Vodafone Group
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Weekly Briefings
Vodafonewatch Weekly Q3 special: German woe distracts from bright sparks in Europe, Africa
Latest from Vodafone as Q3 earnings are digested, leaving investors with a sour taste but management still hungry (and expectant) for a turnaround in the near future. Major executive changes in UK and Investments; MOCN shared network deal goes live in Oz; massive capex uptick in India; strategic deals signed with Mobily, Advantage; more…
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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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Network & Infrastructure
German spectrum fracas latest: regulator urged to revise rules
A new twist has emerged in Germany’s ongoing spectrum saga as the Federal Cartel Office criticises the telecoms regulator’s plans for licence extensions this year, leaving mobile operators in doubt about the shape of their future spectrum holdings.
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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 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
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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Partnerships & Alliances
Telco API venture builds out channel with Sinch tie-up
Strategic partnership with Swedish CPaaS specialist Sinch aimed at expanding reach and developer relations for Aduna, the (still pending) Ericsson-led network API joint venture that includes some of the largest telecoms operators.
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Partnerships & Alliances
Vodafone scales IoT ambitions with Saudi Arabia’s Mobily
Vodafone Business IoT continues effort to drive international growth with Middle Eastern deal, tapping e& links. Move drives unit towards goal of reaching new markets with IoT as it closes in on 200 million devices connected…
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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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Network & Infrastructure
Shared Rural Network expands reach as BDUK cutback rumours swirl
Weekend reports suggest operators are irked by possibility that their coverage investment and network optimisation improvements could see the government scale back financial commitments to rural coverage…
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Weekly Briefings
Vodafonewatch Weekly: all change in Europe
Latest from Vodafone and its interests, including major satcomms advancement; more senior changes at European OpCos; work ethic advocacy in Germany; more…
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Network & Infrastructure
Vodafone puts D2D plans in motion with fresh SpaceMobile trials
Vodafone reveals first “space-to-land” gateway to enable direct-to-device services. Further trials of SpaceMobile technology pencilled in for spring 2025 as Group moves closer to launching Europe- and Africa-wide services after launch delays and legal troubles…
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Weekly Briefings
Vodafonewatch Weekly: AI in action paying off
Latest from Vodafone and its ecosystem, including CX benefits of AI deployments in Europe, Africa; Vi’s renewed optimism; M-PESA’s banking partnership push; Latvian IoT; more…
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Marketing
Deutsche Telekom retains title of most valuable telecoms brand
Latest ranking from Brand Finance shows Deutsche Telekom remains the most valuable telecoms brand in the world, while expansive rival e& is the fastest growing.
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Innovation (R&D)
Vodafone sees meaningful impact as AI hits CX and beyond
Operator’s AI director highlights significant improvements in CX for its chatbot users as multi-vendor AI raises standards and delivers consistency, also driving 20% lift in procurement efficiency. Ensuring usable and accessible data can be the biggest cost…
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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…