Strategy
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Strategy & ChangeLiberty CEO: Vodafone stake sell-off is not a judgement on telco’s strategy
Mike Fries says decision to sell a 5% Vodafone Group stake should not be seen as a reflection of the UK operator’s strategy, but purely a rotation of Liberty capital…
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Strategy & ChangeVM O2 in spotlight as Telefónica confirms NetCo plan scrapped
Telefónica boss says plan to spin out VM O2 network operation is permanently off the table, with the Group’s strategic review prompting the operator to renounce the NetCo-ServCo split model…
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Strategy & ChangeTelefónica to take more ‘calculated risks’ in new strategy, says Murtra
Telefónica’s strategic review is now expected in the fourth quarter this year, as Executive Chairman Marc Murtra envisions more risk taking and calls for a “social contract” with the European Commission that enables national consolidation in exchange for investment.
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Strategy & ChangeVM 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 & ChangeVodafone–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 & ChangeUK 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 & ChangeGlobal 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 & ChangeLiberty 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 & 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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Strategy & ChangeLiberty 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 & ChangeFY24–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 & ChangeLiberty 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 & ChangeTelefónica 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 & ChangeLiberty 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 & ChangeConnected 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 & ChangeCautious Virgin Media O2 seeks ‘balance’ in fibre wholesale talks
CEO Lutz Schüler in talks with prospective wholesale customers.
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Strategy & ChangeVodafone weighs risk of Gen Z customers
Vodafone sees potential risk in younger generation.
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Strategy & ChangeLiberty 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 & ChangeEE 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.