Financial & Performance – Page 12
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Financial & PerformanceVodafone Q3 overview: CEO attempts to re-assure following M&A setbacks
Progress is painful but Margherita Della Valle remains upbeat on prospects. M&A stumbles aside, Germany headed for houses of horror, UK provides uplift, and Africa remains bright spot.
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Financial & PerformanceVodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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M&AUK’s Digital 9 hits regulatory snag in Verne Global data centre sale
Iceland’s antitrust authority has opened a more in-depth review that could delay the transaction.
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Weekly BriefingsDeutsche Telekomwatch Weekly: Group set to swing for German home run
Telekom Deutschland tools up for a long-coveted opportunity to break back into cable operators’ housing association heartland, with MagentaTV refresh, while rival Vodafone seeks to calm fears over susceptibility to a commercial raid by the NatCo. Much more…
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Weekly BriefingsVodafonewatch Weekly: Q3 shows progress, amidst German mire and Africa turbo
Beyond overall positive Q3 results: e& continues to be embraced despite national security scrutiny (including joining RAN mega-tender); Vantage Towers deploys a CIO; Amdocs bags TPG; Spain gets the nod + Open Gateway…
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Financial & PerformanceVodacom charges past 200 million customer mark
South African group posts positive Q3 numbers, headlined by customer base milestone.
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PremiumAnalysis: BT hoping for ‘new manager bounce’ as Kirkby enters dugout
TelcoTitans’ CEO index suggests Kirkby’s years at Telia may prove the foundations for a positive start to life at BT.
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Financial & PerformanceVodafone CFO mucks in as Germany braces for tenant law impact
Q3 FY23–24: Luka Mucic, Vodafone’s Group Chief Financial Officer, joins door-to-door user retention drive in reflection of Group concern over expected hit to German broadband/TV base from regulatory update.
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Financial & PerformanceBT’s Kirkby opens a mixed Q3 bag; Jansen goes out without a bang
BT Q3 FY23–24: New CEO’s first task is to round up latest results but little drama to work with as Jansen’s mandate fizzles out. Line losses and questions around pricing indicate something of the challenge to come…
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Strategy & ChangeOneWeb latest snafu: ground network delays global coverage into H2
Eutelsat confesses to holdups for serial stumbler OneWeb’s ground network. Reaffirmed faith in SatCo’s prospects insufficient to dodge Group’s financial downgrades. Learn more…
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Financial & PerformanceSafaricom Ethiopia is yet to get M-PESA up to speed in race with Ethio Telecom
Safaricom Telecommunications Ethiopia hails “great momentum” for M-PESA but its flagship m-money offering remains dwarfed and outpaced by rival Ethio Telecom’s Telebirr, following the latter’s headstart.
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Financial & PerformanceUK’s Digital 9 Infrastructure to wind down, sell off assets
UK infrastructure investor proposes selling most of portfolio to pay off debt after completing strategic review.
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Financial & PerformanceT-Mobile plans to get more creative in post-integration era
Q4 FY23: American NatCo’s “scrappy team” plotting new ways to make customer gains.
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Financial & PerformanceIs CityFibre now #1 UK fibre altnet by revenue, take-up?
With take-up doubling, revenue exploding, build on target and positive EBITDA imminent, NetCo boasts 50+ ISP retail partners are selling two- or even three-times’ as many CityFibre connections than sourced from Openreach. Appears Community Fibre and Hyperoptic overtaken, M&A next up…
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Financial & PerformanceOverdue Vi cash yet to materialise for Indus Towers
Indus Towers confirms Vi has failed to stick to a payments plan that would have paid off the operator’s sizeable debts to the TowerCo.
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Network & InfrastructureVodafone-backed AST SpaceMobile gets $155m funding booster
AT&T and Google join Vodafone in demonstrating dollar faith in satellite broadband pioneer. SpaceMobile raising hundreds of millions as launch seems to be slipping again. More…
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Financial & PerformanceMacquarie’s altnet Voneus bags £25m funding top-up
Tiger-controlled RBSHL ups stake at possible £625m valuation, with Macquarie assumed to remain in control. FY22-23 accounts also released, claiming strength but modelling downside. More…
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Consumer (B2C)Inflation-linked pricing: BT drops policy ahead of expected Ofcom clampdown
Four years after he introduced CPI+ pricing to improve transparency, Marc Allera scraps the model in favour of ‘pounds and pence’ clarity.
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Products & ServicesVodafone Auto ups telematics focus in pursuit of ESG-led revival
Emphasising plans to create a more dynamic business, Vodafone’s UK connected car unit projects growth over next 24 months with adoption of its ‘green’ Business Fleet telematics proposition.
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Financial & PerformanceVodafone’s budget brand faces up to ‘aggressive’ UK competition
Talkmobile sub-brand posts massive increase in users and revenue in latest financials, but Vodafone’s rivals continue to dominate UK value mobile scene.