Analyst Blog
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Congrats Vodafone, but heed Groucho Marx

It’s about time for a shakeup. And for a mere £1 billion (US$1.7 billion) in cash, Vodafone may pull it off. If successful, its bid for Cable & Wireless Worldwide creates nothing less than a new top-tier player in the global enterprise telecoms market. Not least, Vodafone’s move underscores a truth that mobile network operators… Read more

Camille Mendler

Orange blossoms under new leadership

More than €4 billion of ICT budget was corralled in the room as France Telecom Group CEO Stéphane Richard took the stage. The location: Orange Business Live, an annual gathering of the company’s biggest multinational customers, held in Munich. It’s been years since a chief executive of the France Telecom group has publicly addressed this… Read more

Camille Mendler

Connected Verticals: Enterprise or Wholesale Turf?

Working in the telecom industry is a tricky business. Restructuring is a way of life, market consolidation is urgently needed, and margin defence – let alone growth – is a consuming pre-occupation. Then there’s the internal issue of turf: Who owns which customer? For builders and operators of telecom infrastructure, that’s a critical issue to… Read more

Camille Mendler