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Latest Finance & Strategy Insight

Onivia faces further ownership changes as it resets Orange ties — reports

Onivia faces further ownership changes as it resets Orange ties — reports

Spanish fibre wholesaler may be heading for a shareholder reshuffle as founding investor Macquarie readies for exit, as Onivia reworks its Orange relationship.

Tech Mahindra begins large-scale takeover of Orange B2B teams

Tech Mahindra completes large-scale takeover of Orange B2B teams

Indian services giant indicates major new outsourcing and tech development relationship with Orange Business is now up and running, boosting top line and headcount.

vfw251-vodacom safaricom latest

Vodacom afforded ‘fast-track’ appeal as courts threaten to unravel Safaricom deal

South African operator secures stay of execution and accelerated appeals process, but the threat remains that Vodacom may be forced to unwind its $2bn move to take majority control of Safaricom…

infra-per narvinger ericsson

Satcos and price hikes on customer minds as Ericsson begins new era

New Ericsson CEO Per Narvinger is beginning to put his stamp on the vendor, streamlining management while identifying satellite-terrestrial convergence and AI RAN as growth opportunities. Persistent AI-driven component inflation means customers may also have to swallow higher prices.

dtw158-odido

Netherlands: Odido’s private equity parents de-couple

Warburg Pincus crystallises 2022 investment in Dutch telco while Apax pledges “committed, long-term backing” to business.

See more >

Strategy & Change

infra-its cb26

ITS promotes collaboration before ‘toolkit’ consolidation in “tough market”

Daren Baythorpe, CEO at UK B2B fibre wholesaler ITS Technology, believes the next phase of telecoms consolidation could look very different from the last. The B2B wholesaler boss argues that investors may increasingly combine complementary infrastructure assets rather than pursue straightforward fibre-network mergers.

  • Orange Belgium steps up ‘mutualisation’ drive to deepen Group integration

  • Colao and Niel join Draghi-led push for Europe’s competitive revival

  • Sateliot eyes Americas expansion while plotting move beyond NB-IoT

  • Orange bets on MásOrange as Spain’s price war rages

See all strategy news >>

Financial & Performance

CityFibre looks to future as consumer uptake lags

CityFibre looks to future as consumer uptake lags

The UK’s largest fibre altnet has reported another period of strong revenue and EBITDA growth, but questions emerge over whether its momentum can be sustained in a fast-changing UK fibre market — and what would change if a counterfactual CityFibre–Substantial Group combination were to follow.

  • UK’s Tesco Mobile hits six million customer mark

  • Telefónica yet to perfect Transform & Grow mix

  • Brazil and Spain keep ship on course at Telefónica

  • Telefónica’s efficiency progress on display

See all financial news >>

Deals & M&A

orw.2026.10.08_orange-briefing

Orangewatch: Is Orange in M&A talks in Africa?

Analyst Briefing: reports of a potential Ghana expansion, full integration of the Spanish operation, and the wait for French consolidation goes on. Plus more from Orange Business, and across the Europe and Africa footprint…

  • DT gains another fibre M&A leg-up with Essen infra buy

  • TalkTalk: BT takes the spoils, private equity takes a bath

  • CMA flags substantial competition concerns as nexfibre/Netomnia dealt major blow

  • BT: ‘national champion’ initiates saviour-mode for TalkTalk rescue

See all deals and M&A news >>

Public Affairs

Germany finally gets ducts in a row with new BNetzA regs

Germany finally gets ducts in a row with new BNetzA regs

Networks watchdog firms up contractual framework for access to incumbent Telekom Deutschland’s underground assets, following several years of industry arguments. Regulator claims to have “removed the obstacles to duct access” for altnets, and handed a much-needed boost to Germany’s pressured fibre infra sector. But not everybody is happy…

  • O2 becomes latest German telco to confirm wide-scale cutbacks

  • Vodafone avoids court in no-admission settlement with UK franchisee claimant group

  • Towerco-telco tensions: Italy’s INWIT trades blows with reluctant anchor tenants

  • Germany’s O2 lines up job cuts as turnaround plan moves up a gear

See all public affairs news >>

Operations

btw376-dtw ai execs

‘Reimagine, rethink, rewire’: BT wants AI to go beyond mere cost-cutting

DTW Ignite: Peter Leukert, Claire Gillies, and Gabriela Styf Sjöman showcase BT’s effort to get to the true value of AI: new revenue streams, strengthened customer trust, and reimagined network operations…

  • O2 readies Marvel-inspired Jarvis AI platform for summer launch

  • Vodafone infuses AI live translation into European call centres

  • T-Mobile cuts ribbon on first Indian tech hub

  • DT and ISS ‘move on’ after settling €80m outsourcing row

See all operations news >>

Venturing & Investments

emeaiw_sateliot-funding

Spain’s Sateliot launches €100m fundraise to ‘accelerate’ satellite rollout

Sateliot kicks off Series-C round, seeking fresh funding to accelerate satellite deployment programme and enable the launch of ‘sovereign’ commercial NB-IoT services later this year…

  • France’s InfraVia preps €8bn warchest for digital infra

  • Deutsche Telekom rejigs charging infra venture

  • UK’s Nscale closes $2bn fundraise to expand data centre platform

  • Hungary’s 4iG attracts fresh investment from Mubadala

See all venturing news >>

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