Public affairs
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Strategy & Change
Telefónica to take more ‘calculated risks’ in new strategy, says Murtra
Telefónica’s strategic review is now expected in the fourth quarter this year, as Executive Chairman Marc Murtra envisions more risk taking and calls for a “social contract” with the European Commission that enables national consolidation in exchange for investment.
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Public Affairs
‘A major contradiction’: Orange’s Heydemann joins criticism of Palais de la Découverte closure
Christel Heydemann supports calls to save a popular and influential science museum amid fears it is to be closed or reopened in a reduced format.
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M&A
Telenor seeks Norwegian expansion with GlobalConnect fibre buy
Norwegian telco to acquire B2C division (and associated fibre assets) from GlobalConnect. Telenor said the move forms a “key building block” in strategy to strengthen its Norwegian fibre business, while GlobalConnect seeks to shift its focus onto B2B and wholesale. Read more…
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Interview
Fibrus founder decries PIA “margin squeeze”, calls out Ofcom to fix rural fibre build
Interview: Northern Ireland FibreCo hero says Openreach’s duct and pole sharing terms “just wrong”, undermining rural fibre investment. Outspoken chair Conal Henry proposes “fair bet” pricing overhaul, calls on Ofcom to fix its error in latest sector Review…
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M&A
Portuguese telco CEOs question ‘vision’ of regulator in crowded market
Vodafone, MEO, and NOS leaders question regulatory direction, with Vodafone Portugal CEO Luís Lopes calling ANACOM’s approach to consolidation ‘very peculiar’.
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M&A
TPG secures final approval for fibre sale to Vocus
Australian operator receives final, unconditional regulatory approval for its sale of fixed infrastructure assets to Vocus Group, leaving only certain “remaining conditions” for the pair to finalise the transaction. Read more…
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Weekly Briefings
BTwatch Briefing: state-backed infra advances with varying success
Latest developments from BT, including: varying pace of public-backed projects ESN, Project Gigabit, R100, and SRN; buying chief Cyril Pourrat on AI momentum; RCS innovation with Brand Assure; Middle Eastern DHL deal; more…
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People
Magyar Telekom selects CEO of wireless infra carve-out
Hungarian operator names wholesale expert Sándor Markovics CEO of planned tower spin-off after shareholders voted for the creation of the new unit at a recent EGM.
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Network & Infrastructure
UK ‘lacks plan’ to defend subsea cable repair ships in a military conflict
A parliamentary inquiry on undersea cables security has heard that the UK does not have sufficient capabilities in place to protect specialist repair ships if infrastructure is attacked and the seas become a war zone.
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Public Affairs
UK calls on Navy to protect subsea critical infrastructure
UK government wants military to take a bigger role in protecting critical national infrastructure, especially subsea cables, as part of new defence strategy that encourages deeper public-private cooperation for national resilience.
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Financial & Performance
Q1 FY25: Broadband glitch prompts DT to step up its tech game
Q1 FY25: DT results backdropped by rare reversal on German broadband user trends and signs of increased competitive pressure elsewhere in group’s footprint, adding to buildup of market and macro uncertainty amid management and stakeholders.
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M&A
Vodafone, Three complete UK merger to create ‘multi-dimensional’ mobile leader
Combination creates new UK mobile top dog with more than 27 million subscribers. Vodafone’s Margherita Della Valle has declared her European reshaping programme as ‘complete’ as the Group locks in VodafoneThree’s financial plans…
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M&A
Intelsat–SES merger gets green light from UK competition watchdog
Satellite majors receive thumbs up from the UK’s Competition and Markets Authority to go ahead with $3.1bn merger, clearing a major regulatory hurdle in their mission to build a “stronger and more competitive” multi-orbit satco.
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Strategy & Change
Orange’s Heydemann says message getting through on need for change in Europe
Speaking to shareholders, Orange’s CEO indicates intent to keep up the pressure on European regulators for change, while welcoming signs that repeated lobbying by telco leaders is starting to bear fruit.
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Partnerships & Alliances
IHS Towers seeks military help to tackle infra vandalism in Nigeria
London-based wireless infra operator forms “strategic partnership” with Nigeria Security and Civil Defence Corps, aiming to help overcome problem of vandalism and theft of assets.
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Financial & Performance
Vodafone sees the bright side of global chaos
FY24–25: As Vodafone Business surpasses €8bn in revenue, driven by Digital Services, anticipated hikes in cybersecurity, defence, and sovereignty spending in politically uncertain times is expected to provide another boost.
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Public Affairs
Vodafone’s £120m legal battle with franchisees reaches High Court
Lawsuit filed by nearly half of Vodafone UK’s retail franchisees proceeds to High Court, after failing to reach a resolution through a mediation process.
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Financial & Performance
South Africa: energy challenges push rivals Vodacom and MTN to collaborate on power
Vodacom FY24–25: operators in early stages of infra-sharing under Energy Users regulation.
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Premium
OTE sees light at end of Romanian escape tunnel
Greek operator says it could be a “couple of months” away from completing a deal to offload Telekom Romania Mobile after a four-year effort to offload the business.
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Technology
Cellnex recruits AI in fightback against dodgy landlords
CEO of Europe’s largest tower group highlights use of data analytics to identify strategic risks affecting its 120,000+ sites across region, amid ‘indecent’ moves by land aggregators.