Analysis: Latest Financial Results Coverage – Page 6
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Weekly Briefings
Telefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Suppliers & SCM
EuroTeleSites switches to Sitetracker in bid for efficiency boost
A1 Telekom Austria spinout plans to complete migration of asset management software to a new, “state of the art” platform by the end of 2024.
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Weekly Briefings
Vodafonewatch Weekly: security concerns allayed as e& beds in
Latest from Vodafone and its ecosystem as TelcoTitans Q3 deep dive finds reasons for concern (M&A mire) and hope (Vodacom, UK, business, smaller OpCos); Ericsson deals may place it well for RAN mega-tender; e& tie-up marches on despite sovereignty siren; more…
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Financial & Performance
Vodafone Q3 in-depth: ‘underlying’ growth supports organic revenue boost
M&A impacts reported figures but organic growth is maintained, prompting optimism among management; questions remain at OpCo level in several markets; Business is good and set to benefit from partnerships…
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Financial & Performance
Vodafone Q3 overview: CEO attempts to re-assure following M&A setbacks
Progress is painful but Margherita Della Valle remains upbeat on prospects. M&A stumbles aside, Germany headed for houses of horror, UK provides uplift, and Africa remains bright spot.
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Financial & Performance
Vodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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Weekly Briefings
Deutsche Telekomwatch Weekly: Group set to swing for German home run
Telekom Deutschland tools up for a long-coveted opportunity to break back into cable operators’ housing association heartland, with MagentaTV refresh, while rival Vodafone seeks to calm fears over susceptibility to a commercial raid by the NatCo. Much more…
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Weekly Briefings
Vodafonewatch Weekly: Q3 shows progress, amidst German mire and Africa turbo
Beyond overall positive Q3 results: e& continues to be embraced despite national security scrutiny (including joining RAN mega-tender); Vantage Towers deploys a CIO; Amdocs bags TPG; Spain gets the nod + Open Gateway…
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Financial & Performance
Vodacom charges past 200 million customer mark
South African group posts positive Q3 numbers, headlined by customer base milestone.
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Financial & Performance
Vodafone CFO mucks in as Germany braces for tenant law impact
Q3 FY23–24: Luka Mucic, Vodafone’s Group Chief Financial Officer, joins door-to-door user retention drive in reflection of Group concern over expected hit to German broadband/TV base from regulatory update.
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Weekly Briefings
Deutsche Telekomwatch Weekly: T-Mo seeks ways to keep Big Mo
Deutsche Telekomwatch Weekly Briefing: T-Mobile US kicks off FY23 reporting from around the Deutsche Telekom world, and shrugs off handset sales slowdown to post further big growth in earnings and cash flow. And much more…
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Financial & Performance
BT’s Kirkby opens a mixed Q3 bag; Jansen goes out without a bang
BT Q3 FY23–24: New CEO’s first task is to round up latest results but little drama to work with as Jansen’s mandate fizzles out. Line losses and questions around pricing indicate something of the challenge to come…
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Financial & Performance
Safaricom Ethiopia is yet to get M-PESA up to speed in race with Ethio Telecom
Safaricom Telecommunications Ethiopia hails “great momentum” for M-PESA but its flagship m-money offering remains dwarfed and outpaced by rival Ethio Telecom’s Telebirr, following the latter’s headstart.
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Financial & Performance
T-Mobile plans to get more creative in post-integration era
Q4 FY23: American NatCo’s “scrappy team” plotting new ways to make customer gains.
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Financial & Performance
Is CityFibre now #1 UK fibre altnet by revenue, take-up?
With take-up doubling, revenue exploding, build on target and positive EBITDA imminent, NetCo boasts 50+ ISP retail partners are selling two- or even three-times’ as many CityFibre connections than sourced from Openreach. Appears Community Fibre and Hyperoptic overtaken, M&A next up…
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Financial & Performance
Overdue Vi cash yet to materialise for Indus Towers
Indus Towers confirms Vi has failed to stick to a payments plan that would have paid off the operator’s sizeable debts to the TowerCo.
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Financial & Performance
Vodafone’s budget brand faces up to ‘aggressive’ UK competition
Talkmobile sub-brand posts massive increase in users and revenue in latest financials, but Vodafone’s rivals continue to dominate UK value mobile scene.
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Premium
Deutsche Telekom Q3 FY23 Guidance: coffers filling up
Now-near-habitual quarterly forecast tweak sees DT’s management continue to project surety for the future.
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Financial & Performance
Tim turns ten: CEO still ‘hungry’ as DT preps next phase
Q3 FY23: Group boss Timotheus Höttges asserts that “we stay greedy” as he nears decade in job, and begins work with his strategy team on fresh plan for FY25 onwards.
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Financial & Performance
Deutsche Telekom Q3 FY23 Headlines: Europe gains some rare plaudits
Q3 provides a collectors’ item as Europe-side businesses achieve growth, while TMUS contracts, owing to handset sales slump and exchange rate movements.