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Financial & PerformanceVodafone Q1 FY25 Guidance: ahead for now, but will fall back in line
Full-year outlook reconfirmed, with Q2 and Q3 ease-off set to bring Group back in line with expectations.
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Financial & PerformanceDeutsche Telekom Q1 FY24 Spend: German fibre costs continue to irk Illek
Group concerns over cost control in German fibre buildout remain evident, as home market capex jumps more than 25% and CFO warns of more contract pain to come.
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Financial & PerformanceDeutsche Telekom Q1 FY24 In-depth: rare sight as Europe takes up the US slack
DT ship remains on course despite some sputtering of its main US engine.
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Financial & PerformanceDeutsche Telekom Q1 FY24 Guidance: focus builds on cashed-up DT’s shopping list
Q1 FY24: Group continues to project healthy jumps in revenue, earnings, and cash flow expected in FY24.
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Financial & PerformanceBT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
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Financial & PerformanceBT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
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Financial & PerformanceBT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…
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Financial & PerformanceVodafone FY23−24 In-depth: re-shaped Group smaller but ‘stronger’
Changing footprint makes for some massive cuts to revenue, but what is left of the Group manages growth on organic terms.
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Financial & PerformanceVodafone FY23−24 Spend: UK drops to bronze as Africa becomes runner-up
An inflated Africa group, now including Vodafone Egypt, tips the capex allocation balance as Germany retains the lion’s share and Turkey takes the place of Italy and Spain.
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Financial & PerformanceVodafone FY23−24 Guidance: muted optimism extends to forecasts
CEO Della Valle continued a trend of paring back and tempering expectations in uninspiring guidance figures.
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Financial & PerformanceVodafone fades as Vi 2.0 resets finances to drive India network comeback
Vodafone passive, lets stake plummet, as Indian JV financially engineering 4G/5G comeback. Work in progress, with $20bn+ debt, and further government lifeline and bank borrowing on horizon. Read more…
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Financial & PerformanceNew EE must wait five years to be rid of Old BT
New CEO Allison Kirkby re-confirms Jansen/Allera New EE strategy, but BT brand to limp on in Consumer at least until PSTN shutdown, with Plusnet retained as broadband b-brand. ARPU is up, but multiplay elusive as ever, subscribers still being lost, still far from walking the talk. Read more…
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Financial & PerformanceBT Business gets UK exceptionalism vibe, with Global ops on chopping block
New CEO Allison Kirkby mulls further ‘optimisation’ opportunities in latest bid to turn around long-beleaguered B2B activities. Much-lauded new network-as-a-service proposition Global Fabric may be retained as partner play. Domestic rump not obviously a better bet, however…
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Financial & PerformanceVodafone CEO: “No remedies needed” for UK merger
FY23–24: Some done and more to come in Group CEO Margherita Della Valle’s reshaping of the European footprint. With approval for Spain sale, M&A focus turns to completing Italy and UK deals — with the latter looking likely to cause headaches despite the CEO’s optimism…
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Financial & PerformanceTelefónica Q1 FY24 In-depth: new strategy kicks off with ups and downs
Decent commercial performances in key markets, with Brazil again standout with cross-segment growth, and Hispam still in decline. Ramp-up predicted as FY advances. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Guidance: Group maintains confidence
Controlled capital intensity ensures wriggle room. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Financial & PerformanceVodafone Germany to lose half of TV customer base as new tenant laws take effect
Vodafone’s largest and last standalone European market braces for a slump in performance this year while revamping operations in an attempt to revive growth. Tenant bundling law change set to accelerate longer term trend of customer losses at misfiring major OpCo.
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Financial & PerformanceVodafone CFO open to another Vantage Towers sell-down
Luka Mucic uses Group’s FY23−24 earnings call to tease further Vantage Towers sell-down, pitching TowerCo disposal as evidence of value-creating potential for new Vodafone Investments division. Exposure has been reduced in India, while VodafoneZiggo will stay in the family…
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Financial & PerformanceVodacom parries ‘big knocks’ as it battles for growth
Vodacom CEO Joosub focuses on the big picture and promises digital services-driven future growth as macroeconomic headwinds take the gloss off the Group’s FY23-24 performance, and low earnings hit the dividend.
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