All Results articles – Page 19
-
PremiumH1 FY21–22: Jansen trusts BT Global plan, despite setbacks
CEO focuses on the strategy, rather than current performance, to paint a picture of a viable future for the MNC-focused digital solutions unit. NPS remains a bright spot for Global, highlighting material gains from the BT transformation plan. Declining margins suggest work still to be done on recovery.
-
PremiumVodafone H1 FY21–22 guidance: on-point numbers prompt upward correction
Group gains confidence from “in line” H1 numbers to raise floors on earnings and cash flow.
-
PremiumVodafone H1 FY21–22 spend: capex boost falls silent, opex squeeze paused
Presentation sees no further update on (somewhat contentious) Group plans for a capex lift to fuel digital services growth. Executives moot another exceptional investment boost in Germany, for fibre rollout. Group Finance’s headline opex reduction programme comes to a temporary halt, amid pandemic effects.
-
PremiumQ2 FY21–22 Headlines: Vodafone growth maintained despite B2B, Spain bumps
Group benefits as COVID-19 drag steadily eases. On positive side, forward movement maintained in Germany and UK, and picture improves in super-competitive Italy. Blotches include an apparent step back in growth at Vodafone Business, despite its star billing, and a return to reverse gear in perennially challenging Spain.
-
PremiumQ2 FY21–22: Vodafone's Read hypes prospects as M&A talk hots up
Leadership especially bullish on “momentum” and “sustainable growth” after solid Q2 data. Wave of M&A possibilities surround Vodafone only a few months after Group declared portfolio reshaping complete. Report sees Group maintain growth, but with mix of performances across businesses and a glitch on cost-saving progress. Guidance floors raised ...
-
PremiumH1 FY21–22: Legacy still a drag on BT Enterprise
Legacy declines continued to outpace new service and digital growth, while mobile wholesale losses dimmed Q2 performance. EBITDA performance buoyed by lower costs. Jansen remains confident in Enterprise’s ability to grow again as CEO Rob Shuter’s organisational changes and new operating model take shape.
-
PremiumH1 FY21–22: flat figures at BT Consumer do not curb Jansen enthusiasm
Consumer division sees revenue and earnings knock in Q2. Numbers show slow going on multi-play uptake, and star product and service lines being outshone by accessories. Executives remain bullish on the long-term growth promise of convergence, however.
-
PremiumTelefónica Q3 FY21 Guidance and spend: hanging fire in uncertain times
Positive results not enough for Telefónica to lift guidance. Grip on spend remains in place, with focus on volume and mix discipline.
-
Premium
H1 FY21–22 Guidance: BT’s past investment heralded as future hope
Progress on track and meeting expectations, with management pitching Enterprise as the one to watch for revenue growth. Fibre build phase “done” with anticipated returns to be reaped during “selling and populating” phase, now underway. Build moves Openreach to ‘fibre franchise’, with market rivals striving for scale.
-
PremiumH1 FY21–22 Spend: efficiencies found to give BT an edge
Improved cost points for BT’s fibre rollout front and centre, make for positive viewing. Operating expenditure down across the board, and capex up at CFUs.
-
PremiumH1 FY21–22 Headlines: an uphill climb for some, others still falling at BT
Struggling enterprise businesses bring numbers down, with legacy stop-sells blamed and next-generation services expected to drive a turnaround. Consumer flat as wins offset losses, but market opportunity growing despite upped competition. Openreach a prince among paupers with fibre goals accelerated amid strong uptake and bullish stance.
-
PremiumH1 FY21–22 at BT: scale and service to beat competition
InfraCo JV talks closed as rising fibre demand and lower build costs dilute benefits of external funding. CFUs continue their struggle, with Global faring especially poorly in pandemic bounce-back, but new services and improved brand reputation appear a source of hope. Future revenue growth anticipated, but efficiencies and reduced ...
-
PremiumDT Q3 FY21 headline data: forward motion
Group juggernaut rolls on with all major dials heading upwards. Commercial strength seen in Germany and USA. CFO reassures on leverage following C-band splurge.
-
PremiumDT Q3 FY21 spend: Höttges on search for ‘nerds’ to push efficiencies
Q3 data and commentary show Group remains focused on a twin-track strategy of driving savings to fuel investment in select areas of business where it sees opportunities. German and US priorities continuing to drive capital outlay. DT exploring every avenue in bid to staff and support digital transformation, and ...
-
PremiumDT Q3 FY21 guidance: Cash flow accelerating to a Sprint
Confidence on show as DT guides for more earnings and cash flow growth. Leadership increases expectations from both US- and Europe-side businesses. TMUS remains in leading role of long-term growth story, however.
-
PremiumQ3 FY21: Forager DT ‘hogs’ an extra billion in earnings
DT boosts full-year outlook for third time, adding €1bn in earnings and €500m in cash flow to its original FY21 forecasts. Already optimistic leadership becoming even more bullish as European markets recover, and T-Mobile US weathers competitive uptick while executing on Sprint integration. Results backdropped by M&A geared towards ...
-
Public AffairsT-Mobile rides cyberattack storm
Operator’s Q3 numbers indicate few customers ditched its services in wake of high-profile data breach in August 2021. Competitor exploitation of Sprint integration challenges highlighted as bigger issue, albeit one TMUS intends to make “short-lived”. TMUS highlights organisational and cultural changes in response to attack.
-
PremiumTelefónica Q3 FY21 Headlines: recovery gathers steam but jitters persist
Group describes results as “significant step towards economic and social recovery”. OBs put in a solid quarter, with Vivo and Telefónica Deutschland reporting gathering commercial momentum. First quarter for refashioned UK business. Telefónica Tech’s expansion still being significantly driven by M&A, obscuring ‘organic’ progress. Centralisation of Hispam progressing, and ...
-
PremiumTelefónica Q3 FY21: Wary Group sticks to plan as recovery builds
Operator maintains rebound from pandemic with growth in earnings and revenue, and confirmation of guidance. All major OBs in growth and Hispam changes look to be having impact. Executives appear wary of conditions, with inflation and coronavirus lingering. Lid kept on capex as Group asserts discipline. Infra-Tech M&A frenzy ...
-
Financial & PerformanceOpenreach accelerates provisioning to leave rivals in starting blocks
CEO Clive Selley on fibre build: phase one is “done”; now onto “selling and populating” stage. Bullish Business Briefing shows Openreach determined to establish its ‘fibre franchise’ as a marketplace while rivals strive for scale. Build process moving towards cruise control with Openreach cornering the market in skills.