Latest Vodafone Insight – Page 12
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M&A
Vodacom considers appeal after courts block MAZIV fibre plans
Proposed South African fibre JV blocked by Competition Tribunal after lengthy review process, but details of decision not yet published.
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People
BT Peoplewatch: B2B shake-up continues
25+ senior and strategic movers across BT, including another set of newcomers to the Business leadership team; GenAI lead heads off; and EE’s chief marketer leaves for Nuuday…
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Public Affairs
Phones 4u: Antitrust “enforcer” CMA to weigh in on UK MNO collusion claims
For the first time ever, the Competition and Markets Authority is to intervene in an antitrust Court of Appeal hearing, homing in on alleged collusion between O2 UK and EE CEOs at 2012’s infamous Landmark Hotel meeting. It does not appear to be dwelling on 4G collusion or poor record-keeping smoking guns. Read more from TelcoTitans’ in-depth ongoing coverage…
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People
Telefónica CEO to stay in GSMA chair for two more years
Álvarez-Pallete extends contract to serve in GSMA top spot until end of 2026. Appointment comes alongside overhaul of GSMA’s Board of Directors, which now includes representatives from BT, Liberty Global, and more…
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Network & Infra
Orange builds head of steam as open RAN targets loom
Speaking at Network X, Atoosa Hatefi confirmed Orange procurement will be mandating RAN open interfaces from 2025, with TCO scale in Europe envisioned by 2030. stc, Qualcomm and Wind River also see remaining ORAN hurdles overcome. Read more…
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People
Safaricom melds IT and network leadership under new boss Maitai
James Maitai heads back from Ethiopia to run Safaricom’s Kenyan network and IT department.
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M&A
Vantage said to eye Spanish exit as telco M&A pressures bite
Vodafone Spain said to be mulling a switch to Vantage rivals unless tower usage fees are cut.
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Strategy & Change
Accenture execs switch to Vodafone services venture VOIS as business resets
VOIS CEO Gary Adey talks up VOIS’ graduation from ‘back-office support to strategic partner of choice’, with new Accenture expertise in leadership positions.
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Financial & Performance
BII weighs impact of Safaricom’s shakeup in Ethiopia
A British International Investment report finds that the UK government’s backing of Safaricom Telecommunications Ethiopia is adding energy to the market, but headwinds make for mixed picture for startup operator.
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M&A
TPG secures fibre sale to Macquarie-backed Vocus
AUD 5.25bn deal will see Vocus pick up fibre network assets and a chunk of TPG’s enterprise, government, and wholesale business.
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Strategy & Change
Digital 9 dumps Triple Point for InfraRed to manage wind-down
Digital 9 Infrastructure (D9) has chosen InfraRed Capital Partners to manage the sale of its assets, including major shareholding in Arqiva, as part of ongoing wind-down.
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Operations
DT and Orange’s BuyIn venture adopts AI to “revolutionise” procurement
The Deutsche Telekom and Orange procurement joint venture unveiled its artificial intelligence (AI) strategy, joining telco buyer rivals BT and Vodafone in embracing automation.
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Partnerships & Alliances
DT wants more telcos to join ‘non-exclusive’ API club
Network X: German group’s API supremo Peter Arbitter keen for broader support for new aggregator business in bid to extend proposition beyond current twelve-telco membership.
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People
British International Investment’s CEO steps down
UK government’s development finance institution poaches Leslie Maasdorp from New Development Bank, as O’Donohoe’s seven-year leadership run comes to a close. Read more…
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Partnerships & Alliances
Vodafone refreshes Google partnership with $1bn, GenAI-fuelled deal
Vodafone and Google get cosier in a renewed $1bn, ten-year deal that focuses on generative AI for consumer and business services.
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M&A
BT, Sky urge CMA to block Vodafone-Three merger
BT and Sky make last-ditch arguments to prevent the merger of Vodafone and Three that would combine the UK’s third and fourth mobile operators.
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Analyst Reports
Vodafonewatch Report #230 - October 2024
Key stories include: Vodafone-Three given route to merger approval | B2B ‘repositioned’ in Germany | Quick wins help Vi fight back | Fries considers VodafoneZiggo options | Safaricom rails against SatCo incursion
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Network & Infra
Vodafone Germany extends fibre offer after stitching together rival networks
German OpCo can now activate 9.5 million customers on partner networks, DT included, after ironing out technical issues.
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M&A
Vodafone–Three offers new remedies to get UK deal done
Vodafone UK and Three UK have made retail and wholesale price pledges to win merger approval, even though they disagree with the Competition & Markets Authority’s initial findings.
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B2B
O2 poaches Vodafone MVNO client Lyca to part-plug 1&1 gap
Lyca Mobile Germany migrates from Vodafone to O2 in latest MVNO coup for the operating business.