Telecoms.com

Vodafone cites German performance as drag on 2022 results

UK operator group Vodafone pointed to an ‘unsatisfactory’ commercial performance in Germany as well as inflation as main pain points in its FY2022 financial results.

• 17 May 2022

The Telecoms.com Podcast: Twitter, Nokia and the edge

All pretence at time discipline is abandoned this week as the lads break the two-hour mark despite not even having a guest. The main reason for this is the decision to lead with Twitter, which opens up several other cans of worms. They eventually move on to Nokia, which recently announced its latest numbers, and conclude by trying to work out what the point of edge computing is.

• 03 May 2022

Huawei’s steady decline continues

Chinese vendor Huawei has issued one of its minimal quarterly numbers bulletins and it reveals yet another fall in revenues.

• 29 Apr 2022

The Telecoms.com Podcast: Ericsson, M&A and Twitter

Both Iain and Scott were carrying bugs when this was recorded but it will take more than that to keep them from their podding duties. They start by reflecting on Ericsson’s quarterly earnings announcement, specifically concerning the trouble the company is in regarding its historical activities in Iraq. Rumours of a Vodafone UK acquisition yield a chat about telco M&A before they conclude with the then breaking news of Elon Musk bidding to buy the whole of Twitter.

• 19 Apr 2022

Ericsson shares sink further after tough Q1 earnings report

A combination of historical misdeeds in Iraq and the need to pull out of Russia loomed heavy on Swedish kit vendor Ericsson’s latest quarterlies.

• 14 Apr 2022

Samsung Electronics set for best profit in years

Despite everything, Korean tech giant Samsung has guided significant year-on-year increases in sales and operating profit for the first quarter.

• 07 Apr 2022

Huawei somehow made more profit than ever last year

Despite experiencing a 29% drop in revenues, Chinese vendor Huawei managed to almost double its profits in the 2021 financial year.

• 28 Mar 2022

Orange is still struggling in Spain

French telecoms group Orange hit its targets for the full year but a closer look at the numbers shows it’s still not having an easy ride in its home market, nor in neighbouring Spain.

• 17 Feb 2022

The Telecoms.com Podcast: Nokia, X2 and Big Tech

The middle of quarterlies season gives the lads plenty of corporate arcana to bang on about in this week’s pod. They start by reviewing Nokia’s numbers and what they say about the progress the Finnish kit vendor is making in its strategic turnaround. Iain then takes things even deeper into the weeds by introducing a technology Scott had never heard of that could have a major impact on the OpenRAN movement, before they conclude with a look at the fortunes of US Big Tech companies and what they mean for the broader economy.

• 07 Feb 2022

Amazon looks increasingly propped up by cloud services

Internet giant Amazon posted a mixed set of Q4 results, but its cloud division AWS clocked 40% growth.

• 04 Feb 2022

T-Mobile US buoyant but merger costs hit profits

T-Mobile US’s net income almost halved in the fourth quarter of last year but you could be forgiven for missing that metric amidst the hype of its overall results announcement.

• 04 Feb 2022

Facebook shares tank as it pivots towards unproven metaverse strategy

Despite a 20% Q4 revenue hike, stock in tech giant Meta/Facebook dropped 20% amid negative outlook for the next quarter. 

• 03 Feb 2022

Spotify holds firm over Rogan, for now

Quarterly season has come at an awkward time for streaming platform Spotify, with calls to censor the JRE podcast it hosts continuing.

• 03 Feb 2022

Nokia revives dividend following strong turnaround

A strong end to 2021 led Nokia to make a whole host of crowd-pleasing announcements on quarterlies day.

• 03 Feb 2022

BT staying in Sport for now, but full exit could still come

BT is working on a deal to create a 50:50 sports broadcasting joint venture with Discovery, a move that means it will not exit the sports business altogether.

• 03 Feb 2022

Google makes ludicrous amounts of money from advertising and cloud sales

Alphabet, as it’s technically called, recorded a measly $75.3 billion in revenue for Q4 2021 – a 32% year on year jump.

• 02 Feb 2022

Vodafone CEO hints at future M&A

UK operator group Vodafone indicated it was pleased with how things are going in its latest trading update and might even be tempted to splash the cash before long.

• 02 Feb 2022

The Telecoms.com Podcast: Ericsson, Sigfox and Spotify

No guest but a new studio for this week’s pod as the lads move down the road. Pausing only for customary reflections on the state of the rona, they start by dissecting Ericsson’s latest numbers and what they tell us about the company’s direction of travel. They move on to reflect on the apparent demise of IoT company Sigfox before concluding with a look at the latest attempt to censor podcaster Joe Rogan by attacking Spotify, which publishes him.

• 31 Jan 2022

Microsoft rakes in massive revenues thanks to cloud boom

Microsoft’s most recent quarterly revenue clocked in at an astonishing $51.7 billion – a 20% jump which was propelled largely by Azure and other cloud services.

• 26 Jan 2022

Ericsson shares spike as it rolls with the Chinese punches

Swedish kit vendor Ericsson managed to offset continued decline in China with gains elsewhere and improved its margins in Q4 2021, which seems to have pleased investors.

• 25 Jan 2022