Latest Strategy News – Page 17
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M&A
In depth: Vodafone concedes defeat in Spain, billions poorer, in latest bid to ‘right-size’
Cutting and running from yet another once sunny market now beset by unbearable competitive storms, will Vodafone ever find a downsize that fits?
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Strategy & Change
American Tower’s departing CEO talks up 5G, data centres, and AI
Tom Bartlett signs off on 14-year stint at US infra giant, arguing it is positioned favourably to handle rising AI and data demands as it scales its global digital infrastructure.
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M&A
VM O2 in exclusive talks to shed Cornerstone stake morsel — report
Price looks low, albeit for a minority stake, but sellers may be playing control premium long game with likes of Vantage Towers.
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Strategy & Change
UK Infrastructure Bank keeps watch on ‘stretched’ fibre space
Digital remains a sector of focus for new, state-owned investment house, attracting four more deals and more than £500m of commitments during its last fiscal year.
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Financial & Performance
Troubled Vi to plough funds into 5G as losses mount
Aditya Birla Group Chairman pledges “significant investment” in Vi’s 5G rollout, but timelines and funding remain unclear.
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People
Tom Bartlett steps down as American Tower CEO
Steve Vondran appointed to lead TowerCo starting in February 2024.
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Network & Infrastructure
Vodafone urges top operators to shoulder responsibility on scaled open RAN adoption
Vodafone’s Head of Open RAN Francisco Martín Pignatelli emphasises duty of ‘top 20’ operators in supporting smaller players on their “open RAN journey”.
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Interview
Interview: Orange Wholesale chief says hyperscalers, cloud, AI fundamentally changing subsea cable
In an exclusive interview with TelcoTitans, Michaël Trabbia, CEO of freshly-reconfigured €7.4bn Orange Wholesale, highlights how the transatlantic currently dominates strong subsea investment (Pacific, Africa also in the frame), with hyperscalers (except Apple) key drivers on major routes. And much more…
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Strategy & Change
Sievert: T-Mobile to embrace AI and data in ‘post-Sprint integration era’
Operator plans to take advantage of new software tech to “re‑craft” company.
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Strategy & Change
Orange not in a hurry for Polish tower spin-off
Orange Poland CFO Jacek Kunicki says tower separation is not a priority, despite rivals’ recent moves and apparent Group-level interest in a carve-out.
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People
Cellnex appoints new finance chief as reorg continues
Raimon Trias joins TowerCo after José Manuel Aisa Mancho seeks new horizons.
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Partnerships & Alliances
Deutsche Telekom and SK Telecom to develop telco-tailored AI digital assistant platform
Latest agreement stems from SKT’s partnership with US-based AI specialist Anthropic on multilingual large language models, for the benefit of DT-backed Global Telco AI Alliance.
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Enterprise (B2B)
Vodafone Spain dials up enterprise efforts in hunt for growth
Vodafone Spain moves to revamp business unit in battle for revival, with new management in to support growth strategy.
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Strategy & Change
Blackstone targets ‘compelling’ digital infra gains
Investment behemoth wants to more than double the value of its infrastructure business, aided by AI-fuelled growth in data centre capacity and other digital assets.
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Public Affairs
Telefónica ‘presents’ job cut plans to Spanish unions
Operator set to reduce headcount by up to 5,000 through new Individual Contract Suspension Plan.
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Interview
TOTEM CEO eyes pole position in MNO network strategies
Network X: TOTEM CEO Nicolas Roy discusses the TowerCo’s industrial plans and strategic site ambitions.
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Network & Infrastructure
Vodafone and Snam agree 5G deal as MPN market gathers steam
5G private network deal, described as one of Vodafone’s biggest in Europe, to see the operator deliver dedicated coverage for the natural gas company at 23 sites across Italy.
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Network & Infrastructure
T-Mobile is biggest spender in Poland’s long-awaited 5G spectrum auction
T-Mobile and Orange each pick up one of four 100MHz blocks on offer.
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Strategy & Change
BT Business to slash product portfolio as CEO Burger lifts lid on strategy
B2B division to “do fewer things” in bid to drive efficiency, focus on customer outcomes, seek growth.
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Products & Services
‘New EE’ partners Apple to elevate TV ambitions
EE TV service announced with Apple as collaborators, moving ‘New EE’ towards B2B2C goals.