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Age of outcomes: Gamma empowering SPs with global expansion, portfolio diversification
Irrational and anti-competitive: CityFibre CEO urges CMA scrutiny of nexfibre-Netomnia-VM O2 consolidation play
Vodafone Portugal playbook: transforming telecom payments from utility to strategic differentiator
Network operators warned: kickstart automation now or risk devaluation
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Financial & Performance
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.
Financial & Performance
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…
Financial & Performance
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…
Financial & Performance
Safaricom shrugs off M-PESA carve-out talk as m-money closes in on connectivity
CEO Peter Ndegwa dismisses recurring talk of an m-money spin-off as M-PESA closes in on traditional Connectivity Business revenue. Further integration on the cards, he says, to leverage strengths of each…
Peoplewatch
Vodafone Peoplewatch: Birla back in Vi chair after gov dues relief
May 2026 update: 20+ changes including a Vi boardroom switch following levy relief; entrance of a new Enterprise chief in Kenya; network operations leadership change in Europe; Vodafone welcoming a former BT Group strategy principal; and OneApp architect brought inhouse from Celfocus…
Analyst Briefing
Vodafonewatch: back to M&A as early UK signals inspire confidence
Analyst Briefing: Full takeover of VodafoneThree imminent after management heralds ‘remarkable’ integration progress; INWIT thought to be weighing an acquisition of its own in diversification bid; India’s Vi earns government dues reprieve; One NZ re-ups Vodafone ties; Group readies to publish FY earnings…
Products & Services
Mobile money hits maturity as telcos tap into accelerating usage
In-depth: More than $2tn flowed through mobile money wallets worldwide in 2025, with Africa’s telcos taking a piece of the pie. Safaricom’s flagship M-PESA and MNT’s MoMo continue to dominate, but momentum is being built in new areas as spending habits change and adoption rises…
Products & Services
Safaricom’s super app social media nightmare serves as cautionary tale
Kenyan operator’s rollout of its converged My OneApp has triggered a reputational crisis through app failures, forced migration, and delayed response.
Peoplewatch
Vodafone Peoplewatch: Vi appoints AI chief to lead ‘intelligent techco’ transition
April 2026 update, including: new AI Strategy Architect gets a wide-ranging transformation brief in India; Safaricom fills two-year IT Director vacancy; senior departures in business resilience, external affairs, and the Vodacom boardroom; Vodafone IoT Americas further strengthened; and more…
Peoplewatch
Vodafone Peoplewatch: IT and Networks leadership changes across Europe
March 2026 update, including senior IT, legal, and procurement appointments in Europe; integration impacts felt in the UK and Romania; Europe Cluster network operations lead picked from Vodafone Turkey; Safaricom targets fixed business…
Analyst Briefing
Vodafonewatch MWC roundup: satcomms centre stage; AI-RAN advancing
Analyst Briefing: Satcomms, D2D, edge compute, and AI-RAN were among the focus areas for Vodafone in Barcelona…
Analyst Briefing
Vodafonewatch: 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 …
Financial & Performance
Vodafone 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.
Financial & Performance
More 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…
Peoplewatch
M-PESA boss exits for pan-Africa banking project
Sitoyo Lopokoiyit, who has led Africa’s largest m-money platform for six years, takes new Absa Group job.
Financial & Performance
Vodacom’s international OpCos brace for imminent slowdown
Q3 FY25–26: Regional operations perform well despite characteristic ‘emerging market’ challenges, while Vodafone Egypt charges on. Warnings from Vodafone HQ of an imminent fall-off in growth seem set to ring true, however…
Analyst Briefing
Vodafonewatch: rewiring Europe’s digital landscape
Analyst Briefing: Vodafone and European telco peers weigh up the implications the overhauled Cybersecurity Act and the all-new Digital Networks Act, reworking how the industry operates. Elsewhere, M&A in Europe and Africa; SpaceMobile ‘validated’ by gov contract win; and Turkey expands fibre reach with wholesale deal…
M&A
Kenyan lawmakers question Safaricom valuation ahead of stake sale
Vodacom’s plan to acquire a controlling stake in Kenya’s Safaricom has attracted fierce scrutiny, with MPs calling for a rethink to secure a fair price and protect against foreign interference…
Analyst Briefing
Vodafonewatch: 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…
Partnerships & Alliances
Airtel Africa looks to the stars for rural coverage with Starlink deal
Telco set to bring direct-to-device satellite services to customers in all of its markets, starting in 2026, with goal of boosting rural coverage. The move also sees Starlink continue to expand into Africa despite regulatory scrutiny in several markets…
Analyst Briefing
Vodafonewatch: 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’…
Landolina’s “be useful” philosophy: steering Cellnex towards stronger MNOs, digital Britain
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