All Peter Ndegwa articles
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Weekly BriefingsVodafonewatch Briefing: four years in, Ethiopian experiment continues its charge
Latest from Vodafone as Safaricom Ethiopia turns four and passes ten million customers; VodafoneThree confirms spectrum handover to rival; European satcomms JV picks Luxembourg for HQ; group prepares for new neighbours at Newbury home…
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Financial & PerformanceSafaricom Ethiopia ticks past 10m customers as startup operator marches towards scale
Greenfield operator moves past a customer base milestone four years after receiving a licence to operate in the country.
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PeopleVodafone Peoplewatch: El Sayed takes global IT post; VodafoneThree changes emerge
30+ senior and strategic movers across Vodafone, including Ahmed Elsayed’s new Africa- and Europe-wide technology role; top leadership appointments at the combined VodafoneThree; newcomers from rivals in Germany; former CEOs Aldo Biso and Hannes Ametsreiters make moves…
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Weekly 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…
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Venturing & InvestmentsSafaricom preps $500m investment into African ‘AI infra’
Kenyan operator commits to three-year development of AI infrastructure in East Africa, seeking to tap into rising demand for ‘sovereign’ services…
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Financial & PerformanceSafaricom plots bolt-on M&A to strengthen Kenyan and Ethiopian core
FY24–25: CEO Peter Ndegwa indicates willingness to look further afield for growth opportunities once Ethiopian venture reaches self-sufficiency.
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Partnerships & AlliancesSafaricom seeks fresh partnerships to go wider on fixed
Kenyan operator looks to forge new partnerships to expand its fixed business, rather than focusing purely on fibre expansion, after setting target to pass one million premises with fixed infra by 2030.
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Financial & PerformanceSafaricom boasts Ethiopian maturity as ‘baby’ makes ‘confident steps’
FY24–25: CEO Peter Ndegwa says there is more to be done to reach commercial and infrastructure ‘scale’, but Safaricom’s Ethiopian venture is said to be nearing EBITDA positivity.
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Weekly BriefingsVodafonewatch Weekly: positive moves for dealmaking Group
Latest from Vodafone as the Group faces the ups and downs of dealmaking; hype turns to more grounded optimism on small cells and 5G MPN solutions; several key changes to OpCo ExCos, and some new digs for former CEOs; more across the footprint…
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Network & InfrastructureVodafone backs AST SpaceMobile with commercial tie-up
Vodafone put a ring on its relationship with SatCo startup AST SpaceMobile with an exclusive, long-term commercial agreement for offering direct-to-device services.
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Suppliers & SCMSafaricom seeks more SaaS partners for small biz push
Diversification-focused Safaricom is looking for strategic alliances with SaaS providers to help it build up a comprehensive portfolio of cloud-based business apps for small and medium-sized enterprises.
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Financial & PerformanceSafaricom pushes homegrown smartphones to keep mobile data momentum
Kenyan operator looks to boost 4G smartphone penetration to fuel customer and mobile data service revenue growth, but challenging economic conditions leaves consumers with less money to spend on new devices.
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Financial & PerformanceSafaricom takes hit from Ethiopia biz but stays upbeat on long-term potential
More tumult from Safaricom’s Ethiopian venture as local currency depreciation pummels the Group’s earnings in H1 FY24–25, but Chief Executive Peter Ndegwa keeps eye on long-term prize from growing market.
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Weekly BriefingsVodafonewatch Weekly: shots fired in Italy as mergers progress
Latest in and around Vodafone, including Swisscom CEO’s sharp words for Iliad, which is circling as Vodafone Italy gets ready to merge with Fastweb; Group H1 earnings incoming with performance in Germany among the focuses; UK merger gets conditional clearance; Instant Networks sent to Valencia…
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Weekly BriefingsVodafonewatch Weekly: Group reset puts telco-as-a-service front and centre
Latest from Vodafone and its ecosystem as B2T unit launches to commercialise shared operations; M&A attempts blocked in South Africa and started in Romania; and a new Iliad move on Italian assets midway through antitrust hearings…
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PeopleSafaricom melds IT and network leadership under new boss Maitai
James Maitai heads back from Ethiopia to run Safaricom’s Kenyan network and IT department.
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Weekly BriefingsVodafonewatch Weekly: fierce MVNO competition in Vodafone’s largest markets
Latest from Vodafone and its ecosystem as the latest UK merger concessions include MVNO compromise; O2 poaches Lyca from Vodafone Germany; fibre sharing deals signed in Germany while Vodacom South Africa works to push its only fibre JV through antitrust red tape…
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Weekly BriefingsVodafonewatch Weekly: ups and downs for Group M&A projects
Latest from Vodafone and its ecosystem, including: green light for Italian sale, news from wannabe acquisition Nowo, and TPG’s fibre assets still in the shop window; Fries weighs VodafoneZiggo future; Vi bags networks deal in latest turnaround attempt…
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Weekly BriefingsVodafonewatch Weekly: spotlight on networks in largest OpCos
Latest from Vodafone and its ecosystem, including: questions remain over Vi 4G rollout strategy; 5G success reputed in Germany; and shared services momentum builds, months after Accenture-backed division launch…
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Financial & PerformanceSafaricom scaleup Circle Gas restructures, but yet to soar
Sharp jump in revenue as demand for pay-as-you-go gas rises, but restructuring for future expansion weighs on net losses.