Vodafonewatch Analyst Briefings
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Analyst BriefingVodafonewatch: partners loaded for EMEA digital infra expansion
Analyst Briefing: capital-sharing partnerships in Turkey and Egypt, and a new co-owner at German fibreco OXG Glasfaser, bring Vodafone’s digital infra expansion strategy into the spotlight; plus VodafoneThree’s convergence push and 5G SA commercialisation bid, Czech innovation, and more across Europe and Africa…
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Analyst BriefingVodafonewatch: tower tensions, competitive pressures
Analyst Briefing: From tower disputes in Germany and spectrum obligations in Czechia to Digi’s continued disruption in Romania, Vodafone faces a mix of competitive pressure, policy shifts, and technology-led opportunities across its footprint…
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Analyst BriefingVodafonewatch: UK slump, Nordic bump
Analyst Briefing: Vodafone’s share of UK government spending drops, SpaceMobile uncertainty continues, and Telenor deal continues to expand. Elsewhere, network leadership changes in Europe and groundwork for infra-sharing in India…
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Analyst BriefingVodafonewatch: Indian recovery, Greek opportunity
Analyst Briefing: signs of revival in India, a new fibre frontrunner in Greece, and carving a place in the future of ‘chaotic’ IoT. Plus, Vodacom poaches rival bosses to bolster the boardroom, and Vodafone co-develops an AI-powered disputes resolution platform with a UK startup…
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Analyst BriefingVodafonewatch: one in, one out as group completes deal double
Analyst Briefing: A positive Q1 performance followed by completion of a pair of major, structural deals in Europe helps CEO Margherita Della Valle lead the Group into a new phase, and suggests multi-year footprint rethink is beginning to deliver tangible results. Elsewhere, European towers trouble, questions of SatCo revenue potential, and AI gets physical in Albania…
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Analyst BriefingVodafonewatch: tower turbulence and AI acceleration
Analyst Briefing: the European towers industry watches on as Vodafone-backed INWIT battles MNO discontent in Italy; Vodafone reaps the rewards of early security and compliance grunt work as it accelerates AI adoption; satco SpaceMobile continues with familiar ups and downs; and more from Africa, Europe, elsewhere…
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Analyst BriefingVodafonewatch: Xavier Niel places multibillion-pound bet on Vodafone’s transformation story
Analyst Briefing: CEO Margherita Della Valle’s two-year restructuring programme proves enough to convince Xavier Niel of Vodafone value; satco-telco standards need work; regional outposts promote AI innovation; more from across Europe and Africa…
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Analyst BriefingVodafonewatch: the making of a pan-African telco giant
Analyst Briefing: Vodacom takes a majority stake in Safaricom; Vodafone and Google Cloud get ‘pragmatic’ with a network autonomy blueprint; another Tomorrow Street alumnus picks up a Vodafone commercial deal; and we record the latest senior exec changes from Germany and beyond…
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Analyst BriefingVodafonewatch: AI, defence, and quantum strategies take shape
Analyst Briefing: Vodafone advances on multiple strategic fronts, from network integration and defence expansion to AI deployment and post-quantum security; plus another Tomorrow Street alumnus gets a Voda deal, Greek fibre plans, and SpaceMobile builds momentum…
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Analyst BriefingVodafonewatch: marking UK MOCN milestones
Analyst Briefing: VodafoneThree makes network integration strides in the UK; Oz MOCN underpins TPG confidence in Vodafone’s return; and the Group signs wholesale deals in largest markets to monetise existing infra assets. More from across Europe, Africa, beyond…
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Analyst BriefingVodafonewatch: Vodafone treads uneven road to recovery
Analyst Briefing: Vodafone says it is turning a page but the same old storyline persists: challenge in Germany, market share pressure in the UK, and emerging market headaches in Africa. Progress has been made, though, and CEO Della Valle is happy to talk it up.
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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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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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Analyst BriefingVodafonewatch: grand openings, network upgrades
Analyst Briefing: Vodafone cuts the ribbon to a new logistics hub in Luxembourg and data centre in Turkey; signs a series of cable upgrade deals in Germany and network innovation collaborations with Tiami Networks, Cirrus360, and more; plus M&A in Czechia and AI expertise exports in Kenya…
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Analyst BriefingVodafonewatch MWC roundup: satcomms centre stage; AI-RAN advancing
Analyst Briefing: Satcomms, D2D, edge compute, and AI-RAN were among the focus areas for Vodafone in Barcelona…
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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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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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Analyst BriefingVodafonewatch: rewiring Europe’s digital landscape
Analyst Briefing: Vodafone and European telco peers weigh up the implications the overhauled Cybersecurity Act and the all-new Digital Networks Act, reworking how the industry operates. Elsewhere, M&A in Europe and Africa; SpaceMobile ‘validated’ by gov contract win; and Turkey expands fibre reach with wholesale deal…
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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…