Latest Finance & Strategy Insight – Page 3
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Financial & PerformanceCounting the costs: G.Network reveals the daily economics of running a subscale fibreco
London altnet G.Network’s administration process provides an unusually detailed case study in the realities of operating a subscale fibre provider and the challenges of converting network footprint into sustainable profitability.
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InterviewNew Helium CEO channels Starlink with enabler platform debut
Helium’s new CEO Mario Di Dio talks with TelcoTitans about the provider’s new mobile virtual network enabler platform, why Wi-Fi is finally ready for prime time, and conversations with Starlink.
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Network & InfraVodafone welcomes ‘committed funding’ of new German fibre partner
Patrick Drahi’s Altice has finally exited OXG Glasfaser, selling its 50% stake to Société Générale, underscoring Altice’s debt-reduction drive while reinforcing Vodafone’s long-term commitment to the OXG project.
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Financial & PerformanceDT Q2 Guidance: course held steady
DT makes slight upward tweak to cash flow guidance in echo of T-Mobile forecast.
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Financial & PerformanceDT Q2 In-depth: strong numbers mask Musk worries
Group delivers further strong growth on revenue and earnings, fuelled by all segments, but fears over high-profile (emerging and existing) competitive threats prompt exec reassurances over strategic direction in largest markets USA and Germany.
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Financial & PerformanceLeftfield threats jolt DT out of business-as-usual
Q2 FY26: Despite solid performance, Group’s leadership team forced into €3bn buyback rearguard as stockholder apprehension over satellite and fibre competition continues to overhang share price.
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PeoplewatchTelefónica Peoplewatch: former chiefs Abasalo and Álvarez-Pallete in demand
July 2026–August 2026 update: A roundup of high-level moves at recalibrating Spanish giant (and beyond), including development of post-Telefónica careers by former top execs Laura Abasolo and José María Álvarez-Pallete.
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Network & InfraMTN advances ‘integrated’ infra vision with data centre JV
Operator firms up data centre joint venture with Emirati data centre investor, with initial plans to build capacity in Nigeria and South Africa. Move sees MTN advance data centre expansion plans as part of Ambition 2030 strategy.
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Strategy & ChangeOrange Belgium steps up ‘mutualisation’ drive to deepen Group integration
From Dynamic SOC to Livebox, Belgian OpCo increasingly adopts Group commercial playbook, drawing closer to French parent.
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Network & InfraTrusted agentic AI: DT and Vodafone automate identity management for sovereign-ready network compliance
Translating dense legal jargon into network access rules with telco-grade IAM (identity and access management) traditionally takes weeks of manual engineering with error risk. Explore how Deutsche Telekom and Vodafone are applying ‘governed intelligence’ and a “Legal LLM” to shrink this critical infrastructure compliance latency to hours, with zero trust and human-in-the-loop, unlocking efficiencies and new high-value sovereign revenue streams.
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Financial & PerformanceVantage Towers: German growth engine sputters on unresolved 1&1, Vodafone disputes
Germany has further cemented its position as Vantage Towers’ leading growth contributor, but is also becoming its biggest source of risk. Amidst existential challenges in other markets, disputes involving both 1&1 and anchor tenant Vodafone Deutschland threaten to cloud otherwise strong operational performance.
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InterviewInterview: Outgoing T-Mobile exec Mike Katz on the Un-carrier’s evolving ‘challenger spirit’
Exclusive: Top T-Mobile US lieutenant Mike Katz has had the inside track on the Un-carrier’s remarkable resurgence over the past 15 years. Now preparing to end a near-30-year career at T-Mobile, he speaks to TelcoTitans about the bold moves that powered the operator’s turnaround, the leadership inspirations he gleaned from key Un-carrier architects John Legere and Mike Sievert, and why the next era of competition for T-Mobile will be defined by AI.
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M&ATelefónica receives early interest in insurance arm sale — reports
Group reportedly kicks off process to divest insurance division, seeking to raise funds as part of Transform & Grow strategic vision.
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Strategy & ChangeColao and Niel join Draghi-led push for Europe’s competitive revival
Ex-Vodafone CEO and French telecoms mogul join Mario Draghi’s new think tank pushing for “urgent action” around European competitiveness, as the continent moves to reset telecoms regulation…
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Special ReportBeyond fibre Special Report: the MVNO multiplay opportunity for UK altnets
Sponsored access: For fibre broadband challengers, mobile is no longer a capital-intensive distraction: it’s a multi-billion market opportunity now accessible without the old £1m+ capex barrier. This free-to-read analysis and primer includes exclusive insights from Community Fibre, Gamma and Graystone Strategy…
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M&AMTN secures IHS deal approvals, moves closer to African towers take-back
Nigerian competition authority among multiple regulators to greenlight the deal, which could see MTN take back control of previously sold tower assets. Telco highlights IHS buy as among ‘selective’ investments in digital infra during H1, as it boasts a strong set of financial results for the period…
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Financial & PerformanceDigi Romania ‘mature’ but ‘dynamic’ as it reaches mobile parity
Having drawn level with Orange and Vodafone, Digi Romania now wants to get its nose in front in the market’s three-horse mobile subs race.
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Products & ServicesBT takes network slicing mainstream with Fast Lane launch
EE becomes the first UK operator to bring network slicing to consumers, creating a test case for the tech as questions remain about customer willingness to pay a premium for the quality-of-service add-on.
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Network & InfraDigi teases measured approach to UK expansion as converged challenger emerges
Serial under-cutter Digi is investing cautiously, building fibre selectively, and laying the groundwork for a future fixed-mobile proposition, suggesting an aggressive land grab is unlikely.
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OperationsBT says 75% of legacy fixed OSS retired after decade-long SRIMS overhaul
Now advanced on fixed-network inventory, data and process unification and simplification, digital OSS chief Ravi Ramachandran has set out how the operator’s graph-based SRIMS platform is intended to underpin automation/AI, digital twins, and NaaS revenue.