Latest Vodafone Insight – Page 8
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Partnerships & AlliancesDT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…
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Network & InfraVodacom brings Starlink into growing satco partner circle
Operator gains additional backhaul and preps new broadband services using Starlink’s LEO constellation, further expanding its roster of satellite alliances…
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Financial & PerformanceVodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’
Q2/H1 FY25–26: Fast-growing digital services now approximating €2bn annual revenue for Business growth engine, with intent to invest more in segment. Vodafone considers itself well placed for SMEs and sovereign cloud, but will not be rushed into big ticket AI data centre projects…
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Financial & PerformanceVodafone begins German bounce back
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…
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M&AVodacom ‘keeping powder dry’ for fibre, data centre M&A opportunities
Q2/H1: CEO Shameel Joosub teases more deals and partnerships to come as South African fibreco deal nears completion, with more wireline infra and potential data centre tie-ups under consideration. While tower deals in Egypt are off the table, ears are open for a change at Safaricom…
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Partnerships & AlliancesVodafone-SpaceMobile choose Germany for SatCo JV’s mission control
European joint-venture advances with a Satellite Operations Centre in Germany and disclosure of security preparations for in-region sovereign services, ahead of 2026 launch plan. Vodafone stake in SpaceMobile could now be worth $1bn…
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PeoplewatchVodafone and BT veteran joins Boldyn board
Rob Shuter, former CEO at BT Enterprise and a veteran Vodafone fixer, has been added to Boldyn’s Board of Directors, with the neutral host player seeking to tap his finance and telecoms experience in decision-making…
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M&ALiberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…
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Financial & PerformanceVodafoneZiggo facing ‘uncertain journey’, but turnaround path beginning to emerge
Liberty Global Q3: VodafoneZiggo boss Stephen van Rooyen expresses caveated confidence over his masterplan to put the Dutch operator on the road to a turnaround, but not everything is under his control…
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Analyst ReportVodafonewatch Analyst Report #241 - October 2025
Key stories include: Vendor quartet in for open RAN | Procurement synergies targeted with Telenor | 2G prepped for phased shutdown | 5G spectrum secured | UK ready for new FMC entrant? | and much more…
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M&AVodafone adds public cloud integration expertise in Skaylink acquisition
Skaylink to be bought for €175m to build out Vodafone Business portfolio and embed ‘specialist’ knowledge in public cloud integrations for B2B clients.
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Network & InfraSubsea cables: Vodafone heads ‘off beaten track’ as hyperscalers muscle in on mainstream
Capacity Europe 2025: Vodafone’s Head of Global Infrastructure Owen Bryant considers the role telcos should play in transcontinental infra links as hyperscalers investment billions into subsea infra. Vodafone, for its part, is focused on ‘red’ markets that lie outside Google and Meta’s core interests…
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Partnerships & AlliancesLifecycle Software pulls up on Tomorrow Street
Billing solutions provider with an MVNO focus the latest name to join the Vodafone‑backed incubator’s Scaleup X programme.
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Network & InfraVodafone to fill Black Sea subsea infra blackspot
In collaboration with Partner Markets ally Vodafone Ukraine, Group begins €100m infra project connecting Black Sea nations, bypassing Russia.
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Network & InfraTurkish MNOs splash $3bn on 5G spectrum ahead of 2026 services launch
Vodafone Turkey comes third of three in the country’s first 5G spectrum auction, spending around half that of its rivals on 700MHz and 3.5GHz licences.
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Network & InfraUK MNOs bag equal share of mmWave spectrum in £39m auction
BT, VodafoneThree, and Virgin Media O2 share the spoils in Ofcom’s delayed auction, each committing £13m for 26GHz and 40GHz spectrum, but not all MHz are equal…
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PeoplewatchVodafone Peoplewatch: exec secures place at head of open networks body
October 2025 update: 25+ senior and strategic moves across the operator and its interests, including TM Forum and TIP berths for Voda execs; regional leadership changes in Europe; ex Iberian CEO closes the book; more from around the Group…
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Suppliers & SCMVodafone elects winning quartet in diluted RAN mega-tender
Vendor foursome reel off Vodafone RAN wins as the Group’s long-awaited Spring 6 procurement closes out, short of expectations but set to propel operator towards open RAN at scale by 2030.
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Public AffairsClearing the Eir: Irish operators criticise ‘excessively lax’ access rules
Industry body ALTO, representing operators such as BT, Vodafone, Enet, and Sky, calls for review into regulation of incumbent.
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Suppliers & SCMEricsson secures sole RAN vendor status in clutch of Vodafone markets
Swedish vendor adds to recent UK win with Spring 6 contract covering six further markets in Europe and Africa, paving way for modernised programmable networks, including pathway to AI-RAN…