All Results articles – Page 6
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Financial & PerformanceSpend: BT leaning on AI, job cuts to fuel cost-savings agenda
Q2/H1 FY25–26: cost-cutting agenda running ahead of schedule, and more momentum could be added as AI is deployed more widely and new Chief Digital Officer Peter Leukert gets his hands dirty. Headcount cuts are another major earnings driver as Business and Openreach shrink back…
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Financial & PerformanceIn-depth: BT falling back amid competition
Q2/H1 FY25–26: Group in decline across most metrics of note, but management confident that groundwork (and network) is being laid for a bounce back soon…
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Network & InfraGermany: DT targets Vodafone as it reboots fibre tactics
Deep dive: German incumbent devises twin-track plan to arrest slide in broadband user numbers and address weakness on monetising multi-billion-euro fibre buildout programme. Tactical shift includes accelerated incursion into rival’s urban cable network MDU heartland…
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M&ADigi confirms mulling part-sale of Spanish unit
Romanian group confirms recent reports that it has appointed advisors to explore an IPO of its fast-growing, disruptive Spanish unit.
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Partnerships & AlliancesDT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…
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Financial & PerformanceBT says Consumer ‘holding up’, despite ARPU slide — rejects MVNO B-brand
Q2/H1 FY25–26: UK incumbent ready to “compete and defend” against budget-focused rivals, doubling-down on unchanging multi-brand and convergence retail strategies. But lag in system means premium-first efforts are yet to be reflected in poor financials…
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Financial & PerformanceVodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’
Q2/H1 FY25–26: Fast-growing digital services now approximating €2bn annual revenue for Business growth engine, with intent to invest more in segment. Vodafone considers itself well placed for SMEs and sovereign cloud, but will not be rushed into big ticket AI data centre projects…
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Financial & PerformanceVodafone begins German bounce back
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…
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PeoplewatchFreenet bosses ‘not unhappy’ over rival O2’s CEO swap-out
After Telefónica Deutschland announces a change of CEO and partner business leadership, execs at service provider major Freenet express hope that the changes will usher in a new (and less high-octane) period of competition in Europe’s largest telecoms market.
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Partnerships & AlliancesCellnex reinforces telco M&A defences with France, Italy moves
Cellnex renews access agreement with Fastweb+Vodafone and moots a potential RFI from Iliad to build new towers in France, as CEO Marco Patuano has reaffirmed that the towerco is well positioned to navigate telco consolidation…
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Financial & PerformanceBT CEO snubs fibre M&A, doubling down on Openreach organic growth — despite accelerating line losses
Q2 FY25–26: Allison Kirkby showed little enthusiasm at thought of mopping up fibre altnets as part of much-anticipated consolidation, instead insisting Openreach is best focused on its own game, and set up to beat any incursion — notwithstanding line losses accelerating alarmingly…
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Analyst BriefingVodafonewatch: satellite deals, towers sales
Latest Vodafone Analyst Briefing: including moves in satellite and direct-to-device; a progress report from VodafoneZiggo on performance and a planned wireless infra divestment; installation of a new CEO at Vantage Towers; and more share price volatility at Vi…
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M&ABouygues prepared to play waiting game for Altice France assets
Following the rejection of French telco trio’s €17bn joint offer for SFR, Bouygues Group hopes they will be able to change parent Altice’s mind over time.
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Strategy & ChangeKPN shifts fibre build goalposts, says costly ‘landgrab’ over
In another sign of more constrained times facing Europe’s broadband infrastructure players, KPN says it is slowing and optimising its fibre rollout, to maximise efficiency and return-on-investment.
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M&ALiberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…
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Financial & PerformanceVodafoneZiggo facing ‘uncertain journey’, but turnaround path beginning to emerge
Liberty Global Q3: VodafoneZiggo boss Stephen van Rooyen expresses caveated confidence over his masterplan to put the Dutch operator on the road to a turnaround, but not everything is under his control…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Financial & PerformanceNew T-Mobile CEO wants to guzzle more gains
Q3 FY25: T-Mobile US’ results call sees incoming CEO Srini Gopalan toast the success of his predecessor Mike Sievert, and lay out plans to keep the good times going by targeting wide-scale user wins from rivals AT&T and Verizon. Sievert, meanwhile, signs off with a big quarter of growth across both its core mobile business and fledgling wireline growth segment.
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Financial & PerformanceOrange’s Heydemann keeps M&A hopes alive as talks with Altice continue
Q3 FY25: Orange Group’s CEO uses the operator’s quarterly results presentation to insist that a joint buyout by Orange and rivals is the best solution for challenged competitor SFR, despite the recent rejection of their opening offer.
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Financial & PerformanceSafaricom scaleup Circle Gas faces ‘severe but plausible’ funding crunch
Kenyan cooking gas investment continues to post substantial losses despite showing some fruit from a major restructure, with new funding required to ensure expansion plans can go ahead…