Vodafone Idea share price today   Vodafone Idea (Vi) share price gained 4 per cent to ₹11.62 on the BSE in Monday's intraday trade, amid heavy volumes, after promoter Kumar Mangalam Birla bought additional 40.9 million equity shares of the company via open market.  At 11:49 AM, Vi stock was quoting 3.8 per cent higher at ₹11.55, as compared to 0.53 per cent rise in the BSE Sensex. Nearly 380 million equity shares have together changed hands on the NSE and BSE so far in the session. The stock price of the ...

Core Insights - AT&T is recognized as a solid company with strong dividend payments, but it is not considered a growth stock despite expected profit improvements in the near future [1] Group 1: Business Growth Drivers - The primary driver of AT&T's anticipated growth is its fiber-optic broadband segment, which has seen significant investment, including a recent $5.8 billion acquisition of Lumen's fiber business [4] - AT&T plans to expand its fiber service footprint to over 40 million customer locations by the end of this year, marking a 25% increase from 32 million locations at the end of 2025 [4] Group 2: Revenue Composition - Approximately 70% of AT&T's revenue is derived from wireless services, while less than 15% comes from fiber-optic connectivity for consumers and businesses [5] - Despite being a smaller segment, the fiber business is projected to be a significant profit growth engine, with 40% of consumers who can subscribe to AT&T's broadband service doing so [6] Group 3: Customer Growth Potential - An additional 8 million locations are expected to lead to 3.2 million new paying broadband customers, increasing the customer base from 10.6 million to 13.6 million, representing a 30% growth [6] - The average fiber customer pays around $73 per month, which could result in nearly $3 billion in additional annual revenue [6] Group 4: Financial Projections - AT&T's CFO provided guidance indicating adjusted EPS is expected to be in the range of $2.25 to $2.35 by 2026, with a projected double-digit compound annual growth rate (CAGR) through 2028 [7] - Analysts predict a low-double-digit growth rate for AT&T's per-share profits, estimated to increase by just over 10% annually through 2028 [7]

Core Insights - The BSE benchmark experienced a significant increase of 2,857.46 points or 3.53 percent last week, indicating a strong rally in equities [1][6] - The combined market valuation of eight of the top ten valued firms surged by Rs 4,55,336.36 crore, with Reliance Industries being the largest contributor [6] Company Performance - Reliance Industries saw its market valuation rise by Rs 1,41,887.97 crore, reaching Rs 19,63,358.79 crore, making it the most valued firm [2][6] - Life Insurance Corporation of India (LIC) increased its valuation by Rs 64,926.1 crore to Rs 5,70,198.54 crore [4][6] - Bharti Airtel's market valuation surged by Rs 52,516.39 crore to Rs 11,62,288.64 crore [4][6] - ICICI Bank's valuation jumped by Rs 52,476.97 crore to Rs 10,06,258.82 crore [4][6] - Bajaj Finance's market capitalization climbed by Rs 48,659.83 crore to Rs 6,10,830.20 crore [5][6] - State Bank of India's valuation increased by Rs 45,460.79 crore to Rs 9,84,353.06 crore [5][6] - HDFC Bank's valuation advanced by Rs 32,350.28 crore to Rs 14,48,249.63 crore [5][6] - Hindustan Unilever appreciated by Rs 17,058.03 crore to Rs 5,69,482.18 crore [5][6] Declines in Valuation - Tata Consultancy Services (TCS) experienced a decline in market valuation by Rs 88,172.8 crore, bringing it down to Rs 10,64,242.35 crore [5][6] - Infosys saw its market capitalization decrease by Rs 63,462.66 crore to Rs 6,26,067.95 crore [6] - The decline in IT stocks was attributed to global trends in technology firms and concerns regarding rapid advancements in artificial intelligence [6]

Group 1 - The company is hosting an Investor Day for 2026, focusing on its next growth chapter [1] - Key executives present include the CEO, CFO, Chief Enterprise Business Officer, and Chief Retail Officer [2] - The agenda includes four main topics: AIS '28, B2C Integrated Consumer Home Solution, B2B Infrastructure Solution and AI Adoption, and Investment For Future Growth [3]

Core Insights - Telenor enters 2026 with a simplified portfolio, strong Nordic growth, and solid financial capacity, fulfilling promises made during the Capital Markets Day [1][5][6] Financial Performance - In Q4 2025, service revenues increased by 2.6% year-over-year, with adjusted EBITDA growing by 11.7%. For the full year, adjusted EBITDA reached NOK 34.5 billion and free cash flow before M&A was NOK 12.9 billion [2][14] - The Nordic region showed robust performance with 2.8% organic growth in service revenues and an 8.7% increase in adjusted EBITDA in Q4 [3] Strategic Developments - Telenor has simplified its portfolio by divesting from non-core assets, including the sale of Allente to Viaplay and Telenor Pakistan, along with a planned divestment of True Corporation valued at approximately NOK 39 billion [5][6] - The company aims to focus on a Nordic-centric strategy, which is expected to free up capital and enhance strategic flexibility [6] Shareholder Returns - The Board proposed a dividend of NOK 9.70 per share and announced a three-year share buyback program of NOK 15 billion, contingent on the completion of the True share sale [7][8] - Proceeds from the True sale will also be allocated to repay a bond loan of NOK 11.5 billion and fund the acquisition of GlobalConnect Norway B2C for NOK 6 billion [9] Security and Infrastructure - Telenor's security solutions successfully blocked around 2.1 billion digital attacks in 2025, highlighting the importance of its digital infrastructure for customer protection [10][11]

