Mobile strength and a debt pile reduced by the sale of Swiftness have funded a 66% dividend hike, even as BCX shrinks.
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Telkom has guided to a 45-55% earnings jump when it reports this week, but base effects complicate the picture.
Most African firms see agentic AI as critical to their cloud strategies, but only a third are actively scaling implementations.
Telkom’s enterprise IT subsidiary BCX will soon lose its CEO, Jonas Bogoshi, who is set to retire from the role.
BCX CEO Jonas Bogoshi is clear-eyed about the challenges and the opportunities facing the South African IT services provider.
Behind Telkom’s soaring headline earnings lies a tougher question: can its underlying mobile, fibre and enterprise growth endure?
Huawei is helping accelerate South Africa’s intelligent future.
Telkom’s share price was trading at a near-two-year high after a trading update suggested it’s outperforming its rivals.
Huawei Africa Connect 2024 sub-Saharan Africa was held recently at the Sandton Convention Centre.
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