Analysis: Latest Financial Results Coverage – Page 16
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Strategy & ChangeTelefónica moves to take full ownership of German business
Operator buys up shares in German operating business as it looks to further simplify its structure and increase focus on its core territory.
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Financial & PerformanceH1 FY23–24: BT Consumer convergence dreams yet to manifest
Increase in Consumer broadband and mobile ARPU positioned as a key highlight for first half of the year, but more to be done on convergence — increasingly seen as a key focus for driving Consumer revenue growth.
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Financial & PerformanceVivo Q3 growth fuelled by fibre and B2B services
CEO Christian Gebara heralds fixed-line business segments as key areas for operator as it reports a solid quarterly performance.
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Financial & PerformanceH1 FY23–24: BT Business trapped between ‘the old and the new’
Revenue steadies for Business, but EBITDA takes another dip as higher value legacy contracts expire and are yet to be replaced.
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Financial & PerformanceSpend: BT expenses rise despite cost-cutting focus
BT H1 FY23–24: Operating expenditure continued to grow but capital outlay brought under control.
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Financial & PerformanceHeadlines: BT hits stride as key financials see growth
BT H1 FY23–24: Growth in revenue and EBITDA make for positive reading, but the usual Business drag brings numbers down.
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Financial & PerformanceGuidance: outlook reaffirmed as Jansen claims a job well done
H1 FY23–24: CEO claims to have set BT up for momentum towards longer-term targets thanks to strategic focus on network investment.
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M&AHelios keeps M&A plans on ice, despite sunny outlook
Middle East and Africa tower group to remain disciplined on deal-making, despite being ahead of the game on leverage reduction and growth.
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Financial & PerformanceJansen concedes losses to altnets as Openreach set to miss annual fibre build target
BT Group CEO Philip Jansen boasts of fibre progress but guidance for coming quarters indicates Openreach will fall short of four million premises passed in the FY; earnings call included a rare admission that Openreach lines are being lost to altnet rivals.
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Network & Infranexfibre maintains M&A appetite after Upp buy
Mike Fries, CEO of joint venture’s co-parent Liberty Global says fibre builder still “aggressively” focused on M&A.
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Financial & PerformanceVodafoneZiggo bats off doubters: committed to ‘value over volume’ model, despite Q3 weakness
Outgoing CEO Hoencamp concedes that ‘jam tomorrow’ outcome of subscriber losses so far outweighing ARPU gains is not “entirely by design”. Defends “balancing act”, regardless of competitive animus. Read more for Q3 highlights and takeaways…
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PeopleDT switches supervisor at Hrvatski Telekom
Europe business-to-business boss Elvira González is elected Croatian telco’s new Chairperson.
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Financial & PerformanceTelefónica’s connected-security JV flags progress in profit pivot
Operator’s three-year-old joint venture with Prosegur highlights improvements in churn, user spend, and profitability after switching focus away from growth-above-all strategy seen in its startup phase.
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Financial & PerformanceTroubled Vi to plough funds into 5G as losses mount
Aditya Birla Group Chairman pledges “significant investment” in Vi’s 5G rollout, but timelines and funding remain unclear.
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Strategy & ChangeSievert: T-Mobile to embrace AI and data in ‘post-Sprint integration era’
Operator plans to take advantage of new software tech to “re‑craft” company.
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Strategy & ChangeOrange not in a hurry for Polish tower spin-off
Orange Poland CFO Jacek Kunicki says tower separation is not a priority, despite rivals’ recent moves and apparent Group-level interest in a carve-out.
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Financial & PerformanceOrange confident of MÁSMÓVIL merger clearance in 2023
Christel Heydemann hopes to complete merger deal in Q1 FY24.
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Financial & PerformanceVirgin Media O2–Tesco joint venture nears £1bn revenue mark
Twenty-year old joint venture, UK’s largest MVNO, posts a jump in sales despite being a rare hold-out on inflation-linked price rises.
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Financial & PerformanceMagyar Telekom has cheerier FY23 outlook; now expects double-digit growth
Good news on customer sign-ups and spending sees Hungarian incumbent significantly raise full-year sales and earnings forecasts.
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PremiumTPG MVNO push gathers steam with IMZI launch
A subsidiary of long‑term enabler partner Isoton is delivering a cheap and quick path for brands to get up and running as MVNOs.