Latest Strategy News – Page 17
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Partnerships & Alliances
Virgin Media O2 signs on for another decade with Tesco
Two businesses extend their long-running joint venture well into the 2030s, responding to Tesco Mobile’s show of commercial resilience during pandemic and economic downturn, and progress on transformation.
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M&A
Iliad accepts defeat as Vodafone shuns final Italy offer
After Vodafone rejects latest revised merger terms, Iliad calls time on negotiations over proposed OpCo merger. Opportunistic interloper looks intent on continuing to disrupt Italian market, keeping incumbents under pressure. Vodafone remains TBC…
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Strategy & Change
OneWeb latest snafu: ground network delays global coverage into H2
Eutelsat confesses to holdups for serial stumbler OneWeb’s ground network. Reaffirmed faith in SatCo’s prospects insufficient to dodge Group’s financial downgrades. Learn more…
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Weekly Briefings
BTwatch Weekly: strategic swaps in the boardroom, rigorous defence in the courtroom
Latest around BT and its ecosystem as the Group goes to court to defend against overcharging class action; Deutsche Telekom goes strategic with latest BT board rep; and BT lays out a spectrum policy wish list; and more…
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Financial & Performance
UK’s Digital 9 Infrastructure to wind down, sell off assets
UK infrastructure investor proposes selling most of portfolio to pay off debt after completing strategic review.
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People
Deutsche Telekom goes strategic with new BT board rep
DT Chief Operating Officer Raphael Kübler to join BT boardroom to oversee stake and keep an eye on transformation agenda.
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Financial & Performance
T-Mobile plans to get more creative in post-integration era
Q4 FY23: American NatCo’s “scrappy team” plotting new ways to make customer gains.
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Financial & Performance
Is CityFibre now #1 UK fibre altnet by revenue, take-up?
With take-up doubling, revenue exploding, build on target and positive EBITDA imminent, NetCo boasts 50+ ISP retail partners are selling two- or even three-times’ as many CityFibre connections than sourced from Openreach. Appears Community Fibre and Hyperoptic overtaken, M&A next up…
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Strategy & Change
Ghana rebrand hits Vodafone’s African presence (and Partner Markets stipend)
As Partner Markets parent sees branding revenue drop, Vodafone Ghana reveals impending rebrand one year after acquisition by Telecel. Read on to find out more…
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Network & Infrastructure
Telefónica seeks OpenWiFi capacity lift from Helium Network
Group develops proprietary management platform to leverage Nova Labs’ “open-source” network of mobile hotspots for mobile data offload. Tie-up is initially focused on Mexico, but plans are in place to expand across Latin American markets, with hopes to cut infra costs further…
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Strategy & Change
Liberty eyes infra ‘gold’ through NetCo-ServCo split
February strategy update could see group pave way towards separation of European businesses along lines of infra and retail, says CEO Mike Fries. Liberty envisaging a “series of transactions, structures, and strategies” for next phase of business, following recent years’ portfolio strengthening.
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Weekly Briefings
Telefónicawatch Weekly: Álvarez-Pallete takes the stage as Group nears centenary
The latest around Telefónica and its markets, including CEO Álvarez-Pallete taking to the stage at the World Economic Forum; Vivo shelving network-share deal with Winity; and O2 Germany getting “aggressive” on discounts…
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M&A
Telefónica gets stakeholder thumbs up for O2 share boost
Voluntary acquisition offer, launched following loss of 1&1 network contract, ends with Telefónica gain a 21%-boost to its ownership in German operating business.
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M&A
No go for Vodafone Portugal’s Nowo acquisition for now
A setback in the Group’s M&A plans, as local media reports say Portugal’s competition authority has rejected Vodafone’s proposed remedies for its acquisition of rival Nowo Communications.
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Weekly Briefings
Vodafonewatch Weekly: Della Valle kickstarts transformation agenda with deals, restructuring
Latest around Vodafone and its ecosystem, including: Vodafone’s Microsoft megadeal; Safaricom’s newest unicorn-scouting initiative; ‘aggressive’ Auto plans; plus Vantage Towers, EU maneuvers, India, North Africa, and New Year exec changes…
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Weekly Briefings
Deutsche Telekomwatch Weekly: a decade into job, Höttges opens next chapter…
DT enters pivotal year in strong shape versus its peers, according to TelcoX study that backs up the Group’s onus on reliability and customer experience improvement over more thrill-seeking tech investment. Read more in this week’s briefing…
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Partnerships & Alliances
Vodafone changes up Partner Market alliances in Asia-Pacific
Group’s contract with Hutchison Telecom in Hong Kong ended in December; South Korean entrant replaces LGU+.
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Strategy & Change
Telefónica finalises Spain job cuts, wage increases ‘on the way’
Agreement reached with unions on CEV III framework and new incentivised early-retirement scheme, with more than 3,000 redundancies anticipated. Plans to increase wages and reduce working hours also reportedly in the works, and extension to other subsidiaries also a possibility…
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Operations
Deutsche Telekom taps new MLOps platform for time-to-market gains
Magenta MLOps system goes live from Deutsche Telekom IT, designed to further streamline IT processes for AI and ML solutions.
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Partnerships & Alliances
Vodafone signs ‘bold’ Microsoft deal to further AI, cloud, CX, IoT priorities
Wide-ranging collaboration includes $1.5bn Vodafone investment in co-developed solutions; AI adoption at scale; and embrace of Azure ecosystem. Get the full insight…