Latest Strategy News – Page 7
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Financial & PerformanceIn-depth: defiant Vodafone CEO eyes European rebound
Q2/H1 FY25–26: unwaveringly positive CEO claims right-sizing initiative has Vodafone moving in the right direction, and earnings largely back up the claim, but as some headwinds wane others are gathering on the horizon…
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Financial & Performance‘It’s in our hands’: Vodafone CEO closes Group ‘building site’, ready for upward momentum
Q2/H1 FY25–26: Margherita Della Valle is convinced that the pared back, refocused Vodafone Group is now well-positioned for “good growth”, and considers performance in the first half of the year to support her claim…
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Network & InfraMagyar Telekom, 4iG win major chunk of Hungary rural fibre funding
Hungarian telco duo take home a large chunk of funding made available in the first stage of the government’s Gigabit Hungary rural fibre rollout scheme, which forms part of the government’s strategy to reach 95% household coverage with fibre by 2030…
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Financial & PerformanceIliad CEO: Telco trio’s Altice offer is ‘generous’ and only ‘global’ option
Q3 FY25 highlights: Thomas Reynaud sticks to party line on three-way bid for Altice France, while also making clear that Iliad Italy will not be sold to finance M&A in France. Updates on OpCore and Scaleway data centre ambitions, including AI Gigafactory…
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Network & InfraGreece: Energy group PPC targets top spot on fibre
State-owned utility expands ambitious and disruptive fibre expansion plan that would see it overtake incumbent telco on footprint in next two-to-three years.
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Financial & PerformanceIn it for the long haul: BT CEO stays course despite knockbacks
Q2/H1 FY25–26 roundup: Allison Kirkby declares BT to have produced a ‘solid’ six months, and remains bullish on long-term promises, but earnings are yet to reflect efforts as rivals puts pressure on pricing and poach customers…
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Financial & PerformanceGuidance: modest FY to give way for BT’s ambitious 2030 vision
Q2/H1 FY25–26: lack of ambition in FY targets ensures BT remains on track, but end-of-decade goals require transformation acceleration, and soon…
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Financial & PerformanceSpend: BT leaning on AI, job cuts to fuel cost-savings agenda
Q2/H1 FY25–26: cost-cutting agenda running ahead of schedule, and more momentum could be added as AI is deployed more widely and new Chief Digital Officer Peter Leukert gets his hands dirty. Headcount cuts are another major earnings driver as Business and Openreach shrink back…
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Financial & PerformanceIn-depth: BT falling back amid competition
Q2/H1 FY25–26: Group in decline across most metrics of note, but management confident that groundwork (and network) is being laid for a bounce back soon…
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PeoplewatchDeutsche Telekom Peoplewatch: Group extracts EU execs to push IT meld
The latest strategic and senior changes at Deutsche Telekom see systems consolidation-focused operator looking to build up its central, Europe technology function with the extraction of multiple senior execs from Hrvatski Telekom and Magyar Telekom. Elsewhere, DT appoints a new Chief Networks Officer and former senior technology figures Claudia Nemat and Kim Kyllesbech Larsen take on new jobs.
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Network & InfraGermany: DT targets Vodafone as it reboots fibre tactics
Deep dive: German incumbent devises twin-track plan to arrest slide in broadband user numbers and address weakness on monetising multi-billion-euro fibre buildout programme. Tactical shift includes accelerated incursion into rival’s urban cable network MDU heartland…
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PeoplewatchDT tech changes continue with Croatian CTIO switch
Hrvatski Telekom changes tech leadership, as CTIO Boris Drilo heads out to take on a central B2B transformation role within parent Deutsche Telekom.
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Network & InfraVodafone playing the satco market despite $1bn SpaceMobile bet
R&D lead Luke Ibbetson talks up billion-dollar investment in SpaceMobile, but Vodafone is playing matchmaker, not kingmaker, with ‘pragmatic’ approach to telco-satco partnerships determined by customer demand and technical requirements…
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M&ADigi confirms mulling part-sale of Spanish unit
Romanian group confirms recent reports that it has appointed advisors to explore an IPO of its fast-growing, disruptive Spanish unit.
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Partnerships & AlliancesDT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…
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Financial & PerformanceBT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
Q2/H1 FY25–26: UK incumbent ready to “compete and defend” against budget-focused rivals, doubling-down on unchanging multi-brand and convergence retail strategies. But lag in system means premium-first efforts are yet to be reflected in poor financials…
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PeoplewatchUnited Group recruits DT tech veteran as CTIO
United Group appoints Kim Kyllesbech Larsen as technology and information chief, with CEO Stan Miller highlighting his “proven track record” in business transformation and tech strategy development. The move follows a series of changes at United Group earlier in 2025…
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Network & InfraOrange’s Leboucher sees security threats as big spur towards cloud-native
Fyuz 2025: CTO and NGMN chair says it is not just telcos that need to refresh their ways of working to ensure future networks are resilient and secure — embracing AI, cloud‑native, and zero‑trust. Vendors need to get with the programme, too…
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Network & InfraGreece’s OTE pushes out fibre build ambition
Deutsche Telekom’s Greek business re-mixes its FTTH rollout targets to reflect recent rival takeover and — ostensibly — the more challenging environment for fibre projects. Rethink includes an expanded footprint goal (3.5 million homes) but an extra three years to hit it…
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Network & InfraOpenreach turns up the heat on legacy network migration as deadline looms
Access provider wields both carrot and stick in bid to hasten analogue-to-digital migrations, with price hikes and rental discounts among the incentives. Altnet rivals riled, CPs ‘welcome’ the move, and BT/Openreach set to benefit after initial 18-month drag…