All Margherita Della Valle articles
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M&AKenyan High Court rules to unwind Vodacom’s Safaricom takeover
Just months after celebrating taking control of Safaricom as a ‘defining moment’, Vodafone’s African arm now faces prospect of enforced €1.4bn deal unwind. From Midrand to London, execs must now confront complex balance-sheet unravelling and regulatory exposure.
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Analyst BriefingVodafonewatch: partners loaded for EMEA digital infra expansion
Analyst Briefing: capital-sharing partnerships in Turkey and Egypt, and a new co-owner at German fibreco OXG Glasfaser, bring Vodafone’s digital infra expansion strategy into the spotlight; plus VodafoneThree’s convergence push and 5G SA commercialisation bid, Czech innovation, and more across Europe and Africa…
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Network & InfraVodafone welcomes ‘committed funding’ of new German fibre partner
Patrick Drahi’s Altice has finally exited OXG Glasfaser, selling its 50% stake to Société Générale, underscoring Altice’s debt-reduction drive while reinforcing Vodafone’s long-term commitment to the OXG project.
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Network & InfraTelefónica venture freed to make Gigafactory bid
Operator gains EC nod to establish AI data hub joint venture with Spanish partners including Santander, Multiverse Computing, and ACS.
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PeoplewatchVodafone Peoplewatch: Vodacom tightens grip on Safaricom, network chief changes in Europe
August 2026 update, with 40+ strategic and senior changes including: a set of boardroom swaps as Vodacom installs reps at Safaricom; Yago Lopez taking a Group-level job, meaning a new Chief Networks Officer comes in at Turkey; and HR swaps at VOIS…
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Network & InfraSpaceMobile targeting 2027 go-live; Deutsche Telekom joins MNO integration testers
In-depth: AST SpaceMobile is advancing its D2D satellite ambitions, with DT new to the roster of telco majors undertaking integration testing. Despite launch delays and standardisation hurdles, the $28bn challenger is targeting substantial revenue growth, addressable market similar to Starlink.
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Analyst BriefingVodafonewatch: Indian recovery, Greek opportunity
Analyst Briefing: signs of revival in India, a new fibre frontrunner in Greece, and carving a place in the future of ‘chaotic’ IoT. Plus, Vodacom poaches rival bosses to bolster the boardroom, and Vodafone co-develops an AI-powered disputes resolution platform with a UK startup…
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Partnerships & AlliancesVodafone Business taps TCS to aid UK revival
Operator ties with Tata Consultancy Services to jointly develop solutions to help B2B clients improve customer experience, with AI, automation, cybersecurity, and others in the mix. Agreement marks latest step in Vodafone Business’ partner-led expansion of enterprise portfolio…
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Analyst BriefingVodafonewatch: one in, one out as group completes deal double
Analyst Briefing: A positive Q1 performance followed by completion of a pair of major, structural deals in Europe helps CEO Margherita Della Valle lead the Group into a new phase, and suggests multi-year footprint rethink is beginning to deliver tangible results. Elsewhere, European towers trouble, questions of SatCo revenue potential, and AI gets physical in Albania…
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Financial & PerformanceVodafone: strong start to year adds traction to ‘new chapter’ growth narrative
Q1 FY26–27 overview: Vodafone has delivered one of its strongest quarterly updates in recent years, buoyed by Africa consolidation and improving conditions in key European markets, prompting management to raise FY guidance and talk with increasing confidence about a ‘new phase’.
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Financial & PerformanceVodafone rises as Africa bulks up, Europe steadies
Q1 FY26–27 in-depth: Vodafone’s largest markets appear to be moving forward together for the first time under CEO Margherita Della Valle, even if challenges remain. Germany has found firmer footing, UK integration is advancing, and consolidation of Safaricom has strengthened African contribution…
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Financial & PerformanceVodafone to keep cutting costs, shedding jobs — raises ‘efficiencies’ goals and guidance
Q1 FY26–27 spend & guidance: EBITDAaL outlook upgraded despite M&A integration costs, reflecting confidence in reshaped portfolio in both Europe and Africa, supported by amping-up of widescale efficiencies programme beginning to generate tangible benefits, including job cuts.
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Network & InfraEU fires starting pistol on €30bn AI Gigafactory bidding process
Bloc moves to get construction of new mega data centres underway next year with provision of funding, as well as procurement and supplier deals. EU flags aims to balance sovereign ambitions with building out “at speed”…
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OperationsVodafone cuts ribbon on Portuguese cybersecurity hub
Telco unveils new Global Cyber Centre in Lisbon, with plans to develop new cybersecurity tools and integrate third-party solutions to serve international customers. Group says the new facility reinforces Portugal as a key cybersecurity “hub”…
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Financial & PerformanceVodafone Business quietly enters Group’s ‘growth’ agenda
Q1 FY26–27: B2B improvements mean division is an increasingly important part of the turnaround story, driven by cloud, cybersec, and SaaS, underpinned by deals with digital services allies.
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Partnerships & AlliancesVodafone joins UK rivals to create sovereign AI model
Vodafone becomes third telco to partner Cosine on development of alternative, sovereign AI model for software development in mission-critical use-cases. Tie-up sees Vodafone join telco peers BT and Telefónica Tech UK&I in backing UK’s purported “first fully sovereign frontier AI model”…
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Analyst BriefingVodafonewatch: tower turbulence and AI acceleration
Analyst Briefing: the European towers industry watches on as Vodafone-backed INWIT battles MNO discontent in Italy; Vodafone reaps the rewards of early security and compliance grunt work as it accelerates AI adoption; satco SpaceMobile continues with familiar ups and downs; and more from Africa, Europe, elsewhere…
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M&AFrom bitter critic to anchor investor: Xavier Niel replaces e& as Vodafone’s largest shareholder
In-depth: Audacious French telecoms tycoon snaps up e&’s stake in a €5bn transaction. Niel expresses confidence in strategic direction and ‘value creation potential’, just two years after expensively venting frustration at ‘mismanagement’…
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M&AVodafoneThree networks chief: merger remedies more ‘asset’ than ‘burden’
Chief Network Officer Andrea Donà has framed strict regulatory remedies as an “engineer’s paradise” as the UK operator sets about its £7bn network integration programme.
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Analyst BriefingUK Infrawatch: Digi lands; CityFibre dials back; BT targets regional altnets
Analyst Briefing: Latest from the digital infra scene in the UK, including: a European budget challenger emerges in UK, BDUK adjusts to a revised fibre market reality, more rumours of regional player consolidation, and plenty more…