Strategy – Page 12
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Vendor VoiceProdapt: Domain specialist service providers can help telcos go beyond opex reduction
Telcos should zoom out of their opex focus and pursue the top‑line improvement potential inherent in their networks with enterprise customers, believes Prodapt.
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Strategy & ChangeUK infra investment group Fern branches out into mobile services
Expansive fibre, energy, and property investor builds an MVNO enablement platform business, targeting high-street retailers and other consumer brands.
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Strategy & ChangeAmerican Tower’s departing CEO talks up 5G, data centres, and AI
Tom Bartlett signs off on 14-year stint at US infra giant, arguing it is positioned favourably to handle rising AI and data demands as it scales its global digital infrastructure.
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M&AVM O2 in exclusive talks to shed Cornerstone stake morsel — report
Price looks low, albeit for a minority stake, but sellers may be playing control premium long game with likes of Vantage Towers.
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Strategy & ChangeUK Infrastructure Bank keeps watch on ‘stretched’ fibre space
Digital remains a sector of focus for new, state-owned investment house, attracting four more deals and more than £500m of commitments during its last fiscal year.
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InterviewInterview: Orange Wholesale chief says hyperscalers, cloud, AI fundamentally changing subsea cable
In an exclusive interview with TelcoTitans, Michaël Trabbia, CEO of freshly-reconfigured €7.4bn Orange Wholesale, highlights how the transatlantic currently dominates strong subsea investment (Pacific, Africa also in the frame), with hyperscalers (except Apple) key drivers on major routes. And much more…
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Strategy & ChangeOrange not in a hurry for Polish tower spin-off
Orange Poland CFO Jacek Kunicki says tower separation is not a priority, despite rivals’ recent moves and apparent Group-level interest in a carve-out.
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Strategy & ChangeBlackstone targets ‘compelling’ digital infra gains
Investment behemoth wants to more than double the value of its infrastructure business, aided by AI-fuelled growth in data centre capacity and other digital assets.
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InterviewTOTEM CEO eyes pole position in MNO network strategies
Network X: TOTEM CEO Nicolas Roy discusses the TowerCo’s industrial plans and strategic site ambitions.
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Network & InfraT-Mobile is biggest spender in Poland’s long-awaited 5G spectrum auction
T-Mobile and Orange each pick up one of four 100MHz blocks on offer.
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OperationsOrange restructures global wholesale operations
Michaël Trabbia launches restructured and enlarged Orange Wholesale.
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InterviewCEO Interview: CityFibre on M&A watch, competition bottlenecks, BT economic rationale questioned
‘BT’ called out for obstinate, irrational, anti-competitive behaviour that penalises own shareholders — needs to prioritise copper shutdown to deliver fibre payback, and start serving consumers outside Openreach footprint. Also CityFibre’s M&A tracking/ranking and NetCo purism, big-3 ISP lockout, regulator told to keep sharp, and more…
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Public AffairsEU urges action as 2030 digital infra targets are “far from assured”
European Commission calls on EU member states to pick up the pace on digital infra rollout, estimating up to €227bn required to meet 2030 goals.
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Partnerships & AlliancesTelefónica teams with Ericsson to develop cloud RAN
A new collaboration agreement will see pair roll out trial deployments of cloud radio access networks in Europe using open APIs.
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EventwatchInvestors say “time to think better” on UK altnet strategy
Connected Britain 2023: investment firms express clearer vision for which altnets it anticipates will succeed in the market.
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Partnerships & AlliancesCellnex seeks financial partner for Nordic operations
Spanish TowerCo appoints AZ Capital in hunt for fresh backing for assets in Denmark and Sweden.
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Strategy & ChangeFern goes Cuckoo with refreshed broadband brand line-up
UK infra investor reshuffles brands after recent formation of combined full-fibre challenger.
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InterviewInterview: Sitetracker chief sees “no limits” for driving telco infra efficiencies
In an interview with TelcoTitans, CEO Giuseppe Incitti positions Sitetracker to support telcos in delivering their ”next year of efficient operations”, as well as discussing new directions the infrastructure asset and project manager is taking. Adding to ‘scale’ clients, the provider has now opened its doors to smaller innovators ...
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InterviewInterview: CMC chief exec on keeping Africa in business despite energy supply woes
In an interview with TelcoTitans, CEO of Carlyle-controlled connectivity player CMC Networks describes doing business on the continent as tough but “super exciting”.
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Network & InfraVodacom brands new TowerCo business as Mast
Vodacom sticks with simplicity in branding its new South African tower spinoff.