Core Insights - The company achieved solid EBITDAaL growth of 4.0% for the full year 2025, slightly exceeding guidance, driven by synergies from the VOO acquisition and operational efficiencies [1][7][8] Financial Highlights - Revenues for H2 2025 decreased by 1.5% year-over-year to €1,000.6 million, with full-year revenues also down by 1.5% to €1,963.4 million [3][4] - Retail service revenues fell by 1.9% in H2 2025 to €791.4 million, with a similar decline for the full year [3] - EBITDAaL for H2 2025 increased by 3.4% to €301.3 million, with a full-year EBITDAaL of €566.1 million, reflecting a 4.0% increase [3][4] Customer Base and Operational Performance - Mobile postpaid customer base grew by 2.5% year-over-year to 3.6 million, while cable customer base increased by 1.8% to 1,039,000 [2][4] - Net adds for mobile postpaid decreased by 49.0% to 38,000, and cable net adds fell by 68.7% to 5,000 [2][4] Capital Expenditure and Cash Flow - eCapex for the full year increased by 2.1% to €375.9 million, driven by RAN sharing and 5G deployment [5][6] - Adjusted operating cash flow rose by 7.9% to €190.2 million, while net cash from operating activities increased by 4.5% to €525.6 million [5] Debt and Profitability - Net financial debt decreased by 4.7% to €1,815.1 million, with total borrowings down by 3.4% to €1,895.8 million [5] - Net profit for the period increased significantly by 139.5% to €41.3 million [5] Strategic Outlook - The company plans to target an EBITDAaL growth of approximately 3.5% for 2026, with expected eCapex around €360 million [9][11] - The Board of Directors will not propose a dividend for 2025 to preserve cash for future investments [10]

THE NEXT GROWTH CHAPTER INVESTOR DAY 2026 ADVANC:TB 6 February 2026 DISCLAIMER: Please be informed that this meeting is being recorded. By participating in this meeting, you have allowed AIS to collect, use, or disclose any personal data shared during this meeting by any means. Please do not copy, edit, or modify any content shared during this meeting for any purpose. 1 Agenda PRATTHANA LEELAPANANG Chief Executive Officer 3 AIS2028 – The Next Growth Chapter STRENGTHS WE BUILD FROM Telecom Connectivity Leade ...

Core Viewpoint - Shenandoah Telecommunications Company (Shentel) is set to release its fourth quarter and full year 2025 financial results on February 26, 2026, before market opening, followed by a conference call to discuss these results and business highlights [1]. Company Overview - Shenandoah Telecommunications Company provides broadband services through advanced fiber optic and cable networks to both residential and commercial customers across eight contiguous states in the eastern United States [3]. - The company's service offerings include broadband internet, video, voice, high-speed Ethernet, dedicated internet access, dark fiber leasing, and managed network services [3]. - Shentel operates an extensive regional network with over 18,000 route miles of fiber [3].

Core Insights - Millicom has successfully completed a tender offer to acquire Telefónica's controlling 67.5% equity stake in Colombia Telecomunicaciones S.A. E.S.P. (Coltel) for USD 214.4 million, with the closing of the acquisition expected on February 6, 2026 [1][2]. Industry Impact - The acquisition aims to strengthen Colombia's telecommunications sector by creating a financially solid operator capable of delivering critical upgrades in networks, spectrum, and technology, thereby enhancing access to advanced digital services and accelerating the rollout of fiber and 5G [3][4]. Company Strategy - Millicom intends to build a stronger telecommunications platform in Colombia, reinforcing competition and accelerating investment in next-generation infrastructure to support the country's digital transformation and sustainable development [4][5]. - The CEO of Millicom emphasized the importance of this acquisition in enhancing the company's scale, resilience, and investment capacity, which will facilitate faster deployment of fiber and 5G services, ultimately improving service quality for millions of Colombians [5]. Company Overview - Millicom is a leading provider of fixed and mobile telecommunications services in Latin America, operating under the TIGO® and Tigo Business® brands, and serving over 46 million customers with a fiber-cable footprint covering more than 14 million homes [8].

Core Insights - The company reported a 5.4% growth in group service revenue for Q3, driven by strong performance in Europe and Africa, particularly in Germany, Africa, and Turkey [2] - Group EBITDAaL increased by 2.3% in Q3 and 5.3% year-to-date, aligning with expectations and supporting the trajectory towards the upper end of FY '26 guidance [3] Financial Performance - Group service revenue growth of 5.4% in Q3 indicates robust top-line momentum [2] - EBITDAaL growth of 2.3% in Q3 and 5.3% year-to-date reflects consistent profitability [3] Strategic Progress - The company is making significant advancements in strategic priorities, particularly in enhancing customer experience in Germany [3]