Premium Vodafonewatch Insight: Vodafone and its rich web of OpCos, tracked and analysed worldwide
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Analyst BriefingVodafonewatch: ‘right-sizing’ winners and losers
Analyst Briefing: Vodafone closes the year out with promises of network investment to come and new B2B IT capability; SpaceMobile looks to 2026 with expectation after ‘validating’ value in the past twelve months…
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Analyst BriefingVodafonewatch: Vodacom moves on East Africa
Analyst Briefing: strategic pivots in Europe and Africa as Vodacom picks up a controlling stake in Safaricom; Economy of Things JV Pairpoint makes steps to ‘new phase’ amid losses; and a Greek exec team overhaul completes the local OpCo’s ‘renewal’…
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PeoplewatchVodafone Peoplewatch: tech leadership rework, Greek renewal ‘complete’
November–December 2025 update: year-end Peoplewatch tracks significant moves at the top of Vodafone’s European Technology functions; an all-new leadership team in Greece; and 20+ other senior changes across Vodafone Group…
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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 & PerformanceVodafone begins German bounce back
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…
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Analyst BriefingVodafonewatch: satellite deals, towers sales
Latest Vodafone Analyst Briefing: including moves in satellite and direct-to-device; a progress report from VodafoneZiggo on performance and a planned wireless infra divestment; installation of a new CEO at Vantage Towers; and more share price volatility at Vi…
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Analyst BriefingVodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
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Analyst BriefingVodafonewatch Analyst Briefing: RAN overhaul begins with vendor foursome locked in
Latest from Vodafone as the long-awaited Spring 6 procurement closes out, with four vendors named; Vodafone OpCos among the winners in two European spectrum auctions; Google Cloud migration completes in Czechia; TPG shareholder payout may see Vodafone pocket €400m+; and Group trials 6GHz spectrum tech in Germany…
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PeoplewatchVodafone Peoplewatch: exec secures place at head of open networks body
October 2025 update: 25+ senior and strategic moves across the operator and its interests, including TM Forum and TIP berths for Voda execs; regional leadership changes in Europe; ex Iberian CEO closes the book; more from around the Group…
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Analyst BriefingVodafonewatch Analyst Briefing: local innovation paves way for regional network upgrades
Latest from Vodafone as the Group shouts about various innovative network initiatives with partners Nokia, Huawei, Samsung; and others; M&A completes in Romania ahead of integration programme kick-off; Telenor tapped for procurement savings; satco investment’s share price soars; more from Europe, Africa, India, elsewhere…
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Analyst BriefingVodafonewatch Analyst Briefing: Group pitches role in driving European investment
Latest from Vodafone as execs add their voices to calls for pro-investment, pro-competition regulation in Europe; VodafoneThree names key vendors for UK network upgrade; 2G on the way out; Safaricom investment faces funding crunch…
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Analyst BriefingVodafonewatch Analyst Briefing: Group spends billions on UK network upgrade; millions on Romanian bulk-up
Latest from in and around Vodafone, including the first £2bn investment of VodafoneThree’s network infra upgrade programme; Della Valle’s latest ‘right-sizing’ initiative in Romania; and significant ExCo changes at Group and OpCo level in Europe and Africa…
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PeoplewatchVodafone Peoplewatch: HR overhaul at HQ and beyond
September 2025 edition: series of changes to HR, regulatory policy, external affairs, and legal leadership positions make for refreshed Executive Committees in Europe and Africa; plus senior and strategic appointments at Group and OpCo level around Vodafone…
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Analyst BriefingVodafonewatch Analyst Briefing: Group targets strategic spend
Latest from Vodafone and its global interests, including Procure & Connect eyeing more strategic tail spend management; one legal case replaced by another in the UK; renewable energy milestone reached in South Africa; AI in action for Vodafone via Celfocus tie-up…
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Analyst BriefingVodafonewatch Analyst Briefing: Indian, Kenyan govs seek change at Vodafone outposts
India’s Vi gets knocked back as government hints at funding pullback; long-mooted split-up of Kenya’s Safaricom back in the headlines; Australia’s TPG sees recent overhaul bear first fruit…
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Analyst BriefingVodafonewatch 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…
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PeoplewatchVodafone Peoplewatch: IT changes at Group, Investments, Ireland
25+ senior and strategic executives changes, including a new Group CIO (and a change in Ireland); Vodafone Investments appoints CTO as former CEO completes her exit; government affairs official behind VodafoneThree merger steps down, job done; Cindy Rose takes on WPP top-spot…