Strategy – Page 8
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M&ASchüler ‘open’ to altnet M&A as VMO2 builds fibre base
Virgin Media O2 CEO states altnet consolidation is possible, citing “very low” penetration rates among fibre providers.
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M&ABrazil’s Vivo sees fibre M&A possibilities hotting up
Operator open to being active deal-maker in market that “needs to be consolidated”, says CEO.
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PremiumTelefónica proceeds serenely as Spain’s fibre scene braces for consolidation fallout
The reported suspension of a €1bn Spanish fibre access merger over financing difficulties sparked speculation that the crowded market may struggle with future funding.
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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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PeopleVantage Towers: CEO Badrinath scarpers as Vodafone TowerCo charts KKR-fuelled ‘next phase’
Vivek Badrinath, three-year founding CEO at Vantage, unexpectedly leaving by the end of year to head back to family in France. Exit comes amid change of ownership (and, likely, reset), as Vodafone cedes control of European TowerCo to private equity.
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PremiumUK altnet Trooli hires restructuring guru as sale talk resurfaces
Kent-based fibre challenger adds former EY Restructuring Partner David Duggins to Board as talk of an equity sale resurfaces.
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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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PeopleFern 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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PremiumCellnex UK names new leadership
Infrastructure player appoints Alfonso Álvarez in place of exiting David Crawford.
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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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InterviewCityFibre gets IT in shape to keep pace with fibre build
Chief Digital and Information Officer Vicky Higgin sets course for growth.
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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 & InfrastructureOpenreach’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.