All Capex (capital investment) articles – Page 7
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PremiumTelefonica Q3 FY22 guidance: Group hitting its marks, apparently
Sales, income, and capital intensity all within range, despite macro buffeting.
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Special ReportDeep dive: Vivo sets example for Telefónica peers on fibre-focused growth
Vivo presented to investors as market leader on digital in a fast-growing, young country.
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PremiumTelefónica Q2 FY22 Spend: prudence comes out to play
Group leadership seeks to soothe cost base concerns.
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PremiumTelefónica Q2 FY22 Guidance: defence holding up better than thought
H1 performance surpasses expectations, prompting Group to be “prudently confident” regarding ability to manage the macro crisis.
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PremiumBT Q1 FY22–23 spend: modernisation makes it mark
Usual cost control and efficiency gains hit the spot for Group spend.
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PremiumBT Q4 FY21–22 Headlines: off-target but moving forward
Enterprise and Global continue to drag, Openreach unencumbered.
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PremiumVodafone Q4 FY21–22 Spend: capex splurge quietens
All quiet following significant capex increase in FY20–21.
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PremiumTelefónica raises further €1bn in sustainable financing
Sustainable bond includes environmental and social impact targets.
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Partnerships & AlliancesStill no date for Safaricom Ethiopia launch
STE indicates it is close to reaching network-sharing agreements with Ethio Telecom. Changes to national payments law should pave way for M-PESA.
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Venturing & InvestmentsUK’s rebranded BII embarks on new impact investing
British International Investment (BII) embraces broader digital strategy.
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Operations“A country with enormous potential”: Safaricom poised for Ethiopia launch
Safaricom Telecommunications Ethiopia aims to go live on 9 April 2022. Hopes to add M-PESA within the next 12 months. Over 300 staff recruited to work in the country.
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PremiumDeutsche Telekom Innovation & Venturing: startups targeted in Hong Kong
Hong Kong startups targeted; DTCP makes customer service investment and partners with everphone.
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PremiumDT Q4 FY21 Spend: strategy on track
Spend: strategy on track Source: Wolfgang Rottmann / Unsplash Spending-wise, FY22 appears set for more of the same, with DT expecting to continue increasing capital expenditure (capex) during the current year, driven by mega-projects at TDE and (particularly) TMUS. It is forecasting €19.3bn in capex during the ...
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PremiumEU could miss RAN innovation opportunity warn operators
Europe’s big four maintained momentum for their open RAN collaboration with a new report calling for EU intervention to make the region an innovation hub. Analysys Mason-backed report highlights need for diverse suppliers in a market predicted to be worth €36bn by 2026. Outsider BT questions level of support ...
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PremiumVodafone H1 FY21–22 guidance: on-point numbers prompt upward correction
Group gains confidence from “in line” H1 numbers to raise floors on earnings and cash flow.
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PremiumVodafone H1 FY21–22 spend: capex boost falls silent, opex squeeze paused
Presentation sees no further update on (somewhat contentious) Group plans for a capex lift to fuel digital services growth. Executives moot another exceptional investment boost in Germany, for fibre rollout. Group Finance’s headline opex reduction programme comes to a temporary halt, amid pandemic effects.
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PremiumTelefónica Q3 FY21 Guidance and spend: hanging fire in uncertain times
Positive results not enough for Telefónica to lift guidance. Grip on spend remains in place, with focus on volume and mix discipline.
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H1 FY21–22 Guidance: BT’s past investment heralded as future hope
Progress on track and meeting expectations, with management pitching Enterprise as the one to watch for revenue growth. Fibre build phase “done” with anticipated returns to be reaped during “selling and populating” phase, now underway. Build moves Openreach to ‘fibre franchise’, with market rivals striving for scale.
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PremiumH1 FY21–22 Spend: efficiencies found to give BT an edge
Improved cost points for BT’s fibre rollout front and centre, make for positive viewing. Operating expenditure down across the board, and capex up at CFUs.
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InnovationUK telcos getting back to the labs, with 4.5%-R&D rise
UK telecoms players laid out more than £1bn on innovation during 2020, the first time they have done so since 2011. Ostensibly led by spend patterns at BT, sector has been regaining some of the significant ground it has lost after tightening budgets during downturn.