reports
Beeline Uzbekistan Moves its Headquarters to Tashkent’s IT Park, Deepe...
Beeline Uzbekistan Moves its Headquarters to Tashkent’s IT Park, Deepening Commitment to Uzbekistan’s Digital Future Dubai and Tashkent, May 20, 2025: VEON Ltd. (Nasdaq: VEON), a global digital operator (“VEON” and together with its subsidiaries, the “Group”), announces that its digital operator Beeline Uzbekistan celebrated the opening of its new headquarters in the Tashkent IT Park on May 20th. The new Beeline Uzbekistan headquarters in IT Park will be home to Beeline Uzbekistan’s employee base of around 2,000, including the operator’s digital services teams, VEON AdTech and Beelab (the ...
- Chris Hoare
- Chris Hoare
VEON 1Q25 Earnings Release: Strong Start to 2025, Digital Revenues Su...
VEON 1Q25 Earnings Release: Strong Start to 2025, Digital Revenues Surge 50%, Driving Growth VEON 1Q25 Earnings Release: Strong Start to 2025, Digital Revenues Surge 50%, Driving Growth Dubai, May 15, 2025 VEON 1Q25 Highlights Total revenue growth of 8.9% YoY to USD 1,026 million (12.9% YoY in underlying local currency terms) EBITDA growth of 13.7% YoY to USD 439 million (10.4% YoY in underlying local currency terms) Direct digital revenue growth of 50.2% YoY to USD 147 million (+54.3% YoY in local currency terms), representing 14.3% of revenues for quarterTotal cash and cash equivalent...
- Chris Hoare
VEON Joins GSMA Advance’s People Excellence Partner Program as Foundin...
VEON Joins GSMA Advance’s People Excellence Partner Program as Founding Member to Further Professional Skills Development Dubai, May 12, 2025 – VEON Ltd. (Nasdaq: VEON), a global digital operator, today announces its partnership with GSMA Advance, the learning and skills division of the GSMA, to join the People Excellence Partner program which recognizes and supports organizations committed to upskilling their teams and fostering a culture of knowledge advancement through the GSMA Advance comprehensive suite of learning materials. This collaboration makes VEON the inaugural partner of the ...
- Chris Hoare
VEON Shareholders Re-elect Board at 2025 AGM, Founder Augie Fabela to ...
VEON Shareholders Re-elect Board at 2025 AGM, Founder Augie Fabela to Serve as Chairman New York and Dubai, May 8, 2025: VEON Ltd. (Nasdaq: VEON), a global digital operator (“VEON” or the “Company”), today held its Annual General Meeting (AGM) in New York City at Nasdaq Stock Market, where the Company is listed. With the AGM, the Company’s shareholders approved the recommended slate of seven directors as VEON’s incoming Board of Directors (the “Board”), re-electing the seven directors who served on VEON’s Board in the previous term. VEON welcomes back its founder Augie K Fabela II, Andrei...
- Chris Hoare
Airtel Africa (Buy, TP: 300p, +90%) Q4 25: Solid finish; underlying t...
Airtel Africa has reported a solid set of Q4 results with a continued improvement in underlying trends and lower than expected capex. However, shares are down 8% today. We think this is driven by the delay in the IPO of the Mobile Money business to H1 2026 and the lack of commentary around the second tranche of the share buyback as well as some profit taking. Operationally trends are strong and so we remain Buyers with a price target of 300p.
VEON’s QazCode Signs MoU with Seekr to Develop AI-Powered Solutions to...
VEON’s QazCode Signs MoU with Seekr to Develop AI-Powered Solutions to Drive Digital Growth Dubai and Astana, May 07, 2025: VEON Ltd. (Nasdaq: VEON), a global digital operator (“VEON” and together with its subsidiaries, the “Group”), announces that QazCode, its Kazakh software development company, has signed a Memorandum of Understanding (MoU) with Seekr, an artificial intelligence (AI) technology provider, to develop and implement AI-powered business-to-business (B2B) solutions across QazCode’s operations. To accelerate its development of augmented intelligence solutions for use across ...
