Latest Vodafone Insight – Page 23
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Public Affairs“Who the hell is giving these companies money?” — Höttges warns of investment crisis as big four unite
In a “historic” coming together of the heads of Europe’s four biggest operators, calls were made for changes in regulation, spectrum, and merger policy to support future investment. The EC appears open to change on all fronts, but not always as the operators wish.
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Analyst ReportVodafonewatch Report #224 - February 2024
Key stories include: Della Valle optimistic despite setbacks | e& CEO joins Vodafone boardroom | Germany braced for MDU impact | Vodafone shuts down Iliad advances | Vodacom cross 200 million customers
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Products & ServicesGerman telco trio debuts Open Gateway APIs
MWC: Deutsche Telekom, Telefónica, and Vodafone launch first APIs in Germany, with focus initially on providing anti-fraud and security to financial organisations. Various ongoing trials flagged with Fireblocks, Siemens Energy, and Sony. Collaboration presented as key as initiative takes centre stage at Mobile World Congress…
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Network & InfraMavenir, Red Hat flaunt ORAN go-live for Vodafone’s Vi
Indian operator sets commercial open RAN live as co-parent Vodafone initiates ‘mega tender’; vendors looking to stake claims in crowded partner ecosystem…
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PremiumVodafone Peoplewatch: cluster of moves at Business, new CTO in Netherlands
More than 20 moves in the latest edition of Vodafone Peoplewatch, with Blanca Echániz in as new Group Products & Services Director, Thomas Helbo as VodafoneZiggo CTO; Best to ServiceNow; De Prest now Atos CFO.
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Network & InfraLiberty flags AWS partnership, taking NaaS ‘to the next level’
Latest from Liberty as busy Group talks up AWS, VodafoneZiggo collaboration on APIs set to go live commercially later in the year; tees up more to come at next week’s MWC…
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Network & InfraVodafone Turkey creates $100m infra JV for data centre expansion
Vodafone Turkey teams with UAE-based Edgnex Data Centres by DAMAC to invest in new Izmir data centre.
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Strategy & ChangeLiberty builds Benelux HoldCo in pursuit of VodafoneZiggo−Telenet synergies
Liberty Global continues to dance around an unblinking Vodafone, which is said to be considering strategic implications of new Benelux holding company established to optimise stakes (adding potential tax efficiencies, management synergies and financial freedoms)… move also features fixed-mobile convergence, opportunistic infra monetisation, regional and other investor bait…
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Network & InfraConnectivity gaps in the spotlight as UK preps for automated vehicles
New study will explore the infrastructure needs for the deployment of connected autonomous vehicles in line with government 2025 goals, with connectivity at the core.
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M&AItaly: TIM CEO would prefer Vodafone to combine with Iliad over Fastweb
Pietro Labriola considers the Italian market in need of “repair”, with Vodafone Italy deal with Iliad his preference.
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InnovationVodafone gears up for MWC with Network in a Box 2.0
Vodafone teases an updated and now remotely manageable version of its eponymous Network in a Box solution ahead of Mobile World Congress, where it will be will showcased alongside fresh XR tech, network APIs, more…
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InnovationVodafone adds Samsung buddy AMD to expand open RAN ecosystem
AMD selected as testing partner for Vodafone’s open RAN-powered data calling trial as operator looks to “introduce new silicon partners” to open RAN ecosystem, potentially furthering silicon industry vRAN architectural standoff…
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Peoplewatche& CEO Hatem Dowidar to take seat on Vodafone board
It’s a happy Valentine’s Day for Vodafone and e& as the partners obtain regulatory approval to get together in the board room.
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Analyst ReportVodafonewatch Report #223 - January 2024
Key stories include: Microsoft deal targets AI, IoT | Vodafone tops up SatCo funding | Asia-Pacific swaps for Partner Markets | Vodafone optimistic on MPNs, despite uptake | Safaricom scouts scaleups
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Financial & PerformanceVodafone Q3 in-depth: ‘underlying’ growth supports organic revenue boost
M&A impacts reported figures but organic growth is maintained, prompting optimism among management; questions remain at OpCo level in several markets; Business is good and set to benefit from partnerships…
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Financial & PerformanceVodafone Q3 overview: CEO attempts to re-assure following M&A setbacks
Progress is painful but Margherita Della Valle remains upbeat on prospects. M&A stumbles aside, Germany headed for houses of horror, UK provides uplift, and Africa remains bright spot.
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Financial & PerformanceVodafone Q3: capex review finds no need for change, outlook on track
CFO Luka Mucic six months into his capex review (and counting), with nothing found yet to force a change to capital intensity levels; Group remains on track to hit FY expectations…
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Network & InfraETNO 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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Products & ServicesSpanish telco trio kicks off Open Gateway API rollout
Orange, Telefónica, and Vodafone launch first APIs in Spanish market, focused on providing anti-fraud and security.
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Financial & PerformanceVodacom charges past 200 million customer mark
South African group posts positive Q3 numbers, headlined by customer base milestone.