All Strategy & Change articles – Page 4
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InterviewCityFibre CTO plots PON roadmap to 50G and beyond
UK fibreco CTO David Tomalin talks PON future: XGS now in place and a 10–20 year technology roadmap that elects to leapfrog 25G. Vendor interoperability deemed marker of market maturity, with long-time favourites Calix and Nokia earning plaudits…
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M&AEurope towers: Telcos’ urge to merge remains turn-off for SBA
US wireless infra group remains watchful on M&A opportunities across the Atlantic, citing the latest wave of regional MNO mergers as a dampener on the business case for deals. CFO says SBA is “not going to step in front of a consolidating market”.
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PeoplewatchVodafone Germany reworks Technology, Networks leadership
Operator reunites Technology leadership under Fabrizio Rocchio, as Tanja Richter readies to head off…
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Network & InfraSFR Business turns to Cloud Temple for sovereign service
The French operator’s B2B unit says it plans to enrich its own Cloud Agility service with partner offerings.
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M&AVodacom seizes control of Safaricom in multibillion top-up
South African group bets on mobile money and Ethiopian growth engines as it secures majority stake in Kenya incumbent — as Nairobi government finally cedes economic control to Vodafone cabal…
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Network & InfraUK fibre: debt-laden Gigaclear scoops funding after ‘disappointed’ investor steps back
Deep dive: Rural specialist confirms £80m+ injection and claims uncertain future now settled. But questions remain amid rumours of potential sale and in wake of strategic backer Equitix making a sharp exit, as the UK’s National Wealth Fund again resembles policy-led Project Gigabit backstop…
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M&AOptimising Orange offloads fleet management business
Orange Business offloads Océan, its French fleet management unit, in the Group’s latest strategic move to offload non-core assets and refocus on traditional telecoms offerings…
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White PaperAI Business Efficiency white paper: Turning Data & AI into Measurable Value
In this recently published white paper, Celfocus identifies tangible efficiency gains already being achieved when AI initiatives focus on solving identifiable, and measurable, business challenges
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M&ATelefónica mulls offers for logistics unit Zeleris — report
Telco has reportedly kicked off another sale process for its distribution and logistics unit, with OnTime and Everwood Capital suggested to be frontrunners for the buy…
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Financial & PerformanceDT firms up the foundations after jittery 2025
Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.
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Financial & PerformanceGuidance: jitters fail to jolt
Q3 FY25: DT looks set to end the FY with another set of record-breaking top-level financial numbers.
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PeoplewatchDT names new boss of €1bn side-business Congstar
Head of Commercial Management Daniel Mirovsky credited with helping drive recent expansion of business, and handed CEO job recently vacated by Axel Orbach.
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Network & InfraData centres: PPC aims to put Greece in the Gig league
Greek utility talks up plans for an up-to-1GW mega-project in the Western Macedonia region. Move makes it the latest European energy provider to unveil a major move into data centres, as sector players seek to ‘bundle’ land and power assets for hyperscaler demand…
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Financial & PerformanceGuidance: H1 pace allows for H2 slowdown as Vodafone moves into cleaner air
Q2/H1 FY25–26: Group reaffirms FY outlook but expects to hit the upper end of earnings and free cash flow targets, buoyed by a strong first half that allows for lower growth in Q3 and Q4. Outgoing CFO Luka Mucic weighs prospects after he leaves and finds ‘net positives’…
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Financial & PerformanceSpend: capex down, opex up as Vodafone reaches ‘appropriate’ scale
Q2/H1 FY25–26: with the Group’s capital structure ‘reset’, CEO Margherita Della Valle considers investment levels to be at the right level in each market: spend balloons at newly scaled UK, Germany finds efficiencies and reduces capex, broadly stable elsewhere.
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Financial & PerformanceIn-depth: defiant Vodafone CEO eyes European rebound
Q2/H1 FY25–26: unwaveringly positive CEO claims right-sizing initiative has Vodafone moving in the right direction, and earnings largely back up the claim, but as some headwinds wane others are gathering on the horizon…
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Financial & Performance‘It’s in our hands’: Vodafone CEO closes Group ‘building site’, ready for upward momentum
Q2/H1 FY25–26: Margherita Della Valle is convinced that the pared back, refocused Vodafone Group is now well-positioned for “good growth”, and considers performance in the first half of the year to support her claim…
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Network & InfraMagyar Telekom, 4iG win major chunk of Hungary rural fibre funding
Hungarian telco duo take home a large chunk of funding made available in the first stage of the government’s Gigabit Hungary rural fibre rollout scheme, which forms part of the government’s strategy to reach 95% household coverage with fibre by 2030…
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Financial & PerformanceIliad CEO: Telco trio’s Altice offer is ‘generous’ and only ‘global’ option
Q3 FY25 highlights: Thomas Reynaud sticks to party line on three-way bid for Altice France, while also making clear that Iliad Italy will not be sold to finance M&A in France. Updates on OpCore and Scaleway data centre ambitions, including AI Gigafactory…
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Network & InfraGreece: Energy group PPC targets top spot on fibre
State-owned utility expands ambitious and disruptive fibre expansion plan that would see it overtake incumbent telco on footprint in next two-to-three years.