All Vodacom articles
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Analyst Briefings
EMEA Infrawatch Analyst Briefing: AI infra competition ramps up; infra carve-out trend continues
Latest on EMEA digital infra: Vodacom secures another regulatory win for Maziv fibre JV; Kenyan gov mulls Safaricom infra separation; OpenAI ponders play in GPU-as-a-service segment; fresh DCs and subsea cable links across EMEA…
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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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Analyst Briefings
EMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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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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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…
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People
Vodacom hands Egypt CEO a remit to scale African portfolio, drive strategy
Vodafone Egypt CEO Mohamed Abdallah adds International Markets to his remit in a move intended to ‘unify’ cross-border operations.
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Financial & Performance
South Africa: energy challenges push rivals Vodacom and MTN to collaborate on power
Vodacom FY24–25: operators in early stages of infra-sharing under Energy Users regulation.
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Analyst Briefings
EMEA Infrawatch Briefing: resilience under the microscope; TowerCos face up to ‘land banks’
Power outage in parts of Europe and the aftermath of USA’s ‘Liberation Day’ tariffs give digital infra players food for thought on data sovereignty and resilience. Meanwhile, TowerCos come face-to-face with land aggregation firms after expressing concerns that the latter could stockpile land assets.
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Partnerships & Alliances
MAST: Vodacom tower spin-off picks Infozech as key partner
South Africa’s largest wireless infra operator selects Indian specialist to support tower asset monitoring, management, and maintenance.