Latest Strategy News – Page 6
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Financial & PerformanceTelefónica remains in wait for Murtra Grand Plan
Q2 FY25: Telefónica’s latest quarterly numbers underpin the change agenda of the operator’s new leadership team. The Group continues to perform well in Spain and Brazil, but weaker figures elsewhere back up execs’ plans for a portfolio restructure, with Hispam downturn continuing and UK and Germany stuck in turnaround mode. A shift to ‘industrial’ decision-making also looks set to see a change in course around infra ownership.
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Financial & PerformanceBT vs. Vodafone: UK has a new largest telco for the first time this century
BT Group’s resurgence under Allison Kirkby has pushed its market cap beyond that of Vodafone for the first time in 25 years, but there are plenty of caveats to both operators’ performance, and the real winner could be Sunil Bharti Mittal…
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Strategy & ChangeHelios to refresh strategy in hunt for further organic growth
Wireless infra group to announce revamped five-year plan later this year, as it seeks to maintain growth momentum within its core towers business. Read more…
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Strategy & ChangeLiberty CEO: Vodafone stake sell-off is not a judgement on telco’s strategy
Mike Fries says decision to sell a 5% Vodafone Group stake should not be seen as a reflection of the UK operator’s strategy, but purely a rotation of Liberty capital…
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Analyst BriefingBTwatch Analyst Briefing: tracking BT’s rise
Q1 FY25–26 special: BT’s star continues to rise, with valuation now 50% higher than when CEO Allison Kirkby took over, despite a shaky start to the FY. Consumer and Business fall further back, but ol’ reliable Openreach and its trusty fibre machine is driving the Group forward…
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Financial & PerformanceQ1: BT backers rewarded as confidence remains high
Q1 FY25–26: Group share price ticks up 50% in a year, boosted by Q1 earnings, suggesting Allison Kirkby’s new manager bounce has been sustained. Whether this will continue may well depend on BT’s ability to reverse current trends, as downtrodden business and consumer units continue to fall, despite Openreach best efforts…
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Financial & PerformanceQ1 In depth: BT boss claims ‘solid start’ despite shaky numbers
Q1 FY25–26: CEO Allison Kirkby persistent in long term strategy, but first quarter results put things in perspective. BT Business the usual headache; BT Consumer finds positives despite the headlines; and Openreach cements its reputation as a resilient source of resilient good news…
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Financial & PerformanceQ1 Guidance: BT unmoved by early trouble
Q1 FY25–26: Management reconfirms full-year guidance, with defiance made easier thanks to pessimistic outlook as laid out three months prior. Vague notions of ‘growth’ remain the target by the end of the decade…
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Financial & PerformanceRefresh pays off at Prosegur-Telefónica home security JV
Spanish operator’s home security partner talks up value of joint venture, and wider connected-alarms business, as user base passes one million…
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PeopleVodafone Peoplewatch: IT changes at Group, Investments, Ireland
25+ senior and strategic executives changes, including a new Group CIO (and a change in Ireland); Vodafone Investments appoints CTO as former CEO completes her exit; government affairs official behind VodafoneThree merger steps down, job done; Cindy Rose takes on WPP top-spot…
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Network & InfraKCOM bows to pressure, launches PIA to end Hull’s ‘Pole Wars’
Better later than never: Hull incumbent debuts Physical Infrastructure Access wholesale infra product fourteen years behind Openreach, giving rivals Connexin and MS3 long-coveted access to assets for fibre rollout…
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Analyst BriefingVodafonewatch Analyst Briefing: best yet to come this year
Q1 FY25–26 special: management walks us through a broadly positive first quarter, but emphasises the latent potential for a ‘right-sized’ group that has taken ‘proactive’ steps towards a revival. German fruit soon ready for harvest, if CFO Luka Mucic is believed, with structural/strategic resets elsewhere also settling down…
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Analyst BriefingUK Infrawatch analyst briefing: altnet financing flows, DSIT ponders infra future, satcomms prioritised
Latest from the digital infra scene in the UK, including: new financing for Grain Connect and TalkTalk, UK government backs satcomms, Wight Fibre shares overbuild lessons; people moves, and plenty more…
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Financial & PerformanceQ1 guidance: UK on track to deliver earnings boost
Q1 FY25–26: combined VodafoneThree is performing as expected in its first few months, giving Group management confidence in FY forecasts.
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Financial & PerformanceQ1 spend: Vodafone stays the course on capex total and mix
Q1 FY25–26: market by market capital allocation untouched, and management ‘very happy’ with current setup’s capacity to leverage strengths. Asset sales in Europe has given the Vodafone ‘strategic flexibility’, which may open options for greater investment under the next CFO…
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Financial & PerformanceQ1 in-depth: Germany begins fightback
Q1 FY25–26: work to fix Vodafone Germany after years of decline is now beginning to pay off, management claims, and the OpCo is tracking to a return to growth (from a dwindling base) by year’s end. Elsewhere, Vodafone reports positive moves across the footprint put the group on course…
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Financial & PerformanceQ1: Vodafone anticipates calmer seas after tempestuous few years
Q1 FY25–26: Vodafone management makes claims of momentum building as group readies for German bounce-back, and settles into new shape and size following a series of structural resets. Proof will be in the pudding, and that will be served at the end of the FY…
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Strategy & ChangeVM O2 in spotlight as Telefónica confirms NetCo plan scrapped
Telefónica boss says plan to spin out VM O2 network operation is permanently off the table, with the Group’s strategic review prompting the operator to renounce the NetCo-ServCo split model…
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PeopleTelefónica brings boss of partner Atento onto board
More new faces join Spanish group’s Board of Directors as Anna Martínez and Mónica Rey (the CEO of outsourcing partner Atento) come in for two departing independent members.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: satcomms, sovereignty, and States-side strength
The latest developments from around DT, as T-Mobile US and Hrvatski Telekom kick off the H1 results round with solid growth numbers, OTE takes another step towards the exit door in Romania, and T-Systems ramps up its sovereignty pitch to German enterprise. Read more…