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Latest Strategy News

edb_domes_light

From pipes to platforms: how AI and data can rewire the telco future — right now

2025-09-18T17:00:00+01:00Sponsored Submission from EDB

Telcos generate vast amounts of data yet often lag AI-native challengers and face shrinking monetisation windows. New EDB research identifies a select few telcos already gaining significant advantage by embracing a sovereign platform model. Discover the six best practices used by top performers…

frw-briefing 1

Francewatch Analyst Briefing: Unions revolt as Orange presses ahead with Regain

2025-09-18T16:09:00+01:00

The inaugural edition of the Francewatch briefing, where we explore the latest developments at Orange France, rivals including Altice France, Bouygues Telecom, and Iliad, local infracos, and the diaspora of French telecoms players…

infra-Colin-HutchinsonxFibrus

Fibrus focuses on journey towards breakeven as revenue and EBITDA grow

2025-09-18T07:00:00+01:00

In conversation: Fibrus CFO talks virtues of the altnet’s integrated business model as it reports steadily rising earnings and nears positive cash flow. Fibre ARPU ‘walk-up’ ongoing, but potential bolt-ons are under consideration…

See all the latest telco strategy news >>

Strategy & Change

From Virgin to VOO: Orange rummages European brand assortment

From Virgin to VOO: Orange rummages European brand assortment

Rumours abound about changes in Spanish brands, but MásOrange has so far only confirmed that Virgin Telco is being replaced by SIMple Telco.

  • MásOrange puts energies into new biz in pivotal year for the Spanish JV

  • Kenyan gov adds infra to Safaricom separation talks — report

  • MTN to expand digital infra with refreshed strategy

  • T-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’

See all strategy news >>

Financial & Performance

infra-Colin-HutchinsonxFibrus

Fibrus focuses on journey towards breakeven as revenue and EBITDA grow

In conversation: Fibrus CFO talks virtues of the altnet’s integrated business model as it reports steadily rising earnings and nears positive cash flow. Fibre ARPU ‘walk-up’ ongoing, but potential bolt-ons are under consideration…

  • Tesco Mobile delivers on growth despite ‘highly competitive’ conditions

  • TPG: Vodafone up for £360m windfall as Oz outpost splashes the cash

  • Vi shares plummet: no further state support for Vodafone’s India affiliate

  • Q2 FY25: DT’s new German boss strengthens defence, as altnets amass

See all financial news >>

Deals & M&A

TDF sale speculation: American Tower and Ardian are latest names in frame

TDF sale speculation: American Tower and Ardian are latest names in frame

Bidders are said to be circling the French wireless infraco and a sale is estimated to be worth up to €10bn.

  • Australia’s Waveconn bulks up tower portfolio with Optus deal

  • EMEA Infrawatch Analyst Briefing: fresh fibre financing; space infra upgrades

  • Telefónica said to mull HQ sale to drive Murtra’s strategy

  • Radianz becomes latest unit to go in BT’s international retreat

See all deals and M&A news >>

Public Affairs

dtw147_german-mdu-regulation

German government looks to speed up fibre build to flats

Fibre industry organisations and players back key measures proposed by the German government to accelerate fibre rollout to multi-dwelling units, but indicate further procedural changes are needed to remove “bureaucratic hurdles”…

  • Orange faces union disquiet over plan to simplify French operations

  • Union slams Capita’s offshoring plans for Virgin Media O2 contract

  • Orange Belgium ups data security after breach talks with watchdog

  • Openreach lobbies for regulatory flexibility as fibrecos take market share, struggle with debt

See all public affairs news >>

Operations

tfw196-tt-granada-ai-centre

Telefónica cuts the ribbon on Granada AI, cybersecurity hub

Operator opens second Talent and Technology Center, which Group COO Emilio Gayo said is aimed at attracting and retaining local talent while strengthening the “technological ecosystem” in the area. Read more…

  • DT ‘holds keys’ to data sovereignty in Google Cloud migration

  • Efficiency-focused EuroTeleSites switches on Sitetracker

  • Vodafone’s plan to keep up with AI through democratisation, value-hunting

  • Telefónica shares network autonomy progress; calls on peers to reciprocate

See all operations news >>

Venturing & Investments

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

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

T-Mobile’s venture capital arm adds another AI-focused business to its portfolio with investment in $1bn+ funding round for robotics developer. Figure AI sets sights on infrastructure and robot manufacturing expansion with the extra funds…

  • 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

  • Wessex Internet secures another helping of UK gov fibre funding

See all venturing news >>

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