Latest Finance & Strategy Insight – Page 115
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PremiumBT Q4 FY21–22 Guidance: Jansen stands defiant
Macro pressures to have an inevitable impact, but not all doom and gloom for BT forecasts.
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PremiumBT Q4 FY21–22 Spend: FTTP build-out remains a (costly) priority
Openreach’s fibre-related spend surpasses 50% of Group capex.
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PremiumBT Q4 FY21–22 Headlines: off-target but moving forward
Enterprise and Global continue to drag, Openreach unencumbered.
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OperationsOpenreach’s Selley slams ‘tortuous’ process for hiring EU workers
Openreach CEO warns of constraints on pace of fibre network build.
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PremiumVodafone Q4 FY21–22 Spend: capex splurge quietens
All quiet following significant capex increase in FY20–21.
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PremiumVodafone Q4 FY21–22: ‘Keep calm and carry on’
Read once again assures shareholders that M&A activity is on the horizon.
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PremiumVodafone Q4 FY21–22 Headlines: profitability despite pressure
Improvements across Europe despite German issues.
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Network & InfraVodacom seeks strategic partners for ‘Africa FibreCo’
SA group’s infra overhaul continues with plan for regional wireline play.
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Network & InfraSpaceMobile’s BlueWalker 3 nears launch
Vodafone partner AST SpaceMobile sets date for LEO satellite launch.
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Strategy & ChangeDrahi returns to BT spotlight amid fresh takeover speculation
All eyes on French billionaire as six-month ban on BT takeover bid expires tomorrow.
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Network & InfraVodafone NZ targets independence with SAP integration
New Zealand operator and Vodafone Partner Markets ally flags SAP cloud solutions migration.
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PremiumVodafone people moves: IoT exec refresh across the Group
Executive changes include IoT swaps at Group, Vodacom, and subsidiaries.
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Strategy & ChangeOfcom reveals plan for commercial drone licences
Spectrum authorised for beyond line of sight flights. Broader drone regulatory framework in the works.
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Financial & PerformanceNew Vodafone Germany CEO tasked with turnaround
All eyes on new management as OpCo repairs commercial performance.
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InnovationVodafone extends ‘co-creation’ model to Dresden R&D hub
Public and private partnerships to drive innovation at Saxony site.
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Strategy & ChangeTelcos flying high for next-gen drone services
Beyond Visual Line of Sight regulation on the horizon in the EU, opening opportunities for telcos.
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Strategy & ChangeVodafone planning to set IoT free
Group looking to exploit rapidly growing IoT business.
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PremiumQ1 FY22 Headlines: DT shrugs off Europe-side wobbles
Home market growth dip puts a scratch in the Q1 veneer. Germany and US portrayed as protected on inflation, but Europe less so.
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PremiumDT Q1 FY22 Spend: Europe feels heat of rising energy bills
Europe the focus for cost control. Group looking into regional energy supply arrangements. OTE flags expense reduction programme.