All Opex (operating expenditure) articles – Page 2
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Financial & Performance
Spend: BT expenses rise despite cost-cutting focus
BT H1 FY23–24: Operating expenditure continued to grow but capital outlay brought under control.
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Financial & Performance
Headlines: BT hits stride as key financials see growth
BT H1 FY23–24: Growth in revenue and EBITDA make for positive reading, but the usual Business drag brings numbers down.
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Financial & Performance
Guidance: outlook reaffirmed as Jansen claims a job well done
H1 FY23–24: CEO claims to have set BT up for momentum towards longer-term targets thanks to strategic focus on network investment.
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Vendor Voice
Prodapt: Domain specialist service providers can help telcos go beyond opex reduction
Telcos should zoom out of their opex focus and pursue the top‑line improvement potential inherent in their networks with enterprise customers, believes Prodapt.
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Network & Infrastructure
‘Show me the money’: vHive’s economic case for autonomous Tower Digital Twins
The TowerCo opportunity is no longer principally a real estate play, as traditional players work to extract more value from physical assets, and neutral infra players expand ambitions. vHive presents hard cash evidence supporting digitisation as key to unlocking a new level of economic worth.
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Premium
BT FY22–23: drive for connections leaves fibre build by the wayside
Openreach presents ever‑positive results but with some targets missed as attention shift pushes out build momentum in favour of fibre uptake.
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Premium
BT FY22–23: BT buys time with merger as B2B troubles linger
Global and Enterprise go out with a whimper, as Jansen stresses merger cost savings will provide breathing space for BT to refocus in the B2B sector.
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Premium
BT FY22–23: next-gen expectations are high but Consumer treads water
BT heralds decent operational performance despite competitive market.
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Premium
BT FY22-23 Spend: investment increases, efficiencies found
Sports JV helps bring costs down as Group transformation programmes seeks out more savings.
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Premium
Deutsche Telekom Q1 FY23 Spend: inflation prompts DT-wide brainstorm on savings
Macro pressures see executives highlight new workstreams on AI and fibre roll out efficiency.
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Premium
Telefónica Q1 FY23 Spend: belt tightened another notch
As inflationary pressures continue to bite, Telefónica takes additional action on cost base reduction.
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Premium
Telefónica FY22 Guidance: keeping a lid on expectations
Management displays cautious outlook for FY23
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Premium
Telefónica FY22 Headlines: FY22’s storm weathered
Main performance lines heading in the right direction.
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Premium
TDE cruises to targets despite FY22 turbulence
NatCo shrugs off difficult macro picture with decent sales and earnings growth.
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Premium
DT Q4 FY22/FY22 headlines: targets hit in choppy waters
TMUS’ strong performance (and dollar denomination) extends DT’s earnings growth run.
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Premium
DT Q4 FY22/FY22 spend: DT flags cost ‘progress required’, but unflustered
Group indicates flagship four-year indirect expense reduction programme is behind schedule.
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Premium
Q4 FY22/FY22: DT ends variable year in predictably solid fashion
Group stays on course in “very complex” twelve months, maintaining growth on key financial metrics.
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Premium
Elsewhere in Vodafone Group: CTO Petty trumpets savings from digitalisation
CTO Petty trumpets capex and opex savings from digitalisation.
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Premium
BT H1 FY22–23 Guidance: BT Sport and full fibre make an impact
Pro forma amendments to Group figures but outlook remains rosy.
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Public Affairs
Telefónica España facing ‘sharp rise’ in salaries
Spanish operator’s wage structure reportedly forces it to match inflation.
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