All Margherita Della Valle articles
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Network & InfraVodafone completes first AST SpaceMobile D2D call in Ireland
Irish OpCo makes first video call using only direct-to-device connectivity from SpaceMobile, marking latest milestone in Vodafone’s relationship with the satco, and the pair’s journey to launch commercial D2D services by the end of 2026…
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Analyst BriefingOrangewatch MWC recap: AI is all around
Orange’s senior execs were out in force at this year’s Mobile World Congress, with Group CEO Christel Heydemann highlighting the benefits of AI, while also warning of “unknown threats” from the evolving tech. Separately, AI supremo Steve Jarrett spelled out how Orange plans to realise €600m in value from AI by end-FY28…
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Network & InfraINWIT fights back as anchor tenants threaten to dismantle Italian towerco business model
In-depth: Towers showdown erupts in Italy as Fastweb + Vodafone looks to pull out of its INWIT MSA and is met by ‘conflict’ accusations and a legal response. With Vodafone still exposed indirectly, and peers observing with interest, Europe’s once-staid infra sector continues to reset…
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Network & InfraVodafone Germany adds tech partners to drive cable upgrades
German OpCo works with Huber+Suhner and Aurora Networks to support efforts to tap traditional cable stronghold, with fibre playing a supporting role.
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InterviewBattle scars and skin in the game: VOIS breaks out from Vodafone’s captive shared services
Deep dive: by stepping out of the shadow, the once-captive telco shared services business is rewriting the playbook for commercial enterprise ‘shared intelligence’ as a standalone powerhouse. With Accenture on side, and tapping Vodafone Business and others for go-to-market, leaders Gary Adey and Chris Meads tell TelcoTitans that VOIS is an increasingly ‘big lever’ for its parent to pull…
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Analyst BriefingDeutsche Telekomwatch MWC roundup: Höttges’ ‘Hedgehog Day’
MWC26 Special Analyst Briefing: Group CEO Tim Höttges issues scathing critique of Europe’s Digital Networks Act, calling on regulators to draw inspiration from the USA’s regulatory approach. The operator unveiled a series of fresh partnerships and products, with a focus on AI integrations and network upgrades…
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Analyst BriefingVodafonewatch MWC roundup: satcomms centre stage; AI-RAN advancing
Analyst Briefing: Satcomms, D2D, edge compute, and AI-RAN were among the focus areas for Vodafone in Barcelona…
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Analyst BriefingTelefónicawatch MWC roundup: Murtra’s European merger masterplan
MWC26 Special Analyst Briefing: Murtra kicks off Telefónica’s MWC with calls for the EC to “unleash” telcos through M&A, and in doing so enable “deeper” technology investments. AI, cross-border collaboration, and sovereignty took precedence in the wave of developments the operator unveiled during the event…
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Products & ServicesTurkey: Vodafone repositions ahead of ‘largest 5G launch yet’
MWC26: Vodafone Turkey CEO Engin Aksoy says infra is in place, focus now on repositioning commercial approach to leverage 5G once live.
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EventwatchTrust me I’m a telco: sector insecurity seeps into MWC opener
MWC26: Telco CEOs take to the stage to warn of “unknown threats” and an emerging “Wild West” as the pace of technological change outpaces the rate that international operators, governments, and regulators can react…
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Analyst BriefingVodafonewatch: redrawing the European footprint (again)
Analyst Briefing: unerringly upbeat CEO Margherita Della Valle pitched German turnaround (again), UK merger integration (at pace), and more M&A (Ziggo, towers, and beyond). Elsewhere, Amdocs gets in on cable overhaul; Cornerstone considers micro-edge compute options …
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Financial & PerformanceIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
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Financial & PerformanceVodafone guidance: plenty of confidence in these ‘early days’
Q3 FY25–26: Vodafone set to come out of the year at the upper end of free cash flow and EBITDAaL guidance, with new CFO Pilar López picking up on the CEO’s positive view of things moving forward.
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Financial & PerformanceMore of the same: Vodafone leans on outposts as core OpCos wobble
Q3 FY25–26: CEO Margherita Della continues to repeat optimism about the potential for a turnaround in Germany and progress in the UK, but Q3 earnings are yet to back her up in earnest. Wider European industry could be in for reform, however, and the CEO remains confident that Vodafone will be well placed to capitalise…
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Analyst BriefingEMEA Infrawatch: MTN’s tower take-back; Eutelsat puts LEO front and centre
Analyst Briefing: MTN plots IHS Towers buy; Eutelsat doubles down on LEO as it calls off Flexsat GEO project; Ardian said to mull Brookfield tie-up for INWIT takeover; more…
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M&AVodafone pulls out of Netherlands as Liberty takes control
In depth: Liberty Global will take full control of VodafoneZiggo en route to a Sunrise‑style spin‑out of a new Benelux entity, while Vodafone steps back with a minority holdco stake in its latest European portfolio reshaping…
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M&AArdian said to reignite INWIT takeover talks, with Brookfield as backup
French investment fund reported to be working on a joint bid with Brookfield Asset Management to acquire Italian towerco INWIT, in a move that would oust Vodafone-backed Vantage…
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M&AVodafone to ‘keep looking’ at Vantage stake as European tower scene evolves
Vodafone CEO Margherita Della Valle satisfied with Vantage performance, but acknowledges that consolidation is changing the landscape in several markets, and the ‘appropriate position’ for the Group’s towerco interests may also shift…
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Financial & PerformanceVodafone ‘happy’ with INWIT stake despite share slump
Group CEO Margherita Della Valle content with level of interest in Italian towerco despite share price plummeting 20% amid MNO consolidation concerns, and the prospect of a write-down looming…
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Analyst BriefingVodafonewatch: M&A ripples in Europe, debt reprieve in India
Analyst Briefing: European M&A, some of Vodafone’s own making, shifts the Partner Markets landscape; AGR pressure lifted for Vi as India’s gov commits to reassessment; and reports suggest change in the office for OXG Glasfaser ownership…