Latest Strategy News – Page 2
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Financial & Performance
TPG enters ‘new phase’ as CEO actions strategic reset
Australian operator’s network sharing deal with Optus gives management optimism for FY25, as previous FY’s work lays a foundation for mobile market share growth.
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Strategy & Change
New Telefónica boss plots strategy shift amid European ‘winds of change’
Strategic review to consider implications of “drastic changes” ahead in Europe, says new Group Executive Chairman Marc Murtra.
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Financial & Performance
Telefónica Tech on a growth tear as reorg pays off
Telefónica Tech revenue surpassed €2bn in FY24 and the B2B services unit could be further bolstered through M&A following Group strategy review this year.
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Network & Infrastructure
DT’s wireless infra masterplan progresses in Greece
Greek incumbent OTE flags board approval for creation of new TowerCo, following review.
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Strategy & Change
UK FibreCo Netomnia mobile bolt-on to drive take-up
Top-three fibre challenger targeting inertial BT/EE customer base with segment-first addition of mobile bolt-on. Maverick CEO Jeremy Chelot seeking to break through customer acquisition ceiling, drive up ARPU and retention, chase down Openreach…
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People
stc’s CEO joins Telefónica board as new shareholders reset pecking order
Long-anticipated boardroom rejig sees stc boss Olayan Alwetaid confirmed as telco’s representative in Spain, following recent stake increase — but Spanish government expand its influence over decision-making in parallel.
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Network & Infrastructure
Greece’s OTE deploys fixed wireless to stem rural churn to Starlink et al
Incumbent positions recently launched FWA service as a handy retention and acquisition tool to patch up its presence in areas not yet in reach of its fibre infra.
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Network & Infrastructure
Magyar Telekom moves ahead with tower carve-out
Deutsche Telekom’s Hungarian NatCo is taking next steps to separate its tower assets into a subsidiary and could complete the split by the end of 2025, if all goes to plan.
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Network & Infrastructure
American Tower leaves M&A door open to aid European expansion
US-based tower operator announces 2025 expansion plans in Europe, with CEO Steven Vondran indicating it remains cautiously open to M&A moves. Read more…
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Strategy & Change
Orange Wholesale to launch 5G core NaaS offer in 2025
Orange Wholesale plans to help smaller mobile operators get on board with 5G SA.
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M&A
Telecom deal gives Telefónica an Argentinean escape hatch
Telefónica announces a swift, abrupt — and seemingly final — exit from Argentina, progressing bid to scale back its regional footprint in Hispam, and reduce risk. While Telefónica Argentina sale attracts criticism from President Javier Milei, Telefónica indicates it is protected from any fallout.
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People
DT brings former CFO Dannenfeldt back into fold
DT looks to appoint veteran Thomas Dannenfeldt to T-Mobile US’ Board of Directors.
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People
Telefónica wants Haas to guide German business through to 2028
Fresh, three-year contract handed to Telefónica Deutschland CEO, positioning him to deliver the German OB’s current three-year strategic programme and push further development.
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M&A
Liberty seeks strategic partner to fuel B2B services expansion plan
Execs lay out strategy to build out, and eventually monetise, outsourced services businesses Liberty Blume and Liberty Tech.
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Financial & Performance
Fixed-up VM O2 looks to bounce back in 2025
UK operator forecasts a return to growth in the current year after spending much of 2024 strengthening its foundations.
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Financial & Performance
Liberty Global targets $200m+ in savings through AI
The European group has quantified how much it expects to save in operating costs from deploying artificial intelligence across its telecoms assets over the next three years.
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Strategy & Change
Euro data centres: infra crunch driving investors to new tier of hub cities — report
Consultancy Eight Advisory highlights rise of emerging challengers to Europe’s dominant ‘FLAP-D’ metros, aided by greater availability of power, land, and labour resource elsewhere. Learn more…
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Innovation (R&D)
NVIDIA: AI delivering ROI for telcos, advancing into production
TelcoTitans talked with NVIDIA’s Chris Penrose about the vendor’s latest research taking telcos’ pulse on AI, finding hearts racing over cost savings, revenue potential, and plans for GenAI services. But finding data specialists remains biggest hurdle in adoption…
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Network & Infrastructure
DT’s fibre build pace picks up after 2024 crash
Operator reports “strong” rollout result in January, comfortably beating homes passed numbers from previous years, but FTTH build still hampered by planning hurdles, inflation, and focus shift…
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M&A
Orange keeps door open for reconsolidation of JVs
CEO Christel Heydemann says the emphasis for now is on creating value for shareholders, but Group retains the option to bring Spanish asset MásOrange and national FibreCos back into the fold.