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Financial & Performance

Vodafone: strong start to year adds traction to ‘new chapter’ growth narrative

Q1 FY26–27 overview: Vodafone has delivered one of its strongest quarterly updates in recent years, buoyed by Africa consolidation and improving conditions in key European markets, prompting management to raise FY guidance and talk with increasing confidence about a ‘new phase’.

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M&A

Hrvatski Telekom completes bolt-on fibre buy as Croatia seeks rural boost

Telco concludes deal to acquire Pro-Ping, supporting ongoing fibre build-out strategy to reach more rural areas. Move comes as Croatian government and other fibre providers put remote coverage in their crosshairs, as national target deadlines loom…

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Financial & Performance

Vodafone rises as Africa bulks up, Europe steadies

Q1 FY26–27 in-depth: Vodafone’s largest markets appear to be moving forward together for the first time under CEO Margherita Della Valle, even if challenges remain. Germany has found firmer footing, UK integration is advancing, and consolidation of Safaricom has strengthened African contribution…

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Financial & Performance

Vodafone to keep cutting costs, shedding jobs — raises ‘efficiencies’ goals and guidance

Q1 FY26–27 spend & guidance: EBITDAaL outlook upgraded despite M&A integration costs, reflecting confidence in reshaped portfolio in both Europe and Africa, supported by amping-up of widescale efficiencies programme beginning to generate tangible benefits, including job cuts.

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Products & Services

Europe 5G SA go-to-market strategies: OTE differentiating with Priority Pass slicing

Analysis: with 5G standalone networks expanding, European operators face a strategic crossroads: bundle as standard or charge a premium? Explore how Greece’s OTE is leveraging slicing to offer guaranteed consumer bandwidth and also FWA success, plus how its strategy compares nationally and across the continent (top-five markets analysed)…

  • Vodafone and InfraVerse 2.0 team put AI agents to work on disaster recovery

  • Mavenir CEO eyes Snowflake playbook to power telcos’ AI charge

  • UK fibre: TiVo’s Freely momentum unlocks altnet multiplay

  • Digital twins for digital wins: US telcos scale use of drones for next-gen mobile infra modelling

  • Telco can tame ‘wild dogs of AI’ and rediscover growth — TM Forum Chair

  • DTW26: How two TM Forum Catalysts hope to tidy telcos’ AI model muddle

  • The quest for autonomy: how agentic AI can deliver real ROI — new report

  • Capita: rewired for agentic AI, and inviting telcos onboard

  • From danger zone to digital powerhouse: Kearney maps Europe’s path to telecom recovery

  • Gamma’s Edge Migrate: turning the UK’s PSTN switch-off into a strategic channel opportunity

See more >

  • UK Infrawatch: clues emerge of improving altnet sector health

  • Deutsche Telekomwatch: mapping out German mobile

  • Vodafonewatch: tower turbulence and AI acceleration

  • EMEA Infrawatch: pressured European infracos rethink ownership models

  • Orangewatch: SFR takeover becomes a very French affair

  • Telefónicawatch: core market cutbacks

See more Analyst Briefings >

  • Telefónicawatch Analyst Report #205 – July 2026

  • BTwatch Analyst Report #376 - July 2026

  • Telefónicawatch Analyst Report #204 – June-July 2026

  • Vodafonewatch Analyst Report #248 - July 2026

  • Deutsche Telekomwatch Analyst Report #155 - June-July 2026

  • Telefónicawatch Analyst Report #203 – June 2026

See more Analyst Reports >

Register now to get exclusive top-rated CSP and digital infra industry insight

Register for free to join the TelcoTitans community and get access to multiple articles each month and keep current with our free newsletters.

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