Latest Vodafone Insight – Page 4
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Strategy & Change
Vodafone Business hiring spree set to rev service growth in Germany
Vodafone’s B2B push gets underway in Germany with 120 new jobs to drive growth in cloud, connectivity, cybersecurity, and IoT.
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Financial & Performance
Indus Towers recovers more Vi past dues, but new payment plan yet to be agreed
Q1 FY24–25: Indus Towers got a boost to profitability and free cash flow from debt-laden key client Vi and fellow Vodafone-affiliate continuing to pay down outstanding bills.
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Financial & Performance
Safaricom scaleup Circle Gas restructures, but yet to soar
Sharp jump in revenue as demand for pay-as-you-go gas rises, but restructuring for future expansion weighs on net losses.
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M&A
Australia’s TPG puts fibre back on the table in new Vocus talks
Macquarie-backed fibre operator Vocus in early talks with TPG Telecom as fibre assets put back on the table…
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People
Vodafone Peoplewatch: new Business CEO sets hiring agenda
25+ senior and strategic people moves across the Vodafone ecosystem, including: Marika Auramo laying plans to grow the Business team; top-level healthcare division exit; SpaceMobile ExCo reshuffle; and new digs for two former Vodafone CFOs…
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Weekly Briefings
Infrawatch Weekly: VM O2 readying NetCo, Spain’s InfraCo bonanza, UK altnets’ investment “bad rep”
Latest from digital infra scene, including: UK sector’s reaction to the new Labour government and hopes for continued investment; Vodafone returning once again to the Vantage Towers piggybank; plans for two new FibreCo JVs in Spain; and plenty more…
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Weekly Briefings
Vodafonewatch Weekly: CEO claims ‘real progress’ in mixed Q1
Latest from Vodafone and its network of interests, including in-depth analysis of the Group’s Q1 results. In Germany, MDU law changes a major headache, but red tape cutting in Germany may support affiliate Vantage Towers, and 1&1 roaming only months away. Plus plenty more across the footprint…
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Financial & Performance
INWIT expects Italian consolidation to unlock 5G spend
INWIT sees brighter future for mobile operator infra investment in Italy after dust settles on M&A activity as the TowerCo reported “resilient” Q2 results.
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M&A
Vodafone Spain partners Telefónica on second FibreCo in two weeks
Telefónica España and Vodafone Spain to create joint FibreCo with a 3.5 million premises footprint, as Telefónica shores up wholesale revenue and Vodafone continues infra retreat.
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Network & Infrastructure
Vodafone Global NOC goes cloud-native, readying for GenAI
Vodafone’s network transformation team herald leap forward in the journey to zero touch Global NOC automation, working with Celfocus and Google to take the operator’s CIAS solution into the cloud and open up opportunities for GenAI and upskilling. Read more…
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Partnerships & Alliances
More the merrier: Vodafone and VM O2 add Cellnex to infra-sharing refresh
Freshly renewed infrastructure buddies agree “long-term” deal to access InfraCo’s UK passive tower assets and services. Deal aimed at driving efficiencies, enabling future network scaling. Latest move in Cellnex’s regional consolidation future-proofing…
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Financial & Performance
Vodafone Q1 FY25 Highlights: ‘relentless’ Group sees light at end of tunnel
Q1 FY24–25: Vodafone in midst of Germany tempest but all accounted for by upbeat management.
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Financial & Performance
Vodafone Q1 FY25 In-depth: Germany in eye of storm, drags down Europe
Q1 FY24–25: Vodafone Germany dominates earnings call with again enlarged contribution to Group performance.
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Financial & Performance
Vodafone Q1 FY25 Spend: cash ploughed into CX, B2B
Q1 FY24–25: customer experience, brand, and B2B investment begins.
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Financial & Performance
Vodafone Q1 FY25 Guidance: ahead for now, but will fall back in line
Full-year outlook reconfirmed, with Q2 and Q3 ease-off set to bring Group back in line with expectations.
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Network & Infrastructure
Vodafone confident as giant 1&1 migration nears
Group execs indicate preparations are going smoothly for absorption of several million end-users from rival 1&1, following 2023 deal, and that delivery timeframe remains feasible.
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Network & Infrastructure
MásOrange eyes more Spanish fibre deals after Vodafone infra tie-up
Consolidation of pressured Spanish telco market continues, seeing recently-reworked operator duo team up to form a distinct fibre business, focused on “dense areas”.
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Weekly Briefings
Vodafonewatch Weekly: dominoes fall as European restructure takes hold
Latest from Vodafone and its ecosystem, including new and expanded deals at Vodafone Business across IoT, unified comms, and more; Tomorrow Street swapping out partners in regular fashion; and ripple effect of European M&A continueing to be felt…
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M&A
Vodafone takes another billion from Vantage kitty
Deleveraging-focused Group sells a third stake in tower business to partners KKR and GIP, raising €1.3bn.
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People
Vodafone Italy CEO jumps ship ahead of sale
Aldo Bisio, CEO of Italian business for ten years, is to leave before its sale to Swisscom completes, and take up an unspecified external opportunity.