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    • Vodafonewatch Report #237
      Vodafonewatch Report #237 - June 2025
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Latest Strategy News

ukiw-tt-uk-gov-eutelsat-funding

UK gov injects €163m into Eutelsat fundraising pot

2025-07-10T16:55:00+01:00

UK government announces major investment as part of French satellite operator’s €1.5bn fundraising round. Eutelsat plans to use the proceeds to expand its LEO constellation and shift towards an enterprise- and government-focused go-to-market model. Read more…

infra-tt-briefing 2

UK Infrawatch Analyst Briefing: speed race hots up, gov gives and takes, PIA protested

2025-07-10T14:15:00+01:00

Latest from the digital infra scene in the UK, including: Sky boost for CityFibre and consumer broadband speeds, government promises advanced connectivity investment, SRN goals scaled back; altnets lobby on PIA changes; people moves, and plenty more…

dtw145-tt-magenta api

DT’s API boss sees contextual future for Magenta portfolio

2025-07-10T07:11:00+01:00

As the telcos close in on realising revenue from network APIs after several years of standardisation and development, Deutsche Telekom has mapped out how its MagentaBusiness API portfolio will evolve over the next five years.

See all the latest telco strategy news >>

Strategy & Change

orw-tt-orange france reorg

Orange outlines plan to simplify French operations

Orange France’s proposed reorganisation project, dubbed “Regain”, seeks to boost profitability and improve efficiency as competitive pressures intensify in its home market, but job cuts are not part of the plan.

  • Deutsche Telekom targets German brands with T-Advertising venture

  • Orange’s Heydemann says message getting through on need for change in Europe

  • Hénique signs off from Orange MEA on a high note

  • BT to carve out International in next step of B2B grand plan — report

See all strategy news >>

Financial & Performance

vfw238-tt-wim vanhelleputte

Safaricom Ethiopia ticks past 10m customers as startup operator marches towards scale

Greenfield operator moves past a customer base milestone four years after receiving a licence to operate in the country.

  • CityFibre closing in on existential £2bn funding — report

  • Mixed results fuel Telefónica’s search for stability

  • Telefónica Q1 guidance: holding pattern maintained, ahead of review

  • Telefónica Q1 spend: thrifty group nears single-digit intensity

See all financial news >>

Deals & M&A

ow.2025.06-tt-SFR

SFR sale speculation: Blackstone is latest name in frame

Bloomberg reports that US asset manager Blackstone is exploring a joint bid worth up to €30bn, and is talking to other potential interested parties, including SFR’s competitors.

  • Vodacom welcomes antitrust reversal as fibreco deal revived

  • Telenor seeks Norwegian expansion with GlobalConnect fibre buy

  • Portuguese telco CEOs question ‘vision’ of regulator in crowded market

  • TPG secures final approval for fibre sale to Vocus

See all deals and M&A news >>

Public Affairs

orw-tt-palais

‘A major contradiction’: Orange’s Heydemann joins criticism of Palais de la Découverte closure

Christel Heydemann supports calls to save a popular and influential science museum amid fears it is to be closed or reopened in a reduced format.

  • UK calls on Navy to protect subsea critical infrastructure

  • Vodafone’s £120m legal battle with franchisees reaches High Court

  • Telefónica ‘mulling further job cuts’ in hunt for efficiencies

  • UK’s AI Growth Zone strategy — fit for purpose?

See all public affairs news >>

Operations

vfw238-tt-dtw ai plan headshots

Vodafone’s plan to keep up with AI through democratisation, value-hunting

DTW Ignite: Vodafone execs discuss AI adoption at scale, raising concerns that the technology is moving ‘too quickly’, but confident that the group’s overriding strategic direction will enable it to keep ahead of the curve.

  • Telefónica shares network autonomy progress; calls on peers to reciprocate

  • Better Workplace: BT closes out five-year real estate overhaul programme

  • Magenta Exchange: T-Mobile and DT seek to dial up exec connections

  • 25 years in the making: Celfocus primed for telco AI era

See all operations news >>

Venturing & Investments

ukiw-tt-uk-gov-eutelsat-funding

UK gov injects €163m into Eutelsat fundraising pot

UK government announces major investment as part of French satellite operator’s €1.5bn fundraising round. Eutelsat plans to use the proceeds to expand its LEO constellation and shift towards an enterprise- and government-focused go-to-market model. Read more…

  • Wessex Internet secures another helping of UK gov fibre funding

  • DTCP eases liquidity crunch with Pinegrove $80m ‘continuation vehicle’

  • Safaricom preps $500m investment into African ‘AI infra’

  • Actis looks for emerging infra opportunities after closing $1.7bn fund

See all venturing news >>

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