All TelcoTitans.com articles in Vodafonewatch #232
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Financial & PerformanceHighlights: Vodafone soon to emerge from ‘year of transition’
H1 FY24−25: Group CEO Margherita Della Valle confident the worst is behind her as evolving Vodafone nears final form.
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Financial & PerformanceIn-depth: battling Vodafone moves in the right direction
H1 FY24−25: Lowest ebb of Vodafone Germany not enough to dent management optimism of Group prospects, but MDU impact still felt…
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Financial & PerformanceSpend: capex shifts to central functions as Vodafone OpCos rein in spend
H1 FY24−25: investments made in shared services, but in-market spend shrinks.
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Financial & PerformanceGuidance: evolving Vodafone nears final form, still on track
Outlook reiterated after solid first half, with management painting bright prospects post-MDU and M&A impact…
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M&AArch-snaffler Digi open to Vodafone Italy asset deal
CEO of Romanian telecoms group indicates interest in any remedial asset sales by Vodafone Italy acquirer Swisscom, as it looks to accelerate growth of sub-scale local business.
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Financial & PerformanceSafaricom pushes homegrown smartphones to keep mobile data momentum
Kenyan operator looks to boost 4G smartphone penetration to fuel customer and mobile data service revenue growth, but challenging economic conditions leaves consumers with less money to spend on new devices.
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Financial & PerformanceVi CEO hopes for subscriber loss turnaround after upping investment
Indian operator’s CEO Akshaya Moondra gives vague ‘expectation’ for a customer base upturn by the end of the FY, and remains reluctant to make any promises.
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Financial & PerformanceVodafone invites peer comparison as UK preps for merger
While final decision on JV with Three is awaited, Vodafone UK claims to be holding its own against competitors it previously suggested it was too fragile to compete with in the long‑term.
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Financial & PerformanceVodafone a ‘happy wholesaler’ as German fibre churn kicks in
Q2/H1 FY24–25: Vodafone confident on Germany’s post-MDU trauma recovery plan, with fixed strategy underpinning the return to health.
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Financial & PerformanceVodafone Turkey rises as Group’s star growth performer
Group management gives special attention to Turkish OpCo and its leadership with effusive praise for delivering outsized revenue growth in latest results.
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M&AVodacom sticking with fibre co-build strategy despite blocked merger
CEO Shameel Joosub reiterates belief in co-investment and co-build fibre projects rather than overbuild, despite MAZIV setback.
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Financial & PerformanceSafaricom takes hit from Ethiopia biz but stays upbeat on long-term potential
More tumult from Safaricom’s Ethiopian venture as local currency depreciation pummels the Group’s earnings in H1 FY24–25, but Chief Executive Peter Ndegwa keeps eye on long-term prize from growing market.
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Partnerships & AlliancesVodafone’s $14bn brand continues to shrink as Hungary swap-out confirmed
Vodafone’s global brand presence dilutes further as 4iG-owned Vodafone Hungary prepares for name change.
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Weekly BriefingsVodafonewatch Weekly: shots fired in Italy as mergers progress
Latest in and around Vodafone, including Swisscom CEO’s sharp words for Iliad, which is circling as Vodafone Italy gets ready to merge with Fastweb; Group H1 earnings incoming with performance in Germany among the focuses; UK merger gets conditional clearance; Instant Networks sent to Valencia…