Vodafonewatch: 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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- Themes: Towerco disruption; MSA termination; Strategic partnerships; 5G densification; Direct‑to‑device satellite; Circular economy; B2B cloud M&A; Fibre wholesale; Mobile capacity solutions; African market consolidation.
- People: Abhijit Kishore; Avneesh Kholsa; Hagen Rickmann; Jagbir Singh; Jan Holzberg.
- Geographic: Germany; India; Ireland; Italy; Kenya; UK.
- Organisations: AST SpaceMobile; Bharti Airtel; Ciena; Fastweb; Glasfaser Nordwest; INWIT; MBNL; OXG Glasfaser; Plusnet; Reliance Jio; Satellite Connect Europe; Skaylink; TRAI; Vodafone; Vodafone Ireland; VodafoneThree; Vodacom.
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