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Latest Strategy News

dtw149_q3-fy25-mu

DT firms up the foundations after jittery 2025

2025-11-28T16:02:00+00:00

Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.

dtw149_q3-fy25-mu-guidance

Guidance: jitters fail to jolt

2025-11-28T16:02:00+00:00

Q3 FY25: DT looks set to end the FY with another set of record-breaking top-level financial numbers.

dtw150-tt-Daniel-Mirovsky

DT names new boss of €1bn side-business Congstar

2025-11-28T12:49:00+00:00

Head of Commercial Management Daniel Mirovsky credited with helping drive recent expansion of business, and handed CEO job recently vacated by Axel Orbach.

See all the latest telco strategy news >>

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​​AI-RAN in the real world: What does success look like?

​​AI-RAN in the real world: What does success look like? | Webinar

2025-12-11T07:00:00

Strategy & Change

tfw198-1&1 tieup

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

Report indicates the Spanish group is considering reigniting links with 1&1, Germany’s fourth telco, in a bid to revive its local fortunes. But both face a bewildering range of options (and challenges) as they seek to regain growth…

  • 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

  • VM O2 unifies fixed wholesale in latest B2B rejig

See all strategy news >>

Financial & Performance

dtw149_q3-fy25-mu

DT firms up the foundations after jittery 2025

Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.

  • In-depth: German headwinds grab the headlines

  • Guidance: jitters fail to jolt

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

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

See all financial news >>

Deals & M&A

dtw149_q3-fy25-mu-guidance

Guidance: jitters fail to jolt

Q3 FY25: DT looks set to end the FY with another set of record-breaking top-level financial numbers.

  • Nordics: DigitalBridge offloads wireless infra player Digita

  • Telefónica, Vodafone Spain secure AXA backing for fibre JV

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

  • Digi confirms mulling part-sale of Spanish unit

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

tfw197_tef-tech-usa-office

Telefónica Tech adds ‘impetus to US growth’ with new Miami office

Operator’s business-to-business services unit opens the doors to new USA office, with integrated SOC to ensure “efficient” coordination with Telefónica Tech’s international teams…

  • Telefónica cuts the ribbon on Granada AI, cybersecurity hub

  • 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

See all operations news >>

Venturing & Investments

emeaiw_brookfield-digitalbridge

AI infra: Brookfield to double down with $100bn splurge

Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…

  • DT backs AI image generation specialist Black Forest Labs

  • DT adds agentic AI biz Decagon to venturing portfolio

  • Equinix ploughs £3.9bn into UK data centre build

  • Impact investor STOA fuels Atlas Tower’s Kenyan expansion plans

See all venturing news >>

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