• Vodacom plans to explore new fiber optic partnerships across Africa after merger setback with Maziv

• The move aligns with rising demand for high-speed internet and ongoing infrastructure investments

• Competition from MTN, Airtel, and Moov Africa expected if Vodacom expands outside South Africa

Vodacom, South Africa’s leading telecom group, is reassessing its strategy in the fiber optic sector following regulatory opposition to its proposed merger with Maziv. The South African Competition Tribunal recently blocked the deal, citing concerns over market concentration. Vodacom has appealed the decision but is preparing for alternative pathways if the merger is ultimately denied.

CEO Shameel Joosub stated during the company’s Q4 2025 earnings call that Vodacom would pursue other opportunities in the fiber market across its existing African markets. While no countries were named, South Africa remains a potential focus.

Joosub clarified that the company does not plan to expand into new geographic territories. Instead, Vodacom is targeting partnerships and joint ventures to strengthen its fiber footprint. “We are trying to maximize partnerships, which allows us to have a presence in the fiber sector, given our current inability to finance everything independently,” he said.

The strategy shift reflects a broader trend in African telecoms, where digital transformation and surging demand for high-speed internet are driving infrastructure investment. Competitors are also moving aggressively: MTN has granted greater autonomy to its fiber unit to boost operational efficiency, Airtel launched a dedicated fiber subsidiary in 2024, and Maroc Telecom recently expanded its fiber rollout across sub-Saharan Africa.

Should Vodacom’s appeal fail and the company deepen its fiber investment in other regions, it will face stiff competition from major operators including MTN, Airtel Africa, and Moov Africa. The outcome of the regulatory process will shape Vodacom’s next steps as it navigates an increasingly competitive and infrastructure-intensive market.