Vodafone Financial & Performance
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Financial & Performance
TPG enters ‘new phase’ as CEO actions strategic reset
Australian operator’s network sharing deal with Optus gives management optimism for FY25, as previous FY’s work lays a foundation for mobile market share growth.
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Financial & Performance
India’s Vi builds ‘significant momentum’: capex doubles ahead of 5G launch
Akshaya Moondra, CEO of the Vodafone-backed JV, sets high hopes for 2025 as Vi taps new funding to pursue network expansion.
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Financial & Performance
Q3 FY24–25: de-bloated Vodafone still struggling for buoyancy
Q3 FY24–25: Patience on Vodafone’s turnaround prospects shown to be wearing thin after German shortcomings prove too much, and management attempts to promote good news from elsewhere fall flat. Although there are positives, there is plenty of work to be done by Margherita Della Valle to keep the markets on-side in the interim…
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Financial & Performance
Q3 FY24–25 Spend: Vodafone to hold the line as foundations laid for future returns
Q3 FY24–25: Prior year investment beginning to pay off, if management is believed, but mammoth task remains in the Group’s largest market. CFO Luka Mucic satisfied with capital allocation and intensity, without getting carried away…
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Financial & Performance
Q3 FY24–25 Guidance: rest of Europe to pick up the slack for Vodafone
Q3 FY24–25: Outlook reiterated as European and African positives are expected to outweigh the German shortfall. As Vodafone nears its final form, CEO Margherita Della Valle tees up acceleration…
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Financial & Performance
Vodafone Q3 In-depth: Germany takes shine off comparatively bright quarter
Q3 FY24–25: Shoddy numbers of Vodafone Germany drag down Group performance, but good work in rest of Europe and Africa provides some distracting positivity.
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Financial & Performance
Beyond mobile: Vodacom invests in non-core services as a major driver of growth
Q3 FY24–25: Operator on track for ‘beyond mobile’ to contribute a quarter of Group service revenue as it advances a ‘dual-sided’ financial services ecosystem. Vodapay and M-PESA continue to play central role in Vodafamily growth, but newest market Ethiopia not yet pulling its weight…
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Financial & Performance
Vodafone exports Turkish innovations as OpCo flexes digital muscle
Q3 FY24–25: Group CEO Margherita Della Valle says Vodafone Turkey ‘outperforming’, setting a blueprint that can be applied elsewhere. CFO Luka Mucic namechecks Egypt as one market that might take lessons, but sees opportunity to pull market-specific levers, too…
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Financial & Performance
Vodafone’s German problems take root as OpCo flounders
Q3 FY24–25: insipid performance of largest OpCo overshadows promise elsewhere, spooking investors, with forced cable TV unbundling only part of mushrooming problems. There is light at the end, if management is believed, but tunnel keeps getting longer…
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Financial & Performance
Egyptian star rises: Vodacom heralds strength of most recent import
Vodafone Egypt cements status as Vodacom’s second-largest market, with currency stability and network-sharing portending next 5G chapter. South Africa remains solid overall, as the International segment sees data and smartphone growth offsetting geopolitical challenges.
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Financial & Performance
India’s Vi boosted by talk of more government debt relief
Troubled Indian operator reportedly set to get another leg up in its bounce-back effort as government considers dismissing INR 1tn+ of AGR dues…
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Network & Infrastructure
Vi gains spectrum payment reprieve, hints at more network spend in response
India’s Department of Telecommunications waives deferred spectrum obligations, freeing Vi of up to INR 248bn burden.
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Strategy & Change
Snowflake’s telco manifesto: Making the leap from TechCo to BizCo
Snowflake’s approach to telco focuses on enabling data-driven transformation, underpinning the collaboration, consistency and clarity that deliver measurable financial reward. From energy management to GenAI integration, the AI data cloud provider is partnering telcos to drive greater operational efficiency and unlock new enterprise opportunities in the digital era. Read more…
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Financial & Performance
Vi surges on hopes for spectrum payment relief
Vi’s stock has revived by news that the Indian government has agreed that bank guarantees should be scrapped for deferred spectrum payments.
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Financial & Performance
Highlights: Vodafone soon to emerge from ‘year of transition’
H1 FY24−25: Group CEO Margherita Della Valle confident the worst is behind her as evolving Vodafone nears final form.
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Financial & Performance
In-depth: battling Vodafone moves in the right direction
H1 FY24−25: Lowest ebb of Vodafone Germany not enough to dent management optimism of Group prospects, but MDU impact still felt…
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Financial & Performance
Spend: capex shifts to central functions as Vodafone OpCos rein in spend
H1 FY24−25: investments made in shared services, but in-market spend shrinks.
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Financial & Performance
Guidance: evolving Vodafone nears final form, still on track
Outlook reiterated after solid first half, with management painting bright prospects post-MDU and M&A impact…
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Financial & Performance
Safaricom pushes homegrown smartphones to keep mobile data momentum
Kenyan operator looks to boost 4G smartphone penetration to fuel customer and mobile data service revenue growth, but challenging economic conditions leaves consumers with less money to spend on new devices.
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Financial & Performance
Vi CEO hopes for subscriber loss turnaround after upping investment
Indian operator’s CEO Akshaya Moondra gives vague ‘expectation’ for a customer base upturn by the end of the FY, and remains reluctant to make any promises.