All Financial & Performance articles
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Financial & PerformanceTelefónica eyes more areas to chop spend, concoct cash flow
FY25: After spending much of last year stewing over the ingredients of its new Transform & Grow revival plan, Telefónica indicates it is now ready to begin cooking. The five-year programme looks set to kick off with some substantial wins on opex savings and capital intensity.
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Network & InfraINWIT fights back as anchor tenants threaten to dismantle Italian towerco business model
In-depth: Towers showdown erupts in Italy as Fastweb + Vodafone looks to pull out of its INWIT MSA and is met by ‘conflict’ accusations and a legal response. With Vodafone still exposed indirectly, and peers observing with interest, Europe’s once-staid infra sector continues to reset…
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Financial & PerformanceTelefónica FY25 in-depth: Transform & Grow to-do list remains long
Group maintains growth across FY25, but underneath headline numbers reports another mixed performance across ‘core’ quad of European OBs and Vivo, with Brazil and Spain in growth but Germany and UK searching for revival.
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Financial & PerformanceTelefónica FY25 spend: Group eyes ‘big year’ on savings
With building blocks now in place for much of Telefónica’s multi-billion-euro ‘totex’ reduction plan, execs promise ‘significant’ progress on savings drive in FY26…
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Financial & PerformanceTelefónica FY25 guidance: cutting towards growth
Telefónica’s progress on spend efficiency enables execs to lay out a faster-than-anticipated uptick in free cash flow during FY26…
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Strategy & ChangeLondon fibreco G.Network emerges from administration debt-free
B2B-focused altnet appoints new CEO, having “successfully reorganised”. The altnet now aims to accelerate take-up over its infra…
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InterviewHelios CFO on tower group’s people-powered growth plan
Interview: Helios Towers’ finance chief Manjit Dhillon has long-term confidence in the outlook for MEA’s mobile industry as it gains lift from demographic and commercial tailwinds.
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Strategy & ChangeTOTEM CEO highlights 100-client milestone: ‘the priority is to continue growing’
Interview: Still less than five years’ old, Orange tower spinout TOTEM has ample opportunity to drive expansion in existing markets through client diversification and tenancy growth, affirms Chief Executive Emmanuel Rochas. After taking over at the business in mid-2025, he is maintaining focus on customer acquisition, digitisation of internal systems, and execution on several infra build projects at high-profile city venues.
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Financial & PerformanceAmerican Tower to bring US savvy (and clout) to European ops, to drive margin
US wireless infra giant looking to globalise American best practices and buying power across its international operations, in pursuit of new FY30 margin goal. Areas being targeted for savings include land, internal tech, supplier spend, and site maintenance.
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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 & 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 & 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.