Vodafonewatch Analyst Briefings
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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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Analyst BriefingVodafonewatch: Vodacom moves on East Africa
Analyst Briefing: strategic pivots in Europe and Africa as Vodacom picks up a controlling stake in Safaricom; Economy of Things JV Pairpoint makes steps to ‘new phase’ amid losses; and a Greek exec team overhaul completes the local OpCo’s ‘renewal’…
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Analyst BriefingVodafonewatch: Della Valle says job done at Vodafone ‘building site’
Analyst Briefing: as CEO Margherita Della Valle closed the Group ‘building site’ after two years of sell-offs and restructures, the attention has turned to ‘growth opportunities’ — data centres, fibre, merger integrations, B2B, and space earn a look…Vodafonewatch Analyst Briefing: Della Valle says job done at Vodafone ‘building site’
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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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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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Analyst BriefingVodafonewatch Analyst Briefing: RAN overhaul begins with vendor foursome locked in
Latest from Vodafone as the long-awaited Spring 6 procurement closes out, with four vendors named; Vodafone OpCos among the winners in two European spectrum auctions; Google Cloud migration completes in Czechia; TPG shareholder payout may see Vodafone pocket €400m+; and Group trials 6GHz spectrum tech in Germany…
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Analyst BriefingVodafonewatch Analyst Briefing: local innovation paves way for regional network upgrades
Latest from Vodafone as the Group shouts about various innovative network initiatives with partners Nokia, Huawei, Samsung; and others; M&A completes in Romania ahead of integration programme kick-off; Telenor tapped for procurement savings; satco investment’s share price soars; more from Europe, Africa, India, elsewhere…
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Analyst BriefingVodafonewatch Analyst Briefing: Group pitches role in driving European investment
Latest from Vodafone as execs add their voices to calls for pro-investment, pro-competition regulation in Europe; VodafoneThree names key vendors for UK network upgrade; 2G on the way out; Safaricom investment faces funding crunch…
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Analyst BriefingVodafonewatch Analyst Briefing: Group spends billions on UK network upgrade; millions on Romanian bulk-up
Latest from in and around Vodafone, including the first £2bn investment of VodafoneThree’s network infra upgrade programme; Della Valle’s latest ‘right-sizing’ initiative in Romania; and significant ExCo changes at Group and OpCo level in Europe and Africa…
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Analyst BriefingVodafonewatch Analyst Briefing: Group targets strategic spend
Latest from Vodafone and its global interests, including Procure & Connect eyeing more strategic tail spend management; one legal case replaced by another in the UK; renewable energy milestone reached in South Africa; AI in action for Vodafone via Celfocus tie-up…
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Analyst BriefingVodafonewatch Analyst Briefing: Indian, Kenyan govs seek change at Vodafone outposts
India’s Vi gets knocked back as government hints at funding pullback; long-mooted split-up of Kenya’s Safaricom back in the headlines; Australia’s TPG sees recent overhaul bear first fruit…
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Analyst BriefingVodafonewatch Analyst Briefing: Vodafone knocked back as rivals surge
Latest from Vodafone as a turbulent quarter sees BT claim the UK’s top telco spot, Liberty Global exits stage left, and German fibre JV OXG pushes forward with another wholesale tie-up…
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Analyst BriefingVodafonewatch Analyst Briefing: best yet to come this year
Q1 FY25–26 special: management walks us through a broadly positive first quarter, but emphasises the latent potential for a ‘right-sized’ group that has taken ‘proactive’ steps towards a revival. German fruit soon ready for harvest, if CFO Luka Mucic is believed, with structural/strategic resets elsewhere also settling down…
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Analyst BriefingVodafonewatch Analyst Briefing: deals driving network, security upgrades
Latest from Vodafone, including a spectrum fee reprieve; SecOps potential with $1bn partner Google Cloud; DOCSIS development in the Netherlands; more from Turkey, Kenya, South Africa, elsewhere…
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Analyst BriefingVodafonewatch Analyst Briefing: far-flung fibre deals
Latest from Vodafone as it secures antitrust commission support for a fibre move in South Africa and cements an Australian fibre sale; Portugal CEO vents M&A frustration; group lends support to AI RAN Alliance as open RAN overhaul continues; build up to Q1 earnings…
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Analyst BriefingVodafonewatch Analyst Briefing: four years in, Ethiopian experiment continues its charge
Latest from Vodafone as Safaricom Ethiopia turns four and passes ten million customers; VodafoneThree confirms spectrum handover to rival; European satcomms JV picks Luxembourg for HQ; group prepares for new neighbours at Newbury home…
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Analyst BriefingVodafonewatch Weekly: risks and rewards of AI at scale
Latest from Vodafone as group technology and data chiefs discuss progress, risk, and potential of AI at scale; leadership change in Luxembourg; critical comms deal with Airbus; and more….
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Analyst BriefingVodafonewatch Weekly: UK merger complete, hard work begins now
Latest from Vodafone as VodafoneThree strategy laid out; Commscope named VodafoneZiggo’s DOCSIS upgrade vendor; group appoints CFO Luka Mucic replacement; Procure & Connect breaks ground at Luxembourg logistics hub…
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Analyst BriefingVodafonewatch Weekly: CEO Della Valle’s slow-cooker recipe
Latest 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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Analyst BriefingVodafonewatch Weekly: Dutch JV sets out ‘plan to win’
The latest from Vodafone and its interests, including VodafoneZiggo CEO van Rooyen’s strategic reset as it seeks to regain form in the Dutch market; Safaricom’s preparation for a cloud infra overhaul; a surprise change in Group CFO; and more IoT deals for Vodafone Business…