Analysis: Latest Financial Results Coverage – Page 2
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Strategy & Change
Cellnex puts real estate asset sale plan ‘on hold’
European tower group wants to keep full ownership of its new land management business, highlighting its financial and strategic importance when it comes to controlling real estate cost and protecting against sharp practice by third-party aggregators.
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Financial & Performance
INWIT expects Italian consolidation to unlock 5G spend
INWIT sees brighter future for mobile operator infra investment in Italy after dust settles on M&A activity as the TowerCo reported “resilient” Q2 results.
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Financial & Performance
T-Mobile has ‘little appetite’ for further fibre deals, for now
CEO Mike Sievert says T‑Mobile remains open minded but indicates that there are no current plans to bulk up fibre diet.
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M&A
Telefónica heads for Colombian exit with Millicom deal
Group set to further reduce its presence in Latin America with sale of stake in Colombian operating business to Millicom.
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Financial & Performance
Prosegur backs Telefónica security JV as it passes 500k subs
Spanish operator’s home security partner talks up the value of their joint venture, and wider connected-alarms business, despite ongoing profit drain of commercial spend to fuel user base expansion.
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Financial & Performance
BT Q1 FY25 Highlights: Kirkby claims solid start despite performance wobbles
CEO Allison Kirkby assures of a ‘solid’ start to the FY, but trouble at Business and Consumer suggest challenge ahead.
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Financial & Performance
BT 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 & Performance
BT Q1 FY25 Spend: more to do as headcount cull pays off
Cost transformation on track but with plenty still to come.
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Financial & Performance
BT Q1 FY25 Guidance: on track despite Consumer fumble
Performance as broadly expected, and more challenge to come.
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Financial & Performance
Vodafone Q1 FY25 Highlights: ‘relentless’ Group sees light at end of tunnel
Q1 FY24–25: Vodafone in midst of Germany tempest but all accounted for by upbeat management.
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Financial & Performance
Vodafone Q1 FY25 In-depth: Germany in eye of storm, drags down Europe
Q1 FY24–25: Vodafone Germany dominates earnings call with again enlarged contribution to Group performance.
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Financial & Performance
Vodafone Q1 FY25 Spend: cash ploughed into CX, B2B
Q1 FY24–25: customer experience, brand, and B2B investment begins.
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Financial & Performance
Vodafone Q1 FY25 Guidance: ahead for now, but will fall back in line
Full-year outlook reconfirmed, with Q2 and Q3 ease-off set to bring Group back in line with expectations.
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Financial & Performance
Virgin Media O2 scopes out investment partners for 2025 NetCo launch
Liberty Global CEO Mike Fries says it is looking to finalise financing details this year to bring VM O2’s NetCo online. NetCo progress and fibre build-out puts a cheery note on VM O2’s further weakened performance in Q2, which prompted tweak to financial forecast…
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Network & Infrastructure
Vodafone confident as giant 1&1 migration nears
Group execs indicate preparations are going smoothly for absorption of several million end-users from rival 1&1, following 2023 deal, and that delivery timeframe remains feasible.
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Financial & Performance
KPN still keen on deals to accelerate fibre build
Dutch telco continues to scope out M&A opportunities within country’s consolidating fibre scene, to propel build and reduce competitive threat.
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Financial & Performance
Hrvatski Telekom accelerates fibre build amid strong H1
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.
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Financial & Performance
Openreach hits halfway mark in UK fibre mega-project
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…
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Financial & Performance
Austria’s EuroTeleSites ‘on track’ with ex-A1 go-to-market push
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.
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Financial & Performance
Deutsche Telekom Q1 FY24 Highlights: low-key Europe division gets a rare ‘star’ turn
Q1 FY24: No nasty surprises, but some emerging challenges, as DT nears the end of its current strategic phase.