Latest Strategy News
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Financial & PerformanceNew T-Mobile CEO wants to guzzle more gains
Q3 FY25: T-Mobile US’ results call sees incoming CEO Srini Gopalan toast the success of his predecessor Mike Sievert, and lay out plans to keep the good times going by targeting wide-scale user wins from rivals AT&T and Verizon. Sievert, meanwhile, signs off with a big quarter of growth across both its core mobile business and fledgling wireline growth segment.
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Financial & PerformanceOrange’s Heydemann keeps M&A hopes alive as talks with Altice continue
Q3 FY25: Orange Group’s CEO uses the operator’s quarterly results presentation to insist that a joint buyout by Orange and rivals is the best solution for challenged competitor SFR, despite the recent rejection of their opening offer.
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Partnerships & AlliancesT-Mobile says joint OpenAI platform now live, ‘paying dividends’
The Un-Carrier’s tie-up with OpenAI is now ‘touching customers’ and said to be bearing fruit by optimising handset upgrades…
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Innovation30 years down, 5+ to go before BT’s quantum vision comes to life
Capacity Europe 2025: Senior Research Manager Andrew Lord remains optimistic about quantum secure communications, but sought-after commercial use cases still five-to-ten years away. QKD a valid ‘stepping stone’, and satellite may boost momentum, but supply chain ‘fragility’ remains a stumbling block…
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PeopleTelefónica rejigs team to break new trail on infra
Chief Executive of Telefónica Infra to leave after six years in role, giving the Spanish group a new setup to push through a change in approach on management and ownership of fibre assets. Politically connected Board Director takes on the challenge…
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InterviewINCA CEO: ‘job done’ when altnets join Openreach as industry ‘baddies’
INCA Summit 2025: With consolidation looming and the next Telecoms Access Review on the horizon, the UK’s fibre landscape is at a tipping point. Altnets, however, are still reeling from (pantomime) villain Openreach’s latest pricing initiative, with disappointment at Ofcom inertia, and suspicion the incumbent is testing what it can get away with…
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Strategy & ChangeTelefónica doing the maths on 1&1 tie-up: report
Report indicates the Spanish group is considering reigniting links with 1&1, Germany’s fourth telco, in a bid to revive its local fortunes. But both face a bewildering range of options (and challenges) as they seek to regain growth…
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PeopleBT’s Watson to retire, McCall steps up
Greg McCall stepping up to lead networks and security into the age of data and AI, closing out safe-pair-of-hands Howard Watson’s decade of digitalisation, fibre, 5G and cloud modernisation.
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PeopleVodafone Peoplewatch: exec secures place at head of open networks body
October 2025 update: 25+ senior and strategic moves across the operator and its interests, including TM Forum and TIP berths for Voda execs; regional leadership changes in Europe; ex Iberian CEO closes the book; more from around the Group…
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M&AFrench telco trio unveil their SFR consolidation pitch
Orange, Bouygues, and Iliad confirm a long-rumoured move for troubled rival SFR, but a reported to have been knocked back by latter’s parent Altice.
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M&A‘We need to get on with it’: nexfibre boss wants to see altnet acquisition action
Fibreco chief suggests some investors will have to swallow losses on altnets as the industry goes into consolidation mode.
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Financial & PerformanceAs lenders wobble on UK fibre, should altnets brace for potential write-downs?
FTTH Congress CEE: ING warns that lender peers are weighing up debt write-downs as UK and European fibrecos fail to deliver on business case promises. Altnet leaders warn that investors are ‘scarred’ by past shortcomings, but can be reconvinced…
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Network & InfraVirgin Media O2 pursues faster fibre build with upskilling scheme
The Single Visit Install programme speeds up fibre installations for nexfibre customers, part of a wider VM O2 initiative to transform customer experience and fix historic negative feedback.
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PeopleTelefónica Deutschland kicks off CEO search as Haas waves goodbye
O2 CEO Markus Haas is set to step down, with a search process underway to find his replacement. The move comes less than a year after the operator renewed the boss’s contract…
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Public AffairsTelefónica said to mull Spain job cuts ahead of Murtra’s strategy reset
Telefónica reportedly preparing an incentivised early-retirement plan to cut at least 6,000 jobs across Spanish subsidiaries. The operator is said to be aiming to present plans to unions following upcoming strategy reset…
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PeopleBT Peoplewatch: European rollback leads to regional leadership swaps
25+ senior and strategic changes at BT/Openreach, including senior swaps at BT Sourced; another series of brand and marketing appointments at Group-level; and new BT International regional leads following Retelit’s Italia acquisition…
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Analyst BriefingsTelefónicawatch Analyst Briefing: Murtra wants a New Deal on new deals
The latest news and developments from around Telefónica, as Executive Chair Marc Murtra reiterates call for European authorities to free telcos to merge, and gain scale against global rivals. Unions, meanwhile, begin to take an interest in what the operator’s coming strategy refresh could mean for its workforce in Spain. Read more…
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Public Affairs‘Enormously aggressive’: nexfibre leads altnet complaints against Openreach copper-to-fibre discounting
Connected Britain 2025: As Openreach pulls levers to combat massive broadband losses, and drive fibre adoption alongside, altnet leaders have called out the discount pricing strategy as unsustainable. nexfibre execs have called it an exploitation of the incumbent’s significant market powers, CityFibre warns of structure advantage, plus views from other altnets, rivals…
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Analyst BriefingsBTwatch Analyst Briefing: CEO issues warning ahead of Budget, regulatory review
Latest from BT as CEO Allison Kirkby raises concern at the tax burden and regulatory red-tape faced by UK infra owners; Openreach crosses 20 million prems milestone; Netomnia boss eyes scaled BT challenge; more from around the Group…
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Analyst BriefingsDeutsche Telekomwatch Analyst Briefing: DT cuts loose on Europe regs, goes B2B shopping
Deutsche Telekom strengthens its Europe division by finally jettisoning poorly performing and positioned outlier Telekom Romania Mobile. But regional execs want even more gains from the regional market, reiterating calls for a philosophical rethink on how regulations are designed and implemented, and a ‘liberation’ of telcos from outdated ex ante restrictions. Read more…