Associates & JVs – Page 2
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Analyst BriefingsVodafonewatch Weekly: CEO Della Valle’s slow-cooker recipe
Latest from Vodafone and its global interests, including a deep dive into the group’s FY24–25 results. CEO Margherita Della Valle continues to talk a big game, but questions remain about the overall strategy; VodafoneThree emerges as new scaled UK mobile giant; Safaricom tees up in-market M&A; Vodacom rejigs executive structure; Vodafone Germany hits new lows…
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Network & InfraOrange, Vodafone switch on 5G in Egypt
Telcos go live with first 5G services in the country, after Egypt’s four operators finalised new spectrum licences last year. Vodafone Egypt CEO Mohamed Abdallah says switch-on aligns with Egypt’s Vision 2030 strategic goals…
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Analyst BriefingsVodafonewatch Weekly: Dutch JV sets out ‘plan to win’
The latest from Vodafone and its interests, including VodafoneZiggo CEO van Rooyen’s strategic reset as it seeks to regain form in the Dutch market; Safaricom’s preparation for a cloud infra overhaul; a surprise change in Group CFO; and more IoT deals for Vodafone Business…
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Network & InfraVodafoneZiggo says ‘no’ to Dutch fibre, goes ‘all in’ on DOCSIS
Q1 FY25: With move to new strategic plan, Vodafone–Liberty Global joint venture commits to DOCSIS 4.0 upgrade over the next few years, turning down full-fibre prospect but keeping the door open to FibreCo partnerships…
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Analyst BriefingsVodafonewatch 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…
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Analyst BriefingsVodafonewatch Weekly: attention turns to post-merger strategy in the UK
Latest around Vodafone, including rumours of a UK pay-TV play once Vodafone and Three complete their combination; Vodafone and Digi’s Romanian M&A hits its first regulatory speedbump; Group entities lobby for improved subsea security and land bank protections; Vodacom’s Shameel Joosub goes on tour…
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Analyst BriefingsVodafonewatch Weekly: Group rings changes in Luxembourg and HQ
Latest from Vodafone as Ninian Wilson takes charge of new Procure & Connect business; another boardroom rejig; news of change afoot in India; Dutch M&A on the cards; and a series of Business deals…
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M&AVodafoneZiggo open to M&A as it edges into Dutch fibre space
Mike Fries, CEO of parent Liberty, indicates M&A may have a role to play as VodafoneZiggo strengthens its broadband infra platform.
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Analyst BriefingsVodafonewatch Weekly: positive moves for dealmaking Group
Latest from Vodafone as the Group faces the ups and downs of dealmaking; hype turns to more grounded optimism on small cells and 5G MPN solutions; several key changes to OpCo ExCos, and some new digs for former CEOs; more across the footprint…
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Financial & PerformanceVodafone’s Vi stake diluted further as gov strengthens grip on Vi
Struggling operator Vi takes debt-to-equity conversion deal that will see the government’s stake near 50%, and Vodafone’s drop to a reported 16%.
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Network & InfraIndia’s Vi seeks to get back in game with belated 5G go-live
Operator seeks to attract customers back to its network following years of subscriber losses, with “competitive” tariffs on 5G services.
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Analyst BriefingsVodafonewatch Weekly: Della Valle calls for a ‘European renaissance’
Latest from Vodafone and its ecosystem as the Mobile World Congress dust settles. A series of innovative proof of concepts and more substantial products and partnerships were announced, and the usual on-stage lobbying made plenty of headlines…
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Network & InfraVodafone, SpaceMobile to create European SatCo JV
Pair unveil plans to launch co-owned satellite services joint venture, with Vodafone locked in as SpaceMobile’s European partner of choice.
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Analyst BriefingsVodafonewatch Weekly: change afoot across the investments portfolio
Latest from Vodafone and across its footprint, including: potential for change in Germany fibre JV ownership; Liberty on the lookout for shared services partners; TPG Telecom enters new era; Vodacom initiates headcount cull in South Africa; more…
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Financial & PerformanceTPG enters ‘new phase’ as CEO actions strategic reset
Australian operator’s network sharing deal with Optus gives management optimism for FY25, as previous FY’s work lays a foundation for mobile market share growth.
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Analyst BriefingsVodafonewatch Weekly: looking to the skies for mobile infill, satellite D2D
Latest from Vodafone, including: MWC previews, with drones and APIs among the early teases; Vi CEO promises capex uplift to underpin turnaround attempt; Vodafone–Three leadership team named, former Group CEO Nick Read finds another non-exec posting; more…
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InnovationVodafone lays groundwork for satellite NOC
Group adds to Andalucían roots with launch of direct-to-device R&D hub, with plans to evolve site into pan-European satellite network operations centre.
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Analyst BriefingsVodafonewatch Weekly Q3 special: German woe distracts from bright sparks in Europe, Africa
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
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Financial & PerformanceIndia’s Vi builds ‘significant momentum’: capex doubles ahead of 5G launch
Akshaya Moondra, CEO of the Vodafone-backed JV, sets high hopes for 2025 as Vi taps new funding to pursue network expansion.
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Financial & PerformanceVodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.