All Strategy & Change articles – Page 2
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M&AVodacom sticking with fibre co-build strategy despite blocked merger
CEO Shameel Joosub reiterates belief in co-investment and co-build fibre projects rather than overbuild, despite MAZIV setback.
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Financial & PerformanceBT Consumer promises long-term growth revenue, but where from?
H1 FY24–25: Consumer suffering a hangover from several years of inflation‑fuelled excess, but expects to regain health before year is out…
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Strategy & ChangeIn-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Partnerships & AlliancesO2 Germany refreshes Lebara contract to help fill 1&1 void
Operator brings new “long-term” Lebara contract to the realm of 5G, marking yet another win for O2 in its mission to strengthen its wholesale business…
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Financial & PerformanceSafaricom takes hit from Ethiopia biz but stays upbeat on long-term potential
More tumult from Safaricom’s Ethiopian venture as local currency depreciation pummels the Group’s earnings in H1 FY24–25, but Chief Executive Peter Ndegwa keeps eye on long-term prize from growing market.
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Financial & PerformanceOpenreach raises full-fibre target despite capex and headcount cuts
Openreach is doing more with less as it sets a higher bar for full-fibre coverage for the year while shrinking capex and cutting jobs. Learn more…
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Financial & PerformanceBT ‘pulling levers’ to account for UK Budget burden
CFO Simon Lowth puts annual additional cost at £100m for the Group, with transformation plans to be ‘brought forward’ to compensate.
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Partnerships & AlliancesSpanish reboot continues, as Telefónica locks in MásOrange, Vodafone fibre tie-ups
Operator firms up details on FibreCo with Vodafone Spain, and confirms signing of Indefeasible Right of Use deal with MásOrange. Move continues ongoing ripple effect of recent M&A on relationships between Spain’s operators …
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Financial & PerformanceKirkby: multinational B2B ‘ripe for consolidation’ as BT pursues exit
BT H1: mutlinational corporate segment no longer a telco’s game, says CEO Allison Kirkby, and a divestment will accelerate turnaround plans. Talks ongoing with several parties, with both Global and Portfolio channels up for sale. UK business not immune to decline in the meantime…
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Strategy & ChangeDT’s Nemat sends tech on €1bn ‘impact’ mission
Group’s Head of Technology & Innovation emphasises continuation of key Group strategies such as product scaling, automation, and AI.
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PeopleO2 Germany: Mallik Rao adds B2B growth mission to tech remit
After five years spearheading O2’s pathfinding cloud transformation strategy, now-CT&EO given added responsibility to bring B2B and tech teams closer together. Read more…
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M&AVodafone, Three welcome ‘path to clearance’ as UK merger verdict nears
UK’s Competition and Markets Authority gives a provisional nod to operators’ merger plans, subject to ‘remedies’ to allay competition concerns.
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InterviewCuckoo MD sees national retail reach as vital in loosening Big 4’s fibre grip
Startup consumer‑focused fibre ISP Cuckoo is positioning itself as a national-scale player at a time when many UK peers are thinking local, underpinned by customer-centric Sarah Howells and the Kraken next-gen ops platform (also backed by Octopus Capital). Login to learn more…
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Strategy & ChangeConfident Leroy cranks up targets for DT’s Europe region
Regional CEO Dominique Leroy sets more bullish goals for the operator’s next strategic cycle compared to previous, more modest ambitions.
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Network & InfrastructureVodafone Albania chief calls for quality control on shoddy altnets
Chief Executive Balazs Revesz wants the country’s 200-plus broadband providers held to higher operational standards to spur take-up and investment.
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Enterprise (B2B)T-Systems continues to amp AI capacity with new business unit
DT’s enterprise IT division is looking to AI to help it meet some ambitious medium-term revenue growth targets, and as well as recently flagging plans to expand its infrastructure platform, has now charged a new engineering function with the task of deepening its AI product portfolio and winning custom projects with clients.
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M&AVodafone, Digi sign deal for pieces of OTE’s Romanian mobile biz
OTE Group might finally make it out of Romania as it enters talks with Vodafone and Digi to acquire parts of its lingering mobile business in the country.
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Partnerships & AlliancesOne in, one out as SBA shakes up tower portfolio via M&A
US-based wireless infra group puts Philippines business up for sale after netting a 7,000 tower buy from Millicom in central America.
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M&AVodacom considers appeal after courts block MAZIV fibre plans
Proposed South African fibre JV blocked by Competition Tribunal after lengthy review process, but details of decision not yet published.
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PeopleBT Peoplewatch: B2B shake-up continues
25+ senior and strategic movers across BT, including another set of newcomers to the Business leadership team; GenAI lead heads off; and EE’s chief marketer leaves for Nuuday…