Africa
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Analyst Briefings
Vodafonewatch Analyst Briefing: Group targets strategic spend
Latest from Vodafone and its global interests, including Procure & Connect eyeing more strategic tail spend management; one legal case replaced by another in the UK; renewable energy milestone reached in South Africa; AI in action for Vodafone via Celfocus tie-up…
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Suppliers & SCM
Safaricom enters market for new BSS partners
Kenyan operator launches tender for vendors to support a multi-year overhaul of its BSS and CRM setup.
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Network & Infra
Power-play: Vodacom’s ‘game changing’ virtual wheeling system goes live
South African operator becomes the first to deploy renewable energy sourcing concept, with co-developer Mezzanine and IPP SOLA Group. Solution made available to peers as Vodacom looks to proliferate the tech…
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Analyst Briefings
Vodafonewatch Analyst Briefing: Indian, Kenyan govs seek change at Vodafone outposts
India’s Vi gets knocked back as government hints at funding pullback; long-mooted split-up of Kenya’s Safaricom back in the headlines; Australia’s TPG sees recent overhaul bear first fruit…
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Strategy & Change
Kenyan gov adds infra to Safaricom separation talks — report
Government reportedly mulling a potential split of Safaricom into three separate businesses, including a dedicated infrastructure unit.
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M&A
Vodacom lands another regulatory win for Maziv fibre JV
South Africa’s Competition Appeals Court gives thumbs up for the creation of Vodacom and CIVH’s long-planned fibre joint venture, taking it one step closer to go-time…
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Analyst Briefings
Vodafonewatch Analyst Briefing: Vodafone knocked back as rivals surge
Latest from Vodafone as a turbulent quarter sees BT claim the UK’s top telco spot, Liberty Global exits stage left, and German fibre JV OXG pushes forward with another wholesale tie-up…
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Partnerships & Alliances
Vodacom, Airtel sign Africa’s latest network sharing deal
Operator duo sign network infra sharing agreement for DRC, Mozambique, and Tanzania as continent’s telcos join hands to expand reach, lower costs…
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Financial & Performance
Q1 in-depth: Germany begins fightback
Q1 FY25–26: work to fix Vodafone Germany after years of decline is now beginning to pay off, management claims, and the OpCo is tracking to a return to growth (from a dwindling base) by year’s end. Elsewhere, Vodafone reports positive moves across the footprint put the group on course…
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M&A
Vodafone open to bolt-on M&A to boost sovereign data capabilities
Group CEO Margherita Della Valle rules out major market changing moves, but opens door to acquisitive tuck-ins…
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Suppliers & SCM
Vodacom Tanzania swaps Nokia for Huawei in RAN overhaul
Parent Group’s CEO Shameel Joosub says “much more attractive offer” from Huawei led to initiation of a major RAN rip-and-replace project.
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M&A
Vodacom’s Maziv JV clears hurdle to create $3.4bn South African fibre giant
Four years in the making, CIVH partnership looks back on track with new commitments securing regulatory approval. Deal will cement Maziv as South African retail and wholesale fibre leader…
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Analyst Briefings
Vodafonewatch Analyst Briefing: far-flung fibre deals
Latest from Vodafone as it secures antitrust commission support for a fibre move in South Africa and cements an Australian fibre sale; Portugal CEO vents M&A frustration; group lends support to AI RAN Alliance as open RAN overhaul continues; build up to Q1 earnings…
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M&A
Vodacom welcomes antitrust reversal as fibreco deal revived
Maziv merger, which will see Vodacom take a 30% stake in a standalone South African fibre operator with Vumatel and Dark Fibre Africa, now back on the table after remedies appease Competition Commission.
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Analyst Briefings
Vodafonewatch Analyst Briefing: four years in, Ethiopian experiment continues its charge
Latest from Vodafone as Safaricom Ethiopia turns four and passes ten million customers; VodafoneThree confirms spectrum handover to rival; European satcomms JV picks Luxembourg for HQ; group prepares for new neighbours at Newbury home…
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Financial & Performance
Safaricom Ethiopia ticks past 10m customers as startup operator marches towards scale
Greenfield operator moves past a customer base milestone four years after receiving a licence to operate in the country.
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Analyst Briefings
Vodafonewatch Weekly: risks and rewards of AI at scale
Latest from Vodafone as group technology and data chiefs discuss progress, risk, and potential of AI at scale; leadership change in Luxembourg; critical comms deal with Airbus; and more….
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Analyst Briefings
Vodafonewatch Weekly: CEO Della Valle’s slow-cooker recipe
Latest from Vodafone and its global interests, including a deep dive into the group’s FY24–25 results. CEO Margherita Della Valle continues to talk a big game, but questions remain about the overall strategy; VodafoneThree emerges as new scaled UK mobile giant; Safaricom tees up in-market M&A; Vodacom rejigs executive structure; Vodafone Germany hits new lows…
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Network & Infra
Orange, Vodafone switch on 5G in Egypt
Telcos go live with first 5G services in the country, after Egypt’s four operators finalised new spectrum licences last year. Vodafone Egypt CEO Mohamed Abdallah says switch-on aligns with Egypt’s Vision 2030 strategic goals…
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Financial & Performance
Vodafone FY24–25 in-depth: another challenging year en route to German revival
CEO Margherita Della Valle emphasises the various ‘transitions’ Vodafone has navigated over the past two years, putting mixed financials in perspective…