Premium Finance & Strategy Insight: unparalleled industry analysis of CSP financial results and strategy, better than any other source – Page 3
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Financial & PerformanceTelefónica Q1 FY24 Spend: investments made, efficiencies gained
Continued investment in AI, automation, and sustainability highlighted . Read more…
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Financial & PerformanceVodafone Germany to lose half of TV customer base as new tenant laws take effect
Vodafone’s largest and last standalone European market braces for a slump in performance this year while revamping operations in an attempt to revive growth. Tenant bundling law change set to accelerate longer term trend of customer losses at misfiring major OpCo.
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Financial & PerformanceVodafone CFO open to another Vantage Towers sell-down
Luka Mucic uses Group’s FY23−24 earnings call to tease further Vantage Towers sell-down, pitching TowerCo disposal as evidence of value-creating potential for new Vodafone Investments division. Exposure has been reduced in India, while VodafoneZiggo will stay in the family…
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Financial & PerformanceVodacom parries ‘big knocks’ as it battles for growth
Vodacom CEO Joosub focuses on the big picture and promises digital services-driven future growth as macroeconomic headwinds take the gloss off the Group’s FY23-24 performance, and low earnings hit the dividend.
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Financial & PerformanceSafaricom dials down Ethiopia spending plan as loss drags Group profits
FY23–24: Safaricom slashes five-year investment target for Ethiopia, commits to tightened spend to weather challenging macro environment, but remains positive on progress and outlook.
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Financial & PerformanceDeutsche Telekom FY23 highlights: momentum maintained
Strong, broad-based commercial performance sees DT meet all major financial targets for FY23. Group is no longer a one-trick, T-Mobile pony. Read more…
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Financial & PerformanceDeutsche Telekom FY23 spend: unfinished business on cost control
FY23 session sees ongoing evidence of Group leadership qualms in the area of cost control, amid macro and regulatory uncertainties. Read more…
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Financial & PerformanceDeutsche Telekom FY23 guidance: cash flow becoming a deluge
More jumps expected in revenue, earnings, and cash flow expected in FY24.
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Financial & PerformanceVodafone Q3 in-depth: ‘underlying’ growth supports organic revenue boost
M&A impacts reported figures but organic growth is maintained, prompting optimism among management; questions remain at OpCo level in several markets; Business is good and set to benefit from partnerships…
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Financial & PerformanceVodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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Financial & PerformanceVodacom charges past 200 million customer mark
South African group posts positive Q3 numbers, headlined by customer base milestone.
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Financial & PerformanceVodafone CFO mucks in as Germany braces for tenant law impact
Q3 FY23–24: Luka Mucic, Vodafone’s Group Chief Financial Officer, joins door-to-door user retention drive in reflection of Group concern over expected hit to German broadband/TV base from regulatory update.
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Financial & PerformanceBT’s Kirkby opens a mixed Q3 bag; Jansen goes out without a bang
BT Q3 FY23–24: New CEO’s first task is to round up latest results but little drama to work with as Jansen’s mandate fizzles out. Line losses and questions around pricing indicate something of the challenge to come…
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Financial & PerformanceBT’s Jansen bows out, buoyant as ever: hints of recovery, decimated valuation
H1 FY23–24: CEO Philip Jansen’s final earnings call brings a workmanlike set of results with some bright spots to give reason enough to gloat, but slow progress on B2B turnaround and dragging fibre build indicate scale of challenge for successor Allison Kirkby.
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