Vodafone Strategy & Change
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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 & InfrastructureVodafoneZiggo 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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Weekly BriefingsVodafonewatch 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…
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Strategy & ChangeVodafone set to debut new ‘Business to Telco’ unit as part of central function refresh
Vodafone quietly debuts B2T unit targeting peers, as Shared Operations gets overhauled and Group adds vim to telco-as-a-service ambitions.
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Strategy & ChangeAccenture execs switch to Vodafone services venture VOIS as business resets
VOIS CEO Gary Adey talks up VOIS’ graduation from ‘back-office support to strategic partner of choice’, with new Accenture expertise in leadership positions.
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Strategy & ChangeSeven years in, Liberty CEO says it’s time to ‘think about’ Vodafone JV’s future
Mike Fries suggests seven years of co-ownership with Vodafone may be long enough as internal discussions turn more acutely to Dutch JV’s future.
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Financial & Performance‘Tough decisions’ ahead for Australia’s TPG amid cost-cutting
CEO Iñaki Berroeta announced jobs are going as latest part of multi-year cost-cutting programme.
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Strategy & ChangeVodafone Business hiring spree set to rev service growth in Germany
Vodafone’s B2B push gets underway in Germany with 120 new jobs to drive growth in cloud, connectivity, cybersecurity, and IoT.
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M&AAustralia’s TPG puts fibre back on the table in new Vocus talks
Macquarie-backed fibre operator Vocus in early talks with TPG Telecom as fibre assets put back on the table…
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OperationsVodafone says multi-cloud strategy paying off
Vodafone seeks to keep “commercial tension” between the three biggest hyperscalers in multi-cloud approach, as Microsoft partnership adds more balance to the mix.