Latest Strategy News
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Network & InfraUK AI council looks north as energy demand set to soar — but connectivity an afterthought
Initial meetings of the government’s AI Energy Council see predictions of surging energy demand and challenges in ensuring existing infrastructure is up to the job, but connectivity requirements appear sidelined with fibre operators asbent…
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Strategy & ChangeVodafone Turkey to lean on ‘global’ expertise to move fast with 5G
Vodafone and peers in the starting blocks ahead of October auction, when 5G race will begin.
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Partnerships & AlliancesAduna goes big on Brazilian B2B with deeper Vivo tie-up
Partnership is aimed at scaling API availability and diversifying into new industries.
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PeopleNew boss brought in at Telefónica’s home security venture
Operator’s partner Prosegur promotes from within to fill vacant Exec Chair spot at their six-year-old connected-security joint venture.
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Partnerships & AlliancesOrange ties with Synamedia to extend CDN platform
Telco aims to give content providers a simplified way to extend their reach through integration with Synamedia’s platform. The deal comes as Orange plots a strategic shift in its CDN approach…
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B2BZen enters ‘next phase’ of B2B with new leadership, evolving strategy
Ex-TalkTalk Business exec Jon Nowell steps in to lead Zen Business with a mission to disrupt, urges UK enterprises to reconsider status quo.
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Network & InfraUK takes step closer to D2D satellite services go-live
Regulator Ofcom to launch a framework that will permit direct-to-device satellite services next year, using BT, VodafoneThree, and Virgin Media O2 spectrum.
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Network & InfraEE levels up 5G SA ahead of rival’s counterattack
UK MNOs ranked: 5G standalone battle develops as EE boasts fruit of Ericsson tie-up to help retain its leadership position. Unified VodafoneThree is set to mount an improved response once promised investment flows through, but against European peers the UK’s MNOs look behind the times…
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Strategy & ChangeFrom Virgin to VOO: Orange rummages European brand assortment
Rumours abound about changes in Spanish brands, but MásOrange has so far only confirmed that Virgin Telco is being replaced by SIMple Telco.
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M&ATelefónica said to mull HQ sale to drive Murtra’s strategy
Operator reportedly assessing a sale of Distrito C offices, generating further funds to fuel Murtra’s upcoming strategic reset, which is said to include a focus on acquisitions in key markets…
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Analyst BriefingsVodafonewatch Analyst Briefing: Indian, Kenyan govs seek change at Vodafone outposts
India’s Vi gets knocked back as government hints at funding pullback; long-mooted split-up of Kenya’s Safaricom back in the headlines; Australia’s TPG sees recent overhaul bear first fruit…
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PeopleT-Mobile crafts CEO succession plan around ops boss Gopalan
As widely speculated, and even assumed, T-Mobile has lined up a succession plan with the appointment of Srini Gopalan to Chief Operating Operator, according to operator executives.
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Network & InfraIndus Towers eyes Airtel’s Africa markets in first move beyond India
Indian towerco’s Board of Directors gives the go-ahead to move into Africa, starting with three markets, with a helping hand from longstanding customer and controlling shareholder Bharti Airtel…
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PeopleT-Systems rejigs top team with dedicated sovereignty and tech execs
T-Systems rejigs management team with appointments to two new roles focused on sovereignty and strategy and transformation, replacing previous Chief Technology Officer function.
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Financial & PerformanceVi shares plummet: no further state support for Vodafone’s India affiliate
With share price diving after government indicated no further state help, at least on current basis, beleaguered Vi under renewed pressure to secure future and fund critical 5G rollout…
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Financial & PerformanceTelefónica said to prep capital raise to fuel Murtra’s new strategy
€3bn–€4bn funding option just latest suggested manoeuvre to support upcoming reset with its control and industrial strategy backdrop, amidst tight financials, defence and European telecoms consolidator ambitions…
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Strategy & ChangeMásOrange puts energies into new biz in pivotal year for the Spanish JV
Energy, insurance, and security alarm systems are seen as three key growth areas for the JV, with energy a particular field of interest.
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Strategy & ChangeKenyan gov adds infra to Safaricom separation talks — report
Government reportedly mulling a potential split of Safaricom into three separate businesses, including a dedicated infrastructure unit.
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Strategy & ChangeMTN to expand digital infra with refreshed strategy
Telco targets expansion of data centres and fibre as it launches new operating model aimed at accelerating growth. Executive Committee reshuffled to support execution of the new strategy…
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M&ADigi seeks to regain momentum in Belgium after taking control of local JV
Things have not gone as planned for Digi Belgium in its first six months of operation, but its parent group hopes a recent “simplification” of its management structure (and assumption of majority control of the unit) will put it back on track…