All Finance & Strategy articles
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Finance & StrategyKPN ponders fibre end game after hitting six million homes mark
Dutch incumbent evaluating options on how to wrap up multi-billion-euro fibre rollout programme most cost-effectively, as it comes within reach of 85%-coverage goal with four years in hand.
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Technology & ITOrange tests D2D appetite as Europe eyes satellite sovereignty
Orange is using its first commercial direct-to-device offering to test customer appetite rather than chase mass adoption, while trials with AST SpaceMobile and the battle over European MSS spectrum point towards a broader satellite strategy built around multiple technologies and partners.
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InterviewEY-Parthenon: in face of disruption, telcos must think differently about differentiation
Analysis: Can telecom operators transcend infrastructure before non-traditional challengers capture the enterprise frontier? Drawing on global C-suite research, this analysis explores why differentiation, agentic architectures and national sovereignty represent the industry’s most viable growth engines, and why defensive cost-cutting will not secure long-term relevance.
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Finance & StrategyNandy plugs ‘gaping hole’ in UK rules, as InfraVia applies pressure on Netomnia deal
The UK government looks to plug a regulatory gap exposed by TalkTalk’s collapse, expanding its ability to intervene when telecoms deals threaten critical infrastructure or service continuity. At the same time, InfraVia is turning up political pressure over the separate nexfibre-Netomnia battle.
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Public AffairsUK mobile players shun call for tighter rollout governance
Rural cell site landlords are calling for stronger oversight of how mobile infrastructure operators do business with their land suppliers, amid claims of unfair treatment. Sector players insist existing regulation is working well, however.
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Finance & StrategyOrange CEO still confident on SFR timeline despite workforce discontent
SFR unions are challenging the takeover process and warning over thousands of potential job losses, but Orange is sticking to its plan. Q3’s record customer additions and stronger guidance give Christel Heydemann reasons for optimism elsewhere.
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Venturing & InvestmentsVivo targets Brazilian SMEs with Squad.com agentic AI tie-up
Brazilian operator again deploys corporate VC vehicle as vanguard on B2B partner development, preparing a commercial tie-up with Squad.com off the back of investment in business.
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InfraUK debate over how to power AI infra escalates
Microsoft’s withdrawal from Nscale’s Essex project has reignited questions about whether the UK can deliver AI infrastructure on commercial timelines.
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M&AOnivia faces further ownership changes as it resets Orange ties — reports
Spanish fibre wholesaler may be heading for a shareholder reshuffle as founding investor Macquarie readies for exit, as Onivia reworks its Orange relationship.
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OperationsTech Mahindra completes large-scale takeover of Orange B2B teams
Indian services giant indicates major new outsourcing and tech development relationship with Orange Business is now up and running, boosting top line and headcount.
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Finance & StrategySatcos and price hikes on customer minds as Ericsson begins new era
New Ericsson CEO Per Narvinger is beginning to put his stamp on the vendor, streamlining management while identifying satellite-terrestrial convergence and AI RAN as growth opportunities. Persistent AI-driven component inflation means customers may also have to swallow higher prices.
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Finance & StrategyNetherlands: Odido’s private equity parents de-couple
Warburg Pincus crystallises 2022 investment in Dutch telco while Apax pledges “committed, long-term backing” to business.
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Finance & StrategyTelefónica’s German fibre JV enters debt talks — reports
Unsere Grüne Glasfaser enters talks with creditors over difficulties with managing debt pile, switching from plans to pursue a refinancing plan. Rumours mark latest signs of financial troubles in the German fibre broadband market.
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Finance & StrategyTelia trims headcount as Europe leans on efficiency
Telia becomes the latest European telco to announce a round of job cuts, joining a trend of operators reshape workforces, decentralise decision-making, and seek higher returns from maturing fibre and 5G investments.
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Technology & ITVodafoneThree’s mega IT meld advances in ‘critical year’ for synergy delivery
As VodafoneThree’s networks integration project rolls on at pace, the complex dismantling of legacy IT has begun — and progress so far has brought confidence that the UK operator’s efficiencies and synergies programme can deliver more value than initially planned.
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Finance & StrategyCityFibre looks to future as consumer uptake lags
The UK’s largest fibre altnet has reported another period of strong revenue and EBITDA growth, but questions emerge over whether its momentum can be sustained in a fast-changing UK fibre market — and what would change if a counterfactual CityFibre–Substantial Group combination were to follow.
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Finance & StrategyUK’s Tesco Mobile hits six million customer mark
UK’s largest MVNO continues to expand its customer base and revenue, in reflection of the competitive challenges value-focused mobile providers are posing to UK mobile network operators in the current constrained market.
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Special ReportNetwork APIs find their market, but where’s the money?
Special Report #1/4: in the first part of a four-part series on network APIs, we look at the scale (or otherwise) of operator revenue from the interfaces and the main use-cases driving it: namely fraud prevention and identity authentication.
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Special ReportExposing network APIs was the first step — building the business model is harder
Special Report #2/4: telcos still have a lot of work to do to develop API-based offerings that resonate with the requirements of users, observers say.
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Special ReportAduna’s Peter Arbitter explains API JV is ‘not in it for the money’
Special Report #3/4: Aduna was created to give developers an easier way to access telcos’ network APIs globally. But the Ericsson-backed joint venture is discovering that aggregation is only part of its job as it wrestles with performance, getting operators to expose enough useful APIs, and turning the interest using them into telco revenues.