Vodafonewatch News – Page 6
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         Network & Infra Network & InfraVodafoneThree seeks ‘convergence opportunity’ with FWA plan, fibre altnet dealNewly combined UK mobile giant sees promise in fixed, too, signing Community Fibre agreement to reach a total of 22.5 million FTTP premises. VodafoneThree expects the fixed broadband base to double, while Community Fibre “optimistic” about industry-leading take-up rates… 
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         Analyst Briefings Analyst BriefingsVodafonewatch Weekly: CEO Della Valle’s slow-cooker recipeLatest from Vodafone and its global interests, including a deep dive into the group’s FY24–25 results. CEO Margherita Della Valle continues to talk a big game, but questions remain about the overall strategy; VodafoneThree emerges as new scaled UK mobile giant; Safaricom tees up in-market M&A; Vodacom rejigs executive structure; Vodafone Germany hits new lows… 
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         Network & Infra Network & InfraOrange, Vodafone switch on 5G in EgyptTelcos go live with first 5G services in the country, after Egypt’s four operators finalised new spectrum licences last year. Vodafone Egypt CEO Mohamed Abdallah says switch-on aligns with Egypt’s Vision 2030 strategic goals… 
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         M&A M&ATelefónica, MásOrange said to explore Vodafone Spain slice-upOperators have reportedly held ‘informal’ talks over potential acquisition of Vodafone Spain, including potential to split up and purchase parts of the telco. If formalised, such a deal would face several hurdles before getting across the finish line… 
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         Financial & Performance Financial & PerformanceVodafone FY24–25: Della Valle’s to-do list isn’t shrinkingVodafone CEO Margherita Della Valle offers candid summary of the group’s FY, but appears broadly satisfied with progress thus far and remains optimistic about prospects to the end of the decade. Claims of an imminent reversal in Germany; UK merger complete; and an improved revenue mix across the group are among the drivers… 
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         Financial & Performance Financial & PerformanceVodafone FY24–25 guidance: group ‘insulated’ against macro aggroManagement talks up group’s ability to defend against the worst of FY25−26’s geopolitical turmoil, with supply chains and cash flow protected from ‘economic volatility’… 
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         Financial & Performance Financial & PerformanceVodafone FY24–25 spend: investment on the riseCapex jumps 8% after a drop-off, with network investment among the priorities. Troubled German OpCo maintained spend despite losing €1bn from earnings in two years… 
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         Financial & Performance Financial & PerformanceVodafone FY24–25 in-depth: another challenging year en route to German revivalCEO Margherita Della Valle emphasises the various ‘transitions’ Vodafone has navigated over the past two years, putting mixed financials in perspective… 
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         People PeopleVodacom hands Egypt CEO a remit to scale African portfolio, drive strategyVodafone Egypt CEO Mohamed Abdallah adds International Markets to his remit in a move intended to ‘unify’ cross-border operations. 
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         M&A M&AVodafone, Three complete UK merger to create ‘multi-dimensional’ mobile leaderCombination creates new UK mobile top dog with more than 27 million subscribers. Vodafone’s Margherita Della Valle has declared her European reshaping programme as ‘complete’ as the Group locks in VodafoneThree’s financial plans… 
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         Venturing & Investments Venturing & InvestmentsSafaricom preps $500m investment into African ‘AI infra’Kenyan operator commits to three-year development of AI infrastructure in East Africa, seeking to tap into rising demand for ‘sovereign’ services… 
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         Network & Infra Network & InfraVodafone’s German fibre JV shakes up suppliers to navigate Geodesia delaysOXG Glasfaser has enlisted 29 build partners to accelerate infra rollout and mitigate delays seen with Altice-owned Geodesia. Vodafone’s Margherita Della Valle says the JV is now at “cruising speed” and ready to kick on… 
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         Financial & Performance Financial & PerformanceVodafone Germany hits new lows as management tees up a turnaroundFY24–25: 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 & Performance Financial & PerformanceVodafone sees the bright side of global chaosFY24–25: As Vodafone Business surpasses €8bn in revenue, driven by Digital Services, anticipated hikes in cybersecurity, defence, and sovereignty spending in politically uncertain times is expected to provide another boost. 
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         Financial & Performance Financial & PerformanceVodafone braces for UK merger impact, lines up €1.5bn investment for inaugural yearFY24–25: Vodafone CEO Margherita Della Valle teases imminent deal completion and rapid integration to follow. 
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         Public Affairs Public AffairsVodafone’s £120m legal battle with franchisees reaches High CourtLawsuit filed by nearly half of Vodafone UK’s retail franchisees proceeds to High Court, after failing to reach a resolution through a mediation process. 
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         Financial & Performance Financial & PerformanceSouth Africa: energy challenges push rivals Vodacom and MTN to collaborate on powerVodacom FY24–25: operators in early stages of infra-sharing under Energy Users regulation. 
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         M&A M&AUnited Internet raises 1&1 stake ahead of further network spendGermany’s United Internet splashing out €300m to increase 1&1 holding to 90%; claims “particularly important” ahead of mobile network expansion. 
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         Financial & Performance Financial & PerformanceSafaricom plots bolt-on M&A to strengthen Kenyan and Ethiopian coreFY24–25: CEO Peter Ndegwa indicates willingness to look further afield for growth opportunities once Ethiopian venture reaches self-sufficiency. 
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         People PeopleEx-Vodafone chief Colao takes board seat at Wireless LogicVittorio Colao joins the Board of Directors at UK-based IoT connectivity provider (and MVNO using BT’s network), after the business agrees to sell a minority stake to General Atlantic. 
 

























