All Capex (capital investment) articles – Page 2
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Financial & PerformanceBT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…
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Network & InfrastructureMillicom sees joint Telefónica NetCo as key to Colombian ‘repair’
Outgoing Millicom CEO Mauricio Ramos says network-sharing JV was “badly needed” to drive a turnaround in country’s hyper-competitive and capital-intensive telecoms market. Collaboration forms key part of both operators’ strategic switch-ups, with Millicom already seeing early benefits. Read more…
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Financial & PerformanceOpenreach to invade Project Gigabit, snap up altnet misfires
FY23–24: Closing in on infill Project Gigabit contracts, also eyeing altnet misfires. Line loss the new reality despite strong fibre build and take-up momentum. TelcoTitans BTwatch predicts altnets will step up, not roll over. New CEO Kirkby makes clear Openreach not for sale (yet). Read more…
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Financial & PerformanceTelefónica Q1 FY24 Guidance: Group maintains confidence
Controlled capital intensity ensures wriggle room. Read more…
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Financial & PerformanceTelefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Financial & PerformanceSafaricom dials down Ethiopia spending plan as loss drags Group profits
FY23–24: Safaricom slashes five-year investment target for Ethiopia, commits to tightened spend to weather challenging macro environment, but remains positive on progress and outlook.
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Network & InfrastructureTelefónica misses deadline on copper shutdown
Q1 FY24: Group remains at work, switching off retail copper lines in Spain, having missed initial April 2024 target. Effort to replace legacy lines drives increase in capex in first three months of the year. Vilá highlights operational benefits expected…
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Network & InfrastructureTPG signs more regulator-friendly rural RAN-sharing deal with Optus
Australia’s TPG Telecom signs MOCN agreement with Optus in bid to present true regional challenge to Telstra, taking notes from regulator’s report on the unsucessful Telstra deal to add to optimism about green-light prospects…
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Network & InfrastructureBT, Vodafone seek fast cash and stricter discipline as sector adjusts to new digital reality
FutureNet World: Vodafone’s Andrea Donà and BT’s Howard Watson issue a call for more cash, patient investors, and industry collaboration as network technologies evolve and a light emerges at the end of the investments tunnel. Watson heralds success of fixed, but wants the next mobile ‘G’ to be held back…
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Financial & PerformanceDeutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Financial & PerformanceDeutsche Telekom’s Europe success story — under-appreciated, under-valued (and awkwardly off-narrative)
Exclusive analysis: quietly, the transatlantic behemoth that is Deutsche Telekom is countenancing a slight increase in capital outlay in its ten-territory Europe division, despite the remorseless downer its execs lay on the region’s lack of global investment appeal. Investors still value rump DT very poorly compared to T-Mobile US, however. Read more…
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InterviewNetomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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Financial & PerformanceTelefónica FY23 Spend: operator makes room for free cash flow
Operator details plan to further reduce capital intensity with reduced capex and continuing to drive efficiencies.
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Financial & PerformanceTelefónica FY23 Guidance: Group gets en route to meet strategic goals
FY24 guidance aligns with GPS’ onus on capex reduction and efficiency.
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Financial & PerformanceVirgin Media O2 rejigs spend plan and strategy as well of merger gains starts to dry up
UK operator seeks to put more fuel in its earnings tank through ‘incremental’ investments in customer experience, digital, fibre sales, and new products this year. Move comes amid wider, dramatic refresh of VM O2 business with the operator kicking off process of NetCo-ServCo split.
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Financial & PerformanceVodafone 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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Strategy & ChangeTelefónica pushes beyond 500 AI system deployments
Mobile Europe 5G and Beyond: Chief Responsible AI Officer Richard Benjamins discusses technology’s potential to reduce opex and capex while driving efficiencies. Data collection and governance strategy tweaks position the operator to accelerate commercialisation of new AI-based products and services.
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Network & InfrastructureVodafone’s Irish FibreCo expands investment plan for Dublin
SIRO allocates €100m of €1bn budget to Dublin full-fibre rollout.
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Strategy & ChangeSelley ‘cracks the code’ on fibre as Openreach brews overbuild, upgrade plans
Openreach Business Briefing: Halfway to Openreach’s 2026 fibre rollout target, CEO Selley claims spending and recruitment peaks for Openreach have passed; fibre’s benefits are being felt…
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Network & InfrastructureTelefónica targets 100m-premises fibre footprint by 2026
Mid-term strategy update sees Telefónica Infra and operating businesses handed twin mission of reaching nine-figure homes passed goal while also supporting the Group’s capex efficiency drive.