Vodafonewatch: 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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- Themes: Adjusted gross revenue (AGR); Broadband infrastructure; Copper decommissioning; Direct-to-device (D2D); Fibre rollout; Government contracts; Infrastructure divestment; Merger and acquisition (M&A); Mobile virtual network enabler (MVNE); Non-terrestrial networks (NTN); Regulatory scrutiny; Satellite connectivity; Strategic partnerships; Tower sales.
- People: Brian Aziz; Jimmy Kassis; Karsten Wildberger; Liz Kendall; Martin Brouchard; Mike Fries; Rob Shuter; Shenge Buthelezi; Stephen van Rooyen.
- Geographic: France; Germany; India; Kenya; Netherlands; Oman; Saudi Arabia; South Africa; UK.
- Organisations: AST SpaceMobile; Bharti Airtel; Boldyn Networks; Circles; Department of Telecommunications (India); Deutsche Funkturm (DFMG); Deutsche Telekom; EE; Fonehouse; Iliad Group; Iridium Communications; Liberty Global; Meta; Ministry of Justice (UK); Ofcom; Orange; Phoenix Tower International (PTI); Safaricom; SpaceMobile; Starlink; stc group; Tesco Mobile; Three; Tillman Global Holdings; Vantage Towers; Veritas; Vi (Vodafone Idea); Virgin Media O2; Vodafone; Vodafone Group; Vodafone IoT; VodafoneThree; VodafoneZiggo; Vodacom.
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