Vodafonewatch News – Page 2
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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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Financial & PerformanceIn-depth: defiant Vodafone CEO eyes European rebound
Q2/H1 FY25–26: unwaveringly positive CEO claims right-sizing initiative has Vodafone moving in the right direction, and earnings largely back up the claim, but as some headwinds wane others are gathering on the horizon…
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Network & Infra2Africa consortium finishes up subsea infra build
Meta-led group of tech players completes construction of the infra behind 2Africa submarine network, marking a major milestone in one of largest international subsea projects…
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Financial & Performance‘It’s in our hands’: Vodafone CEO closes Group ‘building site’, ready for upward momentum
Q2/H1 FY25–26: Margherita Della Valle is convinced that the pared back, refocused Vodafone Group is now well-positioned for “good growth”, and considers performance in the first half of the year to support her claim…
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Public AffairsUK telcos to face mass lawsuit over alleged overcharging
BT, Virgin Media O2, and VodafoneThree to fight legal challenge over alleged overcharging of customers, albeit with a reduced scope courtesy of the Competition Appeal Tribunal’s ruling on the case…
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Network & InfraVodafone playing the satco market despite $1bn SpaceMobile bet
R&D lead Luke Ibbetson talks up billion-dollar investment in SpaceMobile, but Vodafone is playing matchmaker, not kingmaker, with ‘pragmatic’ approach to telco-satco partnerships determined by customer demand and technical requirements…
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Partnerships & AlliancesDT seeks ‘strong partners’ for German AI mega-hub pitch
Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…
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Network & InfraVodacom brings Starlink into growing satco partner circle
Operator gains additional backhaul and preps new broadband services using Starlink’s LEO constellation, further expanding its roster of satellite alliances…
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Financial & PerformanceVodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’
Q2/H1 FY25–26: Fast-growing digital services now approximating €2bn annual revenue for Business growth engine, with intent to invest more in segment. Vodafone considers itself well placed for SMEs and sovereign cloud, but will not be rushed into big ticket AI data centre projects…
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Financial & PerformanceVodafone begins German bounce back
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…
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M&AVodacom ‘keeping powder dry’ for fibre, data centre M&A opportunities
Q2/H1: CEO Shameel Joosub teases more deals and partnerships to come as South African fibreco deal nears completion, with more wireline infra and potential data centre tie-ups under consideration. While tower deals in Egypt are off the table, ears are open for a change at Safaricom…
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Partnerships & AlliancesVodafone-SpaceMobile choose Germany for SatCo JV’s mission control
European joint-venture advances with a Satellite Operations Centre in Germany and disclosure of security preparations for in-region sovereign services, ahead of 2026 launch plan. Vodafone stake in SpaceMobile could now be worth $1bn…
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Analyst BriefingVodafonewatch: satellite deals, towers sales
Latest Vodafone Analyst Briefing: including moves in satellite and direct-to-device; a progress report from VodafoneZiggo on performance and a planned wireless infra divestment; installation of a new CEO at Vantage Towers; and more share price volatility at Vi…
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PeoplewatchVodafone and BT veteran joins Boldyn board
Rob Shuter, former CEO at BT Enterprise and a veteran Vodafone fixer, has been added to Boldyn’s Board of Directors, with the neutral host player seeking to tap his finance and telecoms experience in decision-making…
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M&ALiberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…
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Financial & PerformanceVodafoneZiggo facing ‘uncertain journey’, but turnaround path beginning to emerge
Liberty Global Q3: VodafoneZiggo boss Stephen van Rooyen expresses caveated confidence over his masterplan to put the Dutch operator on the road to a turnaround, but not everything is under his control…
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Analyst BriefingVodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
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M&AVodafone adds public cloud integration expertise in Skaylink acquisition
Skaylink to be bought for €175m to build out Vodafone Business portfolio and embed ‘specialist’ knowledge in public cloud integrations for B2B clients.
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Network & InfraSubsea cables: Vodafone heads ‘off beaten track’ as hyperscalers muscle in on mainstream
Capacity Europe 2025: Vodafone’s Head of Global Infrastructure Owen Bryant considers the role telcos should play in transcontinental infra links as hyperscalers investment billions into subsea infra. Vodafone, for its part, is focused on ‘red’ markets that lie outside Google and Meta’s core interests…
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Partnerships & AlliancesLifecycle Software pulls up on Tomorrow Street
Billing solutions provider with an MVNO focus the latest name to join the Vodafone‑backed incubator’s Scaleup X programme.