Premium Vodafonewatch Insight: Vodafone and its rich web of OpCos, tracked and analysed worldwide – Page 4
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Financial & Performance
Vodafone fades as Vi 2.0 resets finances to drive India network comeback
Vodafone passive, lets stake plummet, as Indian JV financially engineering 4G/5G comeback. Work in progress, with $20bn+ debt, and further government lifeline and bank borrowing on horizon. Read more…
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Financial & Performance
Vodafone CEO: “No remedies needed” for UK merger
FY23–24: Some done and more to come in Group CEO Margherita Della Valle’s reshaping of the European footprint. With approval for Spain sale, M&A focus turns to completing Italy and UK deals — with the latter looking likely to cause headaches despite the CEO’s optimism…
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Financial & Performance
Vodafone Germany to lose half of TV customer base as new tenant laws take effect
Vodafone’s largest and last standalone European market braces for a slump in performance this year while revamping operations in an attempt to revive growth. Tenant bundling law change set to accelerate longer term trend of customer losses at misfiring major OpCo.
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Financial & Performance
Vodafone CFO open to another Vantage Towers sell-down
Luka Mucic uses Group’s FY23−24 earnings call to tease further Vantage Towers sell-down, pitching TowerCo disposal as evidence of value-creating potential for new Vodafone Investments division. Exposure has been reduced in India, while VodafoneZiggo will stay in the family…
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Financial & Performance
Vodacom parries ‘big knocks’ as it battles for growth
Vodacom CEO Joosub focuses on the big picture and promises digital services-driven future growth as macroeconomic headwinds take the gloss off the Group’s FY23-24 performance, and low earnings hit the dividend.
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Weekly Briefings
Vodafonewatch Weekly: cost of Ethiopian expansion laid bare; another twist in M&A tale
Latest from Vodafone, affiliates and partners: Group earns security clearance for UK merger; Ethiopia optimism reiterated despite financial reality check; and TowerCo Inwit braces for reshaped Italian market following MNO reshuffle. More from South Africa, Spain, Netherlands, elsewhere…
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Financial & Performance
Safaricom dials down Ethiopia spending plan as loss drags Group profits
FY23–24: Safaricom slashes five-year investment target for Ethiopia, commits to tightened spend to weather challenging macro environment, but remains positive on progress and outlook.
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Weekly Briefings
Vodafonewatch Weekly: ups and downs in Group’s network-sharing tie-ups and M&A; RAN mega-tender KO
Latest from Vodafone and its ecosystem, including: commencement of massive RAN tender; regional network-sharing in Australia; and UK merger with Three competition concerns mount. Elsewhere: Vodafone Business seeks role in edge compute innovation; Vodacom Tanzania facing legal action; and more consolidation prospects in the Netherlands and Spain explored…
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Weekly Briefings
Vodafonewatch Weekly: leadership rotation follows Group structure reset
Latest from Vodafone and its ecosystem, including: senior people moves across the Group and its recently-reworked divisional set-up; Vodafone Portugal CEO puts on a brave face, presents potential M&A failure as ‘no big deal’; Group satcomms investment AST SpaceMobile faces class action after share price crash; and much more…
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People
Vodafone Peoplewatch: senior swaps in Germany as transformation agenda beds in
20+ high-profile moves in and around Vodafone, including: new Business CEO; HR swaps in multiple markets; German consumer services team overhaul; top-level pivots in Africa; plus more across the Group…
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Weekly Briefings
Vodafonewatch Weekly: Donà’s network wishlist, IoT wins, and small steps forward for Vi
Latest from Vodafone and its ecosystem as UK CNO Andrea Donà calls for more cash for quicker network upgrades; Celfocus partnership takes gold; SAP exec named Business boss; and India’s Vi finds new momentum in hunt for funding…
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Weekly Briefings
Vodafonewatch Weekly: M&A success in Africa; funding milestone in India; Microsoft getting AI-cosy in Paddington
Latest from Vodafone and its ecosystem, including: long-awaited acquisition in Tanzania that looks to be good business for Vodacom; initial answer to funding questions at Vi via Vodafone partner ABG; developments across the Group’s European operations; and more…
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Weekly Briefings
Vodafonewatch Weekly: Phones 4u legal battle reignite, satcomms remain grounded, enforced M-PESA spin-out hits tax challenge
Latest from Vodafone and its partners, including revived legal wranglings in the UK over Phones 4u collusions claims, Vodafone-backed SpaceMobile still struggling to launch, Safaricom $0.5bn+ tax exposure complicating state-enforced divestment of M-PESA jewel. Plus much more…
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Weekly Briefings
Vodafonewatch Weekly: Germany goes into cost-cutting mode, while shareholder Xavier Niel grumbles about Group strategy
Lots of action in Germany this week as Vodafone announced 2,000 job cuts and new efficiency programme and fibre altnets argued the practical and competitive hurdles holding back gigabit broadband deployments. Read the full briefing…
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People
Vodafone Peoplewatch: Vinod Kumar’s new Dubai digs, fresh faces in shared services…
20+ high-profile moves in and around Vodafone, including: new private equity digs for Vinod Kumar; Group Technology exits; VodafoneZiggo top-team (and ‘value-creating’ exec at part-owner Liberty); plus more across the Group…
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Weekly Briefings
Vodafonewatch Weekly: CEO claims reset success on Italian offload; now for the internal re-jig
Latest from ecosystem: confirmation of Italian exit triggers major overhaul of Group structure and ExCo. Elsewhere: German fibre disputes; M&A in Czechia; more from Africa, Europe, and much beyond…
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Weekly Briefings
Vodafonewatch Weekly: Oz modernisation mix step, Indian rejuvenation?
Latest from Vodafone, including TPG transformation stunted by failed asset offloads; Vi’s funding update raises more questions than answers; and a €1bn Berlin fibre build. More from across the Group’s footprint, from Cape Town to Canberra, Berlin to London…
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Weekly Briefings
Vodafonewatch Weekly: Della Valle calls for EU rethink as Group begins Italy retreat
Weekly Briefing: Vodafone CEO looks likely to get rationalisation wish granted as Italian escape nears, days after she presented a united front at MWC with European peers to demand change on the continent. Other developments showcased in Barcelona include an XR headset demo and open API momentum…
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Network & Infrastructure
Mavenir, Red Hat flaunt ORAN go-live for Vodafone’s Vi
Indian operator sets commercial open RAN live as co-parent Vodafone initiates ‘mega tender’; vendors looking to stake claims in crowded partner ecosystem…
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Premium
Vodafone Peoplewatch: cluster of moves at Business, new CTO in Netherlands
More than 20 moves in the latest edition of Vodafone Peoplewatch, with Blanca Echániz in as new Group Products & Services Director, Thomas Helbo as VodafoneZiggo CTO; Best to ServiceNow; De Prest now Atos CFO.