All Capex (capital investment) articles
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Strategy & ChangeSnowflake’s telco manifesto: Making the leap from TechCo to BizCo
Snowflake’s approach to telco focuses on enabling data-driven transformation, underpinning the collaboration, consistency and clarity that deliver measurable financial reward. From energy management to GenAI integration, the AI data cloud provider is partnering telcos to drive greater operational efficiency and unlock new enterprise opportunities in the digital era. Read more…
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Financial & PerformanceIn-depth: DT’s show of strength creates analyst anxiety
Q3 FY24: DT continues to leave European rivals behind with strong growth throughout P&L and across geographies, creating apparent signs of concern among sector stakeholders.
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Financial & PerformanceSpend: thrifty Telefónica high-fives on capex low
Q3 FY24: Operator reports reductions in capital intensity and opex, with widening implementation of AI and progress in delayed copper switch-off programme given much of the credit…
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Financial & PerformanceIn-depth: Telefónica keeps on track despite Core Market mixed bag
Q3 FY24: Management puts spotlight on improved, strategy-central free cash flow, as macroeconomic challenges in Brazil and Hispam hinder sales and profitability growth…
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Financial & PerformanceSpend: capex shifts to central functions as Vodafone OpCos rein in spend
H1 FY24−25: investments made in shared services, but in-market spend shrinks.
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Financial & PerformanceOpenreach raises full-fibre target despite capex and headcount cuts
Openreach is doing more with less as it sets a higher bar for full-fibre coverage for the year while shrinking capex and cutting jobs. Learn more…
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Strategy & ChangeConfident Leroy cranks up targets for DT’s Europe region
Regional CEO Dominique Leroy sets more bullish goals for the operator’s next strategic cycle compared to previous, more modest ambitions.
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Financial & PerformanceCityFibre on the hunt for more cash to fund capital-intensive fibre rollout
UK altnet’s debt and equity funding due to dry up next year, but talks ongoing with prospective investors for new cash.
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Network & InfrastructureVi delivers ‘quick win capex’ in kit vendor mega deal
Ericsson and Nokia re-up Vi relationship, Samsung added to partner roster.
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Network & InfrastructureTPG’s long-coveted RAN sharing deal is good to go
Australia’s TPG Telecom and Optus got a regulatory thumbs up for their regional network and spectrum sharing deal that will double TPG’s mobile reach.
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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 & 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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Financial & PerformanceBT 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 & PerformanceVodafone 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 & PerformanceVodafone 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 & PerformanceVodafone Q1 FY25 Spend: cash ploughed into CX, B2B
Q1 FY24–25: customer experience, brand, and B2B investment begins.
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Financial & PerformanceVodafone 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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Suppliers & SCMVodafone buying chief: ‘creeping protectionism’ destabilising telecom supply chain
Group Procurement Director Ninian Wilson warns that dynamic has changed in Europe, with rising US-China tensions making for difficult decisions in telco buying. Vodafone SCM strategy now prioritising resilience, despite trade-offs…
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Weekly BriefingsInfrawatch Weekly: innovation fuelling investment, data centres bringing in cash
Latest from the digital infra scene in the UK and beyond, including billions of dollars flood into data centres, race for satellite mobility drives innovation, ongoing UK efforts to make infrastructure-sharing a viable option; people moves, and plenty more…
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Network & InfrastructureVodafone UK aims to contain opex with ‘green’ infrastructure investment
UK infrastructure and energy lead Francesca Serravalle opens up on Redstream Evolution network revamp and energy efficiency in bid to hold down operating costs.