Latest Strategy News – Page 2
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PeopleFreenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
After Telefónica Deutschland announces a change of CEO and partner business leadership, execs at service provider major Freenet express hope that the changes will usher in a new (and less high-octane) period of competition in Europe’s largest telecoms market.
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PeopleBT Peoplewatch: brand strategy remains in the spotlight, former CEOs line up boardroom gigs
20+ senior and strategic changes across BT in November’s edition, including another notable appointment in the Group’s effort to revitalise its stable of brands; rumours that former CEO Philip Jansen is set for another high-flying boardroom role; network and security leadership changes; and more at TNT Sports, EE, and BT Business…
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Financial & PerformanceAfter nine years of decline, BT now stands at B2B turnaround ‘start line’
Q2 FY25–26: CEO heralds a reshaping, fully-focused BT Business now beginning its turnaround, nearly a decade after the Group last posted enterprise revenue growth. With International carved out, and several assets offloaded, greater scrutiny should be expected of what is left…
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Financial & PerformanceBT CEO snubs fibre M&A, doubling down on Openreach organic growth — despite accelerating line losses
Q2 FY25–26: Allison Kirkby showed little enthusiasm at thought of mopping up fibre altnets as part of much-anticipated consolidation, instead insisting Openreach is best focused on its own game, and set up to beat any incursion — notwithstanding line losses accelerating alarmingly…
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M&ABouygues prepared to play waiting game for Altice France assets
Following the rejection of French telco trio’s €17bn joint offer for SFR, Bouygues Group hopes they will be able to change parent Altice’s mind over time.
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Strategy & ChangeKPN shifts fibre build goalposts, says costly ‘landgrab’ over
In another sign of more constrained times facing Europe’s broadband infrastructure players, KPN says it is slowing and optimising its fibre rollout, to maximise efficiency and return-on-investment.
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Partnerships & AlliancesIridium highlights ‘strategic’ value of DT space link-up
Satellite operator emphasises its role as a “stable partner” for telcos navigating alliance options in the rapidly shifting New Sat landscape, following its recent tie-up with Deutsche Telekom on next-generation hybrid connectivity through the NTN Direct platform.
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PeopleVantage Towers poaches American Tower Germany boss to fill CEO vacancy
Former American Tower and DFMG exec Martin Bouchard will take over at Vantage Towers in May, becoming the fourth CEO in three years at the towerco…
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M&ALiberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…
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M&ANetomnia takeout rumours: first billion-dollar M&A for UK fibre?
Deep dive: Reports suggest Netomnia is in play, with cashed-up nexfibre/VM O2 and CityFibre tagged as frontrunners in the race to build a national fibre challenger to Openreach. TelcoTitans Infrawatch explores the backdrop, leading players (including Liberty Global and Telefónica), netco-servco dichotomy, and likeliest outcomes…
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Analyst BriefingUK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Latest from the digital infra scene in the UK, including: Voneus calls bankers’ bluff, INCA anticipates altnet dominance, nexfibre seeks consolidation jumpstart, and plenty more…
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M&ATelefónica makes another Hispam withdrawal: pockets $380m Ecuador deal
Spanish group secures another wadge of cash to pay down debt by completing a sale of Telefónica Ecuador to regional peer Millicom. While Telefónica cannot get out of Hispanoamérica fast enough, Millicom is bulking its regional business up and out, talking up Ecuador as a “high potential market” with “solid” macro fundamentals.
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Analyst BriefingVodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
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M&AVodafone adds public cloud integration expertise in Skaylink acquisition
Skaylink to be bought for €175m to build out Vodafone Business portfolio and embed ‘specialist’ knowledge in public cloud integrations for B2B clients.
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Network & InfraHrvatski Telekom eyes mmWave to boost fibre + FWA infra strategy
In-depth: Deutsche Telekom-affiliated Croatian incumbent is expanding its tiered 5G fixed wireless access offerings, including with tests of mmWave, with the technology positioned as a key tool alongside satellite to bridge broadband gaps and prepare for copper switch-off…
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Strategy & ChangeIndus Towers ‘open’ to acquisitions as African expansion plans evolve
Indus Towers CEO Prachur Sah said inorganic moves “may be considered” to fuel the business’ African growth, although initial focus remains on organic build-out. The exec noted strategic plans in the region to differentiate from well-established rivals…
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Network & InfraOrange’s Le Roux: IP MPLS layer at halfway point on ‘full softwarisation’ journey
Network X: Orange’s EVP of International Networks drills down into the work the operator is doing to move towards a stateless, disaggregated, new‑generation IP layer that is as‑a‑service by design.
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Financial & PerformanceEquity vs debt: who blinks first in UK fibre consolidation showdown?
In-depth: While sector consolidation presents complexity for altnets seeking to evolve, challenges faced by financial backers invested through equity and loan facilities should not be underestimated.
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Consumer (B2C)BT weighs budget mobile flip-flop as MVNO competition hots up — report
Rumours resurface of a B-brand mobile revival, just 18 months after BT pulled Plusnet out of the segment. While CEO Allison Kirkby’s return to multi-brand in consumer may well require a targeted discount marque to match rivals, also-mooted MVNO acquisition would be more surprising…
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Strategy & ChangeUK’s Netomnia targets ISP giants with YouMobile MVNO
Fibre altnet and wannabe convergence player set to launch mobile by the end of the year, piggybacking on the VodafoneThree network. CFO Wil Wadsworth and CEO Jeremy Chelot have sights set on the UK’s FMC establishment…