All Strategy & Change articles – Page 4
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Operations
DT ‘holds keys’ to data sovereignty in Google Cloud migration
Operator is moving a swathe of data to Google Cloud with sovereignty controls engineered in partnership with T-Systems. It hopes to replicate the safeguards for other enterprises in regulated industries.
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Interview
Interview: CDIO on Orange Business’ pivot to greenfield, ‘AI first’ tech stack
Exclusive: Hriday Ravindranath explains thinking behind ambitious shift onto entirely new B2B IT stack for AI-era products as Orange Business reinvents itself built on digital-first, AI-native platform principles, underpinned by ‘design partnerships’ with Blue Planet, CSG, ServiceNow and Splunk…
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B2B
Vodafone building SecOps platform with $1bn partner Google Cloud
Group cybersecurity architecture lead Emma Smith updates on the $1bn deal with Google Cloud as the pair work on security operations services for both internal and commercial users.
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People
BT Peoplewatch: Consumer and Business bosses take boardroom seats
30+ senior and strategic changes at BT, including a treasury replacement; more International swaps as the new B2B division gets settled; new boardroom digs for Marc Allera; more…
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Analyst Briefings
Vodafonewatch Analyst Briefing: far-flung fibre deals
Latest from Vodafone as it secures antitrust commission support for a fibre move in South Africa and cements an Australian fibre sale; Portugal CEO vents M&A frustration; group lends support to AI RAN Alliance as open RAN overhaul continues; build up to Q1 earnings…
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Partnerships & Alliances
Vodafone adds Euro-heft to unbalanced AI-RAN Alliance
Vodafone’s entry into the AI-RAN Alliance takes the still-young vendor- and academic- and Asian-operator-heavy consortium past 100 members. With the AI-RAN market forecast to reach $10bn by 2030, the move underscores the strategic importance of efficiency gains and new revenue opportunities through autonomous networks.
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Strategy & Change
DT holds firm on diversity as T-Mobile US ditches DEI to secure M&A deals
Deutsche Telekom says its approach is unaffected as T-Mobile adapts to policy changes and scraps diversity, equity, and inclusion to win approval for two pending acquisitions.
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M&A
Telefónica to take control of FiBrasil JV in €132m deal
Telefónica’s Brazilian business has agreed a deal to buy out its fibre joint venture partner in a further sign that the Spanish group is now keen to up consolidation and control over past infrastructure side-ventures.
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Venturing & Investments
UK gov allocates €163m to Eutelsat fundraising
UK government earmarks sizeable contibution as part of French satellite operator’s €1.5bn funding round. Eutelsat plans to expand OneWeb LEO constellation, shift towards enterprise- and government-focused go-to-market model. Read more…
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Analyst Briefings
UK Infrawatch Analyst Briefing: speed race hots up, gov gives and takes, PIA protested
Latest from the digital infra scene in the UK, including: Sky boost for CityFibre and consumer broadband speeds, government promises advanced connectivity investment, SRN goals scaled back; altnets lobby on PIA changes; people moves, and plenty more…
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Products & Services
DT’s API boss sees contextual future for Magenta portfolio
As the telcos close in on realising revenue from network APIs after several years of standardisation and development, Deutsche Telekom has mapped out how its MagentaBusiness API portfolio will evolve over the next five years.
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Strategy & Change
Telefónica to take more ‘calculated risks’ in new strategy, says Murtra
Telefónica’s strategic review is now expected in the fourth quarter this year, as Executive Chairman Marc Murtra envisions more risk taking and calls for a “social contract” with the European Commission that enables national consolidation in exchange for investment.
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Interview
Fibrus founder decries PIA “margin squeeze”, calls out Ofcom to fix rural fibre build
Interview: Northern Ireland FibreCo hero says Openreach’s duct and pole sharing terms “just wrong”, undermining rural fibre investment. Outspoken chair Conal Henry proposes “fair bet” pricing overhaul, calls on Ofcom to fix its error in latest sector Review…
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M&A
TPG secures final approval for fibre sale to Vocus
Australian operator receives final, unconditional regulatory approval for its sale of fixed infrastructure assets to Vocus Group, leaving only certain “remaining conditions” for the pair to finalise the transaction. Read more…
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Strategy & Change
Boldyn restructures European biz in strategic rethink
International neutral host player shapes European subsidiary to manage operations in the continent, with the goal of “accelerating market momentum and unlocking new opportunities”. Read more…
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Strategy & Change
Deutsche Funkturm gears up for tower expansion with restructure, new HQ
GD Towers’ German arm splits operations into four “closely interlinked” subsidiaries and shifts headquarters to new office in Leverkusen. DFMG Chairman Bruno Jacobfeuerborn said the move will “better support” Deutsche Telekom and other customers with mobile network expansion. Read more…
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Deep Dive
UK Fibre: altnet optimism vindicated over time as take-up erodes incumbent dominance
In depth: Eight Advisory’s latest Tracker shines light on altnet challenge to Openreach, with mature cohorts reaching parity and fibre insurgency continuing amidst land-grab tactics. TelcoTitan’s analysis explores linear trajectory of upstarts, impact of overbuild, continued testing of investor patience, and whether the UK can truly sustain more than two major platforms…
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Analyst Briefings
Orangewatch Analyst Briefing: IPO chatter builds in Spain
Latest from Orange, including MásOrange’s preparation for a potential IPO; a French reorg; new defence division; and competitive ambitions in Belgium…
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Suppliers & SCM
Vendor rebellion: why major operators are ditching Oracle and VMware support contracts
BT and Telefónica are the first of numerous telcos to go on the record challenging software vendor dominance by shifting legacy IT support to third-party specialists. This analysis explores how Spinnaker Support is helping them slash costs, extend end-of-life IT, and reallocate resources…
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M&A
Telefónica ‘mulls Vivo stake sale’ to fund European M&A
News that Telefónica is considering selling some of its stake in Brazilian operating business Vivo to raise funds is latest sign of Spanish group’s strategic pivot to Europe under Executive Chairman Marc Murtra.