All Financial & Performance articles – Page 45
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PremiumVHA gets into efficiency mode ahead of TPG merger
Commercial spend tightening and digital transformation on agenda.
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PremiumAnalyst worries build as BT plans for the future
Confidence in BT’s ability to provide shareholder returns while embracing a full-fibre future is low among the financial community. Longer term prospects may be brighter.
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Strategy & ChangeMoody’s negative outlook on BT borrowing
Moody’s reviewed its principal debt rating for BT Group in February 2020, and affirmed the headline Baa2 rating for the operator. However, the accompanying outlook for BT credit was downgraded from “neutral” to “negative”.
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PremiumDeutsche Telekom expands scope of B2B reorg
Acronyms scrambled again as Group leadership pushes through B2B tidy-up. Leadership targets political battles between TDE and T-Sys. DT’s B2B focus remains somewhat fragmented.
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PremiumVodafone’s Q3 FY19–20 management update
Group sneaks another par score but still not really on-form. Call comes too early for coronavirus impact discussion. Focus remains on Read’s drive to minimise Vodafone. Gradual steadying of ship enables another quarter of slim growth. Churn reduction remains the key goal in Vodafone’s chosen battleground of Europe. RoW ...
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Strategy & ChangeVodafone's Read talks up tower power (again)
Germanisation of Vodafone continues with choice of Düsseldorf for TowerCo HQ. CEO continues to push for improved asset utilisation in mobile networks, plus sales opportunities. Sharing developments in Germany, India, Italy, Portugal, and UK.
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PremiumTelefónica role in network-sharing coalition to be limited
Telefónica attempts to muscle in on Orange-Vodafone sharing deal prompts a revision of plans to protect synergies while minimising risk of regulatory interference.
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Suppliers & SCMT-Mobile, Sprint merger impact on Ericsson
T-Mobile US suppliers note softness from Sprint merger delays.
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PremiumCustomers Bancorp may pull rug from under T-Mobile MONEY
T-Mobile US partner Customers Bancorp provided further signals of a coming sale of its BankMobile digital division, which underpins the T-Mobile MONEY digital banking service launched by the NatCo in mid-2019.
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PremiumBT’s Q3 FY19 20: a long road ahead
Consumer continues to face greater competition Enterprise is still shedding legacy fixed-line revenue at a rate of knots Global is still beating a strategic retreat Openreach appears to be in reasonable health
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PremiumBusiness briefing: Selley keeps his eyes on the prize
Selley upbeat and future-focused as Openreach intensifies efforts to shed copper. Independence emphasised with ucstomer team driving efforts to create new markets, rather than purely follow BT Consumer’s lead. Experience and efficiency the foundations for Openreach plans to roll over emerging fibre rivals, and keep Virgin Media away from ...
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PremiumSimon Lowth buys 425,000 BT shares
BT CFO Simon Lowth and Mary Lowth purchased shares in BT Group to bring his total shareholding to 165% of salary.
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Strategy & ChangeVodafone Shared Services gets a facelift for digital era
Self-styled “Intelligent” division nods to shift towards automation and AI.
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PremiumVodafone Idea loses out to Reliance Jio
VfI relinquished wireless subscriber leadership status in November 2019, according to the latest figures from the Telecommunications Regulatory Authority of India (TRAI)
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PremiumVodafone savings not yet impacting African business
Vodafone’s drive to squeeze “industrial savings” out of tower infrastructure in Europe and India does not yet appear to have extended to its African footprint.
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PremiumT-Mobile US partner Quibi raises another $400m
TMUS mobile video partner Quibi raised another $400m in its latest round of investment. It also disclosed further details of the deal it announced with TMUS in late-2019.
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PremiumBT’s H1 FY19–20 divisional round up
BT is continuing its balancing act of underlining the importance of being competitive in retail markets while not being dragged downwards on pricing. Jansen appears ready to fight all comers, while Consumer Chief Executive Marc Allera spends more time emphasising building services that can justify charging a premium.
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PremiumBT’s H1 FY19–20: Jansen warns this might sting a little…
In-line performance, and commitments to keep building transformational momentum, but medicine may have short-term side effects. Fibre acceleration revving up, but uncertainty, both political and regulatory, acting as a brake. Lowth committed to prudence, but open to upping investment. Consumer getting more combative, Enterprise hoping to ride the waves ...
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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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PremiumVodafone Group Q2 FY19-20: growth regained but few cylinders fully firing
Margin growth on repeat. Europe Region and enterprise spluttering. India shunted further from books.