All Shameel Joosub articles
-
Analyst BriefingVodafonewatch: tower tensions, competitive pressures
Analyst Briefing: From tower disputes in Germany and spectrum obligations in Czechia to Digi’s continued disruption in Romania, Vodafone faces a mix of competitive pressure, policy shifts, and technology-led opportunities across its footprint…
-
PeoplewatchVodafone 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…
-
Analyst BriefingVodafonewatch: Indian recovery, Greek opportunity
Analyst Briefing: signs of revival in India, a new fibre frontrunner in Greece, and carving a place in the future of ‘chaotic’ IoT. Plus, Vodacom poaches rival bosses to bolster the boardroom, and Vodafone co-develops an AI-powered disputes resolution platform with a UK startup…
-
PeoplewatchFormer MTN, Airtel heavyweights lined up for Vodacom board
Vodacom turns to ex-MTN M&A chief and Airtel Africa CEO to fill boardroom spots ahead of Chair Saki Macozoma’s retirement.
-
Analyst BriefingVodafonewatch: one in, one out as group completes deal double
Analyst Briefing: A positive Q1 performance followed by completion of a pair of major, structural deals in Europe helps CEO Margherita Della Valle lead the Group into a new phase, and suggests multi-year footprint rethink is beginning to deliver tangible results. Elsewhere, European towers trouble, questions of SatCo revenue potential, and AI gets physical in Albania…
-
Financial & PerformanceVodafone 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…
-
M&AVodacom 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.
-
M&AVodacom 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 BriefingVodafonewatch: Vodafone treads uneven road to recovery
Analyst Briefing: Vodafone says it is turning a page but the same old storyline persists: challenge in Germany, market share pressure in the UK, and emerging market headaches in Africa. Progress has been made, though, and CEO Della Valle is happy to talk it up.
-
Financial & PerformanceFamiliar 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…
-
Financial & Performance‘Invest or die’ at Vodacom, Vodafone keeps things flexible
FY25–26 Spend: Vodacom CEO Shameel Joosub sees no need for nuance in justifying capex plans; Vodafone’s Margherita Della Valle is more measured as capital intensity programme builds in flexibility and future investment even as network outlay tapers in key markets.
-
Financial & PerformanceVodacom’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 & PerformanceVodacom 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 & PerformanceSafaricom 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 & PerformanceIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
-
Network & InfraEgypt doubles up on spectrum with $3.5bn national strategy
e&, Orange, Telecom Egypt, and Vodafone to acquire additional spectrum under government’s new, multi-year National Spectrum Strategy, with operators set to renew existing licenses and pick up a trove of further frequencies in the coming years…
-
Financial & PerformanceVodacom’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 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’
-
M&AVodacom seizes control of Safaricom in multibillion top-up
South African group bets on mobile money and Ethiopian growth engines as it secures majority stake in Kenya incumbent — as Nairobi government finally cedes economic control to Vodafone cabal…
-
Partnerships & AlliancesVodacom partners Google Cloud on AI-focused services overhaul
Telco to migrate its data platforms onto Google Cloud infra with the goal of developing new generative AI-based services in Africa, with customer service and network optimisation among initial focus areas…