Co-investors sought to add financial and strategic firepower behind bid for EC-led AI Gigafactory in Germany. Execs keen to spread (and play down) risk of what would be a major new strategic direction for the operator…

Latest Analyst Briefing

Vodafonewatch: satellite deals, towers sales

2025-11-06T07:56:00+00:00

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…

Network & Infra

Vodacom brings Starlink into growing satco partner circle

Financial & Performance

Vodafone unsure on Gigafactory economics — focused on ‘low-hanging B2B fruit’

Financial & Performance

Vodafone begins German bounce back

M&A

Vodacom ‘keeping powder dry’ for fibre, data centre M&A opportunities

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Vodafonewatch Analyst Briefings

Latest Vodafonewatch Reports

Vodafonewatch Analyst Report #241 - October 2025
2025-11-02T07:51:00+00:00 Vodafonewatch
Key stories include: Vendor quartet in for open RAN | Procurement synergies targeted with Telenor | 2G prepped for phased shutdown | 5G spectrum secured | UK ready for new FMC entrant? | and much more…
Vodafonewatch Analyst Report #240 - September 2025
2025-10-04T08:00:00+01:00 Vodafonewatch
Key stories include: Patinex rises to top-four Vodafone investor | New Vi CEO faces instant headaches | Bulking up in Romania | Vodacom allies Airtel for net-sharing | Virtual wheeling rolls out | and much more…
Vodafonewatch Analyst Report #239 - August 2025
2025-08-23T09:00:00+01:00 Vodafonewatch
Key stories include: Della Valle undeterred by mixed Q1 | Liberty sells out of Vodafone | Group weighs bolt‑on M&A options | German turnaround imminent? | Nokia out, Huawei in for Tanzania | and much more…

More Vodafone News

See more Vodafonewatch news

Partnerships & Alliances
Vodafone-SpaceMobile choose Germany for SatCo JV’s mission control
European joint-venture advances with a Satellite Operations Centre in Germany and disclosure of security preparations for in-region sovereign services, ahead of 2026 launch plan. Vodafone stake in SpaceMobile could now be worth $1bn…
Analyst Briefing
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…
M&A
Liberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…