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vfw252-germany q2

Finance & Strategy

Vodafone Germany still broken, but CEO Della Valle spotlights signs of repair

Vodafone Group chief Margherita Della Valle is urging investors to look beyond another gloomy set of German numbers, arguing that B2B growth, improving broadband economics, and a leaner operating model provide evidence that the long-promised turnaround is taking shape beneath continued ‘disappointing’ performance.

Orange Business CDIO Hriday Ravindranath joins Etisalat

Peoplewatch

Orange Business CDIO Hriday Ravindranath joins Etisalat

One of the architects of Orange Business’s technology transformation has left to lead AI and platform development at Etisalat, just as the French B2B unit’s rebuilt IT stack moves into its operational phase.

tfw209_tfd-deutsche-glasfaser

Partnerships & Alliances

Germany: O2 fibre-ups its broadband plan with Deutsche Glasfaser deal

Amid intense competition, German operator is switching focus away from cable/DSL and onto higher-value full-fibre, adding Deutsche Glasfaser to its roster of broadband whole-buy partners.

vfw252-oxg

Finance & Strategy

Vodafone offers SocGen guarantees on OXG value in Germany’s new fibre market reality

Vodafone has rewritten the financial model underpinning its German fibre JV amid changing market dynamics and economics, offering new partner Société Générale downside protection as the operator keeps the seven-million-premises build ambition alive.

btw379-kirkby on starlink

Infra

BT claims higher ground over Starlink with launch delay

BT is holding back its planned Starlink broadband launch until controversy surrounding the satellite operator subsides, although CEO Allison Kirkby insists the service remains on track to go live within months as the operator considers how to cover the hardest-to-reach parts of the UK.

  • BTwatch: Openreach twist adds heat to UK broadband shake-up

  • Vodafonewatch: redrawing operations as AI gains agency

  • UK Infrawatch: nexfibre ups CMA pressure, UK infra ambitions reined

  • Telefónicawatch: Operators link up on European defence

  • Deutsche Telekomwatch: space invasion and AI vision

  • BT swoops on TalkTalk in landmark rescue deal - Oct26

  • Vodafonewatch: hunting for common ground as network disruption looms

  • Telefónica restructures leadership as Venezuela exit nears - Oct26

  • Deutsche Telekom targets satellites, AI and defence in strategic push – Sep-Oct26

  • BTwatch Analyst Briefing: Openreach sweats its fibre infra

See more >

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