All Jean-François van Boxmeer articles
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Network & Infrastructure
ETNO in existential crisis as Europe weighs response to global business threats
ETNO’s recent State of Digital Communications report portrayed the big beasts of European telecoms as open to change, but hamstrung by regulation and pondering long-term impact of letting infrastructure go.
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Elsewhere in Vodafone Group: Chair van Boxmeer gets Draghi’s ear
Chair van Boxmeer gets Draghi’s ear as Group sets about latest strategic agenda.
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Weekly Briefings
Vodafonewatch Weekly: Della Valle kickstarts transformation agenda with deals, restructuring
Latest around Vodafone and its ecosystem, including: Vodafone’s Microsoft megadeal; Safaricom’s newest unicorn-scouting initiative; ‘aggressive’ Auto plans; plus Vantage Towers, EU maneuvers, India, North Africa, and New Year exec changes…
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Elsewhere in Deutsche Telekom Group: Vodafone’s van Boxmeer has a word in Draghi’s ear
Vodafone’s van Boxmeer has a word in Draghi’s ear re. European regulatory hurdles.
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Strategy & Change
Liberty plans ‘to be active’ as Vodafone shareholder; holds ‘more strategic’ discussions
Liberty Global CEO Mike Fries says group “intends to be active” as a 5% Vodafone shareholder, taking advantage of Margherita Della Valle’s “more strategic” management at Vodafone HQ.
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Public Affairs
Wait goes on for EC’s investment revival ‘vision’
European Commission guidelines for new Digital Networks Act expected before June 2024, but draft legislation not until 2025.
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M&A
Van Boxmeer eyes full ownership in UK merger
Vodafone Chairman suggests operator could buy out CK Hutchison’s stake in the merger between its UK OpCo and Three UK.
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People
“We can do better” declares Della Valle as Vodafone CEO coronation confirmed
Group CFO’s appetite for transformation highlighted as key element of decision to stick with an internal appointment. TelcoTitans tipped this first, months ago.
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People
Vodafone loses its B2B chief
Vodafone Business CEO Vinod Kumar to ‘retire’ to new portfolio career.
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Strategy & Change
EU must ‘get house in order’ to fight investment drain to US business
Vodafone and Telefónica chiefs among industry leaders to call for EU regulatory reform to attract investment in the bloc.
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Premium
Vodafone calls in head-hunters for Read replacement
The Egon Zehnder agency, which features a well-established telco and tech practice, is set to take the hunt for a new CEO beyond internal candidates.
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People
Vodafone begins search for new CEO after Read steps down
Look to recent board additions for likely profile of sucessor – more growth, more 21st century, more dynamic, less-insider.
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Vodafone Q2 FY22–23: Read signs off after turbulent final quarter
Flaky Q3 results and reduced guidance pave way for CEO Read to depart Vodafone after just over four years at helm.
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Strategy & Change
Vodafone investors air share price and shareholder value concerns
Read receives vote of confidence as remuneration is approved by 97.90% of votes.
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People
Vodafone chair’s board fix isn’t finished yet
van Boxmeer says “several” more changes likely at Vodafone’s top table, amid ongoing scrutiny into Group strategy.
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Financial & Performance
Vodafone under pressure from activist investor to boost shareholder returns
Bloomberg reports Cevian Capital has built up stake in Vodafone. Unnamed sources say Swedish investment firm putting pressure on Read and management team to move more aggressively on M&A. Accuses Vodafone board of lacking experience and strategic know-how in telecoms. Vodafone share price gets bounce after news breaks of ...
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Vodafone wants rapid 5G start after escaping Portugal auction shackles
Portuguese OpCo debuts 5G after long delay in securing rights. Little potential for ARPU uplift on show as operators begin 5G commercial race.
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Elsewhere in Vodafone Group: senior telco execs discuss strategy
Vodafone attends get-together on post-pandemic priorities.
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People
Swantee ends fleeting spell on Vodafone board
As-yet-unrevealed clash of interests prompts former EE CEO to leave Group after less than two months. Move comes amid M&A action in both UK and Netherlands.
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Premium
Vodafone Q1 FY21–22: ‘Phase two’ relaunched with M&A sweetener
Some hints of compromise with City overseers as Vodafone re-seeds post-pandemic, digital-led growth plan. New Chairman van Boxmeer appears to be lighting a fire under Group mindset and strategy. M&A talked up as a lever to help Vodafone in the push to revive growth. Another chunk of Vantage could ...