All Margherita Della Valle articles – Page 3
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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…
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M&AAltice seeks buyers for OXG Glasfaser as co-owner Vodafone sees promise — report
Patrick Drahi-owned Altice has reportedly revived efforts to exit German fibre JV, even as Vodafone highlights improved build momentum…
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Public AffairsVodafone to face MPs as franchisee ‘scandal’ escalates
Vodafone executives are set to meet with MPs as more allegations emerge about the operator’s franchising operation, raising political interest in the case that Vodafone considers a mere “commercial dispute”…
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Network & InfraVodafone pledges €150m network investment to ‘build, not just grow’ in Romania
CEO Nedim Baytorun says the enlarged operator will benefit from Vodafone Group support as it integrates Telekom Romania network assets, migrates customers, and accelerates network tech rollout. Two-year integration now underway…
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Analyst BriefingVodafonewatch: Della Valle says job done at Vodafone ‘building site’
Analyst Briefing: as CEO Margherita Della Valle closed the Group ‘building site’ after two years of sell-offs and restructures, the attention has turned to ‘growth opportunities’ — data centres, fibre, merger integrations, B2B, and space earn a look…Vodafonewatch Analyst Briefing: Della Valle says job done at Vodafone ‘building site’
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Financial & PerformanceGuidance: H1 pace allows for H2 slowdown as Vodafone moves into cleaner air
Q2/H1 FY25–26: Group reaffirms FY outlook but expects to hit the upper end of earnings and free cash flow targets, buoyed by a strong first half that allows for lower growth in Q3 and Q4. Outgoing CFO Luka Mucic weighs prospects after he leaves and finds ‘net positives’…
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Financial & PerformanceSpend: capex down, opex up as Vodafone reaches ‘appropriate’ scale
Q2/H1 FY25–26: with the Group’s capital structure ‘reset’, CEO Margherita Della Valle considers investment levels to be at the right level in each market: spend balloons at newly scaled UK, Germany finds efficiencies and reduces capex, broadly stable elsewhere.
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Financial & PerformanceIn-depth: defiant Vodafone CEO eyes European rebound
Q2/H1 FY25–26: unwaveringly positive CEO claims right-sizing initiative has Vodafone moving in the right direction, and earnings largely back up the claim, but as some headwinds wane others are gathering on the horizon…
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Financial & Performance‘It’s in our hands’: Vodafone CEO closes Group ‘building site’, ready for upward momentum
Q2/H1 FY25–26: Margherita Della Valle is convinced that the pared back, refocused Vodafone Group is now well-positioned for “good growth”, and considers performance in the first half of the year to support her claim…
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Analyst BriefingEMEA Infrawatch: more fibre players pare back rollout; telcos mull AI data centre ambitions
Latest on EMEA digital infra: KPN and OTE revise fibre build strategies; Vodacom keeping “powder dry” for potential fibre, data centre buys; DT and Vodafone ruminate very differently on AI Gigafactory plans; more…