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EY-Parthenon: in face of disruption, telcos must think differently about differentiation
Event-driven evolution: Boost Mobile and Wavelo pioneer the composable telco
From reactive to proactive: Ericsson and AWS bring agentic intelligence to OSS/BSS
ROVA unboxed: telco-native endpoint platform emerges from stealth mode
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Kenya Telecoms News
Finance & Strategy
Safaricom sets about sweating Ethiopian assets as startup drag fades
Safaricom’s Ethiopian gamble is beginning to look less painful, with service revenue surging, EBITDA losses collapsing, and capital requirements falling sharply — but forex benefits flatter the improvement, and true profitability remains some distance away.
Analyst Briefing
Vodafonewatch: redrawing operations as AI gains agency
Analyst Briefing: Vodafone execs weigh the necessary changes to the Group’s commercial and operating model as AI matures and 5G SA scales; a Polish re-entry via an old friend; political and regulatory changes across Vodafone Group; and the latest from the UK, Africa, Europe, and elsewhere…
Peoplewatch
Vodafone Peoplewatch: strengthening the political and regulatory bench
October 2026 update, including a series of political affairs appointments in Brussels and London, a structural reset for Vodacom’s Foundation initiatives, and new leadership for Vodafone’s commercial eSIM, AI, and digital security propositions.
Analyst Briefing
Vodafonewatch: hunting for common ground as network disruption looms
Analyst Briefing: Vodafone and its European peers grapple with the future of connectivity as 6G emerges on the horizon, and satellite D2D presents a more immediate threat (and opportunity); Group makes infra moves to meet growing data demands; African M&A on ice for now amid contentious appeals process…
M&A
Vodacom afforded ‘fast-track’ appeal as courts threaten to unravel Safaricom deal
South African operator secures stay of execution and accelerated appeals process, but the threat remains that Vodacom may be forced to unwind its $2bn move to take majority control of Safaricom…
Analyst Briefing
Vodafonewatch: raising UK ambitions as network priorities shift
Analyst Briefing: the UK turnaround story gathers momentum, with IT up next; an antitrust double act shakes the major broadband market; change afoot in Italian digital infra; DOCSIS 4.0 gains in Europe; plus more from across the Vodafone footprint…
Analyst Briefing
Vodafonewatch Analyst Briefing: Kenyan takeover thrown into doubt
Analyst Briefing: Kenyan courts call into question legitimacy of Vodacom’s Safaricom takeover; Vodafone adds Spanish security for Portuguese customers; and a major 5G core upgrade takes shape in the UK. Plus more from Europe, Africa, India, elsewhere…
M&A
Kenyan High Court rules to unwind Vodacom’s Safaricom takeover
Just months after celebrating taking control of Safaricom as a ‘defining moment’, Vodafone’s African arm now faces prospect of enforced €1.4bn deal unwind. From Midrand to London, execs must now confront complex balance-sheet unravelling and regulatory exposure.
Network
Africa’s fibre boom needs a commercial operating model — not just more network
Open-access analysis: Building fibre across Africa is only the first hurdle; monetising capacity is the commercial test. From prepaid township offers to carrier-neutral wholesale platforms, operators need scalable operating models to turn network investment into services and returns. Draws on market evidence and ZIRA Group’s fibre and wholesale experience…
Peoplewatch
Vodafone Peoplewatch: Vodacom tightens grip on Safaricom, network chief changes in Europe
August 2026 update, with 40+ strategic and senior changes including: a set of boardroom swaps as Vodacom installs reps at Safaricom; Yago Lopez taking a Group-level job, meaning a new Chief Networks Officer comes in at Turkey; and HR swaps at VOIS…
Finance & Strategy
Vodafone: strong start to year adds traction to ‘new chapter’ growth narrative
Q1 FY26–27 overview: Vodafone has delivered one of its strongest quarterly updates in recent years, buoyed by Africa consolidation and improving conditions in key European markets, prompting management to raise FY guidance and talk with increasing confidence about a ‘new phase’.
Finance & Strategy
Vodafone rises as Africa bulks up, Europe steadies
Q1 FY26–27 in-depth: Vodafone’s largest markets appear to be moving forward together for the first time under CEO Margherita Della Valle, even if challenges remain. Germany has found firmer footing, UK integration is advancing, and consolidation of Safaricom has strengthened African contribution…
Finance & Strategy
Vodafone to keep cutting costs, shedding jobs — raises ‘efficiencies’ goals and guidance
Q1 FY26–27 spend & guidance: EBITDAaL outlook upgraded despite M&A integration costs, reflecting confidence in reshaped portfolio in both Europe and Africa, supported by amping-up of widescale efficiencies programme beginning to generate tangible benefits, including job cuts.
M&A
Vodacom chief dismisses prospect of Vodafone Egypt takeover
Shameel Joosub says no plans to replicate Vodacom’s recent move on Kenya’s Safaricom to take full control of star performance Vodafone Egypt, but suggests an interest should co-owner Telecom Egypt shift its stance.
Analyst Briefing
Vodafonewatch: the making of a pan-African telco giant
Analyst Briefing: Vodacom takes a majority stake in Safaricom; Vodafone and Google Cloud get ‘pragmatic’ with a network autonomy blueprint; another Tomorrow Street alumnus picks up a Vodafone commercial deal; and we record the latest senior exec changes from Germany and beyond…
M&A
Vodacom completes ‘high-growth market arc’ with controlling Safaricom stake
South African operator completes $2.1bn deal to take majority control of Safaricom, including its Ethiopian venture and m-money platform M-PESA. CEO Shameel Joosub considers it more than a mere bulk-up as Vodacom looks to leverage East African experience across the continent.
Analyst Briefing
Vodafonewatch: marking UK MOCN milestones
Analyst Briefing: VodafoneThree makes network integration strides in the UK; Oz MOCN underpins TPG confidence in Vodafone’s return; and the Group signs wholesale deals in largest markets to monetise existing infra assets. More from across Europe, Africa, beyond…
Finance & Strategy
Familiar bumps on Vodafone’s road to recovery
FY25–26 In-depth: Group’s headline numbers look healthy with most metrics moving in the right direction, but underlying challenge remains in Germany and promise of hope from Africa yet to fully materialise. UK benefits from merger bulk-up but scale is no guarantee of market share…
Finance & Strategy
Vodacom’s IoT bet ‘still in startup’ seven years in
Group CEO Shameel Joosub says IoT.nxt is yet to break even, but producing confidence-inspiring results and (modestly) contributing to Vodacom’s ‘beyond mobile’ expansion.
Finance & Strategy
Vodacom seeks African fibre synergies with SA to lead the way
FY25–26: Vodacom is looking to scale its fibre footprint, leveraging M&A-boosted South African strengths to propel expansion in Kenya and Tanzania…
Finance & Strategy
Safaricom Ethiopia moves ‘from startup to scale’ with breakeven in touching distance
Ethiopian operator is entering its scale-up phase, with rapid revenue growth, losses falling, and investment slowing to put EBITDA breakeven within sights…
Landolina’s “be useful” philosophy: steering Cellnex towards stronger MNOs, digital Britain
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