All Strategy & Change articles – Page 30
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EventwatchProject Gigabit draws criticism over voucher headaches and cross-regional contracts
INCA Conference 2023: see what “nightmare” is haunting altnet leaders within Project Gigabit; confusion over cross-regional contracts; and what new BDUK CEO has to say on it all…
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Network & InfrastructureDella Valle defends cable’s customer potential against FTTP’s economics advantage
Vodafone chief downplays lower costs linked to FTTP, stressing that HFC-based networks can meet customer needs and support positive customer experience.
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M&ABT eyes musicMagpie: flailing gadget marketplace offers circular economy, consumer tech boost
musicMagpie confirms “very early” talks with BT and private equity partner Aurelius as operator seeks to spin up circular economy credentials, stretch into consumer retail via New EE.
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Financial & PerformanceVodafone’s problem children: German remedial progress, Spain disowned, UK betroved, Italy seeks paramour
Vodafone Europe H1 FY23–24 insights, including Germany still needing to navigate TV exodus; regional organic growth; the happier story at remnant smaller markets; and more…
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PremiumTelefónica network API charge commences in Brazil; Spain next
Early steps in building Group’s new 2026 strategic revenue stream with Open Gateway network open APIs. Hyperscalers to be given no value quarter, but Chema Alonso’s bookselling business model suboptimal…
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Partnerships & AlliancesGermany’s Freenet eyes opportunities from O2’s 1&1 breakup
Freenet and O2 discuss forming closer bonds after challenger operator defects to Vodafone.
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Strategy & ChangeHungary’s 4iG to carve out infra assets as part of post-M&A tidyup
Expansive regional IT and telecoms player is to make a late entrance into European infra spinoff party as it seeks to optimise cost base and bring in capital to reduce debt.
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Strategy & ChangeLiberty plans ‘to be active’ as Vodafone shareholder; holds ‘more strategic’ discussions
Liberty Global CEO Mike Fries says group “intends to be active” as a 5% Vodafone shareholder, taking advantage of Margherita Della Valle’s “more strategic” management at Vodafone HQ.
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M&ATwo down, one to go: Vodafone gets serious about M&A in Italy
H1 FY23–24: CEO Margherita Della Valle signals Italy is next in Group’s “right-sizing” initiative for struggling European markets as strategy in motion for Spain and UK.
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Network & InfrastructureTelefónica targets 100m-premises fibre footprint by 2026
Mid-term strategy update sees Telefónica Infra and operating businesses handed twin mission of reaching nine-figure homes passed goal while also supporting the Group’s capex efficiency drive.
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Financial & PerformanceA clean break from a broken market: Vodafone CEO welcomes Spanish retreat
Margherita Della Valle uses further deterioration of Vodafone Spain performance to prop up claims of a strategic vision in action, but distancing the Group from one of its erstwhile ‘core four’ markets continues to reflect poorly on historic turnaround attempts.
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M&A‘Pragmatic’ Cellnex open to full exits to boost debt repayment drive
Spanish group’s exit from private networks business could be followed up by more deals, to boost programme of financial strengthening.
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Financial & PerformanceTelefónica’s ‘Core Four’ concoct plan to address wholesale decline
Q3 FY23: Group seeks to leverage FibreCo spinoffs, defend against uncertain market conditions, and create new revenue streams to offset forecast wholesale revenue decline over next three years.
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Partnerships & AlliancesAccenture stakes €150m in Vodafone’s commercialised shared services future
Vodafone extends Accenture ties to tee up commercialisation of _VOIS, with the vendor taking an equity stake along with providing talent and automation support.
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Financial & PerformanceSoggier MNO spending dampens INWIT sales outlook
Italian TowerCo flags weak fixed wireless access demand and lower discretionary spend in an otherwise solid third quarter performance.
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M&ATelefónica maintains ‘full optionality’ on non-core Hispam businesses
Q3 FY23: In strategy update, operator indicates it will continue to keep its trimmed-down collection of smaller Latin American assets on a strict cost control regime, flagging consolidation, divestments, and further NetCo ventures as possibilities to protect free cash flow in the next three years.
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Strategy & ChangeSafaricom’s Mutiga: expect rapid device factory acceleration, regional expansion
CBSO speaks to TelcoTitans about the operator’s homegrown smartphone factory venture, saying it will hit capacity within a year, then expand product portfolio and market reach. Read more, incl. key driver not revenue, services tie-in…
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Financial & PerformanceTelefónica Tech charts three-year course towards €3bn revenue target
Division seeks to ease reliance on acquisitions while expanding portfolio of “next-gen” IT solutions to grow total revenue.
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Financial & PerformanceSafaricom 2030 strategy: build on Kenya, pursue Ethiopia, leverage data
Jovial CEO boasts strong start to Ethiopian endeavour in upbeat H1 earnings conference; teases upcoming 2026–2030 strategic cycle. Read more from our in-depth coverage…
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Network & InfrastructureVodacom DRC gets experimental with 5G, but 4G still top priority
Operator trials 5G services under the supervision of industry regulator, but questions remain over licensing criteria.