All Capex (capital investment) articles – Page 8
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PremiumBT Q4/FY19–20 results first-take: Fixed and 5G leadership at all cost
Refusing to relinquish fixed-line or mobile leadership; not alarmed by O2-Virgin Media combination. Q4 and FY19–20 performance largely ignored (was on track). Cautiously positive on weathering COVID-19 crisis, but great uncertainty. Capex rising to fund uprated fibre ambition and Technology-led transformation — carts before horses? Yet more cost-cutting (or ...
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PremiumDeutsche Telekom’s Q4 FY19: hyped-up Höttges preps master plan update
FY19 sees Group remain on track with short- and medium-term targets. European businesses regaining form. DT now entering new era after supercharging US presence through Sprint merger. COVID-19 outbreak adds to sense of a watershed. Ex-CFO Dannenfeldt trolled over cost savings miss.
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PremiumEfficiency now name-of-game in German FTTP rollout
Average cost-per-premises passed dips below €1,000, with further efficiencies anticipated. Agile IT and advance fibre planning supporting an accelerated rollout and streamlined back-office processes. Höttges ready and willing to buy wholesale and collaborate to build fibre momentum with progress on EWE and Stuttgart partnerships flagged.
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PremiumDeutsche Telekom’s European division continues to improve, within limitations
CEO Gopalan given till 2024 to progress business revival plan. DT remains cautious, though, with brake held on spend. Outgoing M&A still on agenda, to help turnaround.
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PremiumAl-Saleh retained for next phase of T-Sys reboot
CEO gets a two-year extension as results hold up during overhaul. Deal positions 2022 as target year for emergence of revamped T-Sys. Cash flow production remains the big unticked box. DT confirms coming extraction of division’s network activities.
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PremiumBuoyant T-Mobile moves into next chapter
Q4 results draw line under pre-Sprint era, continue rapid, Un-Carrier-led growth. American NatCo now producing more revenue than Group’s other three main segments added together. Sprint merger hastily wrapped up as COVID-19 crisis escalates. DT leadership joy evident as transaction goes through with improved terms and seemingly better-than-expected ...
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PremiumVodafone promotions put Gigabit ball back in Telekom Deutschland’s court
Slowdown in Telekom Deutschland broadband user growth evidently concerning leadership and stakeholders. Focus increases on whether FTTP plans need a rethink, to strengthen position.
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PremiumTelefónica guidance: 2019 targets met, just about
Telefónica claims to have met its FY19 guidance, frowing by 3.2%. 2020 stability promised, but Covid-19 means all bets are off.
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PremiumFinancial performance: growth peters out for ‘old Telefónica’
Telefónica heralds organic growth in revenue and operating income, but reported figures less glowing with OIBDA and cash flow decline. Enterprise business remains a bright spot for the Group.
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PremiumVodafone Group eyes the next billion (savings, not users)
Strategic taster for 2020s is — predictably — cost-focused. Germany and UK in firing line for €1bn savings push.
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PremiumDeutsche Telekom gets Sprint stress headache, takes dividend pill
Group boasts of “record” Q3 results, but numbers shadowed by strategic and operational challenges. Dividend trimmed to keep spend taps flowing and offset US and balance sheet pressures. Capex guidance raised. German broadband “softness” tackled. Leadership looks forward to All-IP completion for German go-to-market. Romanian difficulties continue: “all possibilities” ...
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Public AffairsLabour promises nationalised free broadband for all — BTwatch’s first take
Considerable speculation and debate on the future of UK communications infrastructure and the sector was sparked by a new Labour Party policy. In its Manifesto for the upcoming UK General Election, Labour is committing to the nationalisation of major elements of BT Group that relate to the provision of ...
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Public AffairsVodacom repeats plea for end to spectrum dilly-dallying
SA spectrum stoppage continues to disrupt Vodacom planning. Government digs heels in for mid-2020 decision; dreaded WOAN still alive. VdSA response includes 2G voice network closure.
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PremiumVodafone UK’s infrastructure partners considering ‘full-fibre’ collaboration
Sands continued to shift in the UK’s fledgling ‘full-fibre’ scene with news of possible resource-pooling by multiple current and prospective Vodafone UK (VfUK) infrastructure partners.
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PremiumBT Group management update: Q1 FY19-20
Fewer positive indicators for the Group as competition weighs on Consumer, but signs that business-focused divisions are building momentum. Jansen already straining at the confines of existing BT strategy, and promises more aggressive stance in retail sectors. Allera’s more-for-more focus under pressure with fibre price-cuts, delays in bundling Sky ...
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PremiumBT Technology a big spender, but keen on getting value
Divisional Chief Financial Officer John Beswick noted the spending power of BT Technology, with the entity accountable for £1.6bn of the £19bn that the Group spends in total on operating expenditure (opex) in the UK.
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PremiumUK government increases funding in quantum technologies
The UK government announced £94m in funding for the National Quantum Technologies Programme.
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PremiumDeutsche Telekom’s recovery maintained, but CEE outliers continue to drag
Segment on track after another quarter in growth. Converged Challenger second-tier haven’t yet got with the multi-play programme.