All Margherita Della Valle articles
-
Network & InfraVodafone Germany changes the channel for cable upgrade
Operator launches nationwide spectrum optimisation programme aimed at improving broadband speeds and driving efficiencies, with fresh NorDig LCN technology delivering customer experience improvements for cable and fibre users…
-
Analyst BriefingsVodafonewatch Analyst Briefing: Vodafone knocked back as rivals surge
Latest from Vodafone as a turbulent quarter sees BT claim the UK’s top telco spot, Liberty Global exits stage left, and German fibre JV OXG pushes forward with another wholesale tie-up…
-
Strategy & ChangeLiberty CEO: Vodafone stake sell-off is not a judgement on telco’s strategy
Mike Fries says decision to sell a 5% Vodafone Group stake should not be seen as a reflection of the UK operator’s strategy, but purely a rotation of Liberty capital…
-
Analyst BriefingsVodafonewatch Analyst Briefing: best yet to come this year
Q1 FY25–26 special: management walks us through a broadly positive first quarter, but emphasises the latent potential for a ‘right-sized’ group that has taken ‘proactive’ steps towards a revival. German fruit soon ready for harvest, if CFO Luka Mucic is believed, with structural/strategic resets elsewhere also settling down…
-
Financial & PerformanceQ1 guidance: UK on track to deliver earnings boost
Q1 FY25–26: combined VodafoneThree is performing as expected in its first few months, giving Group management confidence in FY forecasts.
-
Financial & PerformanceQ1 spend: Vodafone stays the course on capex total and mix
Q1 FY25–26: market by market capital allocation untouched, and management ‘very happy’ with current setup’s capacity to leverage strengths. Asset sales in Europe has given the Vodafone ‘strategic flexibility’, which may open options for greater investment under the next CFO…
-
Financial & PerformanceQ1 in-depth: Germany begins fightback
Q1 FY25–26: work to fix Vodafone Germany after years of decline is now beginning to pay off, management claims, and the OpCo is tracking to a return to growth (from a dwindling base) by year’s end. Elsewhere, Vodafone reports positive moves across the footprint put the group on course…
-
Financial & PerformanceQ1: Vodafone anticipates calmer seas after tempestuous few years
Q1 FY25–26: Vodafone management makes claims of momentum building as group readies for German bounce-back, and settles into new shape and size following a series of structural resets. Proof will be in the pudding, and that will be served at the end of the FY…
-
Financial & PerformanceGreen shoots now ‘tangible’ as Vodafone Germany shows signs of recovery
Q1 FY25–26: Troubled German OpCo shows early signs of recovery as promised by leadership, but still in decline and customer losses remain a headache. ‘Value over volume’ mantra has a nice ring, but when will it deliver?
-
Network & InfraVodafone’s German fibre JV plots 2025 commercial launch
OXG Glasfaser wheels in motion ahead of commercial services go-live. Delays and slow rollout pace have raised questions, but Vodafone CEO Margherita Della Valle says JV is now in “catchup mode”…
-
M&AVodafone open to bolt-on M&A to boost sovereign data capabilities
Group CEO Margherita Della Valle rules out major market changing moves, but opens door to acquisitive tuck-ins…
-
Analyst BriefingsVodafonewatch Weekly: UK merger complete, hard work begins now
Latest from Vodafone as VodafoneThree strategy laid out; Commscope named VodafoneZiggo’s DOCSIS upgrade vendor; group appoints CFO Luka Mucic replacement; Procure & Connect breaks ground at Luxembourg logistics hub…
-
PeopleMicrosoft and ex-Telefónica exec Pilar López named Vodafone CFO
Luka Mucic’s replacement named as Pilar López, who will join from Microsoft and bring 15 years of experience at Vodafone rival Telefónica.
-
Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
-
Analyst BriefingsVodafonewatch Weekly: CEO Della Valle’s slow-cooker recipe
Latest from Vodafone and its global interests, including a deep dive into the group’s FY24–25 results. CEO Margherita Della Valle continues to talk a big game, but questions remain about the overall strategy; VodafoneThree emerges as new scaled UK mobile giant; Safaricom tees up in-market M&A; Vodacom rejigs executive structure; Vodafone Germany hits new lows…
-
Financial & PerformanceVodafone FY24–25: Della Valle’s to-do list isn’t shrinking
Vodafone CEO Margherita Della Valle offers candid summary of the group’s FY, but appears broadly satisfied with progress thus far and remains optimistic about prospects to the end of the decade. Claims of an imminent reversal in Germany; UK merger complete; and an improved revenue mix across the group are among the drivers…
-
Financial & PerformanceVodafone FY24–25 guidance: group ‘insulated’ against macro aggro
Management talks up group’s ability to defend against the worst of FY25−26’s geopolitical turmoil, with supply chains and cash flow protected from ‘economic volatility’…
-
Financial & PerformanceVodafone FY24–25 spend: investment on the rise
Capex jumps 8% after a drop-off, with network investment among the priorities. Troubled German OpCo maintained spend despite losing €1bn from earnings in two years…
-
Financial & PerformanceVodafone FY24–25 in-depth: another challenging year en route to German revival
CEO Margherita Della Valle emphasises the various ‘transitions’ Vodafone has navigated over the past two years, putting mixed financials in perspective…
-
M&AVodafone, Three complete UK merger to create ‘multi-dimensional’ mobile leader
Combination creates new UK mobile top dog with more than 27 million subscribers. Vodafone’s Margherita Della Valle has declared her European reshaping programme as ‘complete’ as the Group locks in VodafoneThree’s financial plans…