All Results articles – Page 16
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Financial & PerformanceTelefónica Hispam points finger at Peru after FY23 earnings dip
Hispam unit soldiers on with asset-light model, although FY23 sees an unwelcome dip in figures…
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Strategy & ChangeCellnex to carve out (and possibly monetise) land assets
Spanish group outlines plan to create the “biggest LandCo in Europe” as part of cash flow-focused strategy update.
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Financial & PerformanceTPG accelerates simplification, but infra stutters make for a bumpy ride
Australian operator posts progress on modernisation and simplification in FY23, and tees up more product and systems culls for FY24. Attempts to rationalise TPG’s physical infrastructure portfolio, though, have proved difficult…
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Network & InfraGreece’s OTE seeks to ramp fibre footprint and sales
Greek incumbent aims for an acceleration in FTTP rollout in 2024 as it moves closer to headline three million homes passed target.
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M&AHrvatski Telekom ‘diligently assessing’ regional M&A possibilities
Croatian operator’s management remains keen on fashioning it into a regional telco/IT business, saying dealmaking opportunities are being monitored.
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Financial & PerformanceThree more years for Magyar Telekom CEO Tibor Rékasi
Deutsche Telekom rewards boss for resilient FY23 performance of Hungarian NatCo and navigation of recent rough political and economic terrain.
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M&ADigitalBridge sees ‘pretty hot’ multiples driving more infra investor M&A
International fibre, tower, and data centre investment group has ‘ideas’ up its sleeve to ride new wave of consolidation in the digital infra asset manager space.
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Financial & PerformanceO2 Germany targets market share, B2B to fill 1&1 hole — executional risk apparent
FY23: All-hands reboot to address hit from losing 1&1 to Vodafone — now chasing consumer volume plus booming B2B. Families targeted for economies of scale. Dividend parked while in recovery position, despite FY23 strength.
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Analyst BriefingTelefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Suppliers & SCMEuroTeleSites switches to Sitetracker in bid for efficiency boost
A1 Telekom Austria spinout plans to complete migration of asset management software to a new, “state of the art” platform by the end of 2024.
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Analyst BriefingVodafonewatch Weekly: security concerns allayed as e& beds in
Latest from Vodafone and its ecosystem as TelcoTitans Q3 deep dive finds reasons for concern (M&A mire) and hope (Vodacom, UK, business, smaller OpCos); Ericsson deals may place it well for RAN mega-tender; e& tie-up marches on despite sovereignty siren; more…
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Financial & PerformanceVodafone Q3 in-depth: ‘underlying’ growth supports organic revenue boost
M&A impacts reported figures but organic growth is maintained, prompting optimism among management; questions remain at OpCo level in several markets; Business is good and set to benefit from partnerships…
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Financial & PerformanceVodafone Q3 overview: CEO attempts to re-assure following M&A setbacks
Progress is painful but Margherita Della Valle remains upbeat on prospects. M&A stumbles aside, Germany headed for houses of horror, UK provides uplift, and Africa remains bright spot.
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Financial & PerformanceVodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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Analyst BriefingDeutsche Telekomwatch Weekly: Group set to swing for German home run
Telekom Deutschland tools up for a long-coveted opportunity to break back into cable operators’ housing association heartland, with MagentaTV refresh, while rival Vodafone seeks to calm fears over susceptibility to a commercial raid by the NatCo. Much more…
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Analyst BriefingVodafonewatch Weekly: Q3 shows progress, amidst German mire and Africa turbo
Beyond overall positive Q3 results: e& continues to be embraced despite national security scrutiny (including joining RAN mega-tender); Vantage Towers deploys a CIO; Amdocs bags TPG; Spain gets the nod + Open Gateway…
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Financial & PerformanceVodacom charges past 200 million customer mark
South African group posts positive Q3 numbers, headlined by customer base milestone.
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Financial & PerformanceVodafone CFO mucks in as Germany braces for tenant law impact
Q3 FY23–24: Luka Mucic, Vodafone’s Group Chief Financial Officer, joins door-to-door user retention drive in reflection of Group concern over expected hit to German broadband/TV base from regulatory update.
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Analyst BriefingDeutsche Telekomwatch Weekly: T-Mo seeks ways to keep Big Mo
Deutsche Telekomwatch Weekly Briefing: T-Mobile US kicks off FY23 reporting from around the Deutsche Telekom world, and shrugs off handset sales slowdown to post further big growth in earnings and cash flow. And much more…
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Financial & PerformanceBT’s Kirkby opens a mixed Q3 bag; Jansen goes out without a bang
BT Q3 FY23–24: New CEO’s first task is to round up latest results but little drama to work with as Jansen’s mandate fizzles out. Line losses and questions around pricing indicate something of the challenge to come…