Financial & Performance
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Public AffairsOrange faces union disquiet over plan to simplify French operations
The ‘Regain’ plan is now in the consultation phase, but unions are unhappy with multiple aspects of the proposals. No job cuts are planned, but the number of departments could be slashed to four, and five major centres replaced by nine smaller ones.
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Financial & PerformanceTesco Mobile delivers on growth despite ‘highly competitive’ conditions
UK’s largest MVNO reports forward progress on users, sales, and profit in the face of strong competition.
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Financial & PerformanceTPG: Vodafone up for £360m windfall as Oz outpost splashes the cash
Following the multi-billion-dollar sale of its fixed assets, TPG Telecom is initiating a major capital return. The “novel and complex” AUD 3bn plan is designed to reward major shareholders while courting minority investors and improving the telco’s stock exchange and credit profile. It also boasted a cracking H1…
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Deep DiveLegendary corporate raider reveals 3% Vodafone stake
Deep Dive: Following Liberty Global’s sharp exit, billionaire Martin Ebner has emerged as a prominent shareholder. The investor, known for forcing major change at Swiss firms, is now fourth on the shareholder roster, leaving the market to ponder the activist’s next move.
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Financial & PerformanceVi shares plummet: no further state support for Vodafone’s India affiliate
With share price diving after government indicated no further state help, at least on current basis, beleaguered Vi under renewed pressure to secure future and fund critical 5G rollout…
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Financial & PerformanceQ2 FY25: DT’s new German boss strengthens defence, as altnets amass
Q2 FY25: Second successive quarter of broadband user loss clouds picture around Group’s performance in home market.
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Financial & PerformanceTelefónica said to prep capital raise to fuel Murtra’s new strategy
€3bn–€4bn funding option just latest suggested manoeuvre to support upcoming reset with its control and industrial strategy backdrop, amidst tight financials, defence and European telecoms consolidator ambitions…
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Financial & PerformanceQ2 FY25: DT moves to put more fibre in T-Mobile diet
Deutsche Telekom sees potential for more ‘clean, incremental’ buyouts in American fibre space, to keep growth engine at T-Mobile US stoked. Comments come as T-Mobile ups expectations for FY25 on back of takeover spree, string of new industry tie-ups, and further customer base expansion.
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M&ADigi seeks to regain momentum in Belgium after taking control of local JV
Things have not gone as planned for Digi Belgium in its first six months of operation, but its parent group hopes a recent “simplification” of its management structure (and assumption of majority control of the unit) will put it back on track…
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Financial & PerformanceQ2 FY25: DT looks ahead to life without Romania
DT’s leadership hails progress on European M&A as the sale of unwanted Romanian mobile business gains approval.
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Financial & PerformanceRe-booting Plusnet cuts jobs, ‘streamlines’ operations
BT’s no-frills broadband brand posts another year of decline as it resets and restructures.
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Strategy & ChangeT-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’
Q2 FY25: Deutsche Telekom says enterprise IT business on track to meet FY25 guidance and longer-term targets.
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Financial & Performance1&1 taps fingers as it awaits spectrum sharing offer from rivals
Following regulator’s ruling in March, 1&1’s CEO Ralph Dommermuth says it’s not yet clear when the operator will be able to secure a deal to access low‑band spectrum.
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Financial & PerformanceTelefónica Q2 spend: copper maintenance drops off the bill
Telefónica’s home market OB gains the spotlight for cost efficiency efforts linked to completion of copper shutdown during Q2…
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Financial & PerformanceGuidance: Telefónica enjoys FY25 free hit
Telefónica confirms it is on course to meet FY25 guidance, although current goals offer limited visibility into Group’s financial or strategic outlook, amid ongoing wait for completion of strategic review…
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Financial & PerformanceTelefónica Q2 in-depth: more ‘core one’ than ‘core four’
Spain and Brazil continue to form a strong base for Telefónica during second quarter, but currency weakness and competitive challenges dent takings elsewhere, and back up new leadership’s desire to ring in major changes…
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Financial & PerformanceTelefónica remains in wait for Murtra Grand Plan
Q2 FY25: Telefónica’s latest quarterly numbers underpin the change agenda of the operator’s new leadership team. The Group continues to perform well in Spain and Brazil, but weaker figures elsewhere back up execs’ plans for a portfolio restructure, with Hispam downturn continuing and UK and Germany stuck in turnaround mode. A shift to ‘industrial’ decision-making also looks set to see a change in course around infra ownership.
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Financial & PerformanceBT vs. Vodafone: UK has a new largest telco for the first time this century
BT Group’s resurgence under Allison Kirkby has pushed its market cap beyond that of Vodafone for the first time in 25 years, but there are plenty of caveats to both operators’ performance, and the real winner could be Sunil Bharti Mittal…
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Strategy & ChangeHelios to refresh strategy in hunt for further organic growth
Wireless infra group to announce revamped five-year plan later this year, as it seeks to maintain growth momentum within its core towers business. Read more…
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Strategy & ChangeLiberty CEO: Vodafone stake sell-off is not a judgement on telco’s strategy
Mike Fries says decision to sell a 5% Vodafone Group stake should not be seen as a reflection of the UK operator’s strategy, but purely a rotation of Liberty capital…