Latest Strategy News – Page 12
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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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Analyst BriefingBTwatch 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 & InfraBT 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 & InfraVodafoneZiggo 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…
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Strategy & ChangeVM O2 slams brakes on NetCo fundraise amidst Telefónica strategy hiatus (nexfibre curtailed, too)
Plans to sell stake in NetCo spinout paused, as co-parent Liberty looks to “align” with partner Telefónica’s new management. nexfibre build also dramatically slowed to maintain “capital discipline” in UK’s “increasingly irrational” fibre market. Meanwhile, Netomnia raises new funds, ups target by another two millions homes…
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PeopleBT Peoplewatch: all change in Tech finance, Business leadership
30+ senior and strategic movers across BT, including a wave of corporate affairs changes; a remit expansion for Technology CFO Ed Briggs; swaps at Media & Broadcast; more…
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Analyst BriefingOrangewatch Briefing: the impact of geopolitical turmoil; sparks fly in Spain
In this issue, we report on Orange’s Q1 FY25 earnings call with a focus on data sovereignty and sharpening competition in France…
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Analyst BriefingVodafonewatch Weekly: AI agents put to task
Latest from Vodafone as the Group’s AI strategy fills out; several Business deals in Europe, Africa, and further afield; and a view from the Group and its peers as geopolitics shake up the industry…