By Nick Harris
24 June 2022, 9:00 AM
TPG Telecom Ltd (ASX:TPG) hosted an investor day which was primarily focused on medium term aspirations to simplify and grow the business.
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By Nick Harris
22 April 2022, 8:30 AM
Megaport Limited's (ASX:MP1) Q3 result was weaker than we had expected. This was due to a combination of currency and the fact that many of MP1’s direct sales people are currently “hand-holding” channel partners.
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By Nick Harris
18 February 2022, 9:00 AM
Telstra Corporation's (ASX:TLS) 1H22 result showed the second consecutive half of underlying growth, with underlying EBITDA up 5%, underlying EPS up substantially and the DPS flat YoY.
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By Nick Harris
10 February 2022, 11:00 AM
Given Megaport Limited (ASX:MP1) released its Q2 last month, much of the 1H22 result was known. Additional data points are a net positive with the significant investment in VME and channel (costs layered into 1H22) should drive an acceleration in sales in Q3 and a faster acceleration in sales in Q4 FY22 and beyond.
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By Nick Harris
03 February 2022, 8:00 AM
Telstra (ASX:TLS) has announced it will increase its capex budget over the next ~5 years as it invests ~$1.5bn of capex into two material infrastructure projects.
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By Nick Harris
20 January 2022, 12:30 PM
Megaport Limited's (ASX:MP1) Q2 result was in line with our expectations for revenue while cash costs were ahead of our expectations.
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By Nick Harris
18 January 2022, 12:00 PM
Data#3 (ASX:DTL) have upgraded 1H22 PBT guidance from previously $15-18m to $18.1m. This shows an impressive 30% yoy organic growth from DTL.
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By Nick Harris
10 November 2021, 8:00 AM
Data#3 (ASX:DTL) hosted an investor day which provided a deep dive into the business units, key personnel and the outlook.
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By Nick Harris
26 October 2021, 9:30 AM
Telstra Corporation (ASX:TLS) will acquire 100% of PNG mobile operator Digicel. TLS is effectively guaranteed a six-year payback on its US$270m equity contribution with the Australian Government insuring the risks.
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By Nick Harris
25 October 2021, 7:00 AM
Megaport Limited (ASX:MP1) reported another strong quarter with record Annualised Recurring Revenue added.
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