Financial & Performance
All the latest news, insight and analysis regarding the financials and performance of leading telecoms and infra organisations.
Satcos and price hikes on customer minds as Ericsson begins new era
New Ericsson CEO Per Narvinger is beginning to put his stamp on the vendor, streamlining management while identifying satellite-terrestrial convergence and AI RAN as growth opportunities. Persistent AI-driven component inflation means customers may also have to swallow higher prices.
Netherlands: Odido’s private equity parents de-couple
Warburg Pincus crystallises 2022 investment in Dutch telco while Apax pledges “committed, long-term backing” to business.
Telefónica’s German fibre JV enters debt talks — reports
Unsere Grüne Glasfaser enters talks with creditors over difficulties with managing debt pile, switching from plans to pursue a refinancing plan. Rumours mark latest signs of financial troubles in the German fibre broadband market.
Telia trims headcount as Europe leans on efficiency
Telia becomes the latest European telco to announce a round of job cuts, joining a trend of operators reshape workforces, decentralise decision-making, and seek higher returns from maturing fibre and 5G investments.
INWIT shareholders look to swoop on slumped Italian towerco — reports
Ardian, Vantage Towers, and other major backers are said to be weighing a take-private deal for INWIT, potentially capitalising on a near-record-low share price amid legal battles with the towerco’s anchor tenants.
VodafoneThree’s mega IT meld advances in ‘critical year’ for synergy delivery
As VodafoneThree’s networks integration project rolls on at pace, the complex dismantling of legacy IT has begun — and progress so far has brought confidence that the UK operator’s efficiencies and synergies programme can deliver more value than initially planned.
CityFibre looks to future as consumer uptake lags
The UK’s largest fibre altnet has reported another period of strong revenue and EBITDA growth, but questions emerge over whether its momentum can be sustained in a fast-changing UK fibre market — and what would change if a counterfactual CityFibre–Substantial Group combination were to follow.
UK’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.
TalkTalk: BT takes the spoils, private equity takes a bath
In-Depth Analysis: The collapse and swift sale of TalkTalk has thrust BT into an unprecedented role as self-appointed industry saviour, ‘safeguarding’ millions of customers while attracting scrutiny from regulators, rivals, and policymakers — and highlighting the shortcomings of TalkTalk’s brief private equity ownership.
Telefónica remixes home-market and Group responsibilities in latest reorg
Group confirms details of latest overhaul designed to accelerate realisation of Transform & Grow goals.
Nscale’s IPO comes at a precarious time for AI infra companies
UK-domiciled Nscale is reported to be targeting a $30bn valuation after filing for an New York Stock Exchange IPO. But the scale-up’s plans comes as investors reassess appetite for AI infrastructure and concerns around AI safety and sovereignty abound.
Telefónica 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.
Brazil 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.
Telefónica’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…
Fibrus sets sights on cashflow milestone as fibre build nears completion
Cumbria and Northern Ireland altnet passes capex peak, nears build completion, and turns focus more wholly to customer connections. TV add-on will support the push as Fibrus turns capex-intensive infra into cash flow.