Financial & Performance – Page 4
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Strategy & ChangeOrange’s AI supremo Steve Jarrett: ‘There’s no magic, it’s just doing our job’
Steve Jarrett, Orange’s Chief AI Officer, talks through how the operator is going to execute — and validate — the value gains it is targeting, as part of new Trust the Future strategy. Key challenges revolve around culture, data governance, and agent development and management, he says.
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Financial & PerformanceDT breaks into EU top ten: market cap surges to €159bn, amid Euro telco comeback
Navigating geopolitical tensions and tech-dominated indices, Deutsche Telekom has surged amongst the EU’s top companies, fuelled by the enduring strength of T-Mobile US and renewed appetite for local telcos. Read our analysis on DT’s growth and the broader regional resurgence…
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Network & InfraVodafone Turkey–DAMAC data centre project nears go-live despite 50% surge in costs
Izmir data centre project set to enter operation imminently, a year behind schedule and with investment jumping $50m on initial estimates.
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PeoplewatchVivo CFO David Melcon switches over to Virgin Media O2
Telefónica slots long-serving and notably senior exec into position overseeing UK joint venture’s finances at a time of significant change at the business.
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M&AYasser Shaker: Orange ready to ‘grow again’ in Africa
MWC26: After a ten-year break in M&A activity, Orange has made a “conscious decision” to grow again in Africa.
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Financial & Performance‘We want to be number one’: Orange plots growth over next three years
Orange’s CEO has unveiled the Group’s five-year strategy, called Trust the Future, setting clear objectives with a focus on driving cash flow generation.
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Financial & PerformanceOrange searches for €1bn down back of supply chain sofa
FY26–FY28 Trust the Future strategy: French group targeting substantial savings on vendor budget as part of new mid-term strategic vision. Move forms part of broader efficiency and cost reduction programme taking in AI, legacy network shutdown, and centralisation of platforms and services across Orange.
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M&AVodafone Romania trades quality for quantity as it climbs to second
Redistributed TRMC assets have closed the gap between Vodafone and market leader Orange, but decimated the operator’s mobile ARPU…
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Network & InfraBITÉ and brown-iposs: bridging the confidence gap for Level 5 RAN automation
Mobile network autonomy need no longer be framed as science fiction, but as an engineering discipline: validate inputs, expose decision logic, and quantify impact before changing the network. Baltic mobile group BITÉ’s RAN field test of brown‑iposs’s CARAT offers an instructive lens on what it really takes to operationalise Level 5 ambitions…
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Financial & PerformanceVodafone guidance: plenty of confidence in these ‘early days’
Q3 FY25–26: Vodafone set to come out of the year at the upper end of free cash flow and EBITDAaL guidance, with new CFO Pilar López picking up on the CEO’s positive view of things moving forward.
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Financial & PerformanceIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
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Financial & PerformanceMore of the same: Vodafone leans on outposts as core OpCos wobble
Q3 FY25–26: CEO Margherita Della continues to repeat optimism about the potential for a turnaround in Germany and progress in the UK, but Q3 earnings are yet to back her up in earnest. Wider European industry could be in for reform, however, and the CEO remains confident that Vodafone will be well placed to capitalise…
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M&ABrazil’s Vivo eyes fibre deals in bid for Total loyalty
Operator’s Chief Executive Christian Gebara cites continued interest in acquisitions that would boost its position as Brazil’s number-one fibre provider, and save cost on build. Identifying a good deal within the country’s huge mass of broadband players remains a challenge, however.
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Partnerships & AlliancesOrange Business tees up ‘very ambitious’ SI venture with ‘global’ partner
Capital Markets Day: Orange Business CEO Aliette Mousnier-Lompré nods to negotiations with a global systems integrator partner to add reach, volume, and competitiveness to operations.
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Financial & PerformanceUnveiled at T-Mobile: The Gopalan Grow Plan
Capital Markets Day: New T-Mobile US CEO Srini Gopalan re-commits (with some tweaks) to the medium-term strategic plan outlined by the operator in 2024, following his recent appointment to job. Amid ongoing Wall Street wobbles over the competitive picture facing US operators, he assures the Un-Carrier has plenty of fuel in the tank.
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Financial & PerformanceEutelsat draws back from ‘shaky’ GEO as LEO surges
Satco limits investment in geostationary satellites to service continuity and instead hedges future on further LEO growth via the OneWeb constellation. GEO business case considered “more and more shaky”, while LEO presents growth opportunity…
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Financial & PerformanceGuidance: BT’s difficult Q3 not enough to dampen spirits
Q3 FY25–26: Group reiterates modest forecast of a repeat of last FY’s performance. Promises of an incoming cash flow “inflection” reiterated…
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Financial & PerformanceIn depth: BT loses customers but claims to be building ‘momentum’
Q3 FY25–26: In patchy performance, BT International remains on the turnaround starting line, BT Business is limping heavily, and BT Consumer has not picked up the network advantage baton handed to it by Openreach. The latter, however, continues to put in work to provide management with something positive to talk about…
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Financial & PerformanceBT CEO ‘ignores the noise’ as pressure builds after tepid Q3
Q3 FY25–26: Allison Kirkby dismisses detractors as Q3 earnings underwhelm and reports hint at growing boardroom agitation. “I just keep my head down”, says indomitable CEO.
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Financial & PerformanceDT moves to up T-Mobile ownership
Group’s CEO Tim Höttges says DT will use T-Mobile’s massive share buyback programme to up its stake in the operator this year.