Vodafonewatch: Vodafone treads uneven road to recovery
Joe Purnell2026-05-21T05:00:00
Analyst Briefing: Vodafone says it is turning a page but the same old storyline persists: challenge in Germany, market share pressure in the UK, and emerging market headaches in Africa. Progress has been made, though, and CEO Della Valle is happy to talk it up.
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Themes: Artificial intelligence (AI); Cloud computing; Data sovereignty; Direct-to-device (D2D); Fibre monitoring; Internet of things (IoT); Network automation; Procurement transformation; Satellite connectivity; Sovereign cloud.
People: Abel Avellan; Hagen Rickmann; María Concetta Carnuccio; Marcel de Groot; Matthias Lorenz; Morten Dean Dunham; Philip Burkey; Tobias Steinig.
Geographic: Africa; Europe; Germany; Ireland; Kenya; Luxembourg; Málaga; South Africa; United States.
Organisations: Amazon Web Services (AWS); Amdocs; AT&T; Deutsche GigaNetz; Deutsche Telekom; Docusign; EXFO; Google; Nokia; Orange; Pega; Safaricom; SAP; ServiceNow; Skaylink; Tata Consultancy Services (TCS); Telefónica; Telenor; Telecom Italia; T-Mobile US; Vantage Towers; Verizon; Vodacom; Vodafone; Vodafone Business; Vodafone Procure & Connect.