All Revenue (income) articles – Page 2
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Telefónica Q1 FY23 Guidance: for foreseeable, Telefónica votes conservative
Guarded Telefónica management reiterates low-growth outlook for FY23, despite solid Q1 numbers.
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Telefónica FY22 Guidance: keeping a lid on expectations
Management displays cautious outlook for FY23
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Telefónica FY22 Headlines: FY22’s storm weathered
Main performance lines heading in the right direction.
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TDE cruises to targets despite FY22 turbulence
NatCo shrugs off difficult macro picture with decent sales and earnings growth.
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DT 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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Q4 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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People
Cognizant exile Hyttenrauch finds new home as T-Systems cloud boss
Greg Hyttenrauch becomes new VP for Cloud Services after abrupt exit from Cognizant in summer.
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Vodafone Q2 FY22-23 Spend: Della Valle looks for another billion behind sofa
Updated cost-cutting programme targets “€1bn+” in efficiencies over three years, although only net of inflation.
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Vodafone Q2 FY22-23 Headlines: macro and micro trends bite into profit
Revenue picture mixed, with strength in UK, Ireland, and Portugal but ongoing weakness in Germany, Italy, and Spain.
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BT H1 FY22–23 Headlines: growing in some areas, shrinking in others
The usual Consumer and Openreach positives continue to be offset by B2B challenges.
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BT 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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Telefonica Q3 FY22 guidance: Group hitting its marks, apparently
Sales, income, and capital intensity all within range, despite macro buffeting.
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DT Q2 FY22 Headlines: USA powers on; Europe needs running repairs
Major, fixed-wireless-aided customer gains continue to fuel growth at TMUS.
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Network & Infrastructure
BT CTO targets broadcast revenue from all-IP switch
Howard Watson is eyeing up broadcasters’ distribution spend to help fund network investment as TV goes digital.
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Enterprise (B2B)
BT sees public deals erode as IT giants rise
BT sees its share of government telecoms revenue slide as Virgin Media O2 gains ground.
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BT Q3 FY21–22 Guidance: positives to come, but later than promised
Revenue down 2% for the year, but growth anticipated from Q1 FY22–23. All things point up, but large corporates at Enterprise and Global need turnaround to avoid continued struggles. Discovery tie-up a win–win for BT Sport (and maybe for Sky, but what about for BT itself?).
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Financial & Performance
BT OnePhone reports pre-buyout sales jump
Double-digit growth reported by converged comms business ahead of BT’s recent deal to secure full ownership. Despite expansion, question mark continues to hover over payout for stake add-on.
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Financial & Performance
Talkmobile revamp takes a knock from COVID-19
Vodafone UK’s bid to refresh side-business Talkmobile gets bogged down as economising customers and intense competition hit revenue. OpCo still sees inhouse MVNO as a useful defence mechanism against low-cost mobile rivals.
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Atento notches growth in Telefónica CX relationship
Former Telefónica subsidiary Atento flags growth in Telefónica revenue as numbers return to pre-pandemic levels. Contact centre operator’s increased interest in ‘Multisector’ business not yet fulfilling revenue diversification ambitions, with Telefónica contract expirations looming.
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Strategy & Change
Gopalan puts Telekom on high fibre diet for FTTP gains
FTTP opportunities and cost burden unsurprisingly top of agenda at Capital Markets Day. New TDE Chief Executive unveils multi-faceted plan to free cash and resource for pivotal mega-project. FibreCo JV, vendor rejig, and bigger capex pot among plans to fuel FTTP “acceleration”.
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