All TelcoTitans Premium Content articles – Page 19
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Analyst BriefingDeutsche Telekomwatch Weekly: Europe ‘not so anti-growth after all’
After several major, US-side buyouts this year, Group indicates some M&A budget could be portioned out to Europe too, as regional performance remains solid and DT prepares fresh medium-term strategy.
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Analyst BriefingVodafonewatch Weekly: fibre, satellite, and 5G network milestones
Latest from Vodafone and its ecosystem of investments and partners, including: SpaceMobile launch nearing with Vodafone near top of priority list; Kenyan 5G superiority (with FWA uplift); and a Greek fibre deal on the cards…
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Financial & PerformanceDT Q2 FY24 In-depth: Four-sided forward movement
Revenue and earnings remain in forward gear across all four main divisions.
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Financial & PerformanceDT Q2 FY24 Spend: ‘AI still an ally’
End-Q2 financial and personnel numbers reflect Group onus on efficiency and cost control.
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Financial & PerformanceDT Q2 FY24 Guidance: Everything on point
Upgrade in US cash flow outlook puts DT in line to over-perform on flagship €18bn target for FY24.
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Financial & PerformanceDT re-opens to European M&A ahead of strategy refresh
Q2 FY24: Regional giant suggests all the deal-making action will not just focus on its dominant, fast-growing American business when it lays out a new medium-term strategy in a few weeks’ time…
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Analyst BriefingBTwatch Weekly: Drahi out, Bharti in as CEO Kirkby claims BT strategy ‘vote of confidence’
Latest from BT and its ecosystem, including the Group’s new largest shareholder and the motivations behind the move; Openreach stepping into the Project Gigabit fray with a potential £800m windfall; BT Sourced hypes nnamu procure-tech; more around the Group…
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Analyst BriefingVodafonewatch Weekly: fibre sale, B2B investment, UK merger delay
Latest from Vodafone and its interests, including: quarterly and full-year results in India that show positive movement; B2B recovery work begins in Germany; TPG puts fibre assets back up for sale; and plenty more in Europe, Africa, Asia, beyond…
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Financial & PerformanceTelefónica Q2 FY24 Guidance: Fresh opportunities keeping Group on track
Guidance reiterated across all metrics, with “positive near-term catalysts” to serve as tailwinds in second half of the year.
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Financial & PerformanceTelefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…
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Financial & PerformanceTelefónica Q2 FY24 Spend: Tight lid kept on expenses
Group pulls back on spending after Q1 investment spree, keeping capital intensity well within guidance range.
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PeoplewatchBT Peoplewatch: high-profile exits at Group, Openreach, amidst digital imports
20+ senior and strategic changes at BT, including a transformation guru brought in from KPN to lead Business recovery; policy and regulation in focus at Group level; IT architecture swaps at Digital; and convergence expertise imported to support EE ambitions…
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Analyst BriefingBTwatch Weekly: CEO claims ‘solid start’ but warns of tumultuous year to come
Latest from BT and its interests, including: a Q1 report that tees up plenty of turbulence to come, but with a recovery scheduled within the next 18 months; a massive ESN contract in the works with BT despite equally substantial delays in recent years; and new digs for the former CEO…
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Analyst BriefingTelefónicawatch Weekly: Hispam sales jump back onto the agenda
Telefónica makes abrupt announcement of deal to exit Colombia with sale to rival Millicom, further reducing exposure to Latin America.
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PeoplewatchVodafone Peoplewatch: new Business CEO sets hiring agenda
25+ senior and strategic people moves across the Vodafone ecosystem, including: Marika Auramo laying plans to grow the Business team; top-level healthcare division exit; SpaceMobile ExCo reshuffle; and new digs for two former Vodafone CFOs…
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Analyst BriefingDeutsche Telekomwatch Weekly: T-Mobile heads up for fibre seconds (but less keen on thirds)
FTTH action continues to dominate as T-Mobile US makes another expansive wireline M&A move and in-house rollouts progress in Croatia and Germany.
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Network & InfraEE handed £1.85bn ESN top-up, 5G SA upgrade
UK Home Office to award massive Emergency Services Network transition contract. ’Progress’ so far blocks competition and earns EE the deal, despite ten-year, £10bn+ programme delay…
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Analyst BriefingVodafonewatch Weekly: CEO claims ‘real progress’ in mixed Q1
Latest from Vodafone and its network of interests, including in-depth analysis of the Group’s Q1 results. In Germany, MDU law changes a major headache, but red tape cutting in Germany may support affiliate Vantage Towers, and 1&1 roaming only months away. Plus plenty more across the footprint…
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Financial & PerformanceBT Q1 FY25 In-depth: adjusting to changing competitive landscape
Group revenue falls as competition proves fierce and challengers pinch subscribers. The usual trouble at Business, new headaches at Consumer, and reliable performer Openreach presents questions of its own…
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Financial & PerformanceBT Q1 FY25 Spend: more to do as headcount cull pays off
Cost transformation on track but with plenty still to come.