All Strategy & Change articles – Page 4
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Network & InfraSovereign ambition: Orange raises curtain on Unified Cloud Platform
UCP reveal commences: new unit consolidates 700 cloud specialists from Business, OINIS and Wholesale, driven by the Group’s Trust the Future strategy. Intent includes industrialising private cloud capabilities, expanding as-a-service propositions, and addressing surging enterprise demand for data sovereignty and AI…
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PeoplewatchVodafone Peoplewatch: another German reset
July 2026 edition: Vodafone Germany CEO gets nod of confidence, but changes elsewhere on challenged operator’s ExCo just two years after last “full reset”; plus 25+ senior and strategic changes across Vodafone’s European markets, Group HQ, and international outposts…
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Public AffairsEU’s DNA faces pushback, with MVNOs wary of spectrum rule changes
MVNOs World: With the upcoming Digital Networks Act, the EC aims to create a fresh start for the region’s telecoms industry and provide a much-needed boost to the bloc’s competitiveness. But it seems few see the norms, as proposed, as likely to deliver the galvanising force the Commission intends, with challenger players remaining concerned they will have to take one for the team as the EU bids to shore up their incumbent network operator rivals.
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PeoplewatchDeutsche Glasfaser CEO steps down as altnet finally wraps up financing
Andreas Pfisterer to depart as CEO of Deutsche Glasfaser, after the London High Court approves the altnet’s long-awaited financing agreement. Exit comes as altnet transitions away from fibre build-out to drive take-up, in reflection of constrained funding for deployment…
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Network & InfraUK gov plots £330m boost to subsea cable protections
UK government’s long-awaited Defence Investment Plan includes fresh funding to improve subsea infrastructure resilience, including new public-private partnerships and upgraded defence fleets.
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M&ARocket Lab to become end-to-end satellite player with Iridium buy
Rocket Lab seeks to move beyond launch services and become vertically integrated satellite player through Iridium acquisition. Challenger eyes opportunities for operational efficiencies and new services, as well as plans for forays into the defence and direct-to-device segments…
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Strategy & Changegiffgaff preps fintech side hustle as new CEO eyes deeper customer ties
MVNOs World: Innovative MVNO’s boss Kate Dohaney sees telco connectivity as mere ‘table stakes’ in the AI era and is exploring new routes towards value creation, including events, financial services, and education.
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Venturing & InvestmentsDTCP makes maiden Defence Fund investment
Deutsche Telekom-affiliated investor backs drone software developer Six Robotics. Move is the first that DTCP has made via recently created Defence Fund, as it seeks to tap into growing European military spending.
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M&ABT and Verizon pair up on $4bn multinational B2B venture
In depth: BT has finally found a partner for its troubled International enterprise business, striking a joint venture agreement with Verizon that could bring an end to years of strategic uncertainty while creating a new global connectivity player focused on multinational customers.
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AnalysisFrom TETRA to 5G: defence as MNOs’ next big opportunity — Strand Consult
Guest analysis: as MNOs look to commercialise networks in new ways, rising connectivity demands from defence and public safety sectors present value-creation opportunity not seen since the days of 3G…
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Strategy & ChangeAgents of change: Orange CIO Vermeulen spells out risks and rewards of AI
DTW Ignite: Koen Vermeulen says the use of AI agents will compress software development cycles and bring fundamental changes for telcos, removing constraints if bottlenecks are avoided.
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B2BVodafone chases defence opportunity with centralised German hub
European B2B chief Hagen Rickmann heads a move to consolidate and ‘bundle’ defence-related operations in Düsseldorf to target the sector “more strongly”, meet growing demand, and go head-to-head with rival telcos.
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Network & InfraVM O2 plans ‘extensive’ autonomous networks ramp-up
UK operator targets Level 4 network autonomy within a ‘couple of years’, with network planning and optimisation the key use-cases.
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Suppliers & SCMVodafone’s R&D chief urges infraco action as quantum threat presents ‘new normal’
DTW Ignite: Luke Ibbetson warns of post-quantum cryptography as a near-term priority for infracos, with a ground-up approach needed to ensure fixed, mobile, and satellite assets are protected…
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PeoplewatchOrange’s Javaid takes over as Group AI supremo
Steve Jarrett is vacating the Chief AI Officer role, although it’s not clear why, with Usman Javaid to fill the spot.
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Strategy & ChangeUtility Warehouse eyes broadband and mobile opportunities as it chases convergence
In depth: Multi-play broadband and utilities provider unveils a five-year plan to drive up mobile, broadband, and insurance, while tapping an AI commercial opportunity. UW may be a litmus test as UK altnets develop retail strategies to go beyond connectivity…
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Network & InfraOptimising Virgin Media O2 joins BT and VodafoneThree in laying down 2G switch-off schedule
Operator seeks to free up frequencies as 2G switch-off to begin in 2029. Spectrum to help VM O2 catch up with rivals on network capacity and strengthen 4G and 5G services. However, Ofcom notes “clear expectations” in place around support for 2G-reliant customers…
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B2BVodafone, Ericsson set sights on military 5G SA use-cases after radio backhaul ‘breakthrough’
CCW 2026: Vodafone and Ericsson are advancing military-grade 5G capabilities to meet defence demands for isolated, interworking, and resilient networks that can operate beyond traditional infrastructure.
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Analyst BriefingDeutsche Telekomwatch: All-action on AI
Analyst Briefing: DT’s AI-led sales and savings drive sees the announcement of initiatives focused on automated network optimisation, fresh B2B tie-ups with the likes of n8n, Scheer Group, and SupplyOn, and the addition of a new AI supremo in India. Elsewhere, we look at how the Group and other telcos are responding to the challenge posed by disruptive travel eSIM providers.
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Strategy & Change‘We’re built different’: how disruptive Digi is putting unorthodox group ethos into practice in Spain
In depth: Digi Spain has adopted its parent group’s ‘radical pricing model’ and industrial approach to build a vertically integrated challenger to Spain’s three established telecoms players. The result has been successive years of 20%-plus top line growth, an expanding share of the market, and a platform for the group to extend its disruptive playbook to other European markets.