Latest Vodafone Insight – Page 114
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Products & ServicesVodafone Group’s NB-IoT footprint continues to spread
Covered markets now number 14, but detailed data on progress still light. NB-IoT collaboration proves a Partner Markets selling point.
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PremiumSoftware AG bags Vodafone Group IoT platform tie-up
IoT partner refresh continues. Deal yet to be formally announced.
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PremiumVodafone Group’s TOBi goes to Turkey
Vodafone partners with Microsoft for a Turkish TOBi version.
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PremiumVodafone Q4 FY18-19 spend: offset on track
With well drying up and 5G costs rising, leverage reduction is focus for “next few years”. Opex savings plan ahead of schedule, says Della Valle. Fibre splurge looks over, with capex reins kept on tight.
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PremiumVodafone Q4 FY18-19 headlines: headwinds and data fog
Little cause for cheer in top-line trends.
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Products & ServicesVodafone Q4 FY18-19
Diminishing cash wiggle-room reflected in dividend cutback. Reliance on Liberty deal increasingly in focus, as Group continues pivot towards struggling Europe Region. Questions starting to increase around lack of a growth platform.
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Strategy & ChangeLast-mile fee hike proposed
Timely boost from BNetzA, but 5G costs and Vodafone move cloud wholesale picture.
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PremiumVodacom snaps up solution provider IoT.nxt
Business development partnership upgraded. Suggestions that times have changed regarding operator tie-ups.
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Suppliers & SCMVfI signs raft of deals for post-merger synergies
Fresh contracts with long-established suppliers Ericsson, HPE, and IBM. Merger partners wield more procurement power as VfI. Focus on back-office streamlining, virtualisation, and digital transformation. CEO Sharma says post-merger synergy targets are “ahead of track”.
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PremiumVfIt launches FTTH pilot in ‘digital divide’ areas
FTTH expansion into ‘market failure’ localities. Expanded wholesale relationship with Open Fiber. Network tie-up between TI and Open Fiber still on cards.
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PremiumIberian OpCos tout 5G game with cross-border roaming
Neighbours make friends on 5G cross-over.
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PremiumVfR seeks 5G silver lining to regulatory cloud
Supernet 5G goes live in parts of Bucharest but awaiting handsets. Government aims for high returns in upcoming spectrum auction. New turnover tax adds more pressure on telecoms sector. Rival DT reportedly mulling market exit.
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PremiumVodafone’s ‘other’ division continues slide to background
Currency weakness dampens Region’s growth. Division out in the cold, with strategic plans focusing elsewhere.
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PremiumNokia supports VfEg on user data consolidation project
Simplification and cloud buzzword boxes ticked.
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Strategy & ChangeVodafone gets out of the way on M-PESA expansion
Vodacom and Safaricom given licence to pursue “M-PESA 2.0”.
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Suppliers & SCMVodafone in Huawei corner as trade war roughs up
Group continues to jump to Huawei’s defence. Vodafone backs research showing pitfalls of restricting Chinese supplier. OpCos face smartphone disruption as Google suspends business with Huawei. Prague Proposals imply Huawei is a potential 5G security risk.
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PremiumGroup waiting by phone for Liberty troubleshoot
Executives dig-down for evidence of “operational” progress as top-line slumps. Revenue momentum dissipates in Germany; Spain and Italy remain in reverse. Emphasis still geared to savings rather than much-needed growth uptick.
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PremiumVodafone Germany seeks to preserve legacy in cable upgrade
Alleviation of costs of long-running DOCSIS 3.1 update.
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PremiumGroup finds face-saving NZ exit but Oz rejig stalls
Read’s portfolio cull in non-European markets continues. Group hopes it is third-time-lucky for a deal to remove shackles in NZ. Infrastructure funds offered up as new M&A buddies for Group in retreat. Auxit denied: TPG deal knockback dampens the mood.