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Latest Strategy News

tfw204_vmo2-2g-switchoff

Optimising Virgin Media O2 joins BT and VodafoneThree in laying down 2G switch-off schedule

2026-06-23T16:58:00+01:00

Operator seeks to free up frequencies as 2G switch-off to begin in 2029. Spectrum to help VM O2 catch up with rivals on network capacity and strengthen 4G and 5G services. However, Ofcom notes “clear expectations” in place around support for 2G-reliant customers…

vfw248-ccw voda ericsson

Vodafone, Ericsson set sights on military 5G SA use-cases after radio backhaul ‘breakthrough’

2026-06-22T12:58:00+01:00

CCW 2026: Vodafone and Ericsson are advancing military-grade 5G capabilities to meet defence demands for isolated, interworking, and resilient networks that can operate beyond traditional infrastructure.

dtw155-briefing 1

Deutsche Telekomwatch: All-action on AI

2026-06-19T08:13:00+01:00

Analyst Briefing: DT’s AI-led sales and savings drive sees the announcement of initiatives focused on automated network optimisation, fresh B2B tie-ups with the likes of n8n, Scheer Group, and SupplyOn, and the addition of a new AI supremo in India. Elsewhere, we look at how the Group and other telcos are responding to the challenge posed by disruptive travel eSIM providers.

See all the latest telco strategy news >>

Strategy & Change

vfw247-tpg vodafone

TPG heralds return to Vodafone’s ‘bold and disruptive’ past

Investor Day: Australian operator buoyed by claims of network parity and a renewed premium focus via the Vodafone brand. Structural issues have been addressed, and the marque has a “credible and confident” swagger to underpin TPG’s attempt to take on the country’s ‘big two’.

  • Orange cloud boss highlights need for AI ‘blueprint’ to drive tech’s traction

  • From danger zone to digital powerhouse: Kearney maps Europe’s path to telecom recovery

  • Telenor targets growth from digital infra in strategic reorg

  • Telefónica rebrands security unit to reflect defence expansion push

See all strategy news >>

Financial & Performance

tfw203-mu 2

Telefónica’s FY26 plan ‘on track’, despite mixed data

Q1 FY26: Telefónica says it is on course to meet goals for the FY after recording forward movement in revenue and earnings in first quarter. 

  • BT boss ‘having fun’ amid transformation challenge, industry noise, global turbulence

  • BT ‘on the right path’ but braced for near-term decline

  • BT hunts for further cuts

  • BT’s retrenchment puts domestic struggles under the spotlight

See all financial news >>

Deals & M&A

orw-france spain manda

Orange takes big steps forward on French, Spanish M&A

Orange has advanced its European M&A agenda, completing the full acquisition of MásOrange in Spain and moving forward a complex three-way deal to dismantle SFR in France. The competitive dynamics of both markets are being reshaped…

  • French telco trio finally secures €20.35bn deal to buy rival SFR

  • nexfibre’s Datta: ‘corner shop fibre’ is dead, the UK needs an infra megamart

  • CityFibre joins exclusive one million connections club

  • Eurofiber offloads French data centres amid hunt for scale

See all deals and M&A news >>

Public Affairs

tt-dna leak copper

EU resetting copper switch-off to ‘mandatory but conditional’ 2035, pressuring slow-mo incumbents

In depth: leaked draft of EC Digital Networks Act reveals copper shutdown ambitions delayed by five years. Incumbent, copper-overweight operators like Deutsche Telekom look set to face heat if new enforcement capabilities introduced. Other highlights include spectrum trading, easing up on regional consolidation, and streamlining oversight…

  • Vodafone to face MPs as franchisee ‘scandal’ escalates

  • Telefónica trims Spanish job cutback plan in bid for union deal

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

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

See all public affairs news >>

Operations

tfw197_tef-tech-usa-office

Telefónica Tech adds ‘impetus to US growth’ with new Miami office

Operator’s business-to-business services unit opens the doors to new USA office, with integrated SOC to ensure “efficient” coordination with Telefónica Tech’s international teams…

  • Telefónica cuts the ribbon on Granada AI, cybersecurity hub

  • DT ‘holds keys’ to data sovereignty in Google Cloud migration

  • Efficiency-focused EuroTeleSites switches on Sitetracker

  • Vodafone’s plan to keep up with AI through democratisation, value-hunting

See all operations news >>

Venturing & Investments

emaiw_macquarie-polarise

Macquarie backs DT data centre partner Polarise

Private equity giant adds German data centre player to its European AI infra portfolio, with bulk of investment to go towards kitting out Deutsche Telekom and NVIDIA’s €1bn ‘AI factory’…

  • KKR, Oak Hill funnel $1.9bn into European data centre platform

  • Vodafone bets on Cohere’s open RAN tech in venturing return

  • DT rewards another AI supplier with VC injection

  • DT backs German drones player in latest defence push

See all venturing news >>

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