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Latest Strategy News

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‘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.

vfw244-sce banner

Enter SatCo: Vodafone raises curtain on European D2D branding, management

2026-02-27T14:36:00+00:00

Branding, management, and governance unveiled as Vodafone and AST SpaceMobile take another step towards direct-to-device services launch in Europe. ‘We’re here to complement, not compete’ is the message from leadership, as satco takes on ‘operator-led’ model…

Altnets warned: kickstart automation now or risk M&A devaluation

Network operators warned: kickstart automation now or risk devaluation

2026-02-26T14:30:00+00:00

Amid intensifying market consolidation, network operators can ill afford to be found delaying automation. A new white paper from FNT Software and Inmanta argues for an incremental strategy, coupling unified inventory with intent-based orchestration. Discover how BICS and Freedom Fibre leverage this ‘living model’ to slash operational costs and accelerate time-to-market…

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

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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

orw-ec von der leyen lobbying

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

In depth: Anticipation builds as first sighting of revised EU merger guidelines is slated for April, and telcos are busy lobbying for an M&A rule change…

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

  • UK: Freedom Fibre-Truespeed combine as cashed-up consolidator

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

  • Macquarie looks to advance KCOM sale — report

See all deals and M&A news >>

Public Affairs

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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

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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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