Vodafonewatch News – Page 8
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Partnerships & AlliancesTelefónica, Orange among first telcos to tie with Satellite Connect Europe
MWC26: Telco duo sign agreements to trial D2D services and explore use-cases with AST SpaceMobile and Vodafone’s satellite joint venture, as the space connectivity player moves towards launching commercial services later this year…
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Network & InfraEnter SatCo: Vodafone raises curtain on European D2D branding, management
Branding, management, and governance unveiled as Vodafone and AST SpaceMobile take another step towards direct-to-device services launch in Europe. ‘We’re here to complement, not compete’ is the message from leadership, as satco takes on ‘operator-led’ model…
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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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M&AVodafone Romania trades quality for quantity as it climbs to second
Redistributed TRMC assets have closed the gap between Vodafone and market leader Orange, but decimated the operator’s mobile ARPU…
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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 & 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 & 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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M&AVodafone pulls out of Netherlands as Liberty takes control
In depth: Liberty Global will take full control of VodafoneZiggo en route to a Sunrise‑style spin‑out of a new Benelux entity, while Vodafone steps back with a minority holdco stake in its latest European portfolio reshaping…
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M&AEC cites need for ‘European champions’ as merger guidelines review looms
In depth: Anticipation builds as first sighting of revised EU merger guidelines is slated for April, and telcos are busy lobbying for an M&A rule change…
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M&AArdian said to reignite INWIT takeover talks, with Brookfield as backup
French investment fund reported to be working on a joint bid with Brookfield Asset Management to acquire Italian towerco INWIT, in a move that would oust Vodafone-backed Vantage…
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PeoplewatchM-PESA boss exits for pan-Africa banking project
Sitoyo Lopokoiyit, who has led Africa’s largest m-money platform for six years, takes new Absa Group job.
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Suppliers & SCMVodafone taps Amdocs for German cable platform simplification
Vodafone Germany looks to complete ‘gradual migration’ from legacy tech to simplified infrastructure.
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Network & InfraEgypt doubles up on spectrum with $3.5bn national strategy
e&, Orange, Telecom Egypt, and Vodafone to acquire additional spectrum under government’s new, multi-year National Spectrum Strategy, with operators set to renew existing licenses and pick up a trove of further frequencies in the coming years…
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M&AVodafone to ‘keep looking’ at Vantage stake as European tower scene evolves
Vodafone CEO Margherita Della Valle satisfied with Vantage performance, but acknowledges that consolidation is changing the landscape in several markets, and the ‘appropriate position’ for the Group’s towerco interests may also shift…
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Financial & PerformanceVodafone ‘happy’ with INWIT stake despite share slump
Group CEO Margherita Della Valle content with level of interest in Italian towerco despite share price plummeting 20% amid MNO consolidation concerns, and the prospect of a write-down looming…
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Financial & PerformanceVodacom’s international OpCos brace for imminent slowdown
Q3 FY25–26: Regional operations perform well despite characteristic ‘emerging market’ challenges, while Vodafone Egypt charges on. Warnings from Vodafone HQ of an imminent fall-off in growth seem set to ring true, however…
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Suppliers & SCMTelcos untouched as key vendors hit by global stock selloff
In depth: US and EMEA telco majors ride out this week’s software tech storm as investors are spooked by advanced AI developments, leaving some of the industry’s most prominent software providers in freefall…
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Analyst BriefingVodafonewatch: IT leadership rejig; RAN upgrade kick-off
Analyst Briefing: Vodafone continues its European IT management reshuffle; pushes on with German open RAN rollout; and talks network autonomy roadmaps. Meanwhile, VOIS speaks up; the future of former OpCo Vodafone Spain; and IoT goes NTN with Skylo tie-up…
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Network & InfraAfter fibre tie-ups, Vodafone Spain sounds out MásOrange and Telefónica on RANco idea
Zegona CEO indicates he is discussing shifting Vodafone Spain’s mobile network to a shared grid with either Telefónica or MásOrange, as part of aggressive transformation of the MNO since 2024 buyout. Eamonn O’Hare said it is fully focused on RANco discussions as two fibreco deals near completion, and addresses Vodafone Spain sale speculation and its fraught historical relationship with Vantage Towers…
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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…