Latest Strategy News – Page 3
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M&ANew Telefónica leadership wields hatchet on Hispam
Under new CEO, Group is on accelerating regional retreat, with at least four of Hispam division’s nine markets now in M&A spotlight. Exits being explored in Colombia, Mexico, and Argentina — representing well over half of Hispam revenue base. Peruvian business is placed in insolvency, meanwhile, after sale and infra separation plans stall.
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PeopleSwedish digital infra investor EQT picks new CEO
Insider Per Franzén to replace stalwart Christian Sindig at European infra investment major which has a portfolio across fibre, data centres, and towers…
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Financial & PerformanceEutelsat overhauls board as losses mount
Challenged SatCo performs boardroom reshuffle and financial reshaping to drive greater “flexibility”. CEO Eva Berneke affirms LEO expansion on the way, with positive developments in last six months…
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PeopleDT switches telco API leadership as Aduna advances
Deutsche Telekom appoints Dr. Chathurangi Wickramasinghe as new API supremo, replacing Peter Arbitter, who has transferred to Aduna, the telco API joint venture he has helped set up. Arbitter takes on responsibility for getting Aduna’s commercial plans up and running amid level of scepticism over the initiative’s likely market impact.
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Financial & PerformanceOrange plots further efficiencies with AI firmly in mind
Orange is targeting “slightly better” EBITDAaL growth in France after an improved performance in FY24, with AI set to play a critical role in improving value and cutting costs…
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PeopleVodafone–Three MergeCo CEO names UK leadership team
Max Taylor lines up eleven lieutenants, only three of which come from Three UK as merger completion nears…
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Financial & PerformanceIndia’s Vi builds ‘significant momentum’: capex doubles ahead of 5G launch
Akshaya Moondra, CEO of the Vodafone-backed JV, sets high hopes for 2025 as Vi taps new funding to pursue network expansion.
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Network & InfrastructureOrange puts its weight behind AI drive in France and EU
The operator is set to play a key role in AI initiatives as the EU rises to meet the challenge posed by China and the USA.
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Network & InfrastructureGerman spectrum fracas latest: regulator urged to revise rules
A new twist has emerged in Germany’s ongoing spectrum saga as the Federal Cartel Office criticises the telecoms regulator’s plans for licence extensions this year, leaving mobile operators in doubt about the shape of their future spectrum holdings.
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Strategy & ChangeOrange Belgium has done its prep for Digi exam, assure execs
Newly-bulked-up Belgian operator points to FY24 numbers, FY25 growth forecast, and remaining pool of VOO merger synergies as reasons for optimism in face of challenge from expansive European disruptor Digi.
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PeopleOrange to create 6,000 jobs as part of career development plan
Orange has signed a GEPP agreement with unions after seven months of negotiations, with key measures including voluntary part‑time work for seniors.
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Financial & PerformanceQ3 FY24–25: de-bloated Vodafone still struggling for buoyancy
Q3 FY24–25: Patience on Vodafone’s turnaround prospects shown to be wearing thin after German shortcomings prove too much, and management attempts to promote good news from elsewhere fall flat. Although there are positives, there is plenty of work to be done by Margherita Della Valle to keep the markets on-side in the interim…
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Financial & PerformanceQ3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
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Financial & PerformanceQ3 FY24–25 Guidance: rest of Europe to pick up the slack for Vodafone
Q3 FY24–25: Outlook reiterated as European and African positives are expected to outweigh the German shortfall. As Vodafone nears its final form, CEO Margherita Della Valle tees up acceleration…
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Financial & PerformanceVodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
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M&ABT kicks off talks to exit TNT Sports venture — report
Group reportedly at early stages of discussions to offload 50% stake in venture to Warner Bros. Discovery. Move previously hinted at by BT chief Allison Kirkby, as part of strategy to remove non-core distractions from the operator…
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PeopleTelefónica’s network ops boss to lead Vodafone fibre JV
Spanish operators put more pieces in place for 3.6 million premises fibre venture, naming a CEO and unveiling its branding. Regulatory approval and third-party investor outreach also seen as progressing, ahead of mid-2025 target. Read more…
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Partnerships & AlliancesVodafone scales IoT ambitions with Saudi Arabia’s Mobily
Vodafone Business IoT continues effort to drive international growth with Middle Eastern deal, tapping e& links. Move drives unit towards goal of reaching new markets with IoT as it closes in on 200 million devices connected…
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PeopleVodafone brings in Proximus boss to lead Investments & Strategy as Timuray exits
Serpil Timuray exits after a year leading Vodafone Investments, with Guillaume Boutin appointed her successor.
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Strategy & Changestc secures stake (and strategic say) at Telefónica
Saudi operator increases its holding in Spanish operator to just below 10%, following government approval for controversial move in November. Share buy to be accompanied by a Board of Directors seat, confirming stc’s position of influence over Telefónica, alongside Spanish government, as Group changes complexion. Read more…