Strategy – Page 4
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Network & InfraUnder-pressure Telekom Deutschland sets fresh fibre uptake goal
German incumbent aims to light fire under FTTH uptake in bid to revive performance in country’s highly competitive broadband market, and (apparently) persuade regulators it is not slow-pedalling fibre strategy to protect legacy assets.
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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&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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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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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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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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Network & InfraAST SpaceMobile eyes 2026 production ramp-up after latest satellite launch
Vodafone-backed satellite operator seeks to launch between 45 and 60 satellites in the coming year, following the successful launch of first Block 2 BlueBird satellite…
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Analyst BriefingUK Infrawatch: altnet founder exits; CityFibre’s tech refresh; Fibrus Project Gigabit win
Analyst Briefing: Latest from the digital infra scene in the UK, including: McRae returns to networks, troubled times for Octopus investments, new data centre conversion plans, and plenty more…
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InterviewEurofiber CEO Alex Goldblum on a decade of deals
Interview: CEO of expansive European fibre and data centre services player says M&A action is not over as it targets growth across enlarged western European footprint.
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Network & InfraTelekom Deutschland: compulsory copper shutdown would be ‘massive’ error
German incumbent dismisses rivals’ criticism of its ‘go-slow’ policy on copper decommissioning.
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Network & InfraSpace race: Ofcom begins countdown for D2D satellite services
UK regulator firms up framework, paving way for MNOs to launch direct-to-device services in the New Year…
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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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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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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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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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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…