All Finance & Strategy articles – Page 5
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Finance & StrategyOrange searches for €1bn down back of supply chain sofa
FY26–FY28 Trust the Future strategy: French group targeting substantial savings on vendor budget as part of new mid-term strategic vision. Move forms part of broader efficiency and cost reduction programme taking in AI, legacy network shutdown, and centralisation of platforms and services across Orange.
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Finance & StrategyIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
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Finance & StrategyVodafone guidance: plenty of confidence in these ‘early days’
Q3 FY25–26: Vodafone set to come out of the year at the upper end of free cash flow and EBITDAaL guidance, with new CFO Pilar López picking up on the CEO’s positive view of things moving forward.
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Finance & StrategyMore of the same: Vodafone leans on outposts as core OpCos wobble
Q3 FY25–26: CEO Margherita Della continues to repeat optimism about the potential for a turnaround in Germany and progress in the UK, but Q3 earnings are yet to back her up in earnest. Wider European industry could be in for reform, however, and the CEO remains confident that Vodafone will be well placed to capitalise…
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Finance & StrategyUnveiled at T-Mobile: The Gopalan Grow Plan
Capital Markets Day: New T-Mobile US CEO Srini Gopalan re-commits (with some tweaks) to the medium-term strategic plan outlined by the operator in 2024, following his recent appointment to job. Amid ongoing Wall Street wobbles over the competitive picture facing US operators, he assures the Un-Carrier has plenty of fuel in the tank.
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Finance & StrategyEutelsat draws back from ‘shaky’ GEO as LEO surges
Satco limits investment in geostationary satellites to service continuity and instead hedges future on further LEO growth via the OneWeb constellation. GEO business case considered “more and more shaky”, while LEO presents growth opportunity…
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Finance & StrategyGuidance: BT’s difficult Q3 not enough to dampen spirits
Q3 FY25–26: Group reiterates modest forecast of a repeat of last FY’s performance. Promises of an incoming cash flow “inflection” reiterated…
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Finance & StrategyIn depth: BT loses customers but claims to be building ‘momentum’
Q3 FY25–26: In patchy performance, BT International remains on the turnaround starting line, BT Business is limping heavily, and BT Consumer has not picked up the network advantage baton handed to it by Openreach. The latter, however, continues to put in work to provide management with something positive to talk about…
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Finance & StrategyBT CEO ‘ignores the noise’ as pressure builds after tepid Q3
Q3 FY25–26: Allison Kirkby dismisses detractors as Q3 earnings underwhelm and reports hint at growing boardroom agitation. “I just keep my head down”, says indomitable CEO.
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Finance & StrategyDT moves to up T-Mobile ownership
Group’s CEO Tim Höttges says DT will use T-Mobile’s massive share buyback programme to up its stake in the operator this year.
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Finance & StrategyEuroTeleSites positive on CEE tower landscape; ups spend on Austrian rollout
Boss of regional wireless infra player does not yet see any threat emerging from MNO client mergers within its footprint. Reporting FY25 results, towerco points to healthy flow-through of orders from new customers and rejigs spend to carry out an extra ‘special project’ from main partner A1.
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Finance & StrategyVodafone ‘happy’ with INWIT stake despite share slump
Group CEO Margherita Della Valle content with level of interest in Italian towerco despite share price plummeting 20% amid MNO consolidation concerns, and the prospect of a write-down looming…
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Finance & StrategyBT CEO bullish in face of altnet challenge, Openreach line losses
Q3 FY25–26: Allison Kirkby says BT is biting back amid a fibreco incursion as Openreach passed 21 million premises and tops 38% penetration, but line losses continue to drag and seem to be tempered, not overcome…
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Finance & StrategyVodacom’s international OpCos brace for imminent slowdown
Q3 FY25–26: Regional operations perform well despite characteristic ‘emerging market’ challenges, while Vodafone Egypt charges on. Warnings from Vodafone HQ of an imminent fall-off in growth seem set to ring true, however…
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Finance & StrategyNetomnia joins exclusive list of £100m+ revenue UK fibre altnets
Altnet’s revenue tips into nine figures for FY25, and tops three million RFS premises, to join a trio of other challengers at the top.
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Finance & StrategyUK fibre: lenders seizing control at Gigaclear, to pursue sale — report
In depth: For the second time already in 2026, creditors look set to seize a beleaguered UK fibreco, again with trade consolidator no-show cited and equity investors squeezed out. Rural altnet heavily debt-laden but also boasts interesting KPIs, so could still turn some heads, if the price is right…
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Finance & StrategyVodafone doubles Partner Markets revenue as M&A and restructuring make an impact
Strategic telco alliances secure 120% revenue growth in a year, while brand licensing falls sharply to reflect evolving Vodafone footprint.
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Finance & StrategyTelefónica firms up plan for 5,500 Spanish job cuts
Group says it has secured a financially and strategically important deal with unions on large-scale redundancies in Spain, after initiating negotiations in November. Agreement looks set to shift Telefónica about a quarter of the way to headline spend reduction goal outlined under new Transform & Grow strategic plan.
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Finance & StrategyProsegur ‘super-open’ to expansion of Telefónica home security ties
Senior execs at Telefónica’s digital alarms partner talk up success of their six-year-old joint venture, and lay out plans for the next five. With cash flow now positive, they see the business as set to enter a new, self-sustaining phase of growth.
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Finance & StrategyVodafone sinks more cash into Economy of Things venture, amid ‘strategic realignment’
Vodafone–Sumitomo JV Pairpoint secures another €30m from backers, initiates strategic reset, and hunts for a new CEO as losses mount…