Strategy – Page 5
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Strategy & ChangeIs UK’s AI Action Plan under-powered?
UK government unveils aspirational plan for growing the AI sector, with a partner sought for a new data centre in its first AI Growth Zone, but questions remain about the power capacity to underpin the impending data and AI explosion…
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Network & InfraPortugal, Sweden, and Spain lead race towards copper retirement
New Copper Switch‑Off Tracker names and shames markets that are dragging their feet on legacy network closures ahead of European Commission’s 2030 target date.
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Network & InfraSpain’s fibre foundations need a fix-up
Market seen in self-adjustment mode to smooth out overlaps between FibreCo estates while also filling gap between urban and rural FTTH coverage.
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Network & InfraVodacom, Orange target rural 4G in DRC tower tie-up
Pair announce TowerCo joint venture with rural Democratic Republic of Congo communities in mind.
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M&ACellnex said to be eyeing Swiss exit door
Report in TowerCo’s home market indicates it has appointed advisors to explore sale of 5,500-site business in Switzerland.
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Network & InfraDeep dive: international response to escalating subsea comms risk after Baltics disruption
Latest apparent act of network sabotage in the Baltics underlines heightened need for action to ensure resilience of critical global infrastructure, with UK, EU, and NATO looking to ramp security of increasingly vulnerable cables…
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Network & InfraOrange moves to cash in on decommissioned copper
French operator is reportedly seeking a value assessment of the copper in its legacy network as it works towards switching off the public switched telephone network by 2030.
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Network & InfraUK’s Project Gigabit: billions committed, but just 1.6% take-up at last count
Nearly four years in, government’s Project Gigabit spend reaches £2.2bn with latest Openreach contracts, but connections faltering at just 11,000 as commitments and subsidies yet to translate to boots on the ground. With another £400m in the procurement pipeline for 2025, when will cash finally convert to real impact? In depth non-chummy review of UK rural fibre programme inside…
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M&ABT advances asset-light strategy with Irish data centre sale
Equinix agrees to acquire BT Ireland’s data centre business following rumours of a wider Irish divestment; Group CEO Allison Kirkby ramps up her ‘get lean’ agenda beyond UK connectivity…
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InterviewNew INCA CEO tells UK altnets to mobilise against common enemy
Industry body recce’d under new CEO, with collaboration and communication identified for rework — including potential Openreach hotline upgrade — despite cloud of consolidation.
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Network & InfraUK struggles to get space strategy off ground as satellite demand rises
Ofcom data shows satellite connectivity lines doubled in the year, with rural users taking up the offer as an alternative to terrestrial networks.
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Strategy & ChangeZzoomm: capital costs holding back build and consolidation
At INCA Summit Zzoomm’s CEO Matthew Hare predicted a bright future for the sector, but current cost of capital is impeding expansion plans and complicating the path to consolidation.
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Network & InfraVantage Towers looks to shared urban infra for new growth opportunities
Electric vehicle charging has sparked potential new services and customers for European TowerCo Vantage Towers, but in-building and shared urban infrastructure remain priorities for growth.
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Network & InfraVodafone backs AST SpaceMobile with commercial tie-up
Vodafone put a ring on its relationship with SatCo startup AST SpaceMobile with an exclusive, long-term commercial agreement for offering direct-to-device services.
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Venturing & InvestmentsSateliot secures €30m from EIB, defence merits flagged
Funding expected to help Spanish 5G‑IoT SatCo deliver a global LEO network by 2028.
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M&AIHS Towers exits Kuwait as part of $1bn asset sale plan
Deal sees cash-hungry tower group offload Kuwaiti asset it bought only four years ago, in mark of turnaround of sector fortunes and strategy.
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Network & InfraSpecial report: When UK fibre hits its limit, do altnets go wireless?
INCA Summit 2024: debate spills from panel to panel as altnet leaders target the last 2% of ultra-rural premises where fibre is too costly to deploy without massive subsidies. Wireless re-enters the room with new spectrum, enhanced technology…
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M&ACellnex sees telco consolidation as a win for infra
Spanish group’s CEO says deals between mobile operators are making its clients more healthy and solid, while also creating opportunities for commercial gain through network reshaping.
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Financial & PerformanceBT Consumer promises long-term growth revenue, but where from?
H1 FY24–25: Consumer suffering a hangover from several years of inflation‑fuelled excess, but expects to regain health before year is out…
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Financial & PerformanceOpenreach raises full-fibre target despite capex and headcount cuts
Openreach is doing more with less as it sets a higher bar for full-fibre coverage for the year while shrinking capex and cutting jobs. Learn more…