Latest Strategy News
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Strategy & ChangeGreek upstart PPC rules out expansion of challenge to mobile
Utility denies rumours of upcoming expansion into mobile, despite planned participation in Greek watchdog’s spectrum consultation. Instead, CEO Georgios Stassis says PPC is eyeing a fixed-wireless access play to complement rapid fixed broadband expansion …
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Strategy & ChangeArch-disruptor Digi teases UK landfall — is £15 fibre here to stay?
In depth: expansive Romanian telco disruptor teases ultra-low pricing that has shaken up EU markets and now threatens to redraw UK fibre market’s economics and put further pressure on already fragile altnet ARPU… next stop mobile?
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Financial & PerformanceLeading by example: Vodafone CEO frames UK integration as blueprint for future market evolution
FY25–26: Margherita Della Valle pitches the instant impact of the VodafoneThree merger as a driver for UK growth, improved financial performance, and a route to win in a tough competitive environment — but a muted end to FY25–26 tempers optimism, as pre-merger headaches persist.
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Financial & PerformanceVodacom seeks African fibre synergies with SA to lead the way
FY25–26: Vodacom is looking to scale its fibre footprint, leveraging M&A-boosted South African strengths to propel expansion in Kenya and Tanzania…
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Financial & PerformanceVodafone faces volume trade-off in latest Germany turnaround attempt
FY25–26: Group CEO Margherita Della Valle defends value-over-volume play as Germany OpCo closes in on a turnaround, of sorts, despite persistent customer losses and further earnings decline forecast.
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Financial & PerformanceBrazil’s Vivo calls on AI to aid fight with inflation
Chief Executive Christian Gebara surveys “vast number of opportunities” from AI tech, including an upcoming major customer support revamp, as operator seeks to restrict inflation impact on margin.
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Financial & PerformanceSafaricom Ethiopia moves ‘from startup to scale’ with breakeven in touching distance
Ethiopian operator is entering its scale-up phase, with rapid revenue growth, losses falling, and investment slowing to put EBITDA breakeven within sights…
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Network & InfraGermany’s O2 lays out data centre expansion plan
Telefónica’s German unit outlines data centre construction plan, moving to expand its footprint after a series of recent upgrades at existing facilities. Plans unveiled alongside revamped data centre services portfolio, seeing O2 continue to contribute to the Group’s ‘sovereign’ infra play…
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Network & InfraBT to launch ‘nationwide’ network slicing for consumer and enterprise
BT will offer network slices later this year as it positions 5G SA as a monetisation engine, building on early use-case validation.
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Consumer (B2C)BT shifts ‘from build to brand’ as it leans back into heritage
CEO Allison Kirkby has ‘relaunched’ the consumer BT marque three years after it was sidelined, with a return to mobile and a renewed focus on the operator’s ‘most loyal’ customer base.
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Suppliers & SCMVodafone puts AI-powered procurement engine on the road to autonomous buying
In-depth: Vodafone Procure & Connect updates on its two-year GenAI-led procurement overhaul, with a partner-powered platform adopted at scale and delivering tangible results. More to come, including a potential platform export, as telco buying settles into its ‘third wave’…
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Financial & PerformanceTelefónica is starting to ramp up return from home security sideline
Telco’s property monitoring venture with Prosegur boosts profitability in Q1, aided by ongoing user growth, increased focus on client value, and tight managerial control of cash inflows and outflows at arms-length joint business. Other telcos have started to take notice of the JV’s momentum…
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PeoplewatchGlobalConnect names new CEO amidst network expansion push
GlobalConnect CFO Lasse Pilgaard set to move up into top spot from September, with new finance chief waiting in the wings. European fixed infra provider says appointments mark the “final step” in wider leadership overhaul, as it moves to accelerate network expansion and legacy route upgrades…
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M&AVodafone bulks up with £4.3bn UK buyout
Group says ‘time is right’ to move on VodafoneThree less than a year after combining, buying out CK Hutchison and bulking up in its home market. Management cites progress on synergies, but jury’s out on ‘success’ of merged operator eleven months in…
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Analyst BriefingOrangewatch: Q1 figures, a revised SFR bid, and progress on taking back MásOrange
Analyst Briefing: Orange claims “very good” first quarter results, makes a fresh offer for distressed rival SFR, and signs a takeover deal for fibreco Scorefit…
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Analyst BriefingBTwatch: the return of budget mobile?
Analyst Briefing: reports emerge that BT is preparing a consumer reversal, re-entering the no-frills mobile space and re-energising the BT brand. Elsewhere, Business CTO Colin Bannon makes a rare plea for more regulation; and Ofcom opens a compliance investigation…
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Strategy & ChangeBT: UK’s regulatory ‘Wild West’ presents barrier to sovereignty investment
FutureNet World: Business CTO Colin Bannon makes rare call for greater regulation to remove sovereign platform investment barriers and warns that end-to-end technical sovereignty is unrealistic and misguided.
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M&AOrange moves to bulk up fibre estate with Scorefit buy
Operator agrees to acquire French fibre operator from BNP Paribas, supported by €1.3bn worth of financing agreements with banks. If approved, deal will see Orange expand its fibre asset pool to support commercial expansion and ongoing domestic copper switch-off…
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Network & InfraT-Mobile to plough another $2.7bn into fibre through two new JVs
US operator takes investment in fibre expansion push beyond $9bn, with formation of two new private equity-backed takeover vehicles.
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PeoplewatchOpenreach veteran takes CEO spot at Lightning Fibre
Openreach’s Bertrand Mazieres moves to fibre challenge to lead “next phase” of strategy to commercialise its network…