Strategy – Page 7
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Strategy & Change
An MNO no-no? TowerCos tread fine line on active equipment
The shift from renting out passive infrastructure to owning or managing active equipment is being explored by TowerCos as a path for growth, but the way is fraught and uncertain. Investor/InfraCo perspectives from Brookfield, Cellnex, INWIT, Nokia, Phoenix, TowerXchange EMEA, Vantage.
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M&A
Telefónica ‘gears up’ for Peruvian fibre sale
Telefónica Peru said to have recruited Deloitte to help manage partial sale of PangeaCo.
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Strategy & Change
Freshwave rides DigitalBridge advantage to new infrastructure models
CEO Simon Frumkin talks to TelcoTitans at TowerXchange Meetup Europe. Ambitious young neutral host infrastructure-as-a-service provider taps knowledge and experience of fellow DigitalBridge portfolio companies.
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Strategy & Change
American Tower exits Poland
Relatively small tower portfolio sold to local player Emitel.
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Strategy & Change
Copper shutdown a ‘game changer’ for Deutsche Telekom, says Höttges
CEO says pilots have been run to test migration approaches. DT’s fibre take-up hampered by its own vectoring success. But Germany does not yet have a firm date for its copper switch-off.
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Strategy & Change
Newbie GD Towers sheds “dinosaur” image, looks east for tower expansion
CEO Bruno Jacobfeuerborn revels in GD Towers’ independence at TowerXchange Meetup Europe. TowerCo confirms organic and inorganic growth are on the agenda, and signals more Deutsche Telekom asset carve-outs in the pipeline.
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Premium
Openreach earns Equinox approval despite altnet fallout
Equinox 2 wholesale pricing package gets green-lit by Ofcom after months of deliberation and consultation.
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M&A
TowerXchange Europe: Phoenix Tower explores new avenues for growth, still open to M&A
As tower deals cool off in Europe, comparative upstart Phoenix Tower International looks to operational efficiency and adjacent growth areas. Scott Lewis, VP Next Generation Solutions at PTI, flags difficulties with DAS, and says it’s “early days” for mobile private networks. Warns off engagement with enterprise IT as neither ...
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People
American Tower appoints new CEO in Germany
Martin Bouchard takes up mantle as CEO at American Tower Germany, moving from C-suite position at Deutsche Funkturm.
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Strategy & Change
TowerXchange Europe: Vantage eyes in-building DAS for adjacent growth
Vantage Towers looks to continue expansion into adjacent markets, with CEO Vivek Badrinath naming DAS as a strong candidate for growth.
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Strategy & Change
TowerXchange Europe: TOTEM CEO outlines need for change to meet “endless” capacity demand
Nicolas Roy says industry needs to do its own homework and implement digital processes. “Tight link” between TowerCos and MNOs underpinned by offer of more specific site solutions.
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Premium
Vodacom seeks pan-African play for emerging fibre biz
Vodacom CEO Shameel Joosub is looking to build the Group’s fibre assets beyond South Africa once CIVH deal is closed.
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Premium
INWIT untroubled by Voda-Iliad rumours as new opportunities open up
Prospect of market consolidation seen as more good news than bad for Vantage Towers’ Italian JV.
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Network & Infrastructure
Virgin Media O2 to release NB-IoT this year
Operator joins BT in preparing a refreshed IoT platform for release later in 2023.
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Premium
DT’s Greiner applauds EU Connectivity Package, with some caveats
EC puts telecoms back in spotlight with three major initiatives.
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Premium
UK gov has ‘arrangements’ to protect Project Gigabit amid supplier squeeze
Building Digital UK says taxpayer-funded supply contracts are sheltered from partner collapse or acquisition, amid ongoing expectation of sector consolidation.
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Network & Infrastructure
T-Mobile exceeds three million FWA users, but growth slows
CEO Mike Sievert rules in “capital‑burdened” 5G FWA, but focusing on “excess capacity” approach for now.
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People
Cellnex picks ex-chair Patuano for Chief Executive spot
Board overhaul sees Marco Patuano return to Cellnex as CEO.
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Eventwatch
FTTH Conference: Germany’s altnets highlight hurdles in fibre buildout
Altnets continue to complain about DT’s overbuilding tactics and multiple other local FTTP blockers.
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Eventwatch
FTTH Conference: Ukraine rallies telecom industry to use rebuild as ‘testbed’ for new solutions
Yuriy Matsyk speaks in Madrid on communications challenges Ukraine is moving to overcome.