now eyeing other acquisition targets…
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M&ALiberty Blume bulks up with rights management acquisition as it expands UK infra horizons
Liberty’s Blume is stepping into energy, water, and construction to add to its telecoms heartlands with CLM takeover, positioning itself to capture a larger share of the UK’s infrastructure investment boom.
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Products & ServicesThe $5bn travel eSIM revolution: disruptors, unicorns, and the MNO fightback
MVNOs World: Kaleido Intelligence identifies exponential growth in the travel eSIM segment, with momentum fuelled by perception of MNO gouging and lack of pricing clarity. Operators are mitigating this challenge to roaming revenues by hedging bets with investments in disruptors, wholesale MVNO deals, and more transparent international travel plans.
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Financial & PerformanceTelefónica sees early gains in Transform & Grow revival plan
Q1 FY26: Execs at trimmed-down and re-focused Telefónica claim already to be seeing positive results from its new, five-year strategic plan, announced late last year. Operational changes and exits from volatile markets have made the Group smaller, but also given management a more solid and predictable platform for growth, execs argue.