Financial & Performance
All the latest news, insight and analysis regarding the financials and performance of BT, Deutsche Telekom, Telefónica and Vodafone.
DT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
Highlights: Vodafone soon to emerge from ‘year of transition’
H1 FY24−25: Group CEO Margherita Della Valle confident the worst is behind her as evolving Vodafone nears final form.
In-depth: battling Vodafone moves in the right direction
H1 FY24−25: Lowest ebb of Vodafone Germany not enough to dent management optimism of Group prospects, but MDU impact still felt…
Spend: capex shifts to central functions as Vodafone OpCos rein in spend
H1 FY24−25: investments made in shared services, but in-market spend shrinks.
Guidance: evolving Vodafone nears final form, still on track
Outlook reiterated after solid first half, with management painting bright prospects post-MDU and M&A impact…
Safaricom pushes homegrown smartphones to keep mobile data momentum
Kenyan operator looks to boost 4G smartphone penetration to fuel customer and mobile data service revenue growth, but challenging economic conditions leaves consumers with less money to spend on new devices.
Kirkby ‘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.
In-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.
Spend: BT past its peak, transformation agenda in full flow
Q2/H1 FY24-25: BT capex drops as Openreach fibre build keeps spend in check.
Guidance: BT lowers expectations
Q2/H1 FY24-25: BT Group revises revenue outlook for the year from growth to decline.
OTE 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.
Telekom 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.
Vi 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.
Vodafone 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.
Vodafone 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.