All Strategy & Change articles – Page 2
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Financial & PerformanceVodafone rises as Africa bulks up, Europe steadies
Q1 FY26–27 in-depth: Vodafone’s largest markets appear to be moving forward together for the first time under CEO Margherita Della Valle, even if challenges remain. Germany has found firmer footing, UK integration is advancing, and consolidation of Safaricom has strengthened African contribution…
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Financial & PerformanceVodafone to keep cutting costs, shedding jobs — raises ‘efficiencies’ goals and guidance
Q1 FY26–27 spend & guidance: EBITDAaL outlook upgraded despite M&A integration costs, reflecting confidence in reshaped portfolio in both Europe and Africa, supported by amping-up of widescale efficiencies programme beginning to generate tangible benefits, including job cuts.
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Products & ServicesEurope 5G SA go-to-market strategies: OTE differentiating with Priority Pass slicing
Analysis: with 5G standalone networks expanding, European operators face a strategic crossroads: bundle as standard or charge a premium? Explore how Greece’s OTE is leveraging slicing to offer guaranteed consumer bandwidth and also FWA success, plus how its strategy compares nationally and across the continent (top-five markets analysed)…
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PeoplewatchEx-Telefónica exec Laura Abasolo takes seat on Cellnex board
Abasolo takes boardroom seat six months after Telefónica exit, with Cellnex Chair Óscar Fanjul highlighting her track record as towerco enters the next stage of strategic execution.
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M&AVodacom chief dismisses prospect of Vodafone Egypt takeover
Shameel Joosub says no plans to replicate Vodacom’s recent move on Kenya’s Safaricom to take full control of star performance Vodafone Egypt, but suggests an interest should co-owner Telecom Egypt shift its stance.
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Strategy & ChangeSateliot eyes Americas expansion while plotting move beyond NB-IoT
Sateliot has expanded its fundraising target to €150mn as it seeks to extend its satellite network from NB-IoT devices to smartphones, with the Spanish satco eyeing up a transatlantic step-up.
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Financial & PerformanceUK’s CityFibre reaches for £900m war chest for renewed M&A
UK fibre altnet said to secure further investor backing in bid to retain largest challenger status ahead of nexfibre–Netomnia and put it back in the consolidation game, taking further funding firmed up since 2025 to £3.2bn, and eight million-premises footprint still the target.
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M&ABouygues CEO says SFR review could stretch into 2028
Olivier Roussat appears less confident than his opposite at Orange that the deal will be completed before the end of next year, as originally hoped.
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Strategy & ChangeIndian infra giant Indus secures go-ahead for African entrance
Towerco wins regulatory approvals and operating licences to launch in three African markets, with build-out expected to commence in the coming months. CEO Prachur Sah aims to create “strong foothold” in Africa, as first orders from anchor tenant and shareholder Airtel come through…
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Financial & PerformanceLiberty’s Fries foresees second Sunrise as Ziggo spinout races ahead
Liberty Global CEO Mike Fries sees tailwinds for European telecoms business, floats potential for fast completion of restructuring, and anticipates materially higher-than-expected synergies as VodafoneZiggo joins Telenet for Benelux grouping, replicating perceived successes of Sunrise spin-out in 2024.
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Network & InfraAmerican Tower continues streamlining with APAC departure
US wireless infra giant offloads last two outposts in Asia-Pacific as it concentrates resource on riding 5G and edge/AI wave in developed markets.
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Network & InfraOrange to unleash data centre value through €3bn JV
Group plans to bring five existing data centres into 50:50 joint venture with infra investor Morrison.
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Network & InfraOfcom wields TAR in move to block Openreach fibre discounts
For the first time, the regulator intends to direct Openreach to withdraw proposed new fibre customer pricing, citing an ‘unfair’ and ‘aggressive’ approach from the incumbent. Ofcom puts the Telecoms Access Review into action, altnets welcome the move, and Openreach accuses the regulator of protecting rivals’ “poor business models”. Final decision pending…
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Financial & PerformanceVodafone Business quietly enters Group’s ‘growth’ agenda
Q1 FY26–27: B2B improvements mean division is an increasingly important part of the turnaround story, driven by cloud, cybersec, and SaaS, underpinned by deals with digital services allies.
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Strategy & ChangeUK’s giffgaff goes ‘AI-first’, revamps tech org and stack
Virgin Media O2 innovative flanker brand highlights tech, leadership, operational, and organisational changes as it seeks to up competitive game in challenging market (and boost the operator’s lines of defence against discounting competitors). As giffgaff embraces AI, execs assure over future of its community-centric model.
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Strategy & ChangeUK’s Hyperoptic puts take-up in crosshairs after hitting fibre build target
After hitting long-term rollout target of passing two million homes, urban-focused altnet targets investments in AI and wholesale segment to help with achieving a new goal of doubling its customer base by 2030.
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Network & InfraOpenreach’s fibre roll slows to 2021 levels
Q1 FY26–27: rollout pace declines sharply as 25 million threshold nears, while customer adds ramp up to become primary Openreach preoccupation, as BT keeps post-2026 build playbook hidden…
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Strategy & ChangeKPN may rethink fibre ambition after Delta buy blocked
Dutch incumbent’s Chief Executive Joost Farwerck calls watchdog’s decision to thwart bolt-on purchase of fibre assets from rival Delta “very strange”, and warns it may prompt a rejig of its footprint expansion goal for 2030.
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TechnologyMásOrange brings Cyan cyber products to three more brands
Spanish operator expands cybersecurity deal with German specialist, extending protection services to three more brands as demand for telco-delivered security services continues to rise.
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Network & InfraVM O2 advances Giga Site rollout amidst UK network upgrade race
Operator reaches the halfway mark in its rollout of new, high throughput Giga Sites, contributing to broader, £1.4bn mobile upgrade programme. Achievement highlights ongoing race between operators to improve network quality, with VM O2 and VodafoneThree seeking to catch up to BT…