About this weblog

What you need to know: This weblog captures key data points about the global telecoms industry. I use it as an electronic notebook to support my work for Pringle Media.

Wednesday, May 20, 2015

Vodafone Returns to Growth (Just)

Vodafone reported a 0.1% year-on-year organic rise in service revenues in the quarter ending March 31. In Europe organic service revenue fell more than 2%, offset by a 6% rise in AMAP (Asia, Middle East, Africa and Pacific) organic service revenue "led by strong customer growth and rising data penetration." For the year to March 31, group revenue declined almost 1% on an organic basis to 42.2 billion British pounds (62.6 billion US dollars).

Vittorio Colao, Group CEO, commented: “It has been a year of continued progress, culminating with a return to organic growth in Q4. We have seen increasing signs of stabilisation in many of our European markets, supported by improvements in our commercial execution and very strong demand for data." Source: Vodafone statement

For more analysis of Vodafone's financial performance and how it compares with its peers, see the report on Europe's big five telcos.

Thursday, May 14, 2015

Telefónica Sees New Growth Cycle

Madrid-based telco Telefónica reported organic revenue growth of more than 3% year-on-year in the first quarter of 2015 to 11.54 billion euros, on the back of improved performance in Spain, Brazil and Germany

César Alierta, Executive Chairman, said: "These figures reflect the solid beginning of this new cycle and are leveraged on the improved organic evolution of the business. This growth is also reflected across the board as all business units, except for Spain, posted increases in accesses, revenues and OIBDA. Moreover, Spain has already begun its return to growth after reporting in the quarter a year-on-year increase in accesses, which will gradually translate into growth in financials." source: Telefónica statement

Wednesday, May 13, 2015

Germany and U.S. Keep Deutsche Telekom Growing

Deutsche Telekom's revenues in Germany

Deutsche Telekom reported a rise of almost 5% in revenue in the first quarter of 2015 on an organic basis to 16.8 billion euros. In the U.S. revenues rose almost 12% to 7.7 billion US dollars, while revenue rose almost 2% in Germany, boosted by strong equipment sales. source: Deutsche Telekom presentation

T-Mobile USA's performance

Wednesday, May 6, 2015

Telenor Lifts Outlook for 2015

Telenor said its revenue rose almost 8% year-on-year in the first quarter of 2015 to 30.2 billion Norwegian krone (4.1 billion US dollars), boosted by "a significant contribution from Myanmar, continued solid performance in Norway and generally positive revenue development across all units."

“We are raising our organic revenue growth expectations to 5-7% (for 2015), combined with a stronger EBITDA margin of 34-36%. The expected capex to sales ratio is now seen at 17-19% reflecting higher investments in Thailand and Myanmar in addition to the recently launched satellite,” said Jon Fredrik Baksaas, CEO of Telenor Group. source: Telenor statement