All Finance & Strategy Briefing articles
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Finance & Strategy BriefingUK’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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Finance & Strategy BriefingBrazil and Spain keep ship on course at Telefónica
Q2 FY26 in-depth: Telefónica on track to meet FY26 goals after strong set of Group numbers for quarter, although performance trends remain mixed across markets.
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Finance & Strategy BriefingTelefónica yet to perfect Transform & Grow mix
Q2 FY26 overview: Telefónica completes first half of financial year in strong position, thanks to ongoing strength in its domestic business and Brazilian growth engine. But the operator’s progress remains two-speed and it is adopting extra measures in Germany and UK in a bid to secure a more consistent, broad-based platform for growth.
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Finance & Strategy BriefingTelefónica’s efficiency progress on display
Q2 FY26 guidance: Cost-focused Telefónica expresses confidence on execution of spend reduction measures, and reflects optimism in upwards tweak to FY26 profitability guidance…
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Finance & Strategy BriefingCounting the costs: G.Network reveals the daily economics of running a subscale fibreco
London altnet G.Network’s administration process provides an unusually detailed case study in the realities of operating a subscale fibre provider and the challenges of converting network footprint into sustainable profitability.
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Finance & Strategy BriefingDT Q2 Guidance: course held steady
DT makes slight upward tweak to cash flow guidance in echo of T-Mobile forecast.
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Finance & Strategy BriefingDT Q2 In-depth: strong numbers mask Musk worries
Group delivers further strong growth on revenue and earnings, fuelled by all segments, but fears over high-profile (emerging and existing) competitive threats prompt exec reassurances over strategic direction in largest markets USA and Germany.
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Finance & Strategy BriefingLeftfield threats jolt DT out of business-as-usual
Q2 FY26: Despite solid performance, Group’s leadership team forced into €3bn buyback rearguard as stockholder apprehension over satellite and fibre competition continues to overhang share price.
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Finance & Strategy BriefingSFR takeover: French telcos hold nerve as deal spooks customers
The proposed SFR break-up is still a year from completion, but commercial consequences are being felt as Altice admits customer retention challenges.
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Finance & Strategy BriefingVantage Towers: German growth engine sputters on unresolved 1&1, Vodafone disputes
Germany has further cemented its position as Vantage Towers’ leading growth contributor, but is also becoming its biggest source of risk. Amidst existential challenges in other markets, disputes involving both 1&1 and anchor tenant Vodafone Deutschland threaten to cloud otherwise strong operational performance.
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Finance & Strategy BriefingDigi Romania ‘mature’ but ‘dynamic’ as it reaches mobile parity
Having drawn level with Orange and Vodafone, Digi Romania now wants to get its nose in front in the market’s three-horse mobile subs race.
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Finance & Strategy BriefingGermany’s Freenet backs ‘value-over-volume’ strategy to withstand fierce mobile competition
German service provider is introducing new tariffs and investing in more marketing to help attract customers in a fiercely competitive mobile market. CEO Robin Harries claims to be witnessing early signs of “healthy” pricing movement…
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Finance & Strategy BriefingVodafone’s Indian revival side-story: Vi declares ‘year of execution’ after first-ever customer base growth
In-depth (another of Vodafone’s low-key £1bn+ bets): local management promote inaugural net customer adds as evidence that 5G-led revival is coming through, putting operator on the road to competitive (and financial) recovery, if only yet more funding secured…
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Finance & Strategy BriefingBT accelerates job cuts as fibre takes over
Q1 FY26–27 spend: Openreach’s expanding fibre footprint is beginning to support BT Group’s cost-cutting mission, with falling repair volumes, lower energy use, and accelerating labour reductions strengthening management’s route towards its £3.7bn savings target.
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Finance & Strategy Briefingruhrfibre insolvency marks latest sign of German altnet financial struggles
German altnet and sister business metrofibre file for insolvency, marking latest signs of financial distress in the German fibre market. Decision comes as other altnets explore solutions to get onto a firmer financial footing, as investors warn of incoming wave of refinancing deals…
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Finance & Strategy BriefingBT remains under pressure with operations improved, but financials unmoved
Q1 FY26–27 in-depth: BT’s first quarter delivered a familiar contradiction as the Group marked operational progress across fibre, customer growth, and portfolio simplification, yet provided little evidence of financial improvement.
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Finance & Strategy BriefingBT guidance: toned down but on track
Q1 FY26–27 guidance: BT resets near- and mid-term forecasts after ‘discontinuing’ hived-off BT International, with the division’s long-time drag meaning its disappearance is barely noticed on the earnings front (more so on revenue). CEO says the Group remains ‘on track’, albeit with a knock this FY.
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Finance & Strategy BriefingBT: CEO Kirkby sets the stage, but payoff still pending
Q1 FY26–27 overview: BT opened its current FY with a solid but unspectacular quarter, as operational progress across Openreach, Consumer, and Business points to improving momentum, but stronger financial benefits are still yet to emerge.
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Finance & Strategy BriefingCash flow on the up at Telefónica’s home security venture
Operator’s six-year-old joint venture with Prosegur boosts recurring cash flow by nearly a third, having move to a new strategic phase focused on user value over volume.
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Finance & Strategy BriefingBT Business emerges from valley, greeted by mountain
Q1 FY26–27: Challenged division posts second successive quarterly revenue growth and enters final year of legacy voice services, escaping the drag that has contributed to a decade of decline. Turnaround far from over, however, as post-PSTN, post-BT International carve-out life nears…