All Results articles – Page 26
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Vodafone promotions put Gigabit ball back in Telekom Deutschland’s court
Slowdown in Telekom Deutschland broadband user growth evidently concerning leadership and stakeholders. Focus increases on whether FTTP plans need a rethink, to strengthen position.
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Suppliers & SCM
Oracle to supply public cloud infrastructure for T-Mobile US
TMUS engaged Oracle to supply it with public cloud infrastructure to support its device financing offerings.
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Telefónica guidance: 2019 targets met, just about
Telefónica claims to have met its FY19 guidance, frowing by 3.2%. 2020 stability promised, but Covid-19 means all bets are off.
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Telefónica’s FY19: building a hybrid engine for a juggernaut
Targets on profit and revenue for the year achieved, but Group now guiding for a period of ‘low and slow’ progress on key financial metrics. While financial growth looks hard to come by, Álvarez-Pallete is aiming to create a higher purpose for Telefónica and drive engagement with his transformation ...
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Financial performance: growth peters out for ‘old Telefónica’
Telefónica heralds organic growth in revenue and operating income, but reported figures less glowing with OIBDA and cash flow decline. Enterprise business remains a bright spot for the Group.
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Regional performance: Group savours European stability
FY19 results the first since a tightened focus on four major markets. Volatility in Hispam business seen as justification for focus on key regions.
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Deutsche 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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Vodafone’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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BT’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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Products & Services
T-Mobile MONEY shows positive early results
TMUS partner Customers Bancorp claimed T-Mobile MONEY, the digital banking service launched by the NatCo in mid-2019, was off to a good start.
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Vodafone Idea condition “critical” after €5bn blow
VfI under enormous financial pressure after DoT court victory. Further rumours of India exit; Vodafone describes them as “baseless”. Added doubts over VfI participation in upcoming spectrum auction.
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RoW-back goes on: retreat overhangs Vodafone's Q2 numbers
One-time bearer of Vodafone’s growth ambitions slowly fading away. Organisation set for major recalibration in 2020. Vodafone’s interest no longer appears to extend beyond Vodacom.
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Deutsche Telekom gets Sprint stress headache, takes dividend pill
Group boasts of “record” Q3 results, but numbers shadowed by strategic and operational challenges. Dividend trimmed to keep spend taps flowing and offset US and balance sheet pressures. Capex guidance raised. German broadband “softness” tackled. Leadership looks forward to All-IP completion for German go-to-market. Romanian difficulties continue: “all possibilities” ...
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Vilá quietly confident in Telefónica’s steady progress
Organic growth in key metrics puts Group broadly on track to hit guidance for the year, although Mexico a drag. Management maintaining focus beyond near-term for 5G and digital transformation. Services beyond connectivity slowly feeding MNC growth.
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BT Group ready to take Johnson’s fibre call at face value
On the Q1 FY19-20 call, BT management regularly reiterated its willingness to support apparent ambition within the new Johnson government for complete UK full-fibre coverage by 2025. The open embrace did, though, have the feel of calling a bluff that almost, but never quite, tipped over into sarcasm.
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BT Group management update: Q1 FY19-20
Fewer positive indicators for the Group as competition weighs on Consumer, but signs that business-focused divisions are building momentum. Jansen already straining at the confines of existing BT strategy, and promises more aggressive stance in retail sectors. Allera’s more-for-more focus under pressure with fibre price-cuts, delays in bundling Sky ...
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BT Technology a big spender, but keen on getting value
Divisional Chief Financial Officer John Beswick noted the spending power of BT Technology, with the entity accountable for £1.6bn of the £19bn that the Group spends in total on operating expenditure (opex) in the UK.
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T-Mobile US holds the fort while merger proceedings drag on
Go-to-market growth momentum maintained, easing concerns around new December 2019 completion target for deal.
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Strategy & Change
T-Systems’ reboot rebooted as Höttges cracks down
Restructuring change-up yet to be fully outlined, but could reduce T-Sys to a shadow of former self.