All Financial & Performance articles – Page 2
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Financial & PerformanceBT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
Q2/H1 FY25–26: UK incumbent ready to “compete and defend” against budget-focused rivals, doubling-down on unchanging multi-brand and convergence retail strategies. But lag in system means premium-first efforts are yet to be reflected in poor financials…
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Financial & PerformanceVodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’
Q2/H1 FY25–26: Fast-growing digital services now approximating €2bn annual revenue for Business growth engine, with intent to invest more in segment. Vodafone considers itself well placed for SMEs and sovereign cloud, but will not be rushed into big ticket AI data centre projects…
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Financial & PerformanceVodafone begins German bounce back
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…
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PeoplewatchFreenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
After Telefónica Deutschland announces a change of CEO and partner business leadership, execs at service provider major Freenet express hope that the changes will usher in a new (and less high-octane) period of competition in Europe’s largest telecoms market.
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Partnerships & AlliancesCellnex reinforces telco M&A defences with France, Italy moves
Cellnex renews access agreement with Fastweb+Vodafone and moots a potential RFI from Iliad to build new towers in France, as CEO Marco Patuano has reaffirmed that the towerco is well positioned to navigate telco consolidation…
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Financial & PerformanceAfter nine years of decline, BT now stands at B2B turnaround ‘start line’
Q2 FY25–26: CEO heralds a reshaping, fully-focused BT Business now beginning its turnaround, nearly a decade after the Group last posted enterprise revenue growth. With International carved out, and several assets offloaded, greater scrutiny should be expected of what is left…
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Financial & PerformanceBT CEO snubs fibre M&A, doubling down on Openreach organic growth — despite accelerating line losses
Q2 FY25–26: Allison Kirkby showed little enthusiasm at thought of mopping up fibre altnets as part of much-anticipated consolidation, instead insisting Openreach is best focused on its own game, and set up to beat any incursion — notwithstanding line losses accelerating alarmingly…
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M&ABouygues prepared to play waiting game for Altice France assets
Following the rejection of French telco trio’s €17bn joint offer for SFR, Bouygues Group hopes they will be able to change parent Altice’s mind over time.
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Strategy & ChangeKPN shifts fibre build goalposts, says costly ‘landgrab’ over
In another sign of more constrained times facing Europe’s broadband infrastructure players, KPN says it is slowing and optimising its fibre rollout, to maximise efficiency and return-on-investment.
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M&ALiberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…
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Financial & PerformanceVodafoneZiggo facing ‘uncertain journey’, but turnaround path beginning to emerge
Liberty Global Q3: VodafoneZiggo boss Stephen van Rooyen expresses caveated confidence over his masterplan to put the Dutch operator on the road to a turnaround, but not everything is under his control…
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M&ANetomnia takeout rumours: first billion-dollar M&A for UK fibre?
Deep dive: Reports suggest Netomnia is in play, with cashed-up nexfibre/VM O2 and CityFibre tagged as frontrunners in the race to build a national fibre challenger to Openreach. TelcoTitans Infrawatch explores the backdrop, leading players (including Liberty Global and Telefónica), netco-servco dichotomy, and likeliest outcomes…
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Financial & PerformanceEquity vs debt: who blinks first in UK fibre consolidation showdown?
In-depth: While sector consolidation presents complexity for altnets seeking to evolve, challenges faced by financial backers invested through equity and loan facilities should not be underestimated.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Financial & PerformanceNew T-Mobile CEO wants to guzzle more gains
Q3 FY25: T-Mobile US’ results call sees incoming CEO Srini Gopalan toast the success of his predecessor Mike Sievert, and lay out plans to keep the good times going by targeting wide-scale user wins from rivals AT&T and Verizon. Sievert, meanwhile, signs off with a big quarter of growth across both its core mobile business and fledgling wireline growth segment.
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Financial & PerformanceOrange’s Heydemann keeps M&A hopes alive as talks with Altice continue
Q3 FY25: Orange Group’s CEO uses the operator’s quarterly results presentation to insist that a joint buyout by Orange and rivals is the best solution for challenged competitor SFR, despite the recent rejection of their opening offer.
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M&A‘We need to get on with it’: nexfibre boss wants to see altnet acquisition action
Fibreco chief suggests some investors will have to swallow losses on altnets as the industry goes into consolidation mode.
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Financial & PerformanceAs lenders wobble on UK fibre, should altnets brace for potential write-downs?
FTTH Congress CEE: ING warns that lender peers are weighing up debt write-downs as UK and European fibrecos fail to deliver on business case promises. Altnet leaders warn that investors are ‘scarred’ by past shortcomings, but can be reconvinced…
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Financial & PerformanceBT drones investment Altitude Angel becomes latest Etc. venture to fall
Industry reacts as Altitude Angel appoints administrators, raises questions about airspace security, two years after BT’s £5m investment…
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Public AffairsIndia considers Vi reprieve to promote UK trade, foster relations — report
Vodafone-backed Indian operator Vi may benefit from UK-India trade negotiations as reports emerge that the New Delhi government may waive some debts.