Latest Vodafone Insight
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Weekly Briefings
Infrawatch Weekly: UK altnets chase funding, DTCP backs Ireland for datacentres, physical infra sparks objections
Latest from the digital infra scene in the UK and beyond, including CityFibre exceeds 2023 expectations; Atlantic Hub datacentre expansion in Ireland; Huawei UK increases security test spend; Italy bids for strategic subsea assets, and plenty more…
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Weekly Briefings
Vodafonewatch Weekly: fierce MVNO competition in Vodafone’s largest markets
Latest from Vodafone and its ecosystem as the latest UK merger concessions include MVNO compromise; O2 poaches Lyca from Vodafone Germany; fibre sharing deals signed in Germany while Vodacom South Africa works to push its only fibre JV through antitrust red tape…
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Network & Infrastructure
Vodafone Germany extends fibre offer after stitching together rival networks
German OpCo can now activate 9.5 million customers on partner networks, DT included, after ironing out technical issues.
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M&A
Vodafone–Three offers new remedies to get UK deal done
Vodafone UK and Three UK have made retail and wholesale price pledges to win merger approval, even though they disagree with the Competition & Markets Authority’s initial findings.
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Enterprise (B2B)
O2 poaches Vodafone MVNO client Lyca to part-plug 1&1 gap
Lyca Mobile Germany migrates from Vodafone to O2 in latest MVNO coup for the operating business.
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Weekly Briefings
Vodafonewatch Weekly: ups and downs for Group M&A projects
Latest from Vodafone and its ecosystem, including: green light for Italian sale, news from wannabe acquisition Nowo, and TPG’s fibre assets still in the shop window; Fries weighs VodafoneZiggo future; Vi bags networks deal in latest turnaround attempt…
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Innovation (R&D)
Celfocus: Project Sylva enables enterprise for new connectivity solutions like MPN
Evolving at breakneck speed, the open-source cloud‑native platform is highlighting opportunities to unlock solutions development as well as greater efficiency for telco cloud. Telco SI Celfocus pinpoints streamlined mobile private network propositions to advance delivery of connected enterprise experiences.
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People
Vodafone Peoplewatch: regulatory affairs newcomers; divestment strategy prompts change
35+ senior and strategic changes across the Group and its investments, including: several regulatory affairs appointments; procurement changes under Kenny Graham; divestments principal brought in to lead Spanish and Italian exits; more across Group interests in Europe, India, Africa, Australia…
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Network & Infrastructure
Vi delivers ‘quick win capex’ in kit vendor mega deal
Ericsson and Nokia re-up Vi relationship, Samsung added to partner roster.
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Suppliers & SCM
Vodafone’s scaleup hothouse pivots to address telco ‘risk aversion’
Connected Britain: Tomorrow Street CEO Kenny Graham talks up JV’s role in educating Vodafone execs of need to take risks to leverage emerging technology.
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Strategy & Change
Seven years in, Liberty CEO says it’s time to ‘think about’ Vodafone JV’s future
Mike Fries suggests seven years of co-ownership with Vodafone may be long enough as internal discussions turn more acutely to Dutch JV’s future.
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Content & TV
O2 wades into German pay-TV battle with platform refresh
Operator launches O2 TV platform as additional option for existing fixed and mobile customers.
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Weekly Briefings
Vodafonewatch Weekly: UK merger turns a corner, Italian sale hit with fresh challenge
Latest from Vodafone and its ecosystem, including: closer scrutiny for Vodafone Italy sale to Swisscom; TPG cuts down, adds roaming partner; satellites in focus in African markets, just as SpaceMobile takes flight in US; more from Africa, Europe, and beyond…
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Public Affairs
Draghi’s EU vision prompts mixed response from telcos
Regional grandees Ericsson, Nokia, Orange, Telefónica, and Vodafone among those praising EU’s vision on improving competitiveness on the global stage, but others not so keen on the strictures it lays out. Register to read more…
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Partnerships & Alliances
Ericsson unites telco A-list on network API joint venture
JV set to come together in early-2025, marking next step as top operators try to seize a supposed multi-billion dollar global revenue opportunity in selling CAMARA APIs to developers. Includes AT&T, DT/TMUS, Orange, Telefónica, and Vodafone. Google sneaks in as hyperpartner alongside Vonage…
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M&A
Virgin Media O2 set to sell another chunk of Cornerstone — report
Operator to shed another 8% of tower JV with GLIL Infrastructure and Vantage, bringing total shareholding down to just above 25%.
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M&A
Regulator still dubious on Vodafone–Three merger; wants further compromise
Proposed merger of two underpowered MNOs found to have negative ramifications for UK competitive landscape, but the antitrust body offers road to approval via series of behavioural and structural ‘remedies’.
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Partnerships & Alliances
Telefónica, Vodafone Spain hit refresh on fibre wholesale deal
Seeking to capture synergies and optimise network investment, agreement comes as operators continue battling to lock in wholesale clients, negotiating new deals with existing clients, after recent Spanish market rejig. Read more…
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M&A
American Tower offloads property assets in Australia and New Zealand
American Tower continues its retreat from the Asia/Pacific region with the sale of property assets in Australia to Waveconn and in New Zealand to Connexa, following its exit from India.
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People
Ex-Vantage boss Badrinath takes role as GSMA Director General
Vivek Badrinath to replace Mats Granryd in leading the organisation, starting in April 2025.