Strategy – Page 18
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PremiumOrange questions sell off of Europe’s ‘critical’ infra
CEO Christel Heydemann wants to keep hold of tower business TOTEM, citing strategic and political concerns around majority sales of infrastructure assets.
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PremiumFern’s band of UK local altnets being packaged into ‘national’ fibre challenger; branding TBC
Top-ten fibre altnet investor plots nationwide wholesale access network to eke out spot in competitive market, with support from (aspirational) CityFibre, Openreach partnerships.
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Partnerships & AlliancesDT’s German fibre JV eyes new partners in 2023; lauds open access model
CEO Ralf Greßelmeyer hails benefits of open access approach.
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PremiumT-Mobile US keeps options open on fibre play
No decision made on adding wireline to complement fixed-wireless home broadband offering.
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PremiumA year on, Vantage reassures ops overhaul ‘is working’
TowerCo remains on “journey” when it comes to realigning its production function, and smoothing out logistics challenges arising from the global supply chain crunch.
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PremiumHigh hopes: Sitetracker on re-imagining TowerCo InfraOps
Asset management software player gaining clients as infra operators seek to escape outdated practices and tech. Reference win with Vantage Towers seeing vendor support IT transformation accompanying TowerCo’s independent growth ambitions.
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PremiumBT offloads German fibre network to 1&1 Versatel
UK operator continues its retreat from national infrastructure in favour of global services provision.
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PeoplewatchFern appoints ex-Apple and Tesco chief to lead fibre push
Ex-Apple Retail SVP John Browett brought in as part of management reshuffle at £3bn UK energy, fibre, and property group.
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PremiumT-Mobile Poland rules out tower spinoff, plots earlier 3G sunset
TMPL has no plans to spin out towers or build a fibre network.
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Partnerships & AlliancesTelefónica ‘appeals to hyperscalers’ for support on network API push
Operator reportedly in negotiations with Amazon, Google, and Microsoft to support API marketing.
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Strategy & ChangeServing to stay in the game: McKinsey on risk-reward of going infra-free
Consultants argue that when telcos strip consumer businesses down and become ServCos, weaknesses hidden by network profits may be exposed.
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Partnerships & AlliancesTelefónica joins SpaceMobile’s MNO crew
Partnership confirmed with closely watched New Sat startup ahead of late-2023 launch.
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Network & InfraOpenreach’s Selley: FTTP ‘not slowing down’ as connections become priority
Openreach prioritising net adds over premises passed as primary KPI for full-fibre rollout programme.
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Partnerships & AlliancesUK landowners, operators launch alliance ahead of ECC reform
Openreach, Cellnex, Cornerstone, and MBNL among inaugural members of National Connectivity Alliance, alongside landowner groups.
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Network & InfraOpenreach reworks fibre building contracts for better “bang for its buck”
Reports suggest renewed focus on near-term project completion at expense of long-term supplier contracts.
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Network & InfraMillicom “on track” for 2023 infra deal: CEO
Latin American group is on course for late-2023 creation of TowerCo and preferred option of part-monetisation.
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M&ADealmaker Cellnex shifts to ‘stability’ in more turbulent times
”Unconditional” pursuit of investment grade status now the current driver of Cellnex strategy, enabling stronger shareholder returns and more options for expansion post-2024.
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Financial & PerformanceVodacom plans twin-track African infra expansion
CEO indicates wireline infra relationship with CIVH could be extended beyond bounds of South Africa.
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M&AFTTP buyer’s guide: consolidation rife among UK altnets
Fibre-building upstarts and established incumbents target multimillion-premises infrastructure within next several years, putting M&A on agenda for many.
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Network & InfraT-Mobile ‘exploring options’ for $4bn fibre network venture
Report suggests Deutsche Telekom’s US NatCo is looking at a possible fibre JV.