All Capex (capital investment) articles – Page 6
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Network & Infra‘Show me the money’: vHive’s economic case for autonomous Tower Digital Twins
The TowerCo opportunity is no longer principally a real estate play, as traditional players work to extract more value from physical assets, and neutral infra players expand ambitions. vHive presents hard cash evidence supporting digitisation as key to unlocking a new level of economic worth.
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PremiumBT Q1 FY23–24 Guidance: BT sticks to (vague) targets
Mixed results across BT’s CFUs, but full‑year expectations remain unchanged.
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Financial & PerformanceTelefónica Q2 FY23 Guidance: operator bets on maintaining momentum
Group updates guidance on back of strong cross-market growth.
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Network & InfraVodacom pledges more cash for network and backup power expansion
Vodacom investing in network and power backup upgrades in South Africa’s Eastern Cape.
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PremiumBT FY22–23: drive for connections leaves fibre build by the wayside
Openreach presents ever‑positive results but with some targets missed as attention shift pushes out build momentum in favour of fibre uptake.
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PremiumBT FY22–23: next-gen expectations are high but Consumer treads water
BT heralds decent operational performance despite competitive market.
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PremiumBT FY22-23 Spend: investment increases, efficiencies found
Sports JV helps bring costs down as Group transformation programmes seeks out more savings.
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PremiumBT FY22-23 Guidance: sit tight for another few years
Jansen asks investors for patience as slow turnaround expected to bear fruit in coming FYs.
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PremiumBT FY22-23 Headlines: good, bad, and plenty in between
Group relies on pro forma figures to find positives.
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PremiumDeutsche Telekom Q1 FY23 Spend: inflation prompts DT-wide brainstorm on savings
Macro pressures see executives highlight new workstreams on AI and fibre roll out efficiency.
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PremiumTelefónica Q1 FY23 Spend: belt tightened another notch
As inflationary pressures continue to bite, Telefónica takes additional action on cost base reduction.
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PremiumTelefónica Q1 FY23 Guidance: for foreseeable, Telefónica votes conservative
Guarded Telefónica management reiterates low-growth outlook for FY23, despite solid Q1 numbers.
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PremiumTelefónica FY22 Guidance: keeping a lid on expectations
Management displays cautious outlook for FY23
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PremiumTelefónica FY22 Headlines: FY22’s storm weathered
Main performance lines heading in the right direction.
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PremiumThree seeks to underscore Vodafone merger rationale
Three UK and Vodafone UK are subscale with returns below the cost of capital, says former.
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PremiumBT welcomes “bold” Spring Budget but altnets left wanting more
Openreach’s fibre rollout plans will benefit from new tax policy, but altnets want more regulatory reform to protect investment.
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PremiumTDE cruises to targets despite FY22 turbulence
NatCo shrugs off difficult macro picture with decent sales and earnings growth.
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PremiumDT Q4 FY22/FY22 headlines: targets hit in choppy waters
TMUS’ strong performance (and dollar denomination) extends DT’s earnings growth run.
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PremiumDT Q4 FY22/FY22 spend: DT flags cost ‘progress required’, but unflustered
Group indicates flagship four-year indirect expense reduction programme is behind schedule.
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PremiumElsewhere in Vodafone Group: CTO Petty trumpets savings from digitalisation
CTO Petty trumpets capex and opex savings from digitalisation.