All Results articles – Page 29
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PremiumDeutsche 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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PremiumVilá 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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PremiumBT 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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PremiumBT 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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PremiumBT 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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PremiumT-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 & ChangeT-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.
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PremiumDeutsche Telekom’s headline data: strong and stable
Europe-side divisions remain in positive territory. German broadband “softness” targeted by management. Signs of urgency on transformation in Europe: Telekom Romania exit again mooted and restructuring stepped up at T-Sys.
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PremiumUS deal drag fails to sour Deutsche Telekom’s Q2 mood
Another currency and performance boost from previously-unwanted US presence. TMUS growth as standalone entity enables DT to play down impact of approval deadline miss on Sprint deal.
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Strategy & ChangeTelekom Deutschland’s 5G service stalled by spectrum logjam
Initial false 5G dawn down to 3.6GHz delay. Höttges open to expanded tower sharing with other German operators.
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PremiumDeutsche Telekom has “all hands on deck” after broadband slowdown
Anti-churn focus dialled up as competitive performance dips. TDE seeing next-gen service success and still on to meet targets. No hard evidence of mooted spend rowback.
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PremiumVodafone Group management update: Q1 FY19–20
Pickup seen following revenue slump, but leadership still focused on asset sales to reduce debt and preserve cash flow. Read primes stakeholders for multi-billion euro tower reorg.
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PremiumDivisional breakdown: BT Consumer still doing the heavy lifting
On a division-by-division basis, FY18-19 proved tough across the Group. Consumer again was the principal element of the business in which key financial metrics remain solely in the black. However, there are signs that trends are changing, and, while the headwinds that have beset Enterprise and Global Services may ...
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PremiumBT steps back on ultrafast target, promises leap forward
BT’s FY20-21 ultrafast rollout target down to ten million from twelve million, but full fibre to the fore. Government distaste for G.fast appears a crucial element of BT’s decision.
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PremiumBT Group’s strategy expectations outlined in 2019’s AGM
BT’s next-generation networks and internal transformation goals discussed.
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PremiumBT Group’s FY19–20 guidance: going down, but preparing to go up
BT’s plans to accelerate transformation, and push ahead with fibre rollout while improving customer experience, expected to impact its guidance for the 2019-20 financial year. Adjusted revenue expected to record a 2% drop for the year, with regulatory pressure and more competitive markets cited as key causes, alongside the ...
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PremiumBT Group management update: FY18-19
The results marked Jansen’s major public bow as head of the Group. New CEO was frank on the challenges facing BT, and equally honest in recognising no easy answers. Another year of falling revenue and EBITDA framed as a managed retreat in non-strategic areas, and in line with transformation ...
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PremiumVodafone Group on board for arms-length Oman entry
Vodafone on verge of extending Middle East presence in “strategic partnership” with local investment funds.