Latest Strategy News
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Financial & PerformanceVodafone braces for UK merger impact, lines up €1.5bn investment for inaugural year
FY24–25: Vodafone CEO Margherita Della Valle teases imminent deal completion and rapid integration to follow.
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M&ADigitalBridge in talks over sale to asset management duo — report
Asset managers 26North and Mercuria reportedly in talks to acquire DigitalBridge, with deal potentially set to materialise “in the coming days”.
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Partnerships & AlliancesTelefónica and CaixaBank rejig device finance tie-up
CaixaBank and Telefónica combine two separate financing joint ventures into their Telefónica Renting tie-up in Spain in latest development between the long-time partners.
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Financial & PerformanceDigi ‘adapting as we go’ after a testing start in Belgium
Closely-watched new entrant has already been forced to “resize” and “rescale” its business in the first few months of operation.
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Financial & PerformanceSouth Africa: energy challenges push rivals Vodacom and MTN to collaborate on power
Vodacom FY24–25: operators in early stages of infra-sharing under Energy Users regulation.
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M&AUnited Internet raises 1&1 stake ahead of further network spend
Germany’s United Internet splashing out €300m to increase 1&1 holding to 90%; claims “particularly important” ahead of mobile network expansion.
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Weekly BriefingsBTwatch Weekly: public cash, automated networks, and UK exceptionalism
Latest from BT, including reports of an overseas B2B carve-out; a new Chief Digital Officer incoming; Reza Rahnama’s evolving ‘Dark NOC’ vision; and a setback in Openreach’s attempt to reform MDU access rights…
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Products & ServicesRip & Restart: AllPoints launches aquila UK fibre wholesale platform
Days after Zen’s The Fibre Hub launch, Fern Trading outpost opens curtains on UK’s latest aggregator in effort to offer a simplified, stable route to ‘national’ ISP scale, with multiple FibreCos and B2B retailers already on board. Could this be the game-changer the altnet segment needs?
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M&ATAWAL is possible suitor for DT’s latest tower spin-outs
Acquisitive Saudi tower group TAWAL is still keen on M&A in central and eastern Europe and has Deutsche Telekom’s newly carved out masts in its sights.
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Financial & PerformanceSafaricom plots bolt-on M&A to strengthen Kenyan and Ethiopian core
FY24–25: CEO Peter Ndegwa indicates willingness to look further afield for growth opportunities once Ethiopian venture reaches self-sufficiency.
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Strategy & ChangeBT to carve out International in next step of B2B grand plan — report
Reports cite an internal memo that tees up a spin-off of overseas B2B, headed by Bas Burger, as Group CEO Allison Kirkby puts her foot down on UK retrenchment aspirations.
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M&AVirgin Media O2 still eyeing altnet buys despite pressing pause on NetCo plan
Virgin Media O2 remains hungry for fibre altnet M&A while its NetCo sale plans are put on ice and its own fibre build rate cools off this year.
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Venturing & InvestmentsActis looks for emerging infra opportunities after closing $1.7bn fund
London-based infrastructure investment group eyes fresh opportunities in digital infra (among other sectors) after closing latest fund, with focus on businesses in Asia, EMEA, and Latin America…
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PeopleDeutsche Telekom Peoplewatch: freshening IT up
The latest strategic and senior changes at Deutsche Telekom, including a change of execs tasked with driving forward IT transformation at both Group level and domestic towers business DFMG — plus leadership changes at T.Capital, Combis, and T-Systems’ transport unit.
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Network & InfrastructureBT casts a Dark NOC vision for future network ops
Mobile Networks MD Reza Rahnama has cast a “vision” for BT’s Dark NOC future, with foundational work with AWS underway.
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Financial & PerformanceSafaricom boasts Ethiopian maturity as ‘baby’ makes ‘confident steps’
FY24–25: CEO Peter Ndegwa says there is more to be done to reach commercial and infrastructure ‘scale’, but Safaricom’s Ethiopian venture is said to be nearing EBITDA positivity.
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PeopleBT raids DT for next Digital chief to drive transformation
Deutsche Telekom CIO Peter Leukert lined up as Chief Digital Officer and head of BT’s Digital function, a permanent replacement for Harmeen Mehta and relieving Howard Watson of his interim dual brief.
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Public AffairsTelefónica ‘mulling further job cuts’ in hunt for efficiencies
Operator reportedly considering reducing its Spanish workforce by between 4,000 and 5,000 employees, just a year after its last round of cuts.
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Network & InfrastructureVodafoneZiggo says ‘no’ to Dutch fibre, goes ‘all in’ on DOCSIS
Q1 FY25: With move to new strategic plan, Vodafone–Liberty Global joint venture commits to DOCSIS 4.0 upgrade over the next few years, turning down full-fibre prospect but keeping the door open to FibreCo partnerships…
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InterviewA telco win-win: TXO adds ‘scale and breadth’ to network circularity proposition
In-depth: ‘A local business gone global’: Wales’ green dragon adds heft in US, following recent Europe and APAC expansion — extending bid to scale circular economy leadership and portfolio in global telco network supply and infrastructure value chain…