All Financial & Performance articles – Page 14
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Strategy & Change
Telstra’s InfraCo sale off the table (for now)
CEO Vicki Brady sees growth opportunities for the standalone unit, fuelled by a “shift to the cloud and rapid AI adoption”.
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Financial & Performance
Vi customer losses continue, but financing options open
Parent pledges financing for operator as spectrum payment obligations close in.
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Partnerships & Alliances
DT boss befuddled by Vodafone’s roaming deal with 1&1
There’s only winner from last week’s agreement, says CEO Tim Höttges, and that’s 1&1.
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Operations
Orange ‘shutters Silicon Valley base’ amid strategic refocus
Operator reported to have closed Silicon Valley offices after more than 20 years as part of cost review.
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Strategy & Change
Höttges gives BT a year, but ‘all ideas’ on the table
Deutsche Telekom Chief Executive Timotheus Höttges sets expectations for incoming BT CEO Allison Kirkby as rumours circulate about the future of Deutsche Telekom’s BT stake.
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Premium
BT Q1 FY23–24 Guidance: BT sticks to (vague) targets
Mixed results across BT’s CFUs, but full‑year expectations remain unchanged.
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Premium
BT Q1 FY23–24 Headlines: revenue boosted as price hikes pay off
Revenue up across every division; EBITDA follows suit in all but Business.
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Public Affairs
In depth: “Betrayed” Drahi firewalls Altice corruption claims as impact gets personal
Speaking to investors, Altice owner reiterates position of business as a victim of corruption scandal in Portugal, emphasising major personal financial crossover. Read more about how role of ‘co-founder’ Armando Pereira and fallout for strategic BT and Vodafone tie-ups are being downplayed, implicated vendors already being axed, and ...
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Strategy & Change
OTE still seeking to stabilise Romania biz ahead of any sale
Telekom Romania Mobile continues to weigh heavily on Group results, but future remains open.
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M&A
e& weighs 20% Vodafone stake, but keeps investment options open
e& testing the waters with regulatory and competition authorities in multiple countries on raised stake, with “no red flags” raised yet.
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Financial & Performance
T-Mobile US still hazy on 5G ANS growth
Mike Sievert says NatCo doesn’t know when 5G ANS revenue will be “bigger than a breadbasket”.
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Partnerships & Alliances
More growth for Telefónica–Prosegur JV, despite cooldown
Movistar Prosegur Alarmas reports reduced rate of user acquisition, reflecting fresh focus on driving up service profitability and customer value.
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Public Affairs
Deep dive: Altice scandal tremors reach BT and Vodafone
TelcoTitans’ deep dive into the still-developing financial scandal enveloping telecoms buccaneer Patrick Drahi and his highly-leveraged Altice, following co‑founder’s arrest in Portugal, incl. potential ramifications for vendors, investors and intertwined BT, Vodafone investments…
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People
Tesco Mobile installs new CEO
Retail giant’s Managing Director of Large Stores shifts across to lead long-running JV with Virgin Media O2.
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Financial & Performance
Q2 FY23: Telefónica to navigate via ‘GPS’ in next strategic cycle
Growth, profitability, and sustainability are key focus areas as Group preps vision for cash flow growth in the period to FY26. Learn more about the upcoming strategy update being concocted with McKinsay that was outlined with the Q2 results…
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Strategy & Change
T-Mobile ‘looking hard’ at options to ‘crack the code’ for FWA expansion
CEO says economic ways to extend FWA footprint are not “immediately obvious”.
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Network & Infrastructure
Openreach creeps towards fibre connections target
Unusually, infrastructure division seen stuttering on fibre rollout and falling short on annualised run-rate goal of four million premises passed.
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Strategy & Change
Orange CEO downplays Ethiopia ambitions
Heydemann currently sees little opportunity for value creation in Ethiopia under current conditions. Read more about Orange’s MEA powerhouse strategy and Q2 performance, incl. Orange Money…
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Financial & Performance
Telefónica Q2 FY23 Guidance: operator bets on maintaining momentum
Group updates guidance on back of strong cross-market growth.
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Financial & Performance
Telefónica Q2 FY23 Headlines: Group holds steady
Group maintains solid growth across its operating businesses.