All Strategy & Change articles – Page 2
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Financial & Performance
Safaricom scaleup Circle Gas faces ‘severe but plausible’ funding crunch
Kenyan cooking gas investment continues to post substantial losses despite showing some fruit from a major restructure, with new funding required to ensure expansion plans can go ahead…
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Products & Services
MásOrange goes live with ad biz, eyes €500m valuation
Spanish telco launches MásOrange Advertising, drawing on anonymised customer data and a new in-house platform to help brands reach audiences. The launch sees the operator press on with its diversification strategy aimed at unlocking new revenue streams…
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Eventwatch
Telco CEOs turn up heat on Europe’s regulators as Draghi report turns one
FT Connect Europe Forum: Discussions turn technical as telco CEOs call for fundamental changes to the way sector regulations are applied, including a move from ex ante to ex post.
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Strategy & Change
From upstart to fibre-mobile powerhouse: Netomnia CEO plots BT take-down
Connected Britain: Jeremy Chelot refreshes provocative vision for fibreco segment, with fixed-mobile convergence latest outcome of choice. The ultimate prize could be a scaled altnet merging with VodafoneThree, or a new MNO — creating a new heavyweight contender to BT/Openreach…
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Strategy & Change
Grain skewers wholesale model as altnets ponder consolidation
At Connected Britain the UK’s largest fibre platforms called on investors and smaller players to accept the inevitability of consolidation. Niche challenger Grain rebutted the assumption that scale is now critical, and instead called into question the foundations of current wholesale‑led models.
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Public Affairs
BT’s Kirkby pulls no punches in review of UK regulatory, fiscal policy
Connected Britain: Allison Kirkby lets loose on Downing Street policy, with greater fiscal certainty needed to fund much-needed infra investment and AI adoption. Regulatory policy comes in for inevitable criticism too, as the BT boss sets the scene for the Chancellor’s upcoming Budget and Ofcom’s pending Telecoms Access Review…
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Analyst Briefings
BTwatch Briefing: reputational change expert joins BT top-brass
Latest from in and around BT, including the latest Executive Committee change as Allison Kirkby looks to shore up cultural and reputational change efforts; BT co-develops anti-fraud APIs; BT Ireland fibre assets formally sold off; more from Openreach, BT Business, elsewhere…
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Analyst Briefings
Deutsche Telekomwatch Analyst Briefing: marginal gains
The T-Mobile CEO succession plan is confirmed; DT’s management again backs AI to squeeze more out of its business, operationally and commercially; Group makes progress on tidying around the edges of its business, with a Romanian exit now secured and the minority BT Group stake regaining some value. Read more…
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Analyst Briefings
Vodafonewatch Analyst Briefing: Group spends billions on UK network upgrade; millions on Romanian bulk-up
Latest from in and around Vodafone, including the first £2bn investment of VodafoneThree’s network infra upgrade programme; Della Valle’s latest ‘right-sizing’ initiative in Romania; and significant ExCo changes at Group and OpCo level in Europe and Africa…
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People
Srini Gopalan to take T-Mobile CEO job in November
As widely anticipated, T-Mobile’s recently installed Chief Operating Officer Srini Gopalan is to assume the operator’s reins after CEO Mike Sievert opts to step down early.
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M&A
Telefónica’s Hispam roll-back continues
Spanish group has now firmed deals to offload more than half of its regional business in Hispanoamérica, after gaining a nod from competition regulators for exits from Ecuador and Uruguay. Four further operations remain on Telefónica’s to-sell list as it re-directs resource and attention towards Brazil and Europe.
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People
Deutsche Telekom Peoplewatch: spotlight on sovereignty, Mittelstand marketing, and fibre up-sell
The latest strategic and senior changes at Deutsche Telekom see the Group seeking to strengthen its status as all-pervading IT and comms player in Germany, arrowing in on data sovereignty and digitisation of the Mittelstand in the B2B space, and changing up its residential segment leadership in a bid to regain momentum on broadband.
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M&A
Vodafone, Digi seal Telekom Romania takeover deal
OTE Group exits Romania, with Digi taking €40m worth of assets and Vodafone Romania splashing €30m on the rest.
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M&A
Telefónica cleared to exit Uruguay
Uruguayan government clears path for Telefónica to close sale of local business to Millicom, furthering the Spanish group’s busy deal-making agenda.
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People
Vodafone Peoplewatch: HR overhaul at HQ and beyond
September 2025 edition: series of changes to HR, regulatory policy, external affairs, and legal leadership positions make for refreshed Executive Committees in Europe and Africa; plus senior and strategic appointments at Group and OpCo level around Vodafone…
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Technology
From pipes to platforms: how AI and data can rewire the telco future — right now
Telcos generate vast amounts of data yet often lag AI-native challengers and face shrinking monetisation windows. New EDB research identifies a select few telcos already gaining significant advantage by embracing a sovereign platform model. Discover the six best practices used by top performers…
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Analyst Briefings
Francewatch Analyst Briefing: Unions revolt as Orange presses ahead with Regain
The inaugural edition of the Francewatch briefing, where we explore the latest developments at Orange France, rivals including Altice France, Bouygues Telecom, and Iliad, local infracos, and the diaspora of French telecoms players…
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Financial & Performance
Fibrus focuses on journey towards breakeven as revenue and EBITDA grow
In conversation: Fibrus CFO talks virtues of the altnet’s integrated business model as it reports steadily rising earnings and nears positive cash flow. Fibre ARPU ‘walk-up’ ongoing, but potential bolt-ons are under consideration…
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Public Affairs
Orange faces union disquiet over plan to simplify French operations
The ‘Regain’ plan is now in the consultation phase, but unions are unhappy with multiple aspects of the proposals. No job cuts are planned, but the number of departments could be slashed to four, and five major centres replaced by nine smaller ones.
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Strategy & Change
VM O2 unifies fixed wholesale in latest B2B rejig
Operator combines consumer and business wholesale functions into a single entity in a bid to reduce complexity and ease customer journeys.