Investor Day: Australian operator buoyed by claims of network parity and a renewed premium focus via the Vodafone brand. Structural issues have been addressed, and the marque has a “credible and confident” swagger to underpin TPG’s attempt to take on the country’s ‘big two’.

Latest Analyst Briefing

Vodafonewatch: Vodafone treads uneven road to recovery

2026-05-21T05:00:00+01:00

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.

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Vodafonewatch Analyst Briefings

Latest Vodafonewatch Reports

Vodafonewatch Analyst Report #246 - May 2026
2026-05-12T10:33:00+01:00 Vodafonewatch
Key stories include: Vodafone swoops on UK JV | Vi earns gov debts reprieve | INWIT eyes up Wind Tre assets | Pairpoint’s edge data centre R&D | Safaricom rides m-money wave | and much more…
Vodafonewatch Analyst Report #245 - April 2026
2026-04-20T12:44:00+01:00 Vodafonewatch
Key stories include: Arqit gets fast-tracked | Vi accelerates 5G push | Towers showdown in Italy | Partner Markets refresh | MAZIV gets ‘informal’ | and much more…
Vodafonewatch Analyst Report #244 - March 2026
2026-03-10T21:15:00+00:00 Vodafonewatch
Key stories include: Q3: more of the same as core OpCos wobble | AI-RAN gets real at MWC | Vodafone exits Dutch JV | D2D venture signs first customers | Safaricom deal attracts political scrutiny | and much more…

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Vodafone Group

Financial & Performance
Vodafone’s Vi stake diluted further as Indian operator nets injection
Group exposure reduced yet again as promotor peer Aditya Birla Group injects $500m, just as Vi claims to turn a corner.
Financial & Performance
Guidance: more to emerge in Vodafone’s new growth story
Vodafone hits upper end of guidance and hopes to carry momentum into the next FY. Mid-term targets are far looser, with ‘new chapter’ strategy focused on approach rather than deliverables.
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.

See all Vodafone Group news