All Opex (operating expenditure) articles – Page 2
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Vendor VoiceProdapt: Domain specialist service providers can help telcos go beyond opex reduction
Telcos should zoom out of their opex focus and pursue the top‑line improvement potential inherent in their networks with enterprise customers, believes Prodapt.
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Network & Infrastructure‘Show me the money’: vHive’s economic case for autonomous Tower Digital Twins
The TowerCo opportunity is no longer principally a real estate play, as traditional players work to extract more value from physical assets, and neutral infra players expand ambitions. vHive presents hard cash evidence supporting digitisation as key to unlocking a new level of economic worth.
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PremiumBT FY22–23: drive for connections leaves fibre build by the wayside
Openreach presents ever‑positive results but with some targets missed as attention shift pushes out build momentum in favour of fibre uptake.
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PremiumBT FY22–23: BT buys time with merger as B2B troubles linger
Global and Enterprise go out with a whimper, as Jansen stresses merger cost savings will provide breathing space for BT to refocus in the B2B sector.
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PremiumBT FY22–23: next-gen expectations are high but Consumer treads water
BT heralds decent operational performance despite competitive market.
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PremiumBT FY22-23 Spend: investment increases, efficiencies found
Sports JV helps bring costs down as Group transformation programmes seeks out more savings.
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PremiumDeutsche Telekom Q1 FY23 Spend: inflation prompts DT-wide brainstorm on savings
Macro pressures see executives highlight new workstreams on AI and fibre roll out efficiency.
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PremiumTelefónica Q1 FY23 Spend: belt tightened another notch
As inflationary pressures continue to bite, Telefónica takes additional action on cost base reduction.
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PremiumTelefónica FY22 Guidance: keeping a lid on expectations
Management displays cautious outlook for FY23
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PremiumTelefónica FY22 Headlines: FY22’s storm weathered
Main performance lines heading in the right direction.
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PremiumTDE cruises to targets despite FY22 turbulence
NatCo shrugs off difficult macro picture with decent sales and earnings growth.
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PremiumDT Q4 FY22/FY22 headlines: targets hit in choppy waters
TMUS’ strong performance (and dollar denomination) extends DT’s earnings growth run.
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PremiumDT Q4 FY22/FY22 spend: DT flags cost ‘progress required’, but unflustered
Group indicates flagship four-year indirect expense reduction programme is behind schedule.
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PremiumQ4 FY22/FY22: DT ends variable year in predictably solid fashion
Group stays on course in “very complex” twelve months, maintaining growth on key financial metrics.
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PremiumElsewhere in Vodafone Group: CTO Petty trumpets savings from digitalisation
CTO Petty trumpets capex and opex savings from digitalisation.
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PremiumBT H1 FY22–23 Guidance: BT Sport and full fibre make an impact
Pro forma amendments to Group figures but outlook remains rosy.
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Public AffairsTelefónica España facing ‘sharp rise’ in salaries
Spanish operator’s wage structure reportedly forces it to match inflation.
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PremiumTelefónica Q2 FY22 Spend: prudence comes out to play
Group leadership seeks to soothe cost base concerns.
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Network & InfrastructureVodafone turns to renewables as energy costs skyrocket
Vodafone, Vodacom, Vantage, and Tomorrow Street launch a call for alternative, on-site energy solutions.
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PremiumVodafone H1 FY21–22 spend: capex boost falls silent, opex squeeze paused
Presentation sees no further update on (somewhat contentious) Group plans for a capex lift to fuel digital services growth. Executives moot another exceptional investment boost in Germany, for fibre rollout. Group Finance’s headline opex reduction programme comes to a temporary halt, amid pandemic effects.
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