All VodafoneThree articles
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PeoplewatchVodafone Peoplewatch: Birla back in Vi chair after gov dues relief
May 2026 update: 20+ changes including a Vi boardroom switch following levy relief; entrance of a new Enterprise chief in Kenya; network operations leadership change in Europe; Vodafone welcoming a former BT Group strategy principal; and OneApp architect brought inhouse from Celfocus…
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Analyst BriefingVodafonewatch: back to M&A as early UK signals inspire confidence
Analyst Briefing: Full takeover of VodafoneThree imminent after management heralds ‘remarkable’ integration progress; INWIT thought to be weighing an acquisition of its own in diversification bid; India’s Vi earns government dues reprieve; One NZ re-ups Vodafone ties; Group readies to publish FY earnings…
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M&AVodafone bulks up with £4.3bn UK buyout
Group says ‘time is right’ to move on VodafoneThree less than a year after combining, buying out CK Hutchison and bulking up in its home market. Management cites progress on synergies, but jury’s out on ‘success’ of merged operator eleven months in…
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Analyst BriefingTelefónicawatch: shrinking to grow
Analyst Briefing: Round-up of developments at Spanish incumbent, as the exec team firms up a seventh Hispam country exit in pursuit of Transform & Grow strategic uplift. Read more…
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Analyst BriefingVodafonewatch: carving a quantum niche
Analyst Briefing: Vodafone gets to work cementing a spot in the quantum-secure networking future, as its Tomorrow Street accelerator onboards Arqit as a portfolio member, and JV Pairpoint works on cryptographically secure financing for tower-based edge compute use-cases. Plus, senior and strategic moves across the Group, retail investment in the UK, and potential infra sharing in India…
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Analyst BriefingVodafonewatch: Group exposed to Italian towers upheaval
Analyst Briefing: Vodafone faces turbulence as Italian towers market threatens to implode; Vi pushes on with 5G rollout catch-up; Partner Markets gets a branding and leadership refresh; and B2B M&A looks to be paying off in Germany…
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PeoplewatchVodafone Peoplewatch: IT and Networks leadership changes across Europe
March 2026 update, including senior IT, legal, and procurement appointments in Europe; integration impacts felt in the UK and Romania; Europe Cluster network operations lead picked from Vodafone Turkey; Safaricom targets fixed business…
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Analyst BriefingVodafonewatch: redrawing the European footprint (again)
Analyst Briefing: unerringly upbeat CEO Margherita Della Valle pitched German turnaround (again), UK merger integration (at pace), and more M&A (Ziggo, towers, and beyond). Elsewhere, Amdocs gets in on cable overhaul; Cornerstone considers micro-edge compute options …
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Products & ServicesVirgin Media O2’s Starlink mobile services take off
Operator opens up O2 Satellite offering to customers, pipping rivals to become first UK MNO to get direct-to-device services off the ground.
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Financial & PerformanceIn depth: headline numbers mask Vodafone’s in-market challenge
Q3 FY25–26: Vodafone’s Q3 followed a familiar narrative of missed expectations, but optimism untouched. Management has brushed aside concern that headwinds will continue into the next FY in both Germany and the UK, with claims that the foundations are in place to propel the Group’s largest OpCos to growth. Resilient performance elsewhere kept Vodafone on the straight and narrow.
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Financial & PerformanceVodafone guidance: plenty of confidence in these ‘early days’
Q3 FY25–26: Vodafone set to come out of the year at the upper end of free cash flow and EBITDAaL guidance, with new CFO Pilar López picking up on the CEO’s positive view of things moving forward.
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Financial & PerformanceMore of the same: Vodafone leans on outposts as core OpCos wobble
Q3 FY25–26: CEO Margherita Della continues to repeat optimism about the potential for a turnaround in Germany and progress in the UK, but Q3 earnings are yet to back her up in earnest. Wider European industry could be in for reform, however, and the CEO remains confident that Vodafone will be well placed to capitalise…
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Network & InfraVM O2 inches closer to Starlink mobile services launch
Operator secures Ofcom approval to use existing 1800MHz spectrum for imminent direct-to-device product O2 Satellite.
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Network & InfraVodafone takes ‘effort versus value’ approach to autonomous networks
Zero-touch lead Mabel Pous-Fenollar argues for case-by-case network and operations automation, determined by an ‘effort versus value’ evaluation, to secure quick wins on the road to Level 4…
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Suppliers & SCMVodafone a “frontrunner” partner as Ericsson seeks new opportunities in “flattish” RAN market
In depth: Upbeat Ericsson management present FY25 earnings complete with organic growth and progress in efficiency programmes. CSPs said to be willing to invest despite muted RAN outlook, as Vodafone namechecked for its ‘physical AI’ groundwork…
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Analyst BriefingVodafonewatch: M&A ripples in Europe, debt reprieve in India
Analyst Briefing: European M&A, some of Vodafone’s own making, shifts the Partner Markets landscape; AGR pressure lifted for Vi as India’s gov commits to reassessment; and reports suggest change in the office for OXG Glasfaser ownership…
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Analyst BriefingVodafonewatch: getting back to venturing
Analyst Briefing: Vodafone rekindles an interest in venturing with planned Cohere Technologies stake purchase; suffers legal and regulatory headaches in the British Isles; and rings in the New Year with a series of senior and strategic exec moves…
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Public AffairsVodafone to face MPs as franchisee ‘scandal’ escalates
Vodafone executives are set to meet with MPs as more allegations emerge about the operator’s franchising operation, raising political interest in the case that Vodafone considers a mere “commercial dispute”…
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Analyst BriefingVodafonewatch: ‘right-sizing’ winners and losers
Analyst Briefing: Vodafone closes the year out with promises of network investment to come and new B2B IT capability; SpaceMobile looks to 2026 with expectation after ‘validating’ value in the past twelve months…
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Products & ServicesVodafone seeks to rebuild trust in voice with network APIs
Vodafone has launched a caller ID network API in the UK, with US voice security partner Hiya ‘buying in’ to Group’s ‘novel’ standards-based approach to building consumer trust…