Financial & Performance
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M&ATelefónica ‘mulls Vivo stake sale’ to fund European M&A
News that Telefónica is considering selling some of its stake in Brazilian operating business Vivo to raise funds is latest sign of Spanish group’s strategic pivot to Europe under Executive Chairman Marc Murtra.
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PeopleMásOrange appoints new IR head in prep for ‘potential IPO’
Juan José Gaitán moves from Cellnex to take on investor-facing responsibilities at the Spanish operator, with a valuation for a possible IPO and the sale of a stake in the fibre JV with Vodafone Spain on his to-do list.
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Financial & PerformanceSafaricom Ethiopia ticks past 10m customers as startup operator marches towards scale
Greenfield operator moves past a customer base milestone four years after receiving a licence to operate in the country.
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TechnologyA Pragmatist’s Guide to Telco AI: BT and Zayo on getting data right, winning fast, riding the wave
From data foundations, sidestepping common pitfalls, and rapid experimentation, to real-world use cases, scalable growth, and building profit centres. Actionable insights and proven strategies for how AI is being harnessed to transform telecoms, drive operational excellence, unlock new revenue
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M&ATalkTalk ‘scopes out banks’ in strategic review amidst debt struggles
Troubled UK provider reportedly scoping out candidates to manage a strategic review of its business, including potential to sell remaining units PXC and TalkTalk Consumer.
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Financial & PerformanceCityFibre closing in on existential £2bn funding — report
Leading UK fibre altnet reportedly close to securing long-anticipated new equity and debt refinancing, to support operations, organic expansion, and M&A consolidator credibility in overcrowded fibre sector. CityFibre says further details to come “shortly”…
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Financial & PerformanceMixed results fuel Telefónica’s search for stability
Q1 FY25: Quarter’s numbers highlight inconsistency across Telefónica’s international empire, and reliance on Spain and Brazil for growth — fuelling question of whether new leadership team needs to go beyond existing work on Hispam assets when considering future shape of group…
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Financial & PerformanceTelefónica Q1 in-depth: dragged by two-speed core four, Hispam woe
Spain and Brazil lead the way as Telefónica secures another quarter of organic growth in revenue and earnings…
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Financial & PerformanceTelefónica Q1 spend: thrifty group nears single-digit intensity
Drops in capex and capital intensity re-emphasise Telefónica’s lead over many European telco peers when it comes to moving into new, more outlay-light era…
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Financial & PerformanceTelefónica Q1 guidance: holding pattern maintained, ahead of review
Group re-commits to somewhat woolly (and ostensibly temporary) set of FY25 expectations likely to superseded by outcomes of ongoing strategic review…
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PeopleMicrosoft and ex-Telefónica exec Pilar López named Vodafone CFO
Luka Mucic’s replacement named as Pilar López, who will join from Microsoft and bring 15 years of experience at Vodafone rival Telefónica.
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Financial & PerformanceVodafone FY24–25: Della Valle’s to-do list isn’t shrinking
Vodafone CEO Margherita Della Valle offers candid summary of the group’s FY, but appears broadly satisfied with progress thus far and remains optimistic about prospects to the end of the decade. Claims of an imminent reversal in Germany; UK merger complete; and an improved revenue mix across the group are among the drivers…
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Financial & PerformanceVodafone FY24–25 guidance: group ‘insulated’ against macro aggro
Management talks up group’s ability to defend against the worst of FY25−26’s geopolitical turmoil, with supply chains and cash flow protected from ‘economic volatility’…
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Financial & PerformanceVodafone FY24–25 spend: investment on the rise
Capex jumps 8% after a drop-off, with network investment among the priorities. Troubled German OpCo maintained spend despite losing €1bn from earnings in two years…
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Financial & PerformanceVodafone FY24–25 in-depth: another challenging year en route to German revival
CEO Margherita Della Valle emphasises the various ‘transitions’ Vodafone has navigated over the past two years, putting mixed financials in perspective…
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Financial & PerformanceTalkTalk late to pay broadband suppliers amidst financial woes — report
TalkTalk has reportedly missed several deadlines for payments to key broadband suppliers such as Openreach and CityFibre, in latest sign of struggle from the debt-burdened UK telco…
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Financial & PerformanceCityFibre ups the ante with 5Gbps fibre launch
New 5.5Gbps offering to be available across national footprint once XGS‑PON upgrade completed. While notably differentiating in the UK, 5G-10G services increasingly available elsewhere in Europe, and at low cost…
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Financial & PerformanceQ1 FY25: Broadband glitch prompts DT to step up its tech game
Q1 FY25: DT results backdropped by rare reversal on German broadband user trends and signs of increased competitive pressure elsewhere in group’s footprint, adding to buildup of market and macro uncertainty amid management and stakeholders.
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Financial & PerformanceDT Q1 FY25 Headlines: solidity amid volatility
Q1 FY25: Group reports increased revenue, earnings, and cash flow as all four major divisions deliver on growth mandate.
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Financial & PerformanceDT Q1 FY25 Spend: more AIs in pipeline as DT ramps digital diet
Q1 FY25: Leadership stresses need to up delivery of cost-focused tech initiatives as commercial growth becomes harder to come by, and DT’s investment requirements remain.