Latest Vodafone Insight – Page 56
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M&A
Vodafone in talks with investors on 21% Indus stake
Group to participate in Vi’s planned capital raise. Vodafone agrees to sell 4.7% Indus stake to Bharti Airtel. Vi troubles have increased ‘trade receivables’ at Indus over several quarters.
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Network & Infrastructure
Vodacom on starting line for SA spectrum auction
Rain Networks and Telkom win spectrum in the initial ‘opt-in’ auction for tier-two operators. Telkom court case is still due to take place in April 2022. ICASA insists there is no legal impediment to the main auction on Thursday.
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M&A
Vodafone Spain faces new challenge as MÁSMÓVIL turns to Orange
Planned JV would become biggest mobile operator in Spain with more than 20 million subscribers. Vodafone left with fewer options in Spain as two nearest rivals join forces.
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Premium
Setback for Vodacom in Please Call Me legal battle
High Court orders operator to pay inventor 5% of Please Call Me revenue. 20-year dispute not over yet, but end is in sight.
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Premium
Elsewhere in Vodafone Africa: Little Cab launches in Addis Ababa
Safaricom out to block CA mobile tariff slash; Little Cab arrives in Ethiopia.
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Premium
Joosub says ‘all systems go’ for spectrum auction
Telkom secures court hearing dates in April 2022, after the auction is due to take place. President Cyril Ramaphosa says auction will start by early-March 2022. Six operators apply to take part, including MTN, Telkom, and Vodacom.
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Premium
Safaricom builds up for Ethiopian launch
Ethiopian OpCo signs up VMware as telco cloud partner, and flags Huawei and Nokia as main network suppliers. Second data centre opened. Talks begin with rival Ethio on network access. Ethiopia’s Ministry of Finance anticipates service launch “sometime in April”.
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Premium
Elsewhere in Vodafone Associates & JVs: Vantage bags new infra partnerships
Vodafone Foundation Australia given makeover; Vantage flags two new infra partners; Vi welcomes Mobile Streams services.
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Premium
Elsewhere in Vodafone Europe: Spain overtakes Orange in retail
Spanish OpCo reclaims second spot from Orange in retail sector.
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Premium
Vodafone Q3 FY21–22 Guidance: Déjà vu as Group eyes “sustainable growth”
Top brass remains optimistic as COVID-19 recovery continues.
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M&A
Private equity fund offers to buy TIM’s INWIT stake
Telecom Italia looks set to further slim its interest in its towers JV with Vodafone. French fund Ardian leads the consortium of prospective buyers, with a majority share of TIM’s 15.4% stake on the table.
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Premium
Vodafone Q3 FY21–22 Spend: CPI+ a “necessary logic”
Price rises planned across Europe, in response to rising costs. Della Valle outlines strategy, but remains vague on details. CPI+ formula embedded in five markets, with more to follow.
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Premium
TPG chooses Nokia for industrial private networks
Australian operator ties with Nokia to target energy and mining sectors in mobile private network deployments. Joint go-to-market sales and marketing initiative with technology innovations expected. Mining interests expand across Vodafone footprint.
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Premium
Elsewhere in Vodafone Group: operator boasts iSIM first
‘G’s’ need a rethink, suggests Group network architecture point man Tenorio; Vodafone tests iSIM with Qualcomm, Samsung, and Thales.
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Partnerships & Alliances
Vodafone halts partnership with Russia’s MTS
14-year Partner Markets agreement suspended in response to Ukraine war and Russian sanctions.
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People
Vodafone Spain names new Digital Director
Esther Colmenarejo replaces Bosco Aranguren, who leaves to head DAZN’s Spanish operations. Appointment continues management revamp at challenged Spanish unit.
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Premium
M&A? We’re on it, insists Vodafone CEO
Activist investor Cevian Capital reportedly wants Vodafone management to push harder on in-market consolidation. Read reiterates claim that “pragmatic” and “open-minded” M&A has always been the plan under his watch, with returns-focused deals in Italy, Portugal, Spain, and the UK in the crosshairs. Vodafone knocks back Iliad bid for ...
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Premium
Vodafone Q3 FY21–22 Headlines: Germany struggles, Africa bubbles
Group service revenue growth for fifth successive quarter. German user experience blunder takes gloss off solid set of numbers. Read continues to blame COVID-19 for German struggles, despite rivals’ success. Vodacom makes “very good progress” as Vodafone Egypt deal nears.
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Premium
Vodafone responds to Ukraine crisis on multiple fronts
Suspends 14-year Partner Markets agreement with Russia’s MTS. Vodafone Foundation deploys portable base stations to support refugees in Hungary and donates humanitarian aid. OpCos offer free calls and texts to Ukraine, and free roaming for customers remaining in the country. Vodafone Ukraine blocks roamers from Russia and supports customers ...
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Premium
Elsewhere in Vodafone Partner Markets: Cyta’s bold 5G claims
Cyta claims Cyprus will be first to reach 100% 5G population coverage in EU; Rogers’ Q4 FY21 profits down 10% on last year; Vodafone Qatar builds submarine cable station to extend Vodafone Group-backed 2Africa subsea cable.