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    • Vodafonewatch Analyst Report #239 - August 2025
      Vodafonewatch Analyst Report #239 - August 2025
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      Australia’s Waveconn bulks up tower portfolio with Optus deal
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      Aduna goes big on Brazilian B2B with deeper Vivo tie-up
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      Orange ties with Synamedia to extend CDN platform
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      Case study: Vodafone seeing tangible AI success in the field
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      AI data liberation: inside Boost’s escape from the telco legacy trap
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      T-Systems’ Jonczak revs AI engine for position as “trusted powerhouse” in Europe and beyond
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Latest Strategy News

Indian magnate joins BT board to give long-term investor Bharti a voice at the top

Indian magnate joins BT board to give long-term investor Bharti a voice at the top

2025-09-15T14:04:00+01:00

BT Group’s largest shareholder Bharti Enterprises firms up relationship to secure two boardroom seats.

infra-ai energy council

UK AI council looks north as energy demand set to soar — but connectivity an afterthought

2025-09-12T13:02:00+01:00

Initial meetings of the government’s AI Energy Council see predictions of surging energy demand and challenges in ensuring existing infrastructure is up to the job, but connectivity requirements appear sidelined with fibre operators asbent… 

Vodafone Turkey to lean on ‘global’ expertise to move fast with 5G

Vodafone Turkey to lean on ‘global’ expertise to move fast with 5G

2025-09-12T12:33:00+01:00

Vodafone and peers in the starting blocks ahead of October auction, when 5G race will begin.

See all the latest telco strategy news >>

Strategy & Change

ow.2025.08_masorange-alt-biz

MásOrange puts energies into new biz in pivotal year for the Spanish JV

Energy, insurance, and security alarm systems are seen as three key growth areas for the JV, with energy a particular field of interest.

  • Kenyan gov adds infra to Safaricom separation talks — report

  • MTN to expand digital infra with refreshed strategy

  • T-Systems bullish on sovereignty shift; untouched by tariff ‘turmoil’

  • Helios to refresh strategy in hunt for further organic growth

See all strategy news >>

Financial & Performance

tfw196-tesco mobile results

Tesco Mobile delivers on growth despite ‘highly competitive’ conditions

UK’s largest MVNO reports forward progress on users, sales, and profit in the face of strong competition.

  • TPG: Vodafone up for £360m windfall as Oz outpost splashes the cash

  • Vi shares plummet: no further state support for Vodafone’s India affiliate

  • Q2 FY25: DT’s new German boss strengthens defence, as altnets amass

  • Telefónica said to prep capital raise to fuel Murtra’s new strategy

See all financial news >>

Deals & M&A

vfw240-tt-waveconn-manda

Australia’s Waveconn bulks up tower portfolio with Optus deal

Towerco to acquire hundreds of new sites from Australia’s number-two operator, further expanding its tower portfolio. Optus says the sale raises cash to fuel investments elsewhere…

  • EMEA Infrawatch Analyst Briefing: fresh fibre financing; space infra upgrades

  • Telefónica said to mull HQ sale to drive Murtra’s strategy

  • Radianz becomes latest unit to go in BT’s international retreat

  • 4iG seals PR-Telecom deal to expand fixed infra footprint

See all deals and M&A news >>

Public Affairs

tfw196_cwu-capital

Union slams Capita’s offshoring plans for Virgin Media O2 contract

Contact centre provider Capita has sparked outrage at the Communication Workers Union over plans to move 150 jobs that support Virgin Media O2 from the UK to South Africa.

  • Orange Belgium ups data security after breach talks with watchdog

  • Openreach lobbies for regulatory flexibility as fibrecos take market share, struggle with debt

  • Ruling looms in DT’s €80m outsourcing row

  • Double take: EU probes KKR over TIM fixed NetCo buyout

See all public affairs news >>

Operations

tfw196-tt-granada-ai-centre

Telefónica cuts the ribbon on Granada AI, cybersecurity hub

Operator opens second Talent and Technology Center, which Group COO Emilio Gayo said is aimed at attracting and retaining local talent while strengthening the “technological ecosystem” in the area. Read more…

  • DT ‘holds keys’ to data sovereignty in Google Cloud migration

  • Efficiency-focused EuroTeleSites switches on Sitetracker

  • Vodafone’s plan to keep up with AI through democratisation, value-hunting

  • Telefónica shares network autonomy progress; calls on peers to reciprocate

See all operations news >>

Venturing & Investments

tfw196_vivo-ventures-asaas

Vivo moves to expand in fintech with Asaas investment

Vivo Ventures makes eighth and largest investment to date in financial management services player. Further collaboration with Brazilian telco on fintech services also under discussion…

  • Deutsche Telekom lines up Brookfield for AI data centre investment

  • UK gov allocates €163m to Eutelsat fundraising

  • Wessex Internet secures another helping of UK gov fibre funding

  • DTCP eases liquidity crunch with Pinegrove $80m ‘continuation vehicle’

See all venturing news >>

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