Vodacom

Global EM Telcos & Towers – Outperforming despite Starlink risk – NSR GEM Top-10 July ‘26 Update

Starlink in EM - How might regulatory & political challenges impact the risk to EM Telcos?

Starlink impact on telcos in Africa and South Asia, inc. VEON - Is Starlink or FWA going to drive broadband penetration in these markets?

Global EM Telcos & Towers – Softer – NSR GEM Top-10 June ‘26 Update

Vodacom Q4 26 – Solid quarter; better SA, good HEPS