Africa & Middle East – Page 5
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Analyst BriefingOrangewatch Analyst Briefing: execs bang M&A drum; high hopes on IPCEI and AI
In this issue, we report on presentations by Orange’s leadership at the AGM, with Group CEO Christel Heydemann and new Orange France CEO Jérôme Hénique taking the floor.
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PeoplewatchVodacom hands Egypt CEO a remit to scale African portfolio, drive strategy
Vodafone Egypt CEO Mohamed Abdallah adds International Markets to his remit in a move intended to ‘unify’ cross-border operations.
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Venturing & InvestmentsSafaricom preps $500m investment into African ‘AI infra’
Kenyan operator commits to three-year development of AI infrastructure in East Africa, seeking to tap into rising demand for ‘sovereign’ services…
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Strategy & ChangeHénique signs off from Orange MEA on a high note
France-bound Jérôme Hénique discusses the challenges of managing Orange’s sprawling Middle East & Africa business, and asserts the importance of a division that has contributed significantly to Orange’s results in recent times, delivering double‑digit revenue growth for eight consecutive quarters.
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Analyst BriefingEMEA Infrawatch Briefing: tower sell-offs, DC deployments, orbital experiments
Cellnex CEO Marco Patuano says the TowerCo is one step closer to selling its Swiss business and French data centre assets. Meanwhile, IHS Towers forks off Rwandan unit to newly formed tower player. In the space sector, several players look to get D2D services off the ground, while others tinker with new space comms solutions.
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Partnerships & AlliancesIHS Towers seeks military help to tackle infra vandalism in Nigeria
London-based wireless infra operator forms “strategic partnership” with Nigeria Security and Civil Defence Corps, aiming to help overcome problem of vandalism and theft of assets.
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PeoplewatchAtlasEdge names chief to lead new ops function
European data centre provider creates new Business Operations function, and appoints IT and telecoms aficionado Raoul du Plessis to lead it. Appointment is next in AtlasEdge’s series of management team changes seen over the past year…
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M&AIHS Towers mulls further asset sales as it exits Rwanda
African wireless infra player sells off Rwandan business to Paradigm Tower Ventures. IHS Chief Executive Sam Darwish says TowerCo has achieved its M&A goals set out following its last strategic review, but indicated further deals could be on the table…
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Financial & PerformanceVodafone sees the bright side of global chaos
FY24–25: As Vodafone Business surpasses €8bn in revenue, driven by Digital Services, anticipated hikes in cybersecurity, defence, and sovereignty spending in politically uncertain times is expected to provide another boost.
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Analyst BriefingOrangewatch Briefing: Huawei is back in business in Spain
In this issue, we report on MásOrange’s apparent renewed enthusiasm for technology from China-based vendors for cutting‑edge network developments.
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Financial & PerformanceSouth Africa: energy challenges push rivals Vodacom and MTN to collaborate on power
Vodacom FY24–25: operators in early stages of infra-sharing under Energy Users regulation.
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Partnerships & AlliancesSaudi satco Arabsat takes next LEO steps with Telesat deal
MEA-focused satellite operator to integrate LEO services using Telesat’s Lightspeed constellation, as part of multi-orbit strategy aimed at improving services, efficient.
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M&ATAWAL is possible suitor for DT’s latest tower spin-outs
Acquisitive Saudi tower group TAWAL is still keen on M&A in central and eastern Europe and has Deutsche Telekom’s newly carved out masts in its sights.
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Financial & PerformanceSafaricom plots bolt-on M&A to strengthen Kenyan and Ethiopian core
FY24–25: CEO Peter Ndegwa indicates willingness to look further afield for growth opportunities once Ethiopian venture reaches self-sufficiency.
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Analyst BriefingEMEA Infrawatch Briefing: resilience under the microscope; TowerCos face up to ‘land banks’
Power outage in parts of Europe and the aftermath of USA’s ‘Liberation Day’ tariffs give digital infra players food for thought on data sovereignty and resilience. Meanwhile, TowerCos come face-to-face with land aggregation firms after expressing concerns that the latter could stockpile land assets.
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Partnerships & AlliancesSafaricom seeks fresh partnerships to go wider on fixed
Kenyan operator looks to forge new partnerships to expand its fixed business, rather than focusing purely on fibre expansion, after setting target to pass one million premises with fixed infra by 2030.
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Financial & PerformanceSafaricom boasts Ethiopian maturity as ‘baby’ makes ‘confident steps’
FY24–25: CEO Peter Ndegwa says there is more to be done to reach commercial and infrastructure ‘scale’, but Safaricom’s Ethiopian venture is said to be nearing EBITDA positivity.
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Network & InfraLease aggregators defend role in telecoms infra as TowerCos call for regulation
As land access continues to be contentious for telecoms infrastructure, lease aggregators seek distance from bad actors that engage in speculative buying and opportunistic pricing.
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PeoplewatchOrange anoints Hénique as France CEO after Fallacher’s move to Eutelsat
Jérôme Hénique is moving back to the Group’s domestic market after 15 years in Middle East and Africa.
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Analyst BriefingVodafonewatch Weekly: AI agents put to task
Latest from Vodafone as the Group’s AI strategy fills out; several Business deals in Europe, Africa, and further afield; and a view from the Group and its peers as geopolitics shake up the industry…