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Latest Strategy News

vfw244-inwit stake

Vodafone ‘happy’ with INWIT stake despite share slump

2026-02-06T14:43:00+00:00

Group CEO Margherita Della Valle content with level of interest in Italian towerco despite share price plummeting 20% amid MNO consolidation concerns, and the prospect of a write-down looming…

btw372-q3 openreach

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

2026-02-05T15:14:00+00:00

Q3 FY25–26: Allison Kirkby says BT is biting back amid a fibreco incursion as Openreach passed 21 million premises and tops 38% penetration, but line losses continue to drag and seem to be tempered, not overcome…

tfw201_wayra-ceo

Telefónica briefs new Wayra CEO to create ‘stronger alignment’ with business

2026-02-05T14:52:00+00:00

Andrés Saborido takes over as Chief Executive of Telefónica’s prolific open innovation platform Wayra, with instructions to remain within the guardrails of the Group’s cost-conscious Transform & Grow strategy…

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

infra-gigaclear latest

UK fibre: lenders seizing control at Gigaclear, to pursue sale — report

In depth: For the second time already in 2026, creditors look set to seize a beleaguered UK fibreco, again with trade consolidator no-show cited and equity investors squeezed out. Rural altnet heavily debt-laden but also boasts interesting KPIs, so could still turn some heads, if the price is right…

  • Vodafone doubles Partner Markets revenue as M&A and restructuring make an impact

  • Telefónica firms up plan for 5,500 Spanish job cuts

  • Prosegur ‘super-open’ to expansion of Telefónica home security ties

  • Vodafone sinks more cash into Economy of Things venture, amid ‘strategic realignment’

See all financial news >>

Deals & M&A

emeaiw-frw-free-mobile-towers_CP

France’s Free attracts investor interest for potential tower carve-out — report

Iliad-owned telco reportedly exploring the creation of a 50:50 tower joint venture, with build-to-suit covering “several thousand” new towers. Cellnex and Phoenix Tower International among those said to have shown early interest…

  • France forbids sale of Eutelsat’s ‘strategic’ ground infra unit

  • Telefónica takes another step towards Colombian exit door

  • Retelit weighs Italian data centre divestment — report

  • Cellnex finalises French data centre sale

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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