Analyst Briefing
Vodafonewatch Analyst Briefing: Kenyan takeover thrown into doubt
Analyst Briefing: Kenyan courts call into question legitimacy of Vodacom’s Safaricom takeover; Vodafone adds Spanish security for Portuguese customers; and a major 5G core upgrade takes shape in the UK. Plus more from Europe, Africa, India, elsewhere…
Network & Infra
Eutelsat boosts OneWeb capacity with billion-euro Airbus order
Constellation operator adds to OneWeb ambitions with another 229 Airbus satellites, in a bid to strengthen its position as a European sovereign satco.
Analyst Briefing
Vodafonewatch: UK slump, Nordic bump
Analyst Briefing: Vodafone’s share of UK government spending drops, SpaceMobile uncertainty continues, and Telenor deal continues to expand. Elsewhere, network leadership changes in Europe and groundwork for infra-sharing in India…
Partnerships & Alliances
Vodafone deepens Telenor ties, becomes international voice gateway
In-depth: Vodafone deepens strategic Nordic relationship to take in international voice, building on Procure & Connect alliance, exploiting UK Group’s scale, and supporting Telenor’s strategic pivot to home region ‘optimise’ and ‘focus’.
Analyst Briefing
Vodafonewatch: Xavier Niel places multibillion-pound bet on Vodafone’s transformation story
Analyst Briefing: CEO Margherita Della Valle’s two-year restructuring programme proves enough to convince Xavier Niel of Vodafone value; satco-telco standards need work; regional outposts promote AI innovation; more from across Europe and Africa…
Analyst Briefing
Vodafonewatch: marking UK MOCN milestones
Analyst Briefing: VodafoneThree makes network integration strides in the UK; Oz MOCN underpins TPG confidence in Vodafone’s return; and the Group signs wholesale deals in largest markets to monetise existing infra assets. More from across Europe, Africa, beyond…
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.
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.