All Strategy & Change articles – Page 8
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M&AKenyan lawmakers question Safaricom valuation ahead of stake sale
Vodacom’s plan to acquire a controlling stake in Kenya’s Safaricom has attracted fierce scrutiny, with MPs calling for a rethink to secure a fair price and protect against foreign interference…
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Strategy & ChangeSpain moves to Plan III after space comms setback
Failure of Madrid-based satco Hisdesat’s latest spacecraft underlines how in the fast-evolving space infra sector, a multi-year, nationally significant strategic plan can be knocked off course by a particle just millimetres in diameter.
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Public AffairsThe EU’s DNA has landed, but receives lukewarm industry response
While telco groups have welcomed the prospect of spectrum reform to provide greater investment certainty, copper switch-off plans and a new approach to ‘fair share’ earn a far more mixed reception…
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Suppliers & SCMTelcos face multibillion-euro rip-and-replace project as Brussels moves to ban high-risk vendors
In depth: European Commissioner Henna Virkkunen considers the time is now to take network supply chain security “seriously”, laying out proposals to ban vendors deemed ‘high-risk’. Network operators stand to foot a multibillion-euro rip-and-replace bill, with some only recently signing kit deals with Chinese suppliers…
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M&ATelefónica said to hold off on Venezuela exit amidst uncertainty
Spanish group reportedly hits pause button on Venezuela divestment as it awaits economic and political clarity, in the hope of attracting more buyers and increasing the valuation of its local assets…
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M&AAltice reportedly preps XpFibre sale amid ongoing pruning of debt
Patrick Drahi-controlled Altice said to be readying for first round bids for its French fibreco, with an enterprise valuation of €9bn. XpFibre joins a list of Altice companies lined up for sale…
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Financial & PerformanceUK fibre: lenders seizing control at Gigaclear, to pursue sale — report
In depth: For the second time already in 2026, creditors look set to seize a beleaguered UK fibreco, again with trade consolidator no-show cited and equity investors squeezed out. Rural altnet heavily debt-laden but also boasts interesting KPIs, so could still turn some heads, if the price is right…
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PeoplewatchTelefónica Peoplewatch: sustainability, security switches
The latest strategic and senior changes at Telefónica, as the Group sees departures of decarbonisation boss and lead on security products at Telefónica Tech.
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Public AffairsEU resetting copper switch-off to ‘mandatory but conditional’ 2035, pressuring slow-mo incumbents
In depth: leaked draft of EC Digital Networks Act reveals copper shutdown ambitions delayed by five years. Incumbent, copper-overweight operators like Deutsche Telekom look set to face heat if new enforcement capabilities introduced. Other highlights include spectrum trading, easing up on regional consolidation, and streamlining oversight…
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Network & InfraIndus Towers progresses prep for African infra incursion
Giant Indian towerco creates Nigerian and Zambian units, bringing intriguing regional match-up against likes of American Tower, IHS, and Helios a step closer…
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Network & InfraOrange to continue to sell ADSL subs in some areas for another year
Customers in around 8,000 municipalities in France will still be able to buy copper‑based broadband services until 2027 after closure deadline is extended.
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Strategy & ChangeHungary’s 4iG gears up to become third 5G player in North Macedonia
Reports indicate that spectrum licences have been awarded to 4iG unit One Macedonia, although official confirmation is still pending.
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M&AAltice seeks buyers for OXG Glasfaser as co-owner Vodafone sees promise — report
Patrick Drahi-owned Altice has reportedly revived efforts to exit German fibre JV, even as Vodafone highlights improved build momentum…
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Analyst BriefingUK Infrawatch: consolidation gathers steam; industrial Wi Fi expansion; KKR backs UK data centres
Analyst Briefing: Latest from the digital infra scene in the UK, including: ‘aggressive’ new ownership at G.Network, Truespeed flirts with Freedom, GTR secures expansion war chest, and plenty more…
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Strategy & ChangeCelfocus data chief: telcos must balance optimism with pragmatism to power up AI
Telco roadmap: How do communications giants move from data silos to intelligent operations? Data and analytics leader Sofia Esteves cites real-world AI-driven success stories to illuminate why true transformation means rethinking not only systems, but also mindsets…
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Analyst BriefingVodafonewatch: getting back to venturing
Analyst Briefing: Vodafone rekindles an interest in venturing with planned Cohere Technologies stake purchase; suffers legal and regulatory headaches in the British Isles; and rings in the New Year with a series of senior and strategic exec moves…
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PeoplewatchBosses now installed at DT’s new European tower carve-outs
Leaders now in place at DT’s startup tower interests in Croatia, Greece, and Hungary — helping the Group create a fresh bundle of assets that could form part of future European infra mega-merger.
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Analyst BriefingBTwatch: pulling back stateside to sharpen B2B focus
Analyst Briefing: the Group’s overseas B2B rethink claims another victim as BT Federal gets sold off; a wave of senior leadership shifts to close out 2025; and BT reflects on MPN successes, looks forward to quantum’s move from theory to reality, and tees up XGS-PON testing for next-gen networks…
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M&ALondon fibre shake-up: ‘aggressive’ ex Macquarie investors swoop on distressed G.Network
In-depth: £500m later, lender patience exhausted, and investors sidestepped — London altnet falls into hands of FitzWalter. As ‘ruthless’ distressed asset specialist swoops on unloved fibre builder, TelcoTitans considers whether bold move signals long-awaited reality check for UK fibre valuations and consolidation…
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M&AFederal becomes latest unit to go in BT’s international retreat
The Group continues CEO Allison Kirkby’s business-to-business rationalisation push by offloading US government contracting subsidiary, but touts plans to retain a “strong presence” in the country.