Latest Vodafone Insight – Page 16
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Financial & PerformanceVi surges on hopes for spectrum payment relief
Vi’s stock has revived by news that the Indian government has agreed that bank guarantees should be scrapped for deferred spectrum payments.
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EventwatchVodafone gets GenAI in action through ‘big bets’, phased adoption
Vodafone cloud engineer Jared du Plessis says GenAI is delivering tangible results for networks, with three ‘big bets’ leading the way. RoI is front of mind, but phased approach to AL/ML integration, and a Google Cloud-powered orchestration platform, simplifies the journey…
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InterviewIn depth: Eurotelco adtech Utiq sets course for Americas
Ambitious JV plots further regional Transatlantic expansion following recent Austrian debut, according to CEO Marc Bresseel. Read more on plans to crack North America, reach new platforms, forge new partnerships in adtech, telecoms, raise further funds, and beyond…
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B2BVodafone puts network APIs to work to fight fraud
Vodafone reveals how it is opening network functionality via APIs to defend consumers and businesses from scams, with new markets lined up…
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Suppliers & SCMVodafone mega RAN tender results coming “soon”
It could be days or weeks, but Vodafone expects to announce “pretty soon” the suppliers for its global radio access network as the procurement process enters the final stages.
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M&ASky slams CMA’s ‘weak’ wholesale remedy for Vodafone–Three merger
Sky fights the MVNO corner for stronger wholesale access terms to be conditional for approval of pending Vodafone UK-Three UK merger.
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Partnerships & AlliancesSpanish MNOs, and Vodafone, tie on Europe’s ‘first’ Open Gateway API lab
MásOrange and Telefónica tout benefits of an “innovation environment” in driving API adoption.
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Content & TVDT questions Vodafone’s cable TV defence tactics
Deutsche Telekom says slow disconnection of German users freed from bulk contracts by recent law change is dulling move’s intended competitive benefit.
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Financial & PerformanceHighlights: Vodafone soon to emerge from ‘year of transition’
H1 FY24−25: Group CEO Margherita Della Valle confident the worst is behind her as evolving Vodafone nears final form.
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Financial & PerformanceIn-depth: battling Vodafone moves in the right direction
H1 FY24−25: Lowest ebb of Vodafone Germany not enough to dent management optimism of Group prospects, but MDU impact still felt…
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Financial & PerformanceSpend: capex shifts to central functions as Vodafone OpCos rein in spend
H1 FY24−25: investments made in shared services, but in-market spend shrinks.
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Financial & PerformanceGuidance: evolving Vodafone nears final form, still on track
Outlook reiterated after solid first half, with management painting bright prospects post-MDU and M&A impact…
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M&AArch-snaffler Digi open to Vodafone Italy asset deal
CEO of Romanian telecoms group indicates interest in any remedial asset sales by Vodafone Italy acquirer Swisscom, as it looks to accelerate growth of sub-scale local business.
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Financial & PerformanceSafaricom pushes homegrown smartphones to keep mobile data momentum
Kenyan operator looks to boost 4G smartphone penetration to fuel customer and mobile data service revenue growth, but challenging economic conditions leaves consumers with less money to spend on new devices.
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Financial & PerformanceVi CEO hopes for subscriber loss turnaround after upping investment
Indian operator’s CEO Akshaya Moondra gives vague ‘expectation’ for a customer base upturn by the end of the FY, and remains reluctant to make any promises.
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M&ACellnex sees telco consolidation as a win for infra
Spanish group’s CEO says deals between mobile operators are making its clients more healthy and solid, while also creating opportunities for commercial gain through network reshaping.
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Financial & PerformanceVodafone invites peer comparison as UK preps for merger
While final decision on JV with Three is awaited, Vodafone UK claims to be holding its own against competitors it previously suggested it was too fragile to compete with in the long‑term.
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Analyst ReportVodafonewatch Report #231 - November 2024
Key stories include: Shared operations reset accelerates | Google in for GenAI boost | TPG firms up fibre sale | UK nears merger approval | Vodacom’s MAZIV deal blocked
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Financial & PerformanceVodafone a ‘happy wholesaler’ as German fibre churn kicks in
Q2/H1 FY24–25: Vodafone confident on Germany’s post-MDU trauma recovery plan, with fixed strategy underpinning the return to health.
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Financial & PerformanceVodafone Turkey rises as Group’s star growth performer
Group management gives special attention to Turkish OpCo and its leadership with effusive praise for delivering outsized revenue growth in latest results.