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Latest Strategy News

infra-briefing uk 1

UK Infrawatch: altnet founder exits; CityFibre’s tech refresh; Fibrus Project Gigabit win

2025-12-19T16:14:00+00:00

Analyst Briefing: Latest from the digital infra scene in the UK, including: McRae returns to networks, troubled times for Octopus investments, new data centre conversion plans, and plenty more…

tfw199_o2-capgemini

O2 makes latest AI move with refreshed Capgemini deal

2025-12-19T11:45:00+00:00

Operator to implement AI solutions from Capgemini under renewed agreement, seeking to develop new services and drive user experience improvements…

tfw199_nato-innovation-tieup

Telefónica said to advance defence push with NATO innovation tie-up

2025-12-18T14:12:00+00:00

Telco reportedly set to provide access to R&D infrastructure, including The ThinX lab and quantum comms network, through the defence org’s innovation scheme. Development expands Telefónica’s NATO relationship, as it looks to ramp up defence investment…

See all the latest telco strategy news >>

Strategy & Change

infra-inca netomnia mvno

UK’s Netomnia targets ISP giants with YouMobile MVNO

Fibre altnet and wannabe convergence player set to launch mobile by the end of the year, piggybacking on the VodafoneThree network. CFO Wil Wadsworth and CEO Jeremy Chelot have sights set on the UK’s FMC establishment…

  • Telefónica doing the maths on 1&1 tie-up: report

  • Unions want input into Telefónica’s strategic reorg

  • From upstart to fibre-mobile powerhouse: Netomnia CEO plots BT take-down

  • Grain skewers wholesale model as altnets ponder consolidation

See all strategy news >>

Financial & Performance

Guidance: H1 pace allows for H2 slowdown as Vodafone moves into cleaner air

Guidance: H1 pace allows for H2 slowdown as Vodafone moves into cleaner air

Q2/H1 FY25–26: Group reaffirms FY outlook but expects to hit the upper end of earnings and free cash flow targets, buoyed by a strong first half that allows for lower growth in Q3 and Q4. Outgoing CFO Luka Mucic weighs prospects after he leaves and finds ‘net positives’…

  • Spend: capex down, opex up as Vodafone reaches ‘appropriate’ scale

  • In-depth: defiant Vodafone CEO eyes European rebound

  • ‘It’s in our hands’: Vodafone CEO closes Group ‘building site’, ready for upward momentum

  • Iliad CEO: Telco trio’s Altice offer is ‘generous’ and only ‘global’ option

See all financial news >>

Deals & M&A

dtw150_hakom21-fibre-buy

DT makes rare fibre M&A move with purchase of Essen estate

Local assets picked up from Dortmund-focused DOKOM21, marking DT’s first publicly-disclosed fibre transaction since creation of GlasfaserPlus in 2021…

  • Investor Arcus eyes digital infra opportunities with latest €3bn fund

  • SoftBank ‘in talks’ to expand infra portfolio with DigitalBridge buy

  • Europe towers: Telcos’ urge to merge remains turn-off for SBA

  • Vodacom seizes control of Safaricom in multibillion top-up

See all deals and M&A news >>

Public Affairs

vfw242-tt-emeaiw_maziv-completionxdietlof-mare

Vodacom clears final hurdle to get Maziv fibre JV over the line

South African telecoms authority greenlights the creation of Vodacom’s fibre joint venture with CIVH. Having overcome the final obstacle on Maziv’s journey to launch, CEO Dietlof Mare is aiming to have the business “operating at full speed” by April 2026…

  • UK telcos to face mass lawsuit over alleged overcharging

  • Clearing the Eir: Irish operators criticise ‘excessively lax’ access rules

  • India considers Vi reprieve to promote UK trade, foster relations — report

  • Telefónica said to mull Spain job cuts ahead of Murtra’s strategy reset

See all public affairs news >>

Operations

dtw143-tt-magenta-exchange

Magenta Exchange: T-Mobile and DT seek to dial up exec connections

Telcos’ HR chiefs Birgit Bohle and Deeanne King devise plan to bring US and European sides of Deutsche Telekom’s business closer together.

  • 25 years in the making: Celfocus primed for telco AI era

  • BT electrifies fleet, charges on with EV infra transition

  • Vivo strikes deal in Brazil’s fixed-line regulatory reform

  • Magyar Telekom boosts DT’s European IT stack meld

See all operations news >>

Venturing & Investments

dtw147-emeaiw_tcapital-investments

DT adds security and AI scaleups to investment stable

Group’s investment arm T.Capital buys into Mondoo and Nscale, creating strategic tie-in for B2B arms Telekom Security and T-Systems.

  • T-Mobile joins Bezos in backing ‘$39bn’ robots biz Figure AI

  • Vivo moves to expand in fintech with Asaas investment

  • Deutsche Telekom lines up Brookfield for AI data centre investment

  • UK gov allocates €163m to Eutelsat fundraising

See all venturing news >>

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