Europe
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Weekly 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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M&AVodafone, Digi yet to convince regulators on Telekom Romania Mobile takeover
Romanian antitrust authority raises eight areas of ‘concern’ over complex, two-way acquisition.
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Strategy & ChangeVodafone–Three MergeCo looking to TV for convergence boost — report
Soon-to-be-combined operators said to be exploring TV subscription options as part of plan to poach customers, ramp up convergence.
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Public AffairsVodafone, Vantage under regulatory fire in 1&1 dispute
Germany’s antitrust authority finds that pair engaged in “anti-competitive” behaviour, saying they could have reallocated resources to fulfil contractual obligations to 1&1. Final decision expected later this year…
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Weekly 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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Strategy & ChangeVodafone’s latest B2T spin-up: €20bn+ Procure & Connect
In-depth: Unusual combination of procurement and roaming services marks another step in Vodafone’s ambitious Business to Telecoms strategy to commercialise its internal shared central functions to the wider industry, with efficiency also in the mix.
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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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Weekly 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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M&ADigi, Vodafone close in on Telekom Romania mobile takeover approvals
Digi CEO Serghei Bulgac says regulators are looking at complex acquisition proposal, with feedback expected in the “coming weeks”.
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Network & InfrastructureGermany: Altice seeks exit from Vodafone fibre JV as build-out slows — report
Beleaguered French investor said to be in talks with potential buyers to offload its half share in OXG Glasfaser, as €7bn venture’s build-out progresses slower than expected in stressed German fibre sector…
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Weekly 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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Network & InfrastructureVodafone looks to Taara-equipped drones to fill in where fibre fails
Drone-based wireless optical communications tech seen as potential fix for fibre faults in areas where traditional fixed networks are susceptible to damage.
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Weekly 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 & PerformanceQ3 FY24–25: de-bloated Vodafone still struggling for buoyancy
Q3 FY24–25: Patience on Vodafone’s turnaround prospects shown to be wearing thin after German shortcomings prove too much, and management attempts to promote good news from elsewhere fall flat. Although there are positives, there is plenty of work to be done by Margherita Della Valle to keep the markets on-side in the interim…
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Financial & PerformanceQ3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
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Financial & PerformanceQ3 FY24–25 Guidance: rest of Europe to pick up the slack for Vodafone
Q3 FY24–25: Outlook reiterated as European and African positives are expected to outweigh the German shortfall. As Vodafone nears its final form, CEO Margherita Della Valle tees up acceleration…
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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.
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Financial & PerformanceVodafone exports Turkish innovations as OpCo flexes digital muscle
Q3 FY24–25: Group CEO Margherita Della Valle says Vodafone Turkey ‘outperforming’, setting a blueprint that can be applied elsewhere. CFO Luka Mucic namechecks Egypt as one market that might take lessons, but sees opportunity to pull market-specific levers, too…
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Financial & PerformanceVodafone’s German problems take root as OpCo flounders
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
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Weekly BriefingsVodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…