All Strategy & Change articles – Page 3
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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…
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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…
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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…
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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.
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Analyst BriefingVodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
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M&AVodafone adds public cloud integration expertise in Skaylink acquisition
Skaylink to be bought for €175m to build out Vodafone Business portfolio and embed ‘specialist’ knowledge in public cloud integrations for B2B clients.
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Network & InfraHrvatski Telekom eyes mmWave to boost fibre + FWA infra strategy
In-depth: Deutsche Telekom-affiliated Croatian incumbent is expanding its tiered 5G fixed wireless access offerings, including with tests of mmWave, with the technology positioned as a key tool alongside satellite to bridge broadband gaps and prepare for copper switch-off…
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Network & InfraOrange’s Le Roux: IP MPLS layer at halfway point on ‘full softwarisation’ journey
Network X: Orange’s EVP of International Networks drills down into the work the operator is doing to move towards a stateless, disaggregated, new‑generation IP layer that is as‑a‑service by design.
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Financial & PerformanceEquity vs debt: who blinks first in UK fibre consolidation showdown?
In-depth: While sector consolidation presents complexity for altnets seeking to evolve, challenges faced by financial backers invested through equity and loan facilities should not be underestimated.
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Consumer (B2C)BT weighs budget mobile flip-flop as MVNO competition hots up — report
Rumours resurface of a B-brand mobile revival, just 18 months after BT pulled Plusnet out of the segment. While CEO Allison Kirkby’s return to multi-brand in consumer may well require a targeted discount marque to match rivals, also-mooted MVNO acquisition would be more surprising…
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Strategy & ChangeUK’s Netomnia targets ISP giants with YouMobile MVNO
Fibre altnet and wannabe convergence player set to launch mobile by the end of the year, piggybacking on the VodafoneThree network. CFO Wil Wadsworth and CEO Jeremy Chelot have sights set on the UK’s FMC establishment…
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Network & InfraSubsea cables: Vodafone heads ‘off beaten track’ as hyperscalers muscle in on mainstream
Capacity Europe 2025: Vodafone’s Head of Global Infrastructure Owen Bryant considers the role telcos should play in transcontinental infra links as hyperscalers investment billions into subsea infra. Vodafone, for its part, is focused on ‘red’ markets that lie outside Google and Meta’s core interests…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Partnerships & AlliancesT-Mobile says joint OpenAI platform now live, ‘paying dividends’
The Un-Carrier’s tie-up with OpenAI is now ‘touching customers’ and said to be bearing fruit by optimising handset upgrades…
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Financial & PerformanceNew T-Mobile CEO wants to guzzle more gains
Q3 FY25: T-Mobile US’ results call sees incoming CEO Srini Gopalan toast the success of his predecessor Mike Sievert, and lay out plans to keep the good times going by targeting wide-scale user wins from rivals AT&T and Verizon. Sievert, meanwhile, signs off with a big quarter of growth across both its core mobile business and fledgling wireline growth segment.
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Financial & PerformanceOrange’s Heydemann keeps M&A hopes alive as talks with Altice continue
Q3 FY25: Orange Group’s CEO uses the operator’s quarterly results presentation to insist that a joint buyout by Orange and rivals is the best solution for challenged competitor SFR, despite the recent rejection of their opening offer.
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Innovation30 years down, 5+ to go before BT’s quantum vision comes to life
Capacity Europe 2025: Senior Research Manager Andrew Lord remains optimistic about quantum secure communications, but sought-after commercial use cases still five-to-ten years away. QKD a valid ‘stepping stone’, and satellite may boost momentum, but supply chain ‘fragility’ remains a stumbling block…
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PeopleTelefónica rejigs team to break new trail on infra
Chief Executive of Telefónica Infra to leave after six years in role, giving the Spanish group a new setup to push through a change in approach on management and ownership of fibre assets. Politically connected Board Director takes on the challenge…
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InterviewINCA CEO: ‘job done’ when altnets join Openreach as industry ‘baddies’
INCA Summit 2025: With consolidation looming and the next Telecoms Access Review on the horizon, the UK’s fibre landscape is at a tipping point. Altnets, however, are still reeling from (pantomime) villain Openreach’s latest pricing initiative, with disappointment at Ofcom inertia, and suspicion the incumbent is testing what it can get away with…
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Strategy & ChangeTelefónica doing the maths on 1&1 tie-up: report
Report indicates the Spanish group is considering reigniting links with 1&1, Germany’s fourth telco, in a bid to revive its local fortunes. But both face a bewildering range of options (and challenges) as they seek to regain growth…