Vodafone Financial & Performance
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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.
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Financial & Performance
Vodafone invites peer comparison as UK preps for merger
While final decision on JV with Three is awaited, Vodafone UK claims to be holding its own against competitors it previously suggested it was too fragile to compete with in the long‑term.
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Financial & Performance
Vodafone a ‘happy wholesaler’ as German fibre churn kicks in
Q2/H1 FY24–25: Vodafone confident on Germany’s post-MDU trauma recovery plan, with fixed strategy underpinning the return to health.
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Financial & Performance
Vodafone Turkey rises as Group’s star growth performer
Group management gives special attention to Turkish OpCo and its leadership with effusive praise for delivering outsized revenue growth in latest results.
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M&A
Vodacom sticking with fibre co-build strategy despite blocked merger
CEO Shameel Joosub reiterates belief in co-investment and co-build fibre projects rather than overbuild, despite MAZIV setback.
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Financial & Performance
Safaricom takes hit from Ethiopia biz but stays upbeat on long-term potential
More tumult from Safaricom’s Ethiopian venture as local currency depreciation pummels the Group’s earnings in H1 FY24–25, but Chief Executive Peter Ndegwa keeps eye on long-term prize from growing market.
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Financial & Performance
BII weighs impact of Safaricom’s shakeup in Ethiopia
A British International Investment report finds that the UK government’s backing of Safaricom Telecommunications Ethiopia is adding energy to the market, but headwinds make for mixed picture for startup operator.
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Network & Infrastructure
Vi delivers ‘quick win capex’ in kit vendor mega deal
Ericsson and Nokia re-up Vi relationship, Samsung added to partner roster.