All Strategy & Change articles – Page 25
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Strategy & ChangeMCR becomes BT Tower custodian in £275m hotel makeover
Iconic London landmark set for radical change of use in hands of experiential hotel operator MCR.
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Partnerships & AlliancesBT rolls out AWS AI programming tool after trial success
CodeWhisperer platform said to be automating 12% of software development work in early deployments as BT Digital commits to a suite of generative AI tools for product development.
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PeopleBT Consumer's Allera backs Kirkby after missing out on top job
Consumer CEO suggests he had plans to “do something really quite interesting” had he been picked for the Group’s top job, but backs Kirkby to bring telco nous to the role.
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Strategy & ChangeLiberty builds Benelux HoldCo in pursuit of VodafoneZiggo−Telenet synergies
Liberty Global continues to dance around an unblinking Vodafone, which is said to be considering strategic implications of new Benelux holding company established to optimise stakes (adding potential tax efficiencies, management synergies and financial freedoms)… move also features fixed-mobile convergence, opportunistic infra monetisation, regional and other investor bait…
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Network & InfrastructureVirgin Media O2 fibre NetCo carve out coming for Openreach (and ISP clients)
Potential number-two NetCo to be created by VM O2 and owners Liberty Global and Telefónica, with the aim of creating a scale wholesale fibre challenger; open to M&A consolidation; nexfibre remains arms length…
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Network & InfrastructureConnectivity gaps in the spotlight as UK preps for automated vehicles
New study will explore the infrastructure needs for the deployment of connected autonomous vehicles in line with government 2025 goals, with connectivity at the core.
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M&AItaly: TIM CEO would prefer Vodafone to combine with Iliad over Fastweb
Pietro Labriola considers the Italian market in need of “repair”, with Vodafone Italy deal with Iliad his preference.
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Weekly BriefingsVodafonewatch Weekly: security concerns allayed as e& beds in
Latest from Vodafone and its ecosystem as TelcoTitans Q3 deep dive finds reasons for concern (M&A mire) and hope (Vodacom, UK, business, smaller OpCos); Ericsson deals may place it well for RAN mega-tender; e& tie-up marches on despite sovereignty siren; more…
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Financial & PerformanceVirgin Media O2 rejigs spend plan and strategy as well of merger gains starts to dry up
UK operator seeks to put more fuel in its earnings tank through ‘incremental’ investments in customer experience, digital, fibre sales, and new products this year. Move comes amid wider, dramatic refresh of VM O2 business with the operator kicking off process of NetCo-ServCo split.
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M&AOrange is ‘actively looking’ at fibre M&A opportunities
Group CEO Christel Heydemann confirms halting of discussions on purchase of TDF’s fibre unit, but indicates operator remains open to bolt-on transactions for broadband infra footprint.
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M&AAustria’s EuroTeleSites ‘not interested’ in a tower merger with Cellnex
Management of tower offshoot from Austrian incumbent A1 is not looking to absorb Cellnex’s local business, despite ongoing indications it is in play.
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M&ATalkTalk confirms wholesale stake sale plans, ties Consumer to exclusive access deal
TalkTalk confirmed exclusive talks are ongoing with a potential new equity partner for its wholesale business, Platform X Communications, as it refinances its £1bn debt facilities.
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Public AffairsUK: Lords maul government on digital exclusion, call for greater altnet role
Locally-focused altnets are seen as a valuable tool in bridging the Digital Divide by peers tasked with assessing the costs and consequences of digital exclusion.
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Weekly BriefingsBTwatch Weekly: networks in focus as Ericsson steps up, Huawei steps out
Latest from BT and its ecosystem as 5G networks take centre stage: slicing and standalone with Ericsson, Qualcomm; a Huawei rip-and-replace status update; API standardisation to draw down untapped 5G value; plus much more across the Group…
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M&ATalkTalk rumours show potential for break-up to shake up status quo
Under-pressure telecoms group could take drastic action to alleviate debt concerns, which could significantly shake up the consumer and wholesale fibre ecosystem in the UK.
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Weekly BriefingsTelefónicawatch Weekly: Group loses 2,800 staff but gains 500 AIs
AI, APIs, and automation at the forefront of fresh tech upgrades across the Group, as it seeks to meet new strategic objectives of increased opex and capex efficiencies. Particular emphasis on data capabilities home market, where operator has reached AI milestones and forged risk intelligence deals over the last week…
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Financial & PerformanceVodafone Q3 in-depth: ‘underlying’ growth supports organic revenue boost
M&A impacts reported figures but organic growth is maintained, prompting optimism among management; questions remain at OpCo level in several markets; Business is good and set to benefit from partnerships…
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Financial & PerformanceVodafone Q3 overview: CEO attempts to re-assure following M&A setbacks
Progress is painful but Margherita Della Valle remains upbeat on prospects. M&A stumbles aside, Germany headed for houses of horror, UK provides uplift, and Africa remains bright spot.
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Financial & PerformanceVodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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Strategy & ChangeTelefónica pushes beyond 500 AI system deployments
Mobile Europe 5G and Beyond: Chief Responsible AI Officer Richard Benjamins discusses technology’s potential to reduce opex and capex while driving efficiencies. Data collection and governance strategy tweaks position the operator to accelerate commercialisation of new AI-based products and services.