- Chris Hoare
- Chris Hoare
MTN (Buy, TP: ZAR190, +60%) MTN Rwanda – Q1 25: Still mixed but MT gu...
MTN Rwanda has reported a somewhat mixed set of Q1 numbers. On the one hand, service revenue trends slowed, impacted by strong competition. On the other hand, EBITDA growth is back into positive territory and low capex spend this quarter translated into solid OpFCF
- Chris Hoare
Global EM Telcos Capex in steep decline; underpins EFCF growth
We analyze the capex history & outlook for Global EM Telcos. For this group capex is falling rapidly (-12% in 2024 in US$) as competitive intensity improves and markets consolidate. Excluding China and India, EM Telco capex is already down 23% from peak.
VEON to release 1Q 2025 trading update on May 15, 2025
VEON to release 1Q 2025 trading update on May 15, 2025 VEON to release 1Q 2025 trading update on May 15, 2025 Dubai, May 2, 2025 – VEON Ltd. (NASDAQ: VEON), a global digital operator, today confirms that the Group will release its selected financial and operating results for the first quarter ended March 31, 2025, at or around 8:00 GST (0:00 EST) on May 15, 2025. VEON will also host a results conference call with senior management at 16:00 GST (8:00 EST) on the same day. 1Q25 results conference call To register and access the event, please click here or copy and paste this link to the a...
- Chris Hoare
Global EM Telcos & Towers Still rising – NSR GEM Top-10 May ‘25 Updat...
Despite global volatility our EM Top Picks posted positive returns again in April and now up 34% YTD on average. As we have been arguing for some time EM Telco is a much better space than it used to be and this is now being reflected by the market it seems.
- Chris Hoare
VEON Files its 2024 Annual Report on Form 20-F
VEON Files its 2024 Annual Report on Form 20-F Dubai, April 25, 2025: VEON Ltd. (Nasdaq: VEON), a global digital operator (‘VEON’ or the ‘Company’), today announces that it has filed its Annual Report on Form 20-F for the year ended December 31, 2024 (the "2024 20-F") with the U.S. Securities and Exchange Commission at . The filing follows the completion of the audit of the VEON Ltd. 2024 financial statements by the Company’s independent auditor UHY LLP according to Public Company Accounting Oversight Board standards. “The filing of our 2024 20-F reflects the progress we’ve made over the p...
- Russell Waller
Orange (Buy, TP: €15.4, +24%) Q1 25: Solid numbers, guidance reiterat...
Orange has reported a solid set of results, with Telco revenue and EBITDA in-line with consensus expectations; the important French SR trends are slightly weaker (but ahead of consensus expectations), but all guidance for Group and divisions (including France) has been reiterated.
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Still Bearish/Cautious; Stick With Defensives Since late-February (2/25/25 Compass and 2/27/25 Int'l Compass) we had been expecting an 8-10% pullback to provide a buying opportunity. However, after getting the 10%+ pullback, we discussed in our 4/1/25 Compass and 4/3/25 Int'l Compass how we no longer saw it as a buying opportunity, and we downgraded our outlook to bearish/cautious, citing several concerning developments. A historic selloff ensued. We then discussed last week (4/8/25 Compass) ho...
VEON Publishes 2024 Integrated Annual Report Detailing Commitment to S...
VEON Publishes 2024 Integrated Annual Report Detailing Commitment to Sustainable Growth and Highlighting Robust Financial Performance Dubai, April 14, 2025: VEON Ltd. (Nasdaq: VEON), a global digital operator (“VEON” or “the Company”, and together with its subsidiaries the “Group”), today announces the publication of its 2024 Integrated Annual Report (“IAR”), showcasing a year of strong operational and financial performance, and commitment to positive social impact. The IAR also provides the Company’s stakeholders with essential information ahead of the 2025 Annual General Meeting of Share...
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