All Strategy & Change articles
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AnalysisFrom TETRA to 5G: defence as MNOs’ next big opportunity — Strand Consult
Guest analysis: as MNOs look to commercialise networks in new ways, rising connectivity demands from defence and public safety sectors present value-creation opportunity not seen since the days of 3G…
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Strategy & ChangeAgents of change: Orange CIO Vermeulen spells out risks and rewards of AI
DTW Ignite: Koen Vermeulen says the use of AI agents will compress software development cycles and bring fundamental changes for telcos, removing constraints if bottlenecks are avoided.
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B2BVodafone chases defence opportunity with centralised German hub
European B2B chief Hagen Rickmann heads a move to consolidate and ‘bundle’ defence-related operations in Düsseldorf to target the sector “more strongly”, meet growing demand, and go head-to-head with rival telcos.
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Network & InfraVM O2 plans ‘extensive’ autonomous networks ramp-up
UK operator targets Level 4 network autonomy within a ‘couple of years’, with network planning and optimisation the key use-cases.
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Suppliers & SCMVodafone’s R&D chief urges infraco action as quantum threat presents ‘new normal’
DTW Ignite: Luke Ibbetson warns of post-quantum cryptography as a near-term priority for infracos, with a ground-up approach needed to ensure fixed, mobile, and satellite assets are protected…
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PeoplewatchOrange’s Javaid takes over as Group AI supremo
Steve Jarrett is vacating the Chief AI Officer role, although it’s not clear why, with Usman Javaid to fill the spot.
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Strategy & ChangeUtility Warehouse eyes broadband and mobile opportunities as it chases convergence
In depth: Multi-play broadband and utilities provider unveils a five-year plan to drive up mobile, broadband, and insurance, while tapping an AI commercial opportunity. UW may be a litmus test as UK altnets develop retail strategies to go beyond connectivity…
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Network & InfraOptimising Virgin Media O2 joins BT and VodafoneThree in laying down 2G switch-off schedule
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…
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B2BVodafone, Ericsson set sights on military 5G SA use-cases after radio backhaul ‘breakthrough’
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.
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Analyst BriefingDeutsche Telekomwatch: All-action on AI
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.
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Strategy & Change‘We’re built different’: how disruptive Digi is putting unorthodox group ethos into practice in Spain
In depth: Digi Spain has adopted its parent group’s ‘radical pricing model’ and industrial approach to build a vertically integrated challenger to Spain’s three established telecoms players. The result has been successive years of 20%-plus top line growth, an expanding share of the market, and a platform for the group to extend its disruptive playbook to other European markets.
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Financial & PerformanceVodafone Spain progresses dramatic, private equity-led turnaround
Spain’s number three telco has more than doubled margin in the two years since being sold by Vodafone to investment group Zegona Communications, again raising a question mark over strategy under its previous owner. Having proved its buy-fix-sell transformation model, Zegona is now eyeing other acquisition targets…
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M&ALiberty Blume bulks up with rights management acquisition as it expands UK infra horizons
Liberty’s Blume is stepping into energy, water, and construction to add to its telecoms heartlands with CLM takeover, positioning itself to capture a larger share of the UK’s infrastructure investment boom.
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Products & ServicesThe $5bn travel eSIM revolution: disruptors, unicorns, and the MNO fightback
MVNOs World: Kaleido Intelligence identifies exponential growth in the travel eSIM segment, with momentum fuelled by perception of MNO gouging and lack of pricing clarity. Operators are mitigating this challenge to roaming revenues by hedging bets with investments in disruptors, wholesale MVNO deals, and more transparent international travel plans.
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Financial & PerformanceTelefónica sees early gains in Transform & Grow revival plan
Q1 FY26: Execs at trimmed-down and re-focused Telefónica claim already to be seeing positive results from its new, five-year strategic plan, announced late last year. Operational changes and exits from volatile markets have made the Group smaller, but also given management a more solid and predictable platform for growth, execs argue.
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PeoplewatchBT Peoplewatch: Plusnet chief expands brief as multi-brand strategy makes mark
June 2026 edition: BT taps the banking industry for digital and transformation expertise; the renewed multi-brand strategy prompts pivots at Consumer; Openreach beds in nascent CX division; and a Data & AI vacancy opens up at BT Digital…
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PeoplewatchTelco adtech venture Utiq crowns new CEO
Will Harmer to take over adtech venture between Deutsche Telekom, Orange, Telefónica, and Vodafone, tasked with driving further multi-platform adoption of ‘cookie-less’ advertising consent platform and forming fresh telecoms partnerships …
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Strategy & ChangeCapita: rewired for agentic AI, and inviting telcos onboard
Interview: With hyperscaler alumni now at the helm and Snowflake Intelligence embedded in its AI Catalyst Stack, Capita is betting that agentic will redraw the economics of the contact centre. Chief AI & Product Officer Sameer Vuyyuru explains why telcos should be watching closely.
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Financial & PerformanceTelefónica’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.
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Financial & PerformanceTelefónica renews savings account
Q1 FY26: Group leadership continues to seek out new sources of efficiencies across the business, as part of Transform & Grow strategy.