All Strategy & Change articles – Page 34
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M&AVodafone–Three merger ‘releases the handbrake’ on UK telecoms, but at what cost?
Vodafone CEO Margherita Della Valle hails creation of a ‘new force’ as CMA grants regulatory go-ahead for Vodafone–Three merger, but questions remain about the impact on MVNOs, rivals, consumers, and the combined entity’s networks…
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M&AVodafone heads for Indus Towers exit
Planned sale of Vodafone’s remaining 3% stake in Indus Towers marks end of 17-year infra venture in India and puts troubled operator Vi under the spotlight.
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Network & InfraOrange preps to level up on autonomous networks
Alexis Koalla says operator’s first use cases will be implemented in 2025 as part of group’s phased voyage towards network autonomy.
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Venturing & InvestmentsSateliot secures €30m from EIB, defence merits flagged
Funding expected to help Spanish 5G‑IoT SatCo deliver a global LEO network by 2028.
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PeoplewatchVodafone recalls dealmaker Dingemans — why?
New board appointment insources Dingemans, 25 years after he starred in the mega-merger with Mannesmann. Older edition adds CFO expertise, operational chops, private equity nous, and more theatre. Click/login to read more…
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PeoplewatchMagyar Telekom rejigs top exec line-up
New tech and finance chiefs to join Hungarian incumbent in early-2025, with Current CTIO Lubor Zatko heading into a new role within Deutsche Telekom.
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Partnerships & AlliancesTelefónica hunts for fresh AI use-cases in Madrid
Group teams up with Madrid’s local government to explore potential AI use-cases in public sector, with a view to drive efficiency and scale the technology securely. Move adds to Telefónica’s growing list of AI initiatives, contributing to three-year strategic aims. Read more…
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Venturing & InvestmentsBT exits startup Distributed, two years after £30m bet
Harmeen Mehta-era £30m commitment to BVI-bound software engineering talent-on-demand startup comes to an inauspicious end. DSTBTD’s FY23 financials indicate cash-strapped operation…
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M&AIHS Towers exits Kuwait as part of $1bn asset sale plan
Deal sees cash-hungry tower group offload Kuwaiti asset it bought only four years ago, in mark of turnaround of sector fortunes and strategy.
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Network & InfraSpecial report: When UK fibre hits its limit, do altnets go wireless?
INCA Summit 2024: debate spills from panel to panel as altnet leaders target the last 2% of ultra-rural premises where fibre is too costly to deploy without massive subsidies. Wireless re-enters the room with new spectrum, enhanced technology…
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Financial & PerformanceHighlights: Over-powered DT presents headache for Europe’s telco club
Q3 FY24: Quarter sees Group put on another display of financial strength, fed by growth in USA and Europe — prompting some City analysts to question whether it should go easier on competitively challenged rivals in its home market.
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Financial & PerformanceGuidance: DT doubles up on EU-US earnings
Q3 FY24: Jointly-driven earnings guidance uplift gives DT a welcome chance to underline how its business is not just about T-Mobile US.
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Financial & PerformanceVi surges on hopes for spectrum payment relief
Vi’s stock has revived by news that the Indian government has agreed that bank guarantees should be scrapped for deferred spectrum payments.
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Partnerships & AlliancesOrange ties with Meta and OpenAI on Africa-focused LLMs
New partnership unveiled at the second edition of Orange’s OpenTech event reflects Group’s desire for AI tech to be inclusive, with focus on training LLMs to learn regional African languages. Read more…
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EventwatchVodafone gets GenAI in action through ‘big bets’, phased adoption
Vodafone cloud engineer Jared du Plessis says GenAI is delivering tangible results for networks, with three ‘big bets’ leading the way. RoI is front of mind, but phased approach to AL/ML integration, and a Google Cloud-powered orchestration platform, simplifies the journey…
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Financial & PerformanceHighlights: Telefónica keeps cool in face of turbulence
Q3 FY24: Operator stays on track to meet end-year financial targets, maintaining underlying momentum, but macro challenges put a dampener on quarterly performance…
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Analyst BriefingVodafonewatch Weekly: mixed financials, major deals
Latest from Vodafone as deals and partnerships with AMD, Amdocs, Telecom Egypt and more show appetite for R&D, network expansion, following a mixed set of results for the Group’s H1…
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Suppliers & SCMVodafone mega RAN tender results coming “soon”
It could be days or weeks, but Vodafone expects to announce “pretty soon” the suppliers for its global radio access network as the procurement process enters the final stages.
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Content & TVDT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
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M&ABT welcomes Bharti’s ‘long-term’ thinking as Altice ousted
CEO Allison Kirkby says Bharti ‘recognises long-term value’ of BT Group as it picks up a 24.5% stake, but what does Bharti bring that Altice didn’t?