Financial & Performance
All the latest news, insight and analysis regarding the financials and performance of leading telecoms and infra organisations.
UK 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 fibreco, with trade consolidator no-show again 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…
Vodafone 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.
Altice seeks buyers for OXG Glasfaser as co-owner Vodafone sees promise — report
Patrick Drahi-owned Altice has reportedly revived efforts to exit German fibre JV, even as Vodafone highlights improved build momentum…
Telefónica 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.
Prosegur ‘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.
Telefónica boss ends year with a final flourish of axe
Telefónica puts a final paint stroke on 2025’s drastic Exec Team refurnish with the announcement of finance boss Laura Abasolo’s departure. Her exit does not come as a shock given she was last one standing in the top lieutenant line-up of former Executive Chairman José María Álvarez-Pallete…
Unions call on Telefónica for ‘one last effort’ on strategic reorg
Talks continue between employee reps and bosses over Group’s latest planned round of cutbacks.
Orange buys out Spanish private equity partners in €4.25bn deal
French group confirms deal to take full control of Spanish JV, as Cinven, KKR, and Providence cash in, as private equity players cash in on Spanish consolidation game…
SpaceMobile strategy chief: satco spectrum buys will have ‘profound implications’ for D2D evolution
Scott Wisniewski says spectrum licences will define the next decade of direct-to-device satcomms, but AST SpaceMobile will stick by its beginnings as an MNO partner…
Vodafone 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…
Telefónica aims slap bang in middle in bid for revival
FY25–FY30 Transform & Grow strategy deep dive: Group’s new leadership goes more aggressive and old school with new five-year agenda, targeting corporate centre for billions of euros of savings.
Landolina’s “be useful” philosophy: steering Cellnex towards stronger MNOs, digital Britain
Interview: With the telecoms sector at an inflection point, Gianluca Landolina sees opportunity in channelling simplicity and sustainability, as the Cellnex UK CEO shares the strategic logic behind neutral host expansion and why fewer, stronger MNOs are key to the infraco and national resilience.
DT firms up the foundations after jittery 2025
Q3 FY25: While DT remains on track to hit all headline targets, its latest quarterly results were backdropped by unease over competitive intensity in the Group’s two largest markets. Execs seek to calm fears by highlighting US strength, German strategy rework, B2B/B2G gains, and AI’s growing potential as reason for optimism into FY26.
In-depth: German headwinds grab the headlines
Q3 FY25: T-Mobile US, Europe, and T-Systems continue to perform strongly, but German slowdown yet to be addressed.
Guidance: jitters fail to jolt
Q3 FY25: DT looks set to end the FY with another set of record-breaking top-level financial numbers.