All Margherita Della Valle articles – Page 6
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PeopleVodafone chair’s board fix isn’t finished yet
van Boxmeer says “several” more changes likely at Vodafone’s top table, amid ongoing scrutiny into Group strategy.
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Financial & PerformanceVodafone’s FY21–22 message: ‘keep calm and carry on’
Read once again assures shareholders that M&A activity is on the horizon.
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Network & InfrastructureVodafone fibre JV rumours resurface in Germany
UK-headquartered Group reportedly talking to investors. Maximum investment said to be capped at €10bn. Off-balance sheet option wheeled out again.
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OperationsCost-cutter and digitiser _VOIS: Vodafone’s agent of change lands in three new Local Markets
Vodafone Intelligent Solutions said to have created new bases in Albania, Turkey, and the UK. Group’s long-term centralisation efforts netted over €1.2bn in savings in the three years to March 2021.
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Partnerships & AlliancesUiPath highlights RPA tie-ups with T-Mobile, Vodacom
T-Mobile has been working with RPA specialists to handle the Sprint integration. Vodacom sees RPA as key to operational efficiency and customer experience.
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PremiumVodafone 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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PremiumVodafone Q3 FY21–22: Read asserts “proactivity” on M&A
Management seeks to seize back agenda amid growing City pressure for urgency on assets sales. Minimal progress appears to have been made on Read’s long-term push for four-to-three consolidation. German operation unsurprisingly draws questions following embarrassing missteps.
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Public AffairsTelco inflation playbook: raise prices, cut costs, embrace digitalisation
Tough times ahead for telco customers, employees, and suppliers, as inflation drives price hikes, capex and opex control, and ongoing workforce reductions. Inflation-linked contracts to boost service revenue and outpace rising costs. Digital transformation efforts seen as key to cost savings.
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Financial & PerformanceVodafone’s Q3 deciphered: glad-handing activists; German misfire; IoT, Africa fintech blossom
Management seeks to seize back agenda amid growing City pressure for urgency on asset sales. CEO Nick Read assures Group will be “proactive” in finding returns-focused deals. German user experience misstep takes gloss off solid set of numbers. Price rises planned across Europe, in response to rising costs.
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PremiumVodafone H1 FY21–22 spend: capex boost falls silent, opex squeeze paused
Presentation sees no further update on (somewhat contentious) Group plans for a capex lift to fuel digital services growth. Executives moot another exceptional investment boost in Germany, for fibre rollout. Group Finance’s headline opex reduction programme comes to a temporary halt, amid pandemic effects.
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PremiumQ2 FY21–22 Headlines: Vodafone growth maintained despite B2B, Spain bumps
Group benefits as COVID-19 drag steadily eases. On positive side, forward movement maintained in Germany and UK, and picture improves in super-competitive Italy. Blotches include an apparent step back in growth at Vodafone Business, despite its star billing, and a return to reverse gear in perennially challenging Spain.
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Network & InfrastructureVodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
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PremiumVodafone Q1 FY21–22: ‘Phase two’ relaunched with M&A sweetener
Some hints of compromise with City overseers as Vodafone re-seeds post-pandemic, digital-led growth plan. New Chairman van Boxmeer appears to be lighting a fire under Group mindset and strategy. M&A talked up as a lever to help Vodafone in the push to revive growth. Another chunk of Vantage could ...
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PremiumVodafone Q1 FY21-22 Headlines: pandemic snags unwind, gradually
Group bounces out of pandemic slump, helped by lapping and increased business confidence. Cautious CEO warns of further “bumps in the road”. In Spain, another large-scale downsizing move made under cover of Digital Telco transformation, and as fodder for Group’s centralisation-led efficiency plans.
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Suppliers & SCMSmart shopping: Vodafone now using bots for buying
Vodafone Procurement Company says new autonomous platform switched on in June. Focus on extended reach and efficiency in long-tail buying. System could ultimately handle end-to-end sourcing for quarter of spend, unit suggests. Pega and _VOIS on enabler team.
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M&AVantage back in shop window as Vodafone builds revival
M&A remains a lever to help Vodafone revive growth, says CEO Read. New Chairman van Boxmeer lighting a fire under Group strategy and ambition. Another chunk of Vantage could be sold off to “like-minded” partner. Hint made of some UK deal-making in pipeline. Egyptian and Spanish assets remain in ...
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Strategy & ChangeGroup Technology toes line on “new-gen” plan
Top-down flavour to Tech 2025 initiatives as Group Finance (again) steals a lot of the Group Technology thunder, keeping ambitions in check with fiscal targets. Programme kept closely in line with Group leadership’s medium-term, twin-track ambition to refuel its commercial engine while keeping a tight rein on investment. Headline ...
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Strategy & ChangeVan Boxmeer gifted remit to disrupt Vodafone Board
Latest Board Evaluation calls for increased “liveliness” of conversations across the Group’s top table. Composition changes mooted for dozen-strong grouping brought together by former Chairman Gerard Kleisterlee. Start of TechCo strategy seen as moment to strengthen accountability of top duo Read and Della Valle.
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OperationsVodafone banks on the Nile for flow of efficiencies
Group Annual Report sheds light on shared services transformation under the _VOIS division. Egypt emerges as the Group’s largest territory by headcount. CFO Della Valle points to _VOIS “role efficiencies” as it de-siloes, standardises, and harmonises operations.
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PremiumQ4 FY20–21: Vodafone Group goes off thrift script in Read ‘phase two’
FY20–21 presentation sees reins eased off investment, but to an unknown degree, and with a focus on select target areas within leadership’s comfort zone. Increasingly dominant German operations to get a capex boost, along with ever-expanding central functions. Announcement of strategy tweak falls on stony ground, with City appearing ...