Analyst Briefing
Vodafonewatch: redrawing the European footprint (again)
Analyst Briefing: unerringly upbeat CEO Margherita Della Valle pitched German turnaround (again), UK merger integration (at pace), and more M&A (Ziggo, towers, and beyond). Elsewhere, Amdocs gets in on cable overhaul; Cornerstone considers micro-edge compute options …
Operations
DT beats European peers to reach net zero operations
DT becomes first major European telco to achieve net zero within its international operations and direct energy purchasing, turns attention to slashing carbon emissions across its supply chain.
Financial & Performance
Orange searches for €1bn down back of supply chain sofa
FY26–FY28 Trust the Future strategy: French group targeting substantial savings on vendor budget as part of new mid-term strategic vision. Move forms part of broader efficiency and cost reduction programme taking in AI, legacy network shutdown, and centralisation of platforms and services across Orange.
Analyst Briefing
Vodafonewatch Analyst Briefing: local innovation paves way for regional network upgrades
Latest from Vodafone as the Group shouts about various innovative network initiatives with partners Nokia, Huawei, Samsung; and others; M&A completes in Romania ahead of integration programme kick-off; Telenor tapped for procurement savings; satco investment’s share price soars; more from Europe, Africa, India, elsewhere…
Suppliers & SCM
Vodafone’s procurement arm seeks grander scale with Telenor tie-up
Vague but apparently expansive, telco duo signs up to ‘leverage complementary footprint’ to avoid duplication and draw down unspecified ‘synergies’.
Suppliers & SCM
Vodafone’s buying platform signs up Nomia for ‘strategic’ tail spend management
Vodafone Procure & Connect has enlisted Bell Integration spin-out Nomia to manage its tail spend with a view to turn the ‘tactical’ procurement into a ‘strategic’ asset…
Peoplewatch
DT−Orange procurement JV names new CEO
BuyIn appoints current finance and HR chief Michael Rubas as its new CEO, as Béatrice Felder retires. Move comes as the JV seeks to create additional value in the coming years through digitalisation and pricing optimisation…
Strategy & Change
Liberty gives European B2B services business a new name and mission
Shared services arm rebadged and given mandate to seek expansion in areas such as energy, fintech, and insurance.
Strategy & Change
Vodafone set to debut new ‘Business to Telco’ unit as part of central function refresh
Vodafone quietly debuts B2T unit targeting peers, as Shared Operations gets overhauled and Group adds vim to telco-as-a-service ambitions.