Latest Finance & Strategy Insight
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Finance & StrategyINWIT warns Fastweb + Vodafone it’s all or nothing on tower access
INWIT has escalated its fight with Fastweb + Vodafone, rejecting its anchor tenant’s vision of an orderly twelve-year migration and insisting that, if the MNO can terminate its tower contract, it must vacate the entire estate by March 2031.
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Finance & StrategySafaricom sets about sweating Ethiopian assets as startup drag fades
Safaricom’s Ethiopian gamble is beginning to look less painful, with service revenue surging, EBITDA losses collapsing, and capital requirements falling sharply — but forex benefits flatter the improvement, and true profitability remains some distance away.
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Finance & StrategyO2’s deal with Lars Hinrichs mobile startup ‘not very helpful’, says DT chief
Deutsche Telekom CEO Tim Höttges is irked by impending launch of a disruptive, high-tech mobile venture by entrepreneur and former DTAG Supervisory Board stalwart Lars Hinrichs.
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Finance & StrategyOpenreach eases fibre build, puts the hammer down on connections
Incumbent will miss its year-end 25 million premises target, but a three-month extension barely dents BT’s increasingly upbeat fibre narrative. The bigger question is whether surging take-up can now translate into the cash flow and retail growth.
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InfraBT’s Kirkby welcomes VM O2 to join the Openreach party
Door open to VM O2 to become Openreach’s last major-CP customer, with the BT CEO arguing constrained capital and higher borrowing costs are making infrastructure rental increasingly attractive — but does the logic cut both ways?
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B2BVi taps PwC for agentic AI push
Vodafone Group’s Indian affiliate Vi has teamed up with PwC India to launch an AI lab pitched at “agentic enterprises”, as the operator looks to build out its B2B credentials after securing long-await clarity and relief on its government dues.
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Finance & StrategyHelios climbs on Middle East and Africa site spend
While European and American peers battle for growth, MEA-focused Helios Towers expects double-digit increases in tenancies, earnings, and cash flow this year as regional mobile operators ramp up spend on network coverage and capacity.
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PeoplewatchBT Peoplewatch: dealmaker joins the ranks, Consumer reshapes brand leadership
November 2026 update, including a new M&A lead, reshaped consumer brand and product teams, and a strengthened public sector bench at BT Business…
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Finance & StrategyVM O2 may save close to £1bn on fibre as CEO declares three-player market unviable
Virgin Media O2 has pulled the plug on its cable-to-fibre conversion, potentially avoiding nearing on £1bn of investment as management argues that three-way infrastructure competition is economically unsustainable in much of the UK.
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M&AVM O2 TalkTalk interest challenges BT ‘only viable buyer’ narrative
Mike Fries, CEO at VM O2 co-parent Liberty Global, reveals previously undisclosed interest in TalkTalk, raising fresh questions over BT’s ‘buyer of last resort’ positioning.
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PeoplewatchChanging of the guard at Foresight’s Connect Fibre
UK fibreco enters next phase under new leadership, with Jacob Mills taking over as CEO and backer Foresight reiterating its support.
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PeoplewatchTelefónica Peoplewatch: Virgin Media O2 preps ground for three-way brand reboot
November 2026 update: A roundup of high-level moves at recalibrating Spanish giant, including further appointments at challenged UK joint venture Virgin Media O2 as it embarks on a more deeply segmented consumer strategy, based on its three key brand platforms.
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M&ATelefónica’s Brazilian growth engine considers opportunistic fibre takeover
Vivo has confirmed early-stage talks over Vero, potentially giving Brazil’s fibre leader another route to expand as its indebted target shifts from footprint growth to cash generation, and its private-equity backers consider their options.
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Finance & StrategyEutelsat sees €10bn commercial opportunity as IRIS² work begins
IRIS² construction brings Eutelsat billions in revenue but limited margin and substantial delivery risk. Management is instead focused on the next phase, with hopes of turning OneWeb into a 50%-plus-margin business.
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Finance & StrategyOrange Spain holds nerve to retain value-over-volume focus
Orange resists pressure to chase aggressive rivals on price, betting that convergence, lower churn, and a broad brand portfolio can support an improved service revenue trajectory.
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Analyst BriefingUK Infrawatch: nexfibre ups CMA pressure, UK infra ambitions reined
Analyst Briefing: Latest from the digital infra scene in the UK, including a CMA spanner in nexfibre‑Netomnia works, BT buying TalkTalk for good of nation’s health, CityFibre quietly keeps building, and plenty more…
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Finance & StrategyKPN ponders fibre end game after hitting six million homes mark
Dutch incumbent evaluating options on how to wrap up multi-billion-euro fibre rollout programme most cost-effectively, as it comes within reach of 85%-coverage goal with four years in hand.
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Technology & ITOrange tests D2D appetite as Europe eyes satellite sovereignty
Orange is using its first commercial direct-to-device offering to test customer appetite rather than chase mass adoption, while trials with AST SpaceMobile and the battle over European MSS spectrum point towards a broader satellite strategy built around multiple technologies and partners.
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InterviewEY-Parthenon: in face of disruption, telcos must think differently about differentiation
Analysis: Can telecom operators transcend infrastructure before non-traditional challengers capture the enterprise frontier? Drawing on global C-suite research, this analysis explores why differentiation, agentic architectures and national sovereignty represent the industry’s most viable growth engines, and why defensive cost-cutting will not secure long-term relevance.
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PeoplewatchVodafone Peoplewatch: strengthening the political and regulatory bench
October 2026 update, including a series of political affairs appointments in Brussels and London, a structural reset for Vodacom’s Foundation initiatives, and new leadership for Vodafone’s commercial eSIM, AI, and digital security propositions.