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Latest Strategy News

orw-mwc26-Yasser-shaker

Yasser Shaker: Orange ready to ‘grow again’ in Africa

2026-03-04T09:05:00+00:00

MWC26: After a ten-year break in M&A activity, Orange has made a “conscious decision” to grow again in Africa.

tt-mwc keynote wide

‘Loosen the leash’: Telefónica’s Murtra repeats call for telco M&A rethink

2026-03-03T11:35:00+00:00

MWC26: Spanish group’s Executive Chairman Marc Murtra again urges European regulators to loosen the shackles on telco deal-making.

orw-cmd banner

‘We want to be number one’: Orange plots growth over next three years

2026-02-27T15:56:00+00:00

Orange’s CEO has unveiled the Group’s five-year strategy, called Trust the Future, setting clear objectives with a focus on driving cash flow generation.

See all the latest telco strategy news >>

Strategy & Change

emeaiw_hisdesat-satellite-collision

Spain moves to Plan III after space comms setback

Failure of Madrid-based satco Hisdesat’s latest spacecraft underlines how in the fast-evolving space infra sector, a multi-year, nationally significant strategic plan can be knocked off course by a particle just millimetres in diameter.

  • Hungary’s 4iG gears up to become third 5G player in North Macedonia

  • Celfocus data chief: telcos must balance optimism with pragmatism to power up AI

  • Telefónica aims slap bang in middle in bid for revival

  • KPN shifts fibre build goalposts, says costly ‘landgrab’ over

See all strategy news >>

Financial & Performance

vfw244-mdv

More of the same: Vodafone leans on outposts as core OpCos wobble

Q3 FY25–26: CEO Margherita Della continues to repeat optimism about the potential for a turnaround in Germany and progress in the UK, but Q3 earnings are yet to back her up in earnest. Wider European industry could be in for reform, however, and the CEO remains confident that Vodafone will be well placed to capitalise…

  • Unveiled at T-Mobile: The Gopalan Grow Plan

  • Eutelsat draws back from ‘shaky’ GEO as LEO surges

  • Guidance: BT’s difficult Q3 not enough to dampen spirits

  • In depth: BT loses customers but claims to be building ‘momentum’

See all financial news >>

Deals & M&A

tfw201-vivo manda

Brazil’s Vivo eyes fibre deals in bid for Total loyalty

Operator’s Chief Executive Christian Gebara cites continued interest in acquisitions that would boost its position as Brazil’s number-one fibre provider, and save cost on build. Identifying a good deal within the country’s huge mass of broadband players remains a challenge, however.

  • UK’s nexfibre goes big, gets Substantial

  • Vodafone pulls out of Netherlands as Liberty takes control

  • EC cites need for ‘European champions’ as merger guidelines review looms

  • Ardian said to reignite INWIT takeover talks, with Brookfield as backup

See all deals and M&A news >>

Public Affairs

btw-ukiw_mdus-in-the-uk

UK gov walks barrier-busting tightrope in bid to ease MDU connectivity headaches

Government sets so-called Barrier Busting Task Force to work, aiming to remove blockers to Gigabit upgrades at multi-dwelling units and apartment blocks. Openreach welcomes the proposals, but Whitehall must avoid giving the incumbent any inadvertent advantage…

  • Unions call on Telefónica for ‘one last effort’ on strategic reorg

  • German regulator goes back to the drawing board after 5G defeat

  • Vodafone hits out at German authorities in 1&1 antitrust case

  • Vodacom clears final hurdle to get Maziv fibre JV over the line

See all public affairs news >>

Operations

btw364-tt-better workplace

Better Workplace: BT closes out five-year real estate overhaul programme

Group closes the Better Workplace book, with Manchester’s newest office redevelopment the final chapter.

  • Magenta Exchange: T-Mobile and DT seek to dial up exec connections

  • 25 years in the making: Celfocus primed for telco AI era

  • BT electrifies fleet, charges on with EV infra transition

  • Vivo strikes deal in Brazil’s fixed-line regulatory reform

See all operations news >>

Venturing & Investments

emeaiw_4ig-axiom-space

Hungary’s 4iG makes $100m bet on space-based data centres

Hungarian telco to acquire stake in US-based space player, and eyeing collaboration on orbital data centres, among other tech areas. Move marks the latest in a series of purchases it has made under an M&A-led expansion strategy bridging telco and military…

  • Investor Arcus eyes digital infra opportunities with latest €3bn fund

  • AI infra: Brookfield to double down with $100bn splurge

  • DT backs AI image generation specialist Black Forest Labs

  • DT adds agentic AI biz Decagon to venturing portfolio

See all venturing news >>

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