All Strategy & Change articles – Page 2
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Strategy & ChangeTOTEM CEO highlights 100-client milestone: ‘the priority is to continue growing’
Interview: Still less than five years’ old, Orange tower spinout TOTEM has ample opportunity to drive expansion in existing markets through client diversification and tenancy growth, affirms Chief Executive Emmanuel Rochas. After taking over at the business in mid-2025, he is maintaining focus on customer acquisition, digitisation of internal systems, and execution on several infra build projects at high-profile city venues.
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Strategy & ChangeVIRTUS bets on tier-two Europe in ‘speculative’ data centre expansion
Interview: Macquarie-backed operator VIRTUS Data Centres is accelerating its European ambitions with a speculative build model, targeting tier‑two metros to stay ahead of hyperscaler demand and replicate a tried-and-true campus model. Business Development VP Christina Mertens talks ambition, strategy, and investor backing…
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Strategy & ChangeOrange’s AI supremo Steve Jarrett: ‘There’s no magic, it’s just doing our job’
Steve Jarrett, Orange’s Chief AI Officer, talks through how the operator is going to execute — and validate — the value gains it is targeting, as part of new Trust the Future strategy. Key challenges revolve around culture, data governance, and agent development and management, he says.
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M&AYasser Shaker: Orange ready to ‘grow again’ in Africa
MWC26: After a ten-year break in M&A activity, Orange has made a “conscious decision” to grow again in Africa.
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M&A‘Loosen the leash’: Telefónica’s Murtra repeats call for telco M&A rethink
MWC26: Spanish group’s Executive Chairman Marc Murtra again urges European regulators to loosen the shackles on telco deal-making.
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Financial & Performance‘We want to be number one’: Orange plots growth over next three years
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.
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Network & InfraEnter SatCo: Vodafone raises curtain on European D2D branding, management
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…
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Network & InfraNetwork operators warned: kickstart automation now or risk devaluation
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…
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Financial & PerformanceOrange searches for €1bn down back of supply chain sofa
FY26–FY28 Trust the Future strategy: French group targeting substantial savings on vendor budget as part of new mid-term strategic vision. Move forms part of broader efficiency and cost reduction programme taking in AI, legacy network shutdown, and centralisation of platforms and services across Orange.
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Network & InfraFrom defence to attack: CSG’s blueprint for telco AI transformation
Interview: Telcos risk losing to nimbler rivals unless they accelerate AI readiness. CSG argues that operators must simplify legacy customer systems, speed service innovation, and nurture scalable ecosystems — or face losing strategically vital B2B growth opportunities whilst defending declining legacy markets. Learn more…
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M&AVodafone Romania trades quality for quantity as it climbs to second
Redistributed TRMC assets have closed the gap between Vodafone and market leader Orange, but decimated the operator’s mobile ARPU…
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Financial & PerformanceIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
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Financial & PerformanceVodafone guidance: plenty of confidence in these ‘early days’
Q3 FY25–26: Vodafone set to come out of the year at the upper end of free cash flow and EBITDAaL guidance, with new CFO Pilar López picking up on the CEO’s positive view of things moving forward.
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Financial & PerformanceMore 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…
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M&ABrazil’s Vivo eyes fibre deals in bid for Total loyalty
Operator’s Chief Executive Christian Gebara cites continued interest in acquisitions that would boost its position as Brazil’s number-one fibre provider, and save cost on build. Identifying a good deal within the country’s huge mass of broadband players remains a challenge, however.
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Network & InfraWhat will it take to get orbital data centres off the ground?
In-depth: despite naysayers, startups and hyperscalers are accelerating plans to deploy data centres in space, with multiple major announcements since the start of the year. TelcoTitans Infrawatch investigates the players, prospects and viability…
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White PaperBridging the gap to Level 4: why network autonomy needs a digital double
Best practice: Is your network strategy missing its digital double? Celfocus posits that true autonomy relies on establishing a comprehensive digital twin framework. Read how integrating physical and virtual layers provides the visibility needed to reduce energy usage, streamline OSS tools, and accelerate the path to TM Forum’s Level 4 and beyond…
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Partnerships & AlliancesOrange Business tees up ‘very ambitious’ SI venture with ‘global’ partner
Capital Markets Day: Orange Business CEO Aliette Mousnier-Lompré nods to negotiations with a global systems integrator partner to add reach, volume, and competitiveness to operations.
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M&AUK’s nexfibre goes big, gets Substantial
Deep dive: nexfibre’s planned takeover of Substantial Group, parent of infra rival Netomnia, is the UK’s first billion pound-plus fibre altnet transaction and may open the floodgates to long-anticipated consolidation in the fragmented, scale-hungry sector. Chief Executive Rajiv Datta speaks to TelcoTitans about how the deal boosts its challenge to incumbent Openreach on wholesale fibre.
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PeoplewatchOpenreach ‘joins up’ engineering in latest exec shake-up
Access provider sets up Service Operations team to house all engineering capabilities, bringing rural and run-of-the-mill fibre build, copper maintenance, and civil engineering under one roof. New CX team also launched to improve CP relations…