Financial & Performance
All the latest news, insight and analysis regarding the financials and performance of BT, Deutsche Telekom, Telefónica and Vodafone.
DSP Leaders: InfraCos dig automation as opex pressures build
Operational efficiency is a must for capex-intensive rollouts, say operators. Greenfield InfraCo ConnectiviTree bakes in automation from scratch. BAI Communications takes software engineering to London Underground.
Drahi builds BT bet as stake nears 25%
French billionaire ups BT holding via Altice UK vehicle but shushes takeover talk.
“Disastrous” load shedding threatens to constrict Vodacom network ambitions
Vodacom management laments load shedding policy as investment reallocated to fund backup energy solutions.
BT barely bruised as up to a million disconnect broadband
Citizens Advice data shows swathes of households dropping broadband amid cost-of-living challenge, but BT metrics hold firm.
BT FY22–23: tough talk on jobs hides slow progress and postponed ambitions
Group CEO Philip Jansen sets sights on end-of-decade transformation as BT gets lean, builds on network strengths.
Amdocs wins more new business from T-Mobile US
T-Mobile signs up for Amdocs Commerce & Care and Monetization suites.
Vodafone FY22–23: Germany braces for impact as housing association TV contracts come up for grabs
Operator could lose significant chunk of 8.5 million TV customer base within housing associations, which generates around €800m in revenue.
Vodafone FY22–23: Della Valle to bring Group “back to basics” with business-first approach
New CEO wants Group turnaround to build on existing strengths in B2B while fixing customer experience declines.
Vodacom seeks pan-African play for emerging fibre biz
Vodacom CEO Shameel Joosub is looking to build the Group’s fibre assets beyond South Africa once CIVH deal is closed.
DT’s Höttges dares to hope for housing association breakthrough
DT CEO “more optimistic” now that cableco ‘rental privilege’ will be abolished from July 2024. Boost expected for TV services, with Euro 2024 TV rights an added attraction.
Safaricom granted licence for Ethiopian M-PESA launch
Ethiopian national bank hands Safaricom Telecommunications Ethiopia its mobile money licence, breaking state monopoly.
e& deepens Vodafone ties, adds CEO to board
Vodafone has entered a “strategic relationship” with its largest shareholder.
INWIT untroubled by Voda-Iliad rumours as new opportunities open up
Prospect of market consolidation seen as more good news than bad for Vantage Towers’ Italian JV.
Deutsche Telekom Q3 FY23 Guidance: all on track
US optimism sees uprating of the already big jumps in earnings and cash flow DT expects to generate in FY23.
Deutsche Telekom Q3 FY23 Spend: inflation prompts DT-wide brainstorm on savings
Macro pressures see executives highlight new workstreams on AI and fibre roll out efficiency.