Latest Vodafone Insight – Page 15
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Financial & Performance
Vodacom parries ‘big knocks’ as it battles for growth
Vodacom CEO Joosub focuses on the big picture and promises digital services-driven future growth as macroeconomic headwinds take the gloss off the Group’s FY23-24 performance, and low earnings hit the dividend.
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Innovation (R&D)
UKTIN: Why collaboration is key to driving investment in R&D for the telecoms sector
OpEd: Jon Hunt, Project Board Member at the UK Telecoms Innovation Network, sees potential easing of M&A regulation in Europe as opening a path for telcos to improve collaboration, R&D and funding efforts on an international scale, including with academia and Big Tech. Read more…
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M&A
Vodafone−Three welcome deal’s security clearance as focus turns to antitrust
UK government green-lights merger (with caveats) after conducting security review, but Vodafone−Three are far from celebrating as the CMA’s investigation steps up a gear and leaves consolidation in doubt…
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Financial & Performance
Safaricom dials down Ethiopia spending plan as loss drags Group profits
FY23–24: Safaricom slashes five-year investment target for Ethiopia, commits to tightened spend to weather challenging macro environment, but remains positive on progress and outlook.
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Financial & Performance
1&1 continues to push back against calls for German auction rethink
German challenger is at odds with established MNO rivals over how to allocate soon‑to‑expire spectrum rights.
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Financial & Performance
Inwit boss hopes wave of Italian telco deals will halt sector decline
Wireless infra player’s General Manager Diego Galli sees prospective wave of Italian market consolidation as good news for operators’ suppliers, including TowerCos, by strengthening telcos’ cash position and arresting recent slump in spend.
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Network & Infrastructure
German telcos expand 4G coverage on Berlin’s U-Bahn
O2 Germany, Telekom Deutschland, and Vodafone Germany extend 4G subway network to cover all nine lines and 175 stations. 5G upgrade already in the works, as operators aim to meet Germany’s wider coverage targets along transportation corridors. Read more…
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M&A
Merged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…
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Network & Infrastructure
Vodafone kicks off mega RAN tender for Europe and Africa
Tender puts vendors on tenterhooks as Group starts procurement process for radio networks covering its 170,000-site footprint, while trials complete in Italy with Nokia in tow.
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Network & Infrastructure
TPG signs more regulator-friendly rural RAN-sharing deal with Optus
Australia’s TPG Telecom signs MOCN agreement with Optus in bid to present true regional challenge to Telstra, taking notes from regulator’s report on the unsucessful Telstra deal to add to optimism about green-light prospects…
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M&A
Cellnex wants in on MásOrange integration, Spanish tower consolidation
Chief Executive Marco Patuano considers American Tower and Cellnex as likely consolidators in fragmented Spanish tower infrastructure market, as number of MNO customers shrinks. Read more…
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M&A
Vodafone insists imperilled Portugal deal ‘not life or death’
Vodafone Portugal’s acquisition of market minnow Nowo looks set to be denied, but OpCo CEO Luís Lopes is unphased and remains confident of prospects regardless.
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Partnerships & Alliances
Digi keeps MásOrange waiting on Spanish roaming decision
Digi Spain has until 2025 to activate a national roaming agreement with Orange, but could opt for another partner.
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Public Affairs
Vodafone-backed AST SpaceMobile landed with ‘stock drop’ class action
The NASDAQ-listed LEO satellite provider hit by class action after supplier problems caused a launch delay, and a subsequent slump in shares.
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People
Vodafone Peoplewatch: senior swaps in Germany as transformation agenda beds in
20+ high-profile moves in and around Vodafone, including: new Business CEO; HR swaps in multiple markets; German consumer services team overhaul; top-level pivots in Africa; plus more across the Group…
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Network & Infrastructure
Job done on Scottish rural 4G initiative
Scottish 4G Infill programme wraps up after seven years.
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People
Vodafone veteran Colman Deegan appointed CEO of Zayo Europe
Former CEO of Vodafone Spain takes helm at fibre infra player Zayo Europe.
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People
BT’s Howard Watson dedicates lifetime achievement award to Networks ‘obsession’
FutureNet World: BT Chief Security & Networks Officer Howard Watson thanks 7,300 BT Networks staff for contribution to BT prowess as he was named Technology Leader of the Year. Other award winners include Amdocs, Celfocus, Netcracker, Nokia, Huawei, Vodafone, more…
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Network & Infrastructure
BT, Vodafone seek fast cash and stricter discipline as sector adjusts to new digital reality
FutureNet World: Vodafone’s Andrea Donà and BT’s Howard Watson issue a call for more cash, patient investors, and industry collaboration as network technologies evolve and a light emerges at the end of the investments tunnel. Watson heralds success of fixed, but wants the next mobile ‘G’ to be held back…
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People
Vodafone opts for SAP’s Auramo as new Business boss
SAP Chief Business Officer Marika Auramo to take Vodafone Business top-spot, completing Margherita Della Valle’s Executive Committee and adding more senior SAP expertise to the table.