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Vodafonewatch: 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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- Themes: Adjusted gross revenue (AGR); Capital expenditure (capex); Direct-to-device (D2D); Fixed‑mobile convergence (FMC); Infrastructure investment; Market consolidation; Mobile money; Network synergies; Satellite connectivity.
- People: Elsa Muzzolini; Marco Sangani; Margherita Della Valle.
- Geographic: Africa; Europe; Germany; Ireland; Italy; New Zealand; Portugal; Romania; United Kingdom (UK).
- Organisations: AST SpaceMobile; Blue Origin; GSMA; INWIT; M‑PESA; National Physical Laboratory (NPL); Ofcom; One NZ; Safaricom; Satellite Connect Europe; Starlink; Vodafone; Vodafone Business; Vodafone Group; Vodafone Investments; Vodafone Portugal; Vodafone Romania; VodafoneThree; Virgin Media O2.
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