All Financial & Performance articles
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Financial & PerformanceFighting fibre with fibre: BT Consumer goes hyper-local in counter-attack against challengers
FY25–26: BT CEO Kirkby trumpets a marginal return to broadband customer growth as an early sign of a Consumer comeback.
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Financial & Performance‘Maestro’ Selley handed licence to ‘get radical’ in BT International revival
FY25–26: global B2B division may be smaller and more focused but challenge remains acute, with veteran CEO parachuted in to steer turnaround just as sell-off rumour mill spins up again.
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Financial & PerformanceIliad in bullish mood despite SFR talks dragging on
Q1 FY26: CEO hails a “good” first quarter for the group, in contrast to takeover target SFR. Expansion of AION Gigafactory consortium also highlighted…
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Financial & PerformanceThree cheers for London: Community Fibre achieves cash-positivity, returns to rollout, adds mobile multiplay
FY25/Analyst Briefing: upbeat and staunchly local altnet resumes build-out and ups ambitions, now partly self-funding as possibly first UK-fibreco to turn cash-positive following strong FY25. Also debuting highly-competitive mobile bolt-on bolstering fixed-mobile convergence challenge…
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Financial & PerformanceBT’s TNT Sports write-down prompts a reset as exit options emerge
Losing flagship football broadcasting rights mean the joint venture is nearing a subscription revenue cliff edge, but prompts a TNT reset after years of massive rights payments and losses — just as BT’s subscriptions commitments draw to a close and exit options open up.
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Financial & PerformanceVodafone’s Della Valle declares start of another ‘new chapter’
FY25–26: CEO considers the Group to be ‘stable’ and ready to kick on towards milestones promised over past few years: revival in Germany, growth in B2B, and broad-based free cash flow momentum across the Group. Questions remain over whether new chapter brings Vodafone any closer to a happily ever after…
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Financial & PerformanceVodafone’s Vi stake diluted further as Indian operator nets injection
Group exposure reduced yet again as promotor peer Aditya Birla Group injects $500m, just as Vi claims to turn a corner.
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Financial & PerformanceFamiliar bumps on Vodafone’s road to recovery
FY25–26 In-depth: Group’s headline numbers look healthy with most metrics moving in the right direction, but underlying challenge remains in Germany and promise of hope from Africa yet to fully materialise. UK benefits from merger bulk-up but scale is no guarantee of market share…
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Financial & Performance‘Invest or die’ at Vodacom, Vodafone keeps things flexible
FY25–26 Spend: Vodacom CEO Shameel Joosub sees no need for nuance in justifying capex plans; Vodafone’s Margherita Della Valle is more measured as capital intensity programme builds in flexibility and future investment even as network outlay tapers in key markets.
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Financial & PerformanceGuidance: more to emerge in Vodafone’s new growth story
Vodafone hits upper end of guidance and hopes to carry momentum into the next FY. Mid-term targets are far looser, with ‘new chapter’ strategy focused on approach rather than deliverables.
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Financial & PerformanceVodacom’s IoT bet ‘still in startup’ seven years in
Group CEO Shameel Joosub says IoT.nxt is yet to break even, but producing confidence-inspiring results and (modestly) contributing to Vodacom’s ‘beyond mobile’ expansion.
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Network & InfraDeutsche Telekom steps up Europe NatCo integration
Chief Financial Officer Christian Illek says DT is getting “hands on” with its network of European businesses, in an effort to extract more efficiencies from its regional scale. Targets for ‘harmonisation’ include procurement, network roadmaps, and infrastructure assets. But full centralisation is off the agenda…
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Network & InfraGerman low-band spectrum dispute: BNetzA proposes cash compensation for 1&1
Dispute enters a new phase as regulators propose compensation for 1&1 instead of forcing rival operators to share frequencies. Also, updates on 1&1’s 5G open RAN build (slow but steady) and financial outlook…
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Financial & PerformanceLeading by example: Vodafone CEO frames UK integration as blueprint for future market evolution
FY25–26: Margherita Della Valle pitches the instant impact of the VodafoneThree merger as a driver for UK growth, improved financial performance, and a route to win in a tough competitive environment — but a muted end to FY25–26 tempers optimism, as pre-merger headaches persist.
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Financial & PerformanceVodacom seeks African fibre synergies with SA to lead the way
FY25–26: Vodacom is looking to scale its fibre footprint, leveraging M&A-boosted South African strengths to propel expansion in Kenya and Tanzania…
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Financial & PerformanceVodafone faces volume trade-off in latest Germany turnaround attempt
FY25–26: Group CEO Margherita Della Valle defends value-over-volume play as Germany OpCo closes in on a turnaround, of sorts, despite persistent customer losses and further earnings decline forecast.
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Financial & PerformanceBrazil’s Vivo calls on AI to aid fight with inflation
Chief Executive Christian Gebara surveys “vast number of opportunities” from AI tech, including an upcoming major customer support revamp, as operator seeks to restrict inflation impact on margin.
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Financial & PerformanceSafaricom Ethiopia moves ‘from startup to scale’ with breakeven in touching distance
Ethiopian operator is entering its scale-up phase, with rapid revenue growth, losses falling, and investment slowing to put EBITDA breakeven within sights…
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Financial & PerformanceSafaricom shrugs off M-PESA carve-out talk as m-money closes in on connectivity
CEO Peter Ndegwa dismisses recurring talk of an m-money spin-off as M-PESA closes in on traditional Connectivity Business revenue. Further integration on the cards, he says, to leverage strengths of each…
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M&ASFR takeover: Bouygues says talks remain in ‘active mode’ amid reports of delay
€20bn-plus preliminary agreement for SFR break-up said to be unlikely by deadline of 15 May. Four-to-three MNO consolidation play set to see much of the acquired network and IT asset base junked…