All Strategy & Change articles – Page 7
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Financial & PerformanceSafaricom scaleup Circle Gas restructures, but yet to soar
Sharp jump in revenue as demand for pay-as-you-go gas rises, but restructuring for future expansion weighs on net losses.
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M&AAustralia’s TPG puts fibre back on the table in new Vocus talks
Macquarie-backed fibre operator Vocus in early talks with TPG Telecom as fibre assets put back on the table…
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Strategy & ChangeCellnex puts real estate asset sale plan ‘on hold’
European tower group wants to keep full ownership of its new land management business, highlighting its financial and strategic importance when it comes to controlling real estate cost and protecting against sharp practice by third-party aggregators.
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Financial & PerformanceT-Mobile has ‘little appetite’ for further fibre deals, for now
CEO Mike Sievert says T‑Mobile remains open minded but indicates that there are no current plans to bulk up fibre diet.
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M&ATelefónica heads for Colombian exit with Millicom deal
Group set to further reduce its presence in Latin America with sale of stake in Colombian operating business to Millicom.
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Network & InfrastructureVodafone Global NOC goes cloud-native, readying for GenAI
Vodafone’s network transformation team herald leap forward in the journey to zero touch Global NOC automation, working with Celfocus and Google to take the operator’s CIAS solution into the cloud and open up opportunities for GenAI and upskilling. Read more…
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Financial & PerformanceBT Q1 FY25 Highlights: Kirkby claims solid start despite performance wobbles
CEO Allison Kirkby assures of a ‘solid’ start to the FY, but trouble at Business and Consumer suggest challenge ahead.
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Financial & PerformanceBT Q1 FY25 Spend: more to do as headcount cull pays off
Cost transformation on track but with plenty still to come.
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Financial & PerformanceBT Q1 FY25 Guidance: on track despite Consumer fumble
Performance as broadly expected, and more challenge to come.
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Financial & PerformanceVirgin Media O2 scopes out investment partners for 2025 NetCo launch
Liberty Global CEO Mike Fries says it is looking to finalise financing details this year to bring VM O2’s NetCo online. NetCo progress and fibre build-out puts a cheery note on VM O2’s further weakened performance in Q2, which prompted tweak to financial forecast…
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Financial & PerformanceKPN still keen on deals to accelerate fibre build
Dutch telco continues to scope out M&A opportunities within country’s consolidating fibre scene, to propel build and reduce competitive threat.
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Network & InfrastructureMásOrange eyes more Spanish fibre deals after Vodafone infra tie-up
Consolidation of pressured Spanish telco market continues, seeing recently-reworked operator duo team up to form a distinct fibre business, focused on “dense areas”.
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Weekly BriefingsBTwatch Weekly: moving beyond the hype with 5G SA and GenAI
Latest from BT and its ecosystem, including 5G SA R&D advancements with Nokia and Qualcomm; an honest assessment of the challenges inherent with GenAI adoption at scale; and a potential asset offload in Europe…
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Content & TVOTE bulks up TV offering with Nova sports deal
Greece’s leading pay‑TV providers swap sports content to boost take‑up and, they hope, reduce piracy.
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OperationsGenAI at BT: data hygiene critical to moving from ideas to implementation
Chief Data & AI Officer Deepika Adusumilli highlights data quality and cultural change as the two primary challenges to AI adoption at scale, with AWS’s Q and the ongoing Google Cloud migration supporting the effort.
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Strategy & ChangeDeutsche Telekom’s Hafez peels open AI layers to explore challenges ahead
DT’s Vice‑President of Technology Strategy highlights need to keep testing a mix of telco‑friendly LLMs because they are continually changing.
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Partnerships & AlliancesWWT joins partner carousel at Vodafone scaleup hothouse Tomorrow Street
Accelerator buddies with US SI major, as previous ‘tactical’ partnerships lapse. Diverse multi-speed tie-ups all part of the plan says Luxembourg JV, recalibrating to scaleups’ needs. WWT bringing test, field and AI support. Next stop: digitisation and CX…
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M&AVodafone Portugal attracts Saudi buyout — report
Portuguese telecoms brace for another stc advance if rumours are believed, with Vodafone transitioning from local buyer to acquisition target. Plan B to stitch up Iberian synergies with stc’s Telefónica stake in Spain?
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Weekly BriefingsVodafonewatch Weekly: geopolitics forcing change in procurement and networks strategy
Latest from Vodafone and its ecosystem as geopolitical tensions and a shift towards a post-globalisation economy make mark on procurement and networks strategy across the Group. Also: Portuguese M&A shot down; CTO seeks commercial tension among hyperscaler partners; and technical trials with various partners show benefits for 5G rollout in Europe…
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Suppliers & SCMVodafone buying chief: ‘creeping protectionism’ destabilising telecom supply chain
Group Procurement Director Ninian Wilson warns that dynamic has changed in Europe, with rising US-China tensions making for difficult decisions in telco buying. Vodafone SCM strategy now prioritising resilience, despite trade-offs…