Strategy
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Strategy & Change
VM O2 slams brakes on NetCo fundraise amidst Telefónica strategy hiatus (nexfibre curtailed, too)
Plans to sell stake in NetCo spinout paused, as co-parent Liberty looks to “align” with partner Telefónica’s new management. nexfibre build also dramatically slowed to maintain “capital discipline” in UK’s “increasingly irrational” fibre market. Meanwhile, Netomnia raises new funds, ups target by another two millions homes…
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Strategy & Change
Vodafone–Three MergeCo looking to TV for convergence boost — report
Soon-to-be-combined operators said to be exploring TV subscription options as part of plan to poach customers, ramp up convergence.
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Strategy & Change
UK FibreCo Netomnia mobile bolt-on to drive take-up
Top-three fibre challenger targeting inertial BT/EE customer base with segment-first addition of mobile bolt-on. Maverick CEO Jeremy Chelot seeking to break through customer acquisition ceiling, drive up ARPU and retention, chase down Openreach…
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Strategy & Change
Global Fabric: BT’s ‘biggest bet’ will be ticket to ride AI wave
BT Business CTO Colin Bannon has positioned NaaS proposition Global Fabric as the Group’s route to benefiting from an incoming wave of AI RoI.
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Strategy & Change
Liberty gives European B2B services business a new name and mission
Shared services arm rebadged and given mandate to seek expansion in areas such as energy, fintech, and insurance.
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Strategy & Change
Zzoomm: 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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Strategy & Change
Liberty eyes infra ‘gold’ through NetCo-ServCo split
February strategy update could see group pave way towards separation of European businesses along lines of infra and retail, says CEO Mike Fries. Liberty envisaging a “series of transactions, structures, and strategies” for next phase of business, following recent years’ portfolio strengthening.
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Strategy & Change
FY24–FY26 plan: Telefónica flaunts its capex-factor
Group lays out GPS-branded strategy update, grabbing spotlight with industry-‘leading’ ambition on capex intensity reduction.
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Strategy & Change
Liberty plans ‘to be active’ as Vodafone shareholder; holds ‘more strategic’ discussions
Liberty Global CEO Mike Fries says group “intends to be active” as a 5% Vodafone shareholder, taking advantage of Margherita Della Valle’s “more strategic” management at Vodafone HQ.
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Strategy & Change
Telefónica emphasises collaboration and cloud in API strategy
Speaking at DSP Leaders event, SVP Juan Carlos Garcia Lopez says Telefónica is placing collaboration at the forefront of its API strategy to avoid past industry traps.
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Strategy & Change
Liberty open to shedding Virgin Media O2 stake
Liberty CEO Mike Fries labels VM O2 and VodafoneZiggo as “interesting candidates” for listing. Group sees opportunity to list any of its operating entities given the right circumstances.
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Strategy & Change
Connected North: Big players stay cool on UK altnet consolidation
All eyes on what CityFibre, VM O2, and parent Liberty Global will do in crowded UK fibre scene, but they’re not in a rush to start buying.
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Strategy & Change
Cautious Virgin Media O2 seeks ‘balance’ in fibre wholesale talks
CEO Lutz Schüler in talks with prospective wholesale customers.
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Strategy & Change
Vodafone weighs risk of Gen Z customers
Vodafone sees potential risk in younger generation.
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Strategy & Change
Liberty exec predicts ‘end of an era’ for altnet funding
Chief Development Officer Andrea Salvato warns altnets of rocky macro period, set to shake up challenger funding.
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Strategy & Change
EE to swallow BT and move “beyond connectivity”
BT Consumer’s two brands set for change as EE takes centre stage. EE to become flagship for converged products and new, “future services”. BT moniker to remain for Enterprise and Global operations as BT Means Business platform kicks on. Simplification, for customers and teams, the name of the game. ...
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Strategy & Change
‘A deliberate ploy’: UK operators face backlash as prices increase
Consumers facing broadband and mobile price hikes question operators’ justifications. Infrastructure investment and heightened demand among the buzzwords, but critics say margins the greater concern. MVNOs come out on top against ‘big four’ in a consumer survey.
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Strategy & Change
Telcos must build trust as foundation for data services
Operators currently assume an unfounded bond of trust with customers, but can still build role as valued brokers, believes VM O2’s CDO. Fostering an improved reputation for trustworthiness and delivering privacy-by-design can lead to new revenue streams, according to Vodafone Business data chief. Ex-Deutsche Telekom veteran calls on operators ...
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Strategy & Change
Elsewhere in the UK: Ofcom looking at scam calls
Ofcom and operators team on scam calls, within limits; VM O2 IPTV launch draws nearer.
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Strategy & Change
Openreach off the table as BT drives fibre efficiency
Group ends talks on InfraCo JV as rising fibre demand and lower build costs dilute benefits of external funding. Virgin Media O2 firmly in BT sights as it aims to lock up wholesale market, and move fast on convergence. Future revenue growth anticipated, but greater efficiency and lower spending ...