Premium Finance & Strategy Insight: unparalleled industry analysis of CSP financial results and strategy, better than any other source – Page 2
-
Financial & Performance
DT Q2 FY24 Guidance: Everything on point
Upgrade in US cash flow outlook puts DT in line to over-perform on flagship €18bn target for FY24.
-
Financial & Performance
DT re-opens to European M&A ahead of strategy refresh
Q2 FY24: Regional giant suggests all the deal-making action will not just focus on its dominant, fast-growing American business when it lays out a new medium-term strategy in a few weeks’ time…
-
Financial & Performance
Telefónica Q2 FY24 Guidance: Fresh opportunities keeping Group on track
Guidance reiterated across all metrics, with “positive near-term catalysts” to serve as tailwinds in second half of the year.
-
Financial & Performance
Telefónica Q2 FY24 In-depth: Focus on profitability as revenue blips in key geographies
Group reports slight revenue and earnings increases, as growth decelerates in Brazil and Germany, while Virgin Media O2 adjusts guidance after reporting decreases in sales and EBITDA. Read more…
-
Financial & Performance
Telefónica Q2 FY24 Spend: Tight lid kept on expenses
Group pulls back on spending after Q1 investment spree, keeping capital intensity well within guidance range.
-
Financial & Performance
BT Q1 FY25 In-depth: adjusting to changing competitive landscape
Group revenue falls as competition proves fierce and challengers pinch subscribers. The usual trouble at Business, new headaches at Consumer, and reliable performer Openreach presents questions of its own…
-
Financial & Performance
BT Q1 FY25 Spend: more to do as headcount cull pays off
Cost transformation on track but with plenty still to come.
-
Financial & Performance
BT Q1 FY25 Guidance: on track despite Consumer fumble
Performance as broadly expected, and more challenge to come.
-
Financial & Performance
Vodafone Q1 FY25 In-depth: Germany in eye of storm, drags down Europe
Q1 FY24–25: Vodafone Germany dominates earnings call with again enlarged contribution to Group performance.
-
Financial & Performance
Vodafone Q1 FY25 Spend: cash ploughed into CX, B2B
Q1 FY24–25: customer experience, brand, and B2B investment begins.
-
Financial & Performance
Vodafone Q1 FY25 Guidance: ahead for now, but will fall back in line
Full-year outlook reconfirmed, with Q2 and Q3 ease-off set to bring Group back in line with expectations.
-
Financial & Performance
Deutsche Telekom Q1 FY24 Spend: German fibre costs continue to irk Illek
Group concerns over cost control in German fibre buildout remain evident, as home market capex jumps more than 25% and CFO warns of more contract pain to come.
-
Financial & Performance
Deutsche Telekom Q1 FY24 In-depth: rare sight as Europe takes up the US slack
DT ship remains on course despite some sputtering of its main US engine.
-
Financial & Performance
Deutsche Telekom Q1 FY24 Guidance: focus builds on cashed-up DT’s shopping list
Q1 FY24: Group continues to project healthy jumps in revenue, earnings, and cash flow expected in FY24.
-
Financial & Performance
BT FY23−24 In-depth: focus shifts from build to connections, monetisation
CEO Allison Kirkby tees up mindset shift from fibre build to networks monetisation, driving connections to grow ARPU, leveraging the sweat and spend of previous FYs. For FY23−24, consistently solid performance at Consumer and Openreach makes up for perennially painful Business…
-
Financial & Performance
BT FY23−24 Spend: capex goes post-peak; further opex savings inbound
Openreach spend declines despite record build, and more to come on both fronts in the next FY. Management tees up another £3bn cost transformation initiative, having exceeded early expectations with the last…
-
Financial & Performance
BT FY23−24 Guidance: consistency with predictable growth by decade-end
As Openreach moves beyond the money pit nadir, BT management forecasts consistent growth by the 2030s. Vague and unqualified expectation for positive momentum comes as Group leverages recent spend for good…
-
Financial & Performance
Vodafone FY23−24 In-depth: re-shaped Group smaller but ‘stronger’
Changing footprint makes for some massive cuts to revenue, but what is left of the Group manages growth on organic terms.
-
Financial & Performance
Vodafone FY23−24 Spend: UK drops to bronze as Africa becomes runner-up
An inflated Africa group, now including Vodafone Egypt, tips the capex allocation balance as Germany retains the lion’s share and Turkey takes the place of Italy and Spain.
-
Financial & Performance
Vodafone FY23−24 Guidance: muted optimism extends to forecasts
CEO Della Valle continued a trend of paring back and tempering expectations in uninspiring guidance figures.
- Previous Page
- Page1
- Page2
- Page3
- Next Page