Financial & Performance
All the latest news, insight and analysis regarding the financials and performance of BT, Deutsche Telekom, Telefónica and Vodafone.
Teoh tipped to flee TPG once escrow period ends
Operator’s main shareholders Vodafone and Hutchison free to sell shares after 12 July. So too is founder David Teoh, seen likely to up sticks first. Morgan Stanley analyst doesn’t foresee same share price carnage as when Teoh sold 3% stake last December.
Comcast’s shadow over FWA, but Sievert bullish
Cable operator CEO says T-Mobile’s 5G FWA service has had no impact on churn.
Telefónica scales back open RAN expectations
Spanish group looks to have reined back on flagship ‘50%’ target for open RAN rollout.
TowerCo agenda in “final stages” as Vodacom targets power resilience
Inter‑operator synergies and power supply assurance the top priorities for upcoming TowerCo.
Vodafone’s FY21–22 message: ‘keep calm and carry on’
Read once again assures shareholders that M&A activity is on the horizon.
Deutsche Telekom’s new JV secures fibre funding
GlasfaserPlus wraps up a €2bn+ lending facility to help get its Gigabit roll out programme up and running.
SpaceMobile stays flexible as final testing nears
New funding deal with B Riley provides cash assurance as investment builds ahead of commercial launch.
Movistar Prosegur Alarmas remains on growth path
MPA customer numbers increase almost 50% in first quarter, although ARPU is lower.
All eyes on Read as e& acquires $4.4bn Vodafone stake
Chief Executive Nick Read ‘blindsided’ by announcement ahead of Tuesday’s annual results call.
OTE feels heat of rising energy bills
Greek operator sees €10m hike in energy costs during Q1 FY22; another €10m rise expected in Q2.
Super apps and fintech investment to drive Vodacom growth
FY21–22 results underline revenue diversification ambitions, with ‘new services’ set to contribute increasing proportion to bottom line.
Arqit excited by prospects despite controversial report
BT-partnered quantum encryption startup’s share price remains sharply down following savage WSJ article.
Q1 FY22: Telefónica facing challenges with a spring in its step
Strong start to FY22 saw cross‑examination on prospect of a quick upgrade on guidance for the year. VM O2 the odd one out as three of Telefónica’s core markets show strengthening operational performance and clear vision for market evolution. Telefónica Tech building momentum, but strategy of buying short‑term growth ...
BT FY21–22: foundations in place, but cracks widening
CEO Jansen calls in fibre favours from Openreach to offer positive spin on results mixed bag.
Telefónica remains open to Hispam M&A
Group says it remains focused on “modulating exposure” to unpredictable regional markets. Executives will consider further deal opportunities, despite appearing much more comfortable with exposure levels. Turnaround programme launched in 2019 providing “very solid results”. Hispam still not seen as ‘core’ territory.