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Latest Strategy News

orw-orange business si tease

Orange Business tees up ‘very ambitious’ SI venture with ‘global’ partner

2026-02-20T14:28:00+00:00

Capital Markets Day: Orange Business CEO Aliette Mousnier-Lompré nods to negotiations with a global systems integrator partner to add reach, volume, and competitiveness to operations.

tfw201-nexfibre substantial

UK’s nexfibre goes big, gets Substantial

2026-02-20T13:59:00+00:00

Deep dive: nexfibre’s planned takeover of Substantial Group, parent of infra rival Netomnia, is the UK’s first billion pound-plus fibre altnet transaction and may open the floodgates to long-anticipated consolidation in the fragmented, scale-hungry sector. Chief Executive Rajiv Datta speaks to TelcoTitans about how the deal boosts its challenge to incumbent Openreach on wholesale fibre.

btw373-openreach reorg-x-peter stewart-surinder khatter

Openreach ‘joins up’ engineering in latest exec shake-up

2026-02-19T13:49:00+00:00

Access provider sets up Service Operations team to house all engineering capabilities, bringing rural and run-of-the-mill fibre build, copper maintenance, and civil engineering under one roof. New CX team also launched to improve CP relations…

See all the latest telco strategy news >>

Upcoming Partner Events

AI-integrated to AI-native: Unlocking Telco Value in the Agentic Era

AI-integrated to AI-native: Unlocking Telco Value in the Agentic Era

2026-03-03T07:00:00

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

btw372-q3 main

BT CEO ‘ignores the noise’ as pressure builds after tepid Q3

Q3 FY25–26: Allison Kirkby dismisses detractors as Q3 earnings underwhelm and reports hint at growing boardroom agitation. “I just keep my head down”, says indomitable CEO.

  • DT moves to up T-Mobile ownership

  • EuroTeleSites positive on CEE tower landscape; ups spend on Austrian rollout

  • Vodafone ‘happy’ with INWIT stake despite share slump

  • BT CEO bullish in face of altnet challenge, Openreach line losses

See all financial news >>

Deals & M&A

tfw201_chile-sale

Telefónica Chile becomes latest unit to go in Group’s Hispam exit

Group waves goodbye to Chilean operating business, as Millicom and Xavier Niel’s NJJ Holdings agree a joint takeover. Move means the Group has only two more markets to exit, to finish a long-running retreat from the Hispam region…

  • Macquarie looks to advance KCOM sale — report

  • Talk of Greek infra mega-merger played down

  • Vodafone to ‘keep looking’ at Vantage stake as European tower scene evolves

  • MTN in negotiations over IHS Towers takeover

See all deals and M&A news >>

Public Affairs

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

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

Talks continue between employee reps and bosses over Group’s latest planned round of cutbacks.

  • 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

  • UK telcos to face mass lawsuit over alleged overcharging

See all public affairs news >>

Operations

dtw143-tt-magenta-exchange

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

Telcos’ HR chiefs Birgit Bohle and Deeanne King devise plan to bring US and European sides of Deutsche Telekom’s business closer together.

  • 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

  • Magyar Telekom boosts DT’s European IT stack meld

See all operations news >>

Venturing & Investments

emeaiw_brookfield-digitalbridge

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

Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…

  • DT backs AI image generation specialist Black Forest Labs

  • DT adds agentic AI biz Decagon to venturing portfolio

  • Equinix ploughs £3.9bn into UK data centre build

  • Impact investor STOA fuels Atlas Tower’s Kenyan expansion plans

See all venturing news >>

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