All Strategy & Change articles – Page 12
-
Partnerships & AlliancesDT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…
-
Financial & PerformanceBT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
Q2/H1 FY25–26: UK incumbent ready to “compete and defend” against budget-focused rivals, doubling-down on unchanging multi-brand and convergence retail strategies. But lag in system means premium-first efforts are yet to be reflected in poor financials…
-
PeoplewatchUnited Group recruits DT tech veteran as CTIO
United Group appoints Kim Kyllesbech Larsen as technology and information chief, with CEO Stan Miller highlighting his “proven track record” in business transformation and tech strategy development. The move follows a series of changes at United Group earlier in 2025…
-
Network & InfraOrange’s Leboucher sees security threats as big spur towards cloud-native
Fyuz 2025: CTO and NGMN chair says it is not just telcos that need to refresh their ways of working to ensure future networks are resilient and secure — embracing AI, cloud‑native, and zero‑trust. Vendors need to get with the programme, too…
-
Network & InfraGreece’s OTE pushes out fibre build ambition
Deutsche Telekom’s Greek business re-mixes its FTTH rollout targets to reflect recent rival takeover and — ostensibly — the more challenging environment for fibre projects. Rethink includes an expanded footprint goal (3.5 million homes) but an extra three years to hit it…
-
Network & InfraOpenreach turns up the heat on legacy network migration as deadline looms
Access provider wields both carrot and stick in bid to hasten analogue-to-digital migrations, with price hikes and rental discounts among the incentives. Altnet rivals riled, CPs ‘welcome’ the move, and BT/Openreach set to benefit after initial 18-month drag…
-
M&ATelefónica assumes full command of FiBrasil with CDPQ buyout completion
Vivo completes acquisition of the 50% stake held by its FiBrasil joint venture partner CDPQ, aligning with Telefónica’s refreshed strategy to become more hands-on when it comes to managing network and infrastructure assets…
-
Financial & PerformanceVodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’
Q2/H1 FY25–26: Fast-growing digital services now approximating €2bn annual revenue for Business growth engine, with intent to invest more in segment. Vodafone considers itself well placed for SMEs and sovereign cloud, but will not be rushed into big ticket AI data centre projects…
-
PeoplewatchFreenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
After Telefónica Deutschland announces a change of CEO and partner business leadership, execs at service provider major Freenet express hope that the changes will usher in a new (and less high-octane) period of competition in Europe’s largest telecoms market.
-
PeoplewatchBT Peoplewatch: brand strategy remains in the spotlight, former CEOs line up boardroom gigs
20+ senior and strategic changes across BT in November’s edition, including another notable appointment in the Group’s effort to revitalise its stable of brands; rumours that former CEO Philip Jansen is set for another high-flying boardroom role; network and security leadership changes; and more at TNT Sports, EE, and BT Business…
-
Financial & PerformanceAfter nine years of decline, BT now stands at B2B turnaround ‘start line’
Q2 FY25–26: CEO heralds a reshaping, fully-focused BT Business now beginning its turnaround, nearly a decade after the Group last posted enterprise revenue growth. With International carved out, and several assets offloaded, greater scrutiny should be expected of what is left…
-
Financial & PerformanceBT CEO snubs fibre M&A, doubling down on Openreach organic growth — despite accelerating line losses
Q2 FY25–26: Allison Kirkby showed little enthusiasm at thought of mopping up fibre altnets as part of much-anticipated consolidation, instead insisting Openreach is best focused on its own game, and set up to beat any incursion — notwithstanding line losses accelerating alarmingly…
-
M&ABouygues prepared to play waiting game for Altice France assets
Following the rejection of French telco trio’s €17bn joint offer for SFR, Bouygues Group hopes they will be able to change parent Altice’s mind over time.
-
Strategy & ChangeKPN shifts fibre build goalposts, says costly ‘landgrab’ over
In another sign of more constrained times facing Europe’s broadband infrastructure players, KPN says it is slowing and optimising its fibre rollout, to maximise efficiency and return-on-investment.
-
Partnerships & AlliancesIridium highlights ‘strategic’ value of DT space link-up
Satellite operator emphasises its role as a “stable partner” for telcos navigating alliance options in the rapidly shifting New Sat landscape, following its recent tie-up with Deutsche Telekom on next-generation hybrid connectivity through the NTN Direct platform.
-
PeoplewatchVantage Towers poaches American Tower Germany boss to fill CEO vacancy
Former American Tower and DFMG exec Martin Bouchard will take over at Vantage Towers in May, becoming the fourth CEO in three years at the towerco…
-
M&ALiberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…
-
M&ANetomnia takeout rumours: first billion-dollar M&A for UK fibre?
Deep dive: Reports suggest Netomnia is in play, with cashed-up nexfibre/VM O2 and CityFibre tagged as frontrunners in the race to build a national fibre challenger to Openreach. TelcoTitans Infrawatch explores the backdrop, leading players (including Liberty Global and Telefónica), netco-servco dichotomy, and likeliest outcomes…
-
Analyst BriefingUK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Latest from the digital infra scene in the UK, including: Voneus calls bankers’ bluff, INCA anticipates altnet dominance, nexfibre seeks consolidation jumpstart, and plenty more…
-
M&ATelefónica makes another Hispam withdrawal: pockets $380m Ecuador deal
Spanish group secures another wadge of cash to pay down debt by completing a sale of Telefónica Ecuador to regional peer Millicom. While Telefónica cannot get out of Hispanoamérica fast enough, Millicom is bulking its regional business up and out, talking up Ecuador as a “high potential market” with “solid” macro fundamentals.