All VodafoneThree articles
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Analyst BriefingsUK Infrawatch analyst briefing: Netomnia evolution, data centre planning pushback
Latest from the digital infra scene in the UK, including: GoFibre and Netomnia funding success, planning ups and downs for data centres, TalkTalk travails; people moves, and plenty more…
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Financial & PerformanceBT vs. Vodafone: UK has a new largest telco for the first time this century
BT Group’s resurgence under Allison Kirkby has pushed its market cap beyond that of Vodafone for the first time in 25 years, but there are plenty of caveats to both operators’ performance, and the real winner could be Sunil Bharti Mittal…
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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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PeopleVodafone Peoplewatch: IT changes at Group, Investments, Ireland
25+ senior and strategic executives changes, including a new Group CIO (and a change in Ireland); Vodafone Investments appoints CTO as former CEO completes her exit; government affairs official behind VodafoneThree merger steps down, job done; Cindy Rose takes on WPP top-spot…
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Analyst BriefingsVodafonewatch Analyst Briefing: best yet to come this year
Q1 FY25–26 special: management walks us through a broadly positive first quarter, but emphasises the latent potential for a ‘right-sized’ group that has taken ‘proactive’ steps towards a revival. German fruit soon ready for harvest, if CFO Luka Mucic is believed, with structural/strategic resets elsewhere also settling down…
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Financial & PerformanceQ1 guidance: UK on track to deliver earnings boost
Q1 FY25–26: combined VodafoneThree is performing as expected in its first few months, giving Group management confidence in FY forecasts.
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Financial & PerformanceQ1 spend: Vodafone stays the course on capex total and mix
Q1 FY25–26: market by market capital allocation untouched, and management ‘very happy’ with current setup’s capacity to leverage strengths. Asset sales in Europe has given the Vodafone ‘strategic flexibility’, which may open options for greater investment under the next CFO…
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Financial & PerformanceQ1 in-depth: Germany begins fightback
Q1 FY25–26: work to fix Vodafone Germany after years of decline is now beginning to pay off, management claims, and the OpCo is tracking to a return to growth (from a dwindling base) by year’s end. Elsewhere, Vodafone reports positive moves across the footprint put the group on course…
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Financial & PerformanceQ1: Vodafone anticipates calmer seas after tempestuous few years
Q1 FY25–26: Vodafone management makes claims of momentum building as group readies for German bounce-back, and settles into new shape and size following a series of structural resets. Proof will be in the pudding, and that will be served at the end of the FY…
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Analyst BriefingsVodafonewatch Analyst Briefing: deals driving network, security upgrades
Latest from Vodafone, including a spectrum fee reprieve; SecOps potential with $1bn partner Google Cloud; DOCSIS development in the Netherlands; more from Turkey, Kenya, South Africa, elsewhere…
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Public AffairsOfcom yields, slashes UK spectrum fees — MNOs demand more
£60m annual reduction sees regulator modify ALF regime and tease softening of spectrum trading regime, but fails to silence criticism that move does not go far enough. Operators lobbying for Treasury to reinvest remaining £270m windfall back into rural 5G…
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Public AffairsUK Court of Appeal sides with operators in latest Phones 4u ruling
The UK Court of Appeal has decisively ruled against Phones 4u’s long-running allegations of collusion among major operators, leaving the retailer to consider its final legal options and face substantial costs…
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Analyst BriefingsTelefónicawatch Analyst Briefing: Murtra’s M&A mantra
Reports indicate the Spanish group could cash in on a significant chunk of its Vivo stake to bolster the financial platform for its upcoming new strategy. Investment and M&A speculation also continues to swirl around UK asset Virgin Media O2 and a big-bang return to the European data centre scene. Read more…
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Analyst BriefingsVodafonewatch Analyst Briefing: four years in, Ethiopian experiment continues its charge
Latest from Vodafone as Safaricom Ethiopia turns four and passes ten million customers; VodafoneThree confirms spectrum handover to rival; European satcomms JV picks Luxembourg for HQ; group prepares for new neighbours at Newbury home…
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Deep DiveUK Fibre: altnet optimism vindicated over time as take-up erodes incumbent dominance
In depth: Eight Advisory’s latest Tracker shines light on altnet challenge to Openreach, with mature cohorts reaching parity and fibre insurgency continuing amidst land-grab tactics. TelcoTitan’s analysis explores linear trajectory of upstarts, impact of overbuild, continued testing of investor patience, and whether the UK can truly sustain more than two major platforms…
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Network & InfraVM O2, VodafoneThree firm up €401m spectrum deal to redress the ‘imbalance’
Following VodafoneThree’s merger completion, VM O2 outlines the spectrum it plans to acquire.
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Network & InfraProject Reach: Freshwave, Neos seek digital infra ‘blueprint’ to power up UK rail
Freshwave and Neos Networks firm up collaboration with Network Rail and UK mobile operators to upgrade fibre and wireless infra along key UK rail routes, with funding from the likes of DigitalBridge, Infracapital, and SSE Group. Work to begin imminently, with pair hoping to develop business model “blueprint” for future deployments…
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Analyst BriefingsVodafonewatch Weekly: UK merger complete, hard work begins now
Latest from Vodafone as VodafoneThree strategy laid out; Commscope named VodafoneZiggo’s DOCSIS upgrade vendor; group appoints CFO Luka Mucic replacement; Procure & Connect breaks ground at Luxembourg logistics hub…
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PeopleVodafone Peoplewatch: El Sayed takes global IT post; VodafoneThree changes emerge
30+ senior and strategic movers across Vodafone, including Ahmed Elsayed’s new Africa- and Europe-wide technology role; top leadership appointments at the combined VodafoneThree; newcomers from rivals in Germany; former CEOs Aldo Biso and Hannes Ametsreiters make moves…
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PeopleVodafoneThree names new head for youth brand VOXI
Tom Hoare appointed to lead one-million-customer VOXI sub-brand, bringing commercial know-how and experience from rival BT.