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Vodafonewatch: 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 …
Vodafonewatch Analyst Briefing is available to TelcoTitans.com Professional and Vodafonewatch Analyst Report subscribers. Sign in, subscribe now, or contact us for more details or if you have a story for us. Work within Vodafone or other corporate subscriber? Register now for immediate access. This article includes:
This article includes:
- Themes: Analyst briefing; Earnings outlook; Integration progress; M&A activity; Market consolidation; Network API strategy; Operational restructuring; Shareholder influence; Tower strategy; UK fibre competition.
- Events: Vodafone Group Q3 FY25–26 earnings; Mobile World Congress (MWC).
- People: Hatem Dowidar; Margherita Della Valle; Masood Sharif Mahmood; Pat Coxen; Sitoyo Lopokoiyit.
- Geographic: Bahrain; Egypt; Germany; Kenya; Luxembourg; Mozambique; Netherlands; Qatar; Saudi Arabia; United Arab Emirates; United Kingdom.
- Organisations: Absa; Amdocs; Bayobab Zambia; BT; Capital Markets Authority; Cornerstone; Department for Science, Innovation & Technology; e&; Hyundai Motor Group; INCA; INWIT; ISPA; Liberty Global; M‑PESA Africa; Nairobi Securities Exchange; Netomnia; nexfibre; Safaricom; Starlink; StonesThro; TalkTalk; Unitymedia; Vantage Towers; Virgin Media O2; Vodafone; Vodafone Egypt; Vodafone IoT; Vodafone Procure & Connect; VodafoneThree; VodafoneZiggo.
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