Latest Strategy News – Page 10
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Financial & Performance
BT holds off on international B2B sale until division proves its worth
FY24–25: BT Group CEO Allison Kirkby says carved-out BT International must show its value, with ‘runway’ needed for Global Fabric to do the same, ahead of a prospective offload. UK M&A remains on the cards too as BT looks to capitalise on SMB opportunity…
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Strategy & Change
Hénique signs off from Orange MEA on a high note
France-bound Jérôme Hénique discusses the challenges of managing Orange’s sprawling Middle East & Africa business, and asserts the importance of a division that has contributed significantly to Orange’s results in recent times, delivering double‑digit revenue growth for eight consecutive quarters.
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People
Deutsche Telekom centres on RAN challenges with new R&D boss
Key RAN development exec Petr Ledl is to take over as Head of DT’s T-Labs unit, with a brief to grapple with “complex technology concepts in the area of mobile networks” and push forward transformation of the group’s radio systems.
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Financial & Performance
BT Consumer returns to multi-brand approach to ‘defend and win’ against altnet incursion
FY24–25: BT CEO Allison Kirkby has found an ally in new Consumer boss Claire Gillies as they work to undo ‘underweight investment’ in BT and Plusnet brands of recent years. U-turn on New EE strategy sees multi-brand approach ‘reactivated’, regional campaigns to beat local altnet competition…
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M&A
Telefónica finalises another Hispam exit with €389m Uruguay sale
Telefónica to sell Uruguayan business to Millicom International Cellular for US$440m (€389m), as Hispam disposals are accelerated to fuel Group’s consolidation ambitions in Spanish and European markets.
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People
DT tech supremo Claudia Nemat resigns; CTO Mudesir steps up
Tectonic shift at German group as colourful and charismatic Technology & Innovation boss Claudia Nemat departs and passes the reins to number-two Dr. Abdu Mudesir.
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Financial & Performance
Vodafone Germany hits new lows as management tees up a turnaround
FY24–25: Group management insists that annual results were the nadir for its flailing German OpCo, as another fall in service revenue and earnings makes for an even lower baseline to which a future turnaround can be compared.
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Financial & Performance
Community Fibre take-up rate hits 25% after strategic shift
Altnet hits 25% full-fibre take-up rate, placing it third only to Openreach and nexfibre/VM O2 among UK fibre majors.
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M&A
IHS Towers mulls further asset sales as it exits Rwanda
African wireless infra player sells off Rwandan business to Paradigm Tower Ventures. IHS Chief Executive Sam Darwish says TowerCo has achieved its M&A goals set out following its last strategic review, but indicated further deals could be on the table…
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Analyst Briefings
Orangewatch Briefing: Huawei is back in business in Spain
In this issue, we report on MásOrange’s apparent renewed enthusiasm for technology from China-based vendors for cutting‑edge network developments.
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M&A
DigitalBridge 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 & Alliances
Telefónica 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 & Performance
Vodafone 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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Financial & Performance
Digi ‘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 & Performance
South 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&A
United 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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Analyst Briefings
BTwatch 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 & Services
Rip & 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&A
TAWAL 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 & Performance
Safaricom 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.