MTN Spent Its War Chest on Towers. Now What?
UphivaBETAR
MTN’s $2.2B IHS Towers acquisition consumes 60% of its fintech war chest. BETAR analyses what it means for MoMo’s product ambitions.
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FY2025
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MTN Spent Its War Chest on Towers. Now What?
MTN’s $2.2B IHS Towers acquisition consumes 60% of its fintech war chest. BETAR analyses what it means for MoMo’s product ambitions.
Airtel Africa FY2025 vs MTN: Two Divergent Strategies, One African Telecoms Market
Airtel Africa and MTN both reported FY2025 results with contrasting stories. One is doubling down on fintech as a core revenue driver; the other is focused on subscriber growth and infrastructure. A comparative analysis of where Africa’s two biggest telecoms are headed.
Africa Banking Sector FY2025 Earnings Round-Up: Who Won, Who Struggled, and What the Numbers Reveal
BETAR’s cross-continental FY2025 banking earnings analysis: Equity Group +55%, Standard Bank record R49.2bn, KCB 99% digital, and Nigeria’s normalisation squeeze. The full picture from the season that split African banking in two.
Africa Banking Sector FY2025 Earnings Round-Up: Who Won, Who Struggled, and What the Numbers Reveal
Africa 2025 full-year bank results reveal a continental divide: record profits in East and Southern Africa, profit compression in Nigeria.
Two Telecoms, One Continent: What Airtel Africa and MTN’s FY2025 Results Reveal About Africa’s Biggest Strategic Bet
Airtel Africa and MTN have both reported FY2025 results. Both recovered sharply from currency-driven losses. But their strategies — asset-light vs infrastructure build, fintech IPO vs acquisition war chest — could not be more different.
MTN’s FY2025 Results Validate the War Chest Thesis — Now Comes the Harder Part
MTN Group’s FY2025 numbers confirm the capital is intact and cash generation has accelerated. The harder question: when does the $2B acquisition war chest actually get deployed?
