Vodafone Strategy & Change
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Financial & PerformanceGuidance: H1 pace allows for H2 slowdown as Vodafone moves into cleaner air
Q2/H1 FY25–26: Group reaffirms FY outlook but expects to hit the upper end of earnings and free cash flow targets, buoyed by a strong first half that allows for lower growth in Q3 and Q4. Outgoing CFO Luka Mucic weighs prospects after he leaves and finds ‘net positives’…
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Financial & PerformanceSpend: capex down, opex up as Vodafone reaches ‘appropriate’ scale
Q2/H1 FY25–26: with the Group’s capital structure ‘reset’, CEO Margherita Della Valle considers investment levels to be at the right level in each market: spend balloons at newly scaled UK, Germany finds efficiencies and reduces capex, broadly stable elsewhere.
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Strategy & ChangeVodafone Turkey to lean on ‘global’ expertise to move fast with 5G
Vodafone and peers in the starting blocks ahead of October auction, when 5G race will begin.
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Partnerships & AlliancesVi strengthens IBM ties with AI Innovation Hub launch
Indian operator to collaborate with longstanding It partner on developing new AI-based solutions. Accelerating time-to-market and giving its operations teams new tools are among Vi’s goals with the new Hub…
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Strategy & ChangeKenyan 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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Network & InfraVodafone’s Nadia Benabdallah: ‘the real leap lies in autonomous networks’
Having seen the Group’s networks evolve from 3G to 5G SA over a 30-year career, Milan-based network strategy chief says the real benefits will come with deployment of autonomous networking…
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Strategy & ChangeLiberty CEO: Vodafone stake sell-off is not a judgement on telco’s strategy
Mike Fries says decision to sell a 5% Vodafone Group stake should not be seen as a reflection of the UK operator’s strategy, but purely a rotation of Liberty capital…
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OperationsVodafone’s plan to keep up with AI through democratisation, value-hunting
DTW Ignite: Vodafone execs discuss AI adoption at scale, raising concerns that the technology is moving ‘too quickly’, but confident that the group’s overriding strategic direction will enable it to keep ahead of the curve.
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Financial & PerformanceVodafone Germany hits new lows as management tees up a turnaround
FY24–25: Group management insists that annual results were the nadir for its flailing German OpCo, as another fall in service revenue and earnings makes for an even lower baseline to which a future turnaround can be compared.
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Financial & PerformanceSafaricom boasts Ethiopian maturity as ‘baby’ makes ‘confident steps’
FY24–25: CEO Peter Ndegwa says there is more to be done to reach commercial and infrastructure ‘scale’, but Safaricom’s Ethiopian venture is said to be nearing EBITDA positivity.
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Network & InfraVodafoneZiggo says ‘no’ to Dutch fibre, goes ‘all in’ on DOCSIS
Q1 FY25: With move to new strategic plan, Vodafone–Liberty Global joint venture commits to DOCSIS 4.0 upgrade over the next few years, turning down full-fibre prospect but keeping the door open to FibreCo partnerships…
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Analyst BriefingVodafonewatch Weekly: AI agents put to task
Latest from Vodafone as the Group’s AI strategy fills out; several Business deals in Europe, Africa, and further afield; and a view from the Group and its peers as geopolitics shake up the industry…
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Strategy & ChangeVodafone–Three MergeCo looking to TV for convergence boost — report
Soon-to-be-combined operators said to be exploring TV subscription options as part of plan to poach customers, ramp up convergence.
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Strategy & ChangeVodafone’s latest B2T spin-up: €20bn+ Procure & Connect
In-depth: Unusual combination of procurement and roaming services marks another step in Vodafone’s ambitious Business to Telecoms strategy to commercialise its internal shared central functions to the wider industry, with efficiency also in the mix.
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Financial & PerformanceQ3 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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Strategy & ChangeVi to leverage lessons as 5G spectator as it plots March launch
5G launch on track for go-live by the end of March, with CEO Akshaya Moondra apparently plotting aggressive pricing strategy to catch up with rivals.
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Strategy & ChangeSnowflake’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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Strategy & ChangeVodafone to close German IoT biz grandcentrix — report
German OpCo reportedly giving up on the IoT business it acquired five years ago, in apparent cost-cutting effort.
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M&AVodafone–Three merger ‘releases the handbrake’ on UK telecoms, but at what cost?
Vodafone CEO Margherita Della Valle hails creation of a ‘new force’ as CMA grants regulatory go-ahead for Vodafone–Three merger, but questions remain about the impact on MVNOs, rivals, consumers, and the combined entity’s networks…
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Financial & PerformanceIn-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…