All Strategy & Change articles – Page 9
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Financial & PerformanceKirkby ‘convinced’ of BT strategic plan despite scale of challenge
Q2/H1 FY24-25: BT CEO Allison Kirkby now settled into role and aware of mountain to climb, but no less confident of the Group’s strategic direction.
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Financial & PerformanceIn-depth: change is coming at BT, ‘trust me’
Q2/H1 FY24-25: Group CEO Allison Kirkby calls on investors to ‘trust me’ in wait for promised turnaround as revenue falters in first half of the year.
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Financial & PerformanceSpend: BT past its peak, transformation agenda in full flow
Q2/H1 FY24-25: BT capex drops as Openreach fibre build keeps spend in check.
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Financial & PerformanceGuidance: BT lowers expectations
Q2/H1 FY24-25: BT Group revises revenue outlook for the year from growth to decline.
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Network & InfrastructureOTE boss reassures over fibre build after slowdown
About 100,000 Greek homes are lopped off incumbent’s 2024 fibre build out plan, after marked slowdown in rollout pace this year.
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Financial & PerformanceTelekom Deutschland ‘on track’ to hit key fibre uptake target
German NatCo is prioritising capturing returns from its FTTH investments, although household buildout is still a strong focus.
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Financial & PerformanceVi CEO hopes for subscriber loss turnaround after upping investment
Indian operator’s CEO Akshaya Moondra gives vague ‘expectation’ for a customer base upturn by the end of the FY, and remains reluctant to make any promises.
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M&ACellnex sees telco consolidation as a win for infra
Spanish group’s CEO says deals between mobile operators are making its clients more healthy and solid, while also creating opportunities for commercial gain through network reshaping.
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Financial & PerformanceVodafone invites peer comparison as UK preps for merger
While final decision on JV with Three is awaited, Vodafone UK claims to be holding its own against competitors it previously suggested it was too fragile to compete with in the long‑term.
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Financial & PerformanceVodafone a ‘happy wholesaler’ as German fibre churn kicks in
Q2/H1 FY24–25: Vodafone confident on Germany’s post-MDU trauma recovery plan, with fixed strategy underpinning the return to health.
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Financial & PerformanceVodafone Turkey rises as Group’s star growth performer
Group management gives special attention to Turkish OpCo and its leadership with effusive praise for delivering outsized revenue growth in latest results.
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M&AVodacom sticking with fibre co-build strategy despite blocked merger
CEO Shameel Joosub reiterates belief in co-investment and co-build fibre projects rather than overbuild, despite MAZIV setback.
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Financial & PerformanceBT Consumer promises long-term growth revenue, but where from?
H1 FY24–25: Consumer suffering a hangover from several years of inflation‑fuelled excess, but expects to regain health before year is out…
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Strategy & ChangeIn-depth analysis: DT Capital Markets Day 2024
Europe’s only world-scale telco puts AI-led cost reduction and efficiency at heart of refreshed medium-term strategy, with CEO Tim Höttges set to oversee wide-scale deployment of the tech personally.
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Partnerships & AlliancesO2 Germany refreshes Lebara contract to help fill 1&1 void
Operator brings new “long-term” Lebara contract to the realm of 5G, marking yet another win for O2 in its mission to strengthen its wholesale business…
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Financial & PerformanceSafaricom takes hit from Ethiopia biz but stays upbeat on long-term potential
More tumult from Safaricom’s Ethiopian venture as local currency depreciation pummels the Group’s earnings in H1 FY24–25, but Chief Executive Peter Ndegwa keeps eye on long-term prize from growing market.
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Financial & PerformanceOpenreach raises full-fibre target despite capex and headcount cuts
Openreach is doing more with less as it sets a higher bar for full-fibre coverage for the year while shrinking capex and cutting jobs. Learn more…
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Financial & PerformanceBT ‘pulling levers’ to account for UK Budget burden
CFO Simon Lowth puts annual additional cost at £100m for the Group, with transformation plans to be ‘brought forward’ to compensate.
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Partnerships & AlliancesSpanish reboot continues, as Telefónica locks in MásOrange, Vodafone fibre tie-ups
Operator firms up details on FibreCo with Vodafone Spain, and confirms signing of Indefeasible Right of Use deal with MásOrange. Move continues ongoing ripple effect of recent M&A on relationships between Spain’s operators …
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Financial & PerformanceKirkby: multinational B2B ‘ripe for consolidation’ as BT pursues exit
BT H1: mutlinational corporate segment no longer a telco’s game, says CEO Allison Kirkby, and a divestment will accelerate turnaround plans. Talks ongoing with several parties, with both Global and Portfolio channels up for sale. UK business not immune to decline in the meantime…