Latest Strategy News – Page 17
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Financial & PerformanceDT FY24 Guidance: Group remains in the flow
FY24: More jumps expected in revenue, earnings, and cash flow during FY25, and beyond.
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Analyst BriefingVodafonewatch Weekly: attention turns to post-merger strategy in the UK
Latest around Vodafone, including rumours of a UK pay-TV play once Vodafone and Three complete their combination; Vodafone and Digi’s Romanian M&A hits its first regulatory speedbump; Group entities lobby for improved subsea security and land bank protections; Vodacom’s Shameel Joosub goes on tour…
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Public AffairsOVHcloud says firms are seeking ‘alternative’ cloud solutions amid geopolitical ructions
The France‑based cloud services provider says “strategic autonomy” in cloud is becoming increasingly critical for enterprises as data sovereignty continues to rise up the agenda.
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Strategy & ChangeFresh from owner rejig, Onivia banks on open access to fill Spain’s rural fibre gap
Spanish FibreCo Onivia plans to augment pioneering open access model with value-added services for rural communities to bridge digital divide in the countryside.
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Financial & PerformanceTelefónica FY24 Guidance: execs buy wiggle room for strategy refresh
FY24: Group lays out set of fuzzy FY25 targets, sidelining FY26 goals, as new Executive Chair calls strategic review.
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Financial & PerformanceTelefónica FY24 Spend: cutbacks bring belt another notch tighter
FY24: Telefónica España leads way as Group continues to make progress on extraction of opex and capex savings.
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Financial & PerformanceTelefónica FY24 Headlines: targets tweaked; core divide denied
Group delivers solid FY24 numbers but dials back cash flow and earnings ambitions amid rocky environment.
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Financial & PerformanceFY24: GPS-less Telefónica leadership seek new path and identity
An in-depth look at Telefónica’s results presentation for FY24, as new Executive Chairman Marc Murtra initiates a strategic review to navigate the “drastic changes” taking place in Europe…
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Products & Servicesgiffgaff embraces ‘natural evolution’ as it prepares for broadband launch
VM O2 sub-brand giffgaff starts limited trials for broadband service using nexfibre infra.
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Financial & PerformanceSubs growth propels Deutsche Telekom’s congstar into €1bn revenue club
Figures from Telekom Deutschland’s discount brand support Group strategy to use separate brands to target different consumer segments.
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Strategy & ChangeBT Business CTO on nailing telco’s complex TaaP dance
Colin Bannon issues stark warning about challenges of Telco-as-a-Platform shift, but boasts of benefits drawn down in BT’s journey so far.
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Network & InfraINCA hails altnet heroes as spectre of overbuild looms
In a punchy, positive report altnet industry group INCA hails “dynamic” altnets on a mission to bring “fairer, faster, and more resilient” connectivity to the UK, but competitive benefits may not be sustainable, and the spectre of ‘supervillain’ Openreach still looms large.
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Analyst BriefingBTwatch Weekly: M&A spotlighted in Europe; rural fibre the focus in UK
Latest from BT as the Group advances its UK retrenchment on multiple fronts; Openreach build continues at pace, with connections to boot; Global Fabric expands Google Cloud collab for greater scale, reach; Harmeen Mehta named CDIO at BT data centre partner Equinix…
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InnovationGov report predicts £15bn telco productivity boost by 2035
PwC research on emerging technologies sees AI as leading economic transformation, but future telecoms one of the five biggest contributors to GDP growth of 8% by 2035.
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Strategy & ChangeVodafone–Three MergeCo looking to TV for convergence boost — report
Soon-to-be-combined operators said to be exploring TV subscription options as part of plan to poach customers, ramp up convergence.
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M&ATelefónica ditches another Hispam business with knockdown Peru sale
Telefónica firms up a second Hispam market exit in less than two months, agreeing to offload its Peruvian business to Argentinian investment group Integra.
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Analyst BriefingUK Infrawatch Briefing: supply vulnerabilities, vendors value altnets, aggregation opportunities
Latest from the digital infra scene in the UK, including: APFN breaking down national fibre barriers, Xantaro driving Wildanet’s ‘aggressive’ expansion; DSIT tackling UK’s vendor duopoly; people moves, and plenty more…
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Analyst BriefingOrangewatch Weekly: shining a light on network evolution
This issue explores technology advances in telecoms, from cloud native through to generative AI and even all-photonic networks.
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Partnerships & AlliancesBT boasts Google Cloud tie-in as Global Fabric accelerates AI deployment
Integration of new Cloud WAN into Global Fabric platform set to enable BT Business customers ‘put the foot to the floor’ in AI deployments, with Google looking to disrupt global MPLS market in the AI era…
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Strategy & ChangeTelefónica’s Murtra wants to ‘go big’ after cementing exec chair job
Group’s new boss makes a call-to-action for strategic renewal at operator as his contentious appointment gains shareholder approval. Telefónica needs to adapt to “new era in US-European relations”, he says.