All the latest news, insight and analysis regarding the financials and performance of BT, Deutsche Telekom, Telefónica and Vodafone.
Dutch telco continues to scope out M&A opportunities within country’s consolidating fibre scene, to propel build and reduce competitive threat.
Croatian operator ups FY24 capex guidance on back of faster than expected revenue growth in first six months of the year, and indicates flow of fibre infra add-ons is accelerating.
15 million premises now sit within the Openreach FTTP footprint, on track for 30 million by 2030, but a productivity boost is needed if it is to hit its 2026 interim target…
Management of tower offshoot from Austrian incumbent A1 says talks are taking place with fresh MNO and non-MNO clients as it seeks to add site tenancies and hit revenue growth targets.
Rivus, BT’s former fleet services provider and 2019 divestment, brings in administrators before selling up to new largest customer.
Vodafone sells 18% stake in Indian TowerCo to repay debts of other Indian assets.
Equity sale to vendors will take total equity issued in past few months to INR 240bn, putting Vi on track to raise enough funds to pursue 4G/5G rollout aspirations.
In-depth analysis of BT’s FY23−24 results, including the vision cast by CEO Allison Kirkby in her first full-year earnings call. Tweaks made to Group shape will redraw Business boundaries and target the division that has caused significant headaches in recent years. Consumer and Openreach are turning a corner, with the hard graft of the past few FYs soon to be leveraged and monetised. Developments elsewhere include: another delay to the all-IP landline migration; an Openreach executive exit; self-powered base stations; and a multimillion-pound fine from Ofcom…
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.
DT ship remains on course despite some sputtering of its main US engine.
Group concerns over cost control in German fibre buildout remain evident, as home market capex jumps more than 25% and CFO warns of more contract pain to come.
Q1 FY24: Group continues to project healthy jumps in revenue, earnings, and cash flow expected in FY24.
CEO Allison Kirkby lays out her vision for change, tightening the focus of her predecessor to pitch a simpler, nimbler BT Group with a ROCE mindset differentiated by CX. Network superiority remains central as impetus shifts from build to monetisation, without easing up on the former. With B2B a stubborn drag, the one major diversion from Plan Jansen: now UK-first, Global offloaded…
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…