Analysis: Latest Financial Results Coverage – Page 6
-
Financial & PerformanceFY24: ‘Radical’ CEO warns DT not to rest on cash flow laurels
FY24: Group CEO wants to keep staff on toes despite another strong financial performance, prefacing row-back on homeworking and senior leadership shake-up.
-
Financial & PerformanceDT FY24 Spend: light-touch regulation
FY24: DT’s differing position and priorities to European rivals sees regional capex remain elevated.
-
Financial & PerformanceDT FY24 Guidance: Group remains in the flow
FY24: More jumps expected in revenue, earnings, and cash flow during FY25, and beyond.
-
Financial & PerformanceDT FY24 Headlines: full forward movement
FY24: Commercial strength across regions enables DT to meet all major financial targets for year.
-
Financial & PerformanceTelefónica FY24 Guidance: execs buy wiggle room for strategy refresh
FY24: Group lays out set of fuzzy FY25 targets, sidelining FY26 goals, as new Executive Chair calls strategic review.
-
Financial & PerformanceTelefónica FY24 Spend: cutbacks bring belt another notch tighter
FY24: Telefónica España leads way as Group continues to make progress on extraction of opex and capex savings.
-
Financial & PerformanceTelefónica FY24 Headlines: targets tweaked; core divide denied
Group delivers solid FY24 numbers but dials back cash flow and earnings ambitions amid rocky environment.
-
Financial & PerformanceFY24: GPS-less Telefónica leadership seek new path and identity
An in-depth look at Telefónica’s results presentation for FY24, as new Executive Chairman Marc Murtra initiates a strategic review to navigate the “drastic changes” taking place in Europe…
-
Financial & PerformanceSubs growth propels Deutsche Telekom’s congstar into €1bn revenue club
Figures from Telekom Deutschland’s discount brand support Group strategy to use separate brands to target different consumer segments.
-
Financial & PerformanceGermany’s sparring telcos are yet to lay a glove on DT
FY24: Telekom Deutschland keeps a firm grip on user acquisition and retention numbers despite Germany’s emergence as a hotbed of tariff competition and promotional offers over the past year or more.
-
Financial & PerformanceDT highlights T-Systems’ ‘relevance’ as B2B telco clouds gather
FY24: Group says long-challenged enterprise IT division is fit-for-purpose and properly aligned to meet B2B client demand in an ever-murkier macro environment.
-
Financial & PerformanceDT quietly loosens purse strings in Europe, despite qualms
FY24: Buoyed by competitive wins and progress on cost extraction, DT’s leadership has freed managers to up spend in Europe this year and next.
-
Strategy & ChangeGreek utility progresses disruptive full-fibre power-play
Energy group PPC reports acceleration of fibre rollout as its builds power infrastructure-based challenge to incumbent OTE Group.
-
Financial & PerformanceSpain and Brazil cement place in Telefónica core
Collectively, Telefónica’s core quad deliver on key Group ambitions in FY24, particularly around operating and capital efficiency.
-
M&AIliad CEO remains ‘pragmatic’ on deal-making opportunities in France, Italy
Potential M&A in the two markets is tempting for different reasons, although Thomas Reynaud says Iliad in Italy and Free in France can continue to operate quite happily as standalone businesses.
-
Financial & PerformanceAfrica’s Helios Towers still prioritising tenancy over build; seeks to maintain FY24 ‘momentum’
One year into Africa-focused TowerCo’s ‘lease-up’ strategy pivot: CEO Tom Greenwood says group is confident in reaching colo and cash targets, with further tenancies on existing towers within grasp. M&A remains no-go…
-
Peoplewatch‘Mike wanted Srini’: DT released top exec for USA ops mission
Chief Executive Tim Höttges discusses the reasoning behind key lieutenant Srini Gopalan’s switch from Germany to the USA, and why he was willing to let him leave DT’s European base.
-
Financial & PerformanceTPG enters ‘new phase’ as CEO actions strategic reset
Australian operator’s network sharing deal with Optus gives management optimism for FY25, as previous FY’s work lays a foundation for mobile market share growth.
-
Network & InfraVivo eyes windfall by ditching copper assets
Brazilian telco seeks a commercial, operational, and financial win by extracting and selling its legacy copper network.
-
Strategy & ChangeNew Telefónica boss plots strategy shift amid European ‘winds of change’
Strategic review to consider implications of “drastic changes” ahead in Europe, says new Group Executive Chairman Marc Murtra.