All Capex (capital investment) articles – Page 9
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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.
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PremiumDeutsche Telekom has “all hands on deck” after broadband slowdown
Anti-churn focus dialled up as competitive performance dips. TDE seeing next-gen service success and still on to meet targets. No hard evidence of mooted spend rowback.
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PremiumH1 FY19: confident Telefónica cruising on
Telefónica on track for year, with management confident long-running strategy is beginning to pay off. Revenue and profit growing organically, but change in accounting standards may be flattering numbers. Operating costs floating up on digital transformation projects and to fuel the value-add commercial strategy. Latin America enterprise business growing ...
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PremiumBT Group’s FY19–20 guidance: going down, but preparing to go up
BT’s plans to accelerate transformation, and push ahead with fibre rollout while improving customer experience, expected to impact its guidance for the 2019-20 financial year. Adjusted revenue expected to record a 2% drop for the year, with regulatory pressure and more competitive markets cited as key causes, alongside the ...
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PremiumBT Group management update: FY18-19
The results marked Jansen’s major public bow as head of the Group. New CEO was frank on the challenges facing BT, and equally honest in recognising no easy answers. Another year of falling revenue and EBITDA framed as a managed retreat in non-strategic areas, and in line with transformation ...
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PremiumVodafone Q4 FY18-19 spend: offset on track
With well drying up and 5G costs rising, leverage reduction is focus for “next few years”. Opex savings plan ahead of schedule, says Della Valle. Fibre splurge looks over, with capex reins kept on tight.
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PremiumDeutsche Telekom quietly prepping Dutch and German tower revamps
New Group tower buddy Cellnex stresses “strategic” nature of relationship in Switzerland.