Vodafonewatch: ‘right-sizing’ winners and losers

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Source: Vodafone

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…

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:

  • Themes: Market exits and consolidation; Fibre rollout debates; Spectrum pricing; Branded Calling; Network APIs; B2B IT capability; Satellite partnerships; Regulatory scrutiny; Workforce relocation.
  • People: Nedim Baytorun; Scott Wisniewski; Jack Bulpin; John Keaney; Solly Malatsi; Elon Musk; Mo Salah.
  • Geographic: Romania; Germany; Spain; Ireland; UK; Australia; Egypt; South Africa.
  • Organisations: Vodafone Group; Vodafone Romania; Vodafone Spain; Zegona; Skaylink; AST SpaceMobile; TPG Telecom; Optus; Telstra; SIRO; ESB; Telekom Deutschland (TDE); VATM; Hiya; Concentrix; VodafoneThree; Vodacom; SpaceX Starlink.

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