All Margherita Della Valle articles – Page 2
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Strategy & Change‘Europe needs a DOGE’: Höttges looks to Musk for regulation blueprint
MWC 2025: Deutsche Telekom CEO Tim Höttges has led the usual calls for policy overhaul in Europe, this time offering a direct comparison between European MNOs’ challenges and T-Mobile’s ‘freedom’.
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Network & InfrastructureVodafone, SpaceMobile to create European SatCo JV
Pair unveil plans to launch co-owned satellite services joint venture, with Vodafone locked in as SpaceMobile’s European partner of choice.
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M&ADigi, Vodafone close in on Telekom Romania mobile takeover approvals
Digi CEO Serghei Bulgac says regulators are looking at complex acquisition proposal, with feedback expected in the “coming weeks”.
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Network & InfrastructureGermany: Altice seeks exit from Vodafone fibre JV as build-out slows — report
Beleaguered French investor said to be in talks with potential buyers to offload its half share in OXG Glasfaser, as €7bn venture’s build-out progresses slower than expected in stressed German fibre sector…
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Weekly BriefingsVodafonewatch Weekly Q3 special: German woe distracts from bright sparks in Europe, Africa
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
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PeopleVodafone–Three MergeCo CEO names UK leadership team
Max Taylor lines up eleven lieutenants, only three of which come from Three UK as merger completion nears…
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Financial & PerformanceQ3 FY24–25: de-bloated Vodafone still struggling for buoyancy
Q3 FY24–25: Patience on Vodafone’s turnaround prospects shown to be wearing thin after German shortcomings prove too much, and management attempts to promote good news from elsewhere fall flat. Although there are positives, there is plenty of work to be done by Margherita Della Valle to keep the markets on-side in the interim…
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Financial & PerformanceVodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
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Financial & PerformanceQ3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
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Financial & PerformanceQ3 FY24–25 Guidance: rest of Europe to pick up the slack for Vodafone
Q3 FY24–25: Outlook reiterated as European and African positives are expected to outweigh the German shortfall. As Vodafone nears its final form, CEO Margherita Della Valle tees up acceleration…
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Financial & PerformanceVodafone exports Turkish innovations as OpCo flexes digital muscle
Q3 FY24–25: Group CEO Margherita Della Valle says Vodafone Turkey ‘outperforming’, setting a blueprint that can be applied elsewhere. CFO Luka Mucic namechecks Egypt as one market that might take lessons, but sees opportunity to pull market-specific levers, too…
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Financial & PerformanceVodafone’s German problems take root as OpCo flounders
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
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Weekly BriefingsVodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
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Network & InfrastructureVodafone puts D2D plans in motion with fresh SpaceMobile trials
Vodafone reveals first “space-to-land” gateway to enable direct-to-device services. Further trials of SpaceMobile technology pencilled in for spring 2025 as Group moves closer to launching Europe- and Africa-wide services after launch delays and legal troubles…
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PeopleVodafone rotates Balkans CEOs, renews Greece and Romania leadership
More changes in the Balkans as Vodafone Greece and Vodafone Romania get new CEOs, with veteran Haris Broumidis stepping down.
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Weekly BriefingsVodafonewatch Weekly: partners in place for DRC, India network expansion
Latest from Vodafone, including launch of new Vodacom–Orange towers JV in the DRC; network automation deal ahead of Vi’s 5G switch-on; gov-funded contracts secured in the UK; more…
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Weekly BriefingsVodafonewatch Weekly: Italian deal done to kickstart 2025
Latest from Vodafone and its ecosystem, including the Italian divestment; more federal funding in Germany; a reprieve in India for embattled Vi; and a significant Chinese tie-up in Egypt…
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M&ASwisscom completes Vodafone Italy takeover, begins integration
Vodafone Italy transfers to Swisscom ownership ahead of schedule, with Fastweb integration initiated.
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M&AVodafone’s European retrench continues: Italian retreat gets final regulatory nods
Authorities rubber-stamp Swisscom’s acquisition of Vodafone Italy, pushing Margherita Della Valle’s ‘right-sized’ vision closer. By mid-2025, with €36bn+ bagged over 12 months, what’s in store for the far from insignificant remnants of rump Europe, developing market, digital infra, jazzed-up central function, and other assets and stakes? Read more…
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Public AffairsExasperated telco CEOs mulled strike action to drive EU regulatory change: Orange’s Heydemann
Orange CEO says the concept of a CEO strike came up in discussions over how to change European regulators’ mindset towards sector, although concedes impracticality of such a move.