More latest insight – Page 392
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Premium‘Resilient but not immune’ Telefónica takes its medicine
Plans for a Telefónica joint-venture with Virgin Media provided the big news, while smaller steps taken on wider digital transformation plans. COVID-19 inflicts a manageable early hit, but Group cautious on longer-term prospects. Scrip dividend offered as Group aims to carefully manage its cash and discretionary spending.
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PremiumVodafone Q4 FY19–20 management update: staying the course, post-coronavirus
Read infers Group is better placed, post-Colao for economic downturn. Della Valle confirms new, AT Kearney-inspired €1bn cost-cutting plan, after trailering move in late-2019. No disruption to Read’s M&A overhaul, beyond Egypt. Targets hit but glitchy performance, both at OpCos and Vodafone Business.
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PremiumFacebook gives Jio a multi-billion pound like
Rival Jio gets fillip from hefty FDI and Facebook digital expertise. Unnamed VfI exec does not rule out similar webscale tie-up for the embattled JV. Indian JV relinquishes last urban stronghold and is set to lose second spot overall.
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PremiumVHA, Nokia take 700MHz path to 5G
JV aims to complement 3.5GHz 5G with low-band spectrum, “Optimisation” of 4G and 5G hints at AirScale DSS. Australian government and ACMA prep release of 850MHz and 900MHz frequencies for next-gen tech.
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PremiumVodafone public work declines, with battles ahead
VfUK’s position as a strong challenger on the supply of communications to government is under threat from the rise of Virgin Media, with its O2 merger plans likely to intensify competition. New contracts are still flowing through, but prospect of significant contract expiration by the end of 2020 flagged. ...
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PremiumVodafone could face long wait for spectrum
Rival O2 remains vexed by how Ofcom has structured mid-band licence sell-off.
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Venturing & InvestmentsArtiness AR surgery startup named VfIt Action for 5G winner
Milanese AR remote surgery technology provider selected for €1m funding and 5G testing. CEO Piatti says Vodafone investment will help it “tackle the Italian market”.
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PremiumVodafone Italy brings FWA into broadband line-up
Cautious move into fixed wireless with limited, rural-focused deployment.
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PremiumGermany, Netherlands put DSS on 5G display
NatCos count on Ericsson to dynamically reallocate low-band 4G spectrum for wider 5G coverage. VfD CTO gives DSS strong vote of confidence; calls the tech a “sensation”. VfZ uses DSS as 5G first-to-market launchpad ahead of Dutch spectrum auction.
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PremiumVodafone Czechs into SD-WAN space with VMware
Czechia deployment is first move in a national-level SD-WAN plan. OpCo’s pitch is around smoothing communications during COVID-19 pandemic. Group seeking to disrupt incumbent fixed-line operators with software-based networking services.
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Suppliers & SCMVodafone backs lobbyist drive for Huawei alternatives
New group effectively the political wing of operator-led efforts to develop an open RAN ecosystem, with major integrated network vendors conspicuously absent.
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PremiumVodafone leads review of mmWave sharing solutions
Ways to solve small-cell cost conundrum still being mulled. Vodafone-authored research sees European operators pondering emulating the ‘Hong Kong approach’ to delivering small cell coverage for 5G. Secondary node RAN sharing could provide a sweet spot where low-cost build and operation still facilitates differentiation. Regulatory buy-in deemed essential for ...
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PremiumBT and Vodafone down arms, talk post-crisis teamwork
Home-working seen as creating permanent new need for stronger networks covering UK homes, and potential for collaboration to deliver it. Industry cooperation seen as having played a key role in the robust management of changing demands on national infrastructure sparked by lockdown. Huawei takes a surprising dig at UK ...
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PremiumVodafone jumps aboard 2Africa subsea cable project
Facebook features among consortium pals. Sign Vodafone Carrier Services has not been forgotten. Continent’s existing long-distance networks, including those co-owned by Group, seen as inadequate.
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PremiumVodafone Europe people movements, June 2020
Former Vodafone Germany SVP named CEO at 1&1 Versatel. VfUK Director Barkworth-Nanton heads to defense and space tech.
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PremiumVodacom and Vodafone RoW people movements, June 2020
Shake-ups across Vodacom Group as the SA OpCo gets reconstituted with Balesh Sharma as MD. Vodafone Turkey sees rotations.
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PeoplewatchVodafone Group appoints Chairman replacement: Group people movements, June 2020
Kleisterlee to be replaced by new Chairman van Boxmeer. Pack shuffled at Vodafone Business.
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Strategy & ChangeVodacom puts home market business back in action
U-turn on Vodacom South Africa as it returns to becoming a standalone business with its own MD. Group creates simplified structure to manage expanded African portfolio.
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PremiumVodafonewatch roundup — May-June 2020
The latest Vodafone Group news from around the world from Vodafonewatch #186. Group changes see Partner Market expansion; a sustainability pledge; and blockchain endeavours. In Europe: VfUK flagged partnerships in cyber security; VfD continues 5G work; VfIT gets Microsoft deal.
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Partnerships & AlliancesVodafone takes seat on Open RAN policy board
US interests dominate the new Open RAN Policy Coalition, but Vodafone will have a board presence within the 30 member-strong lobbying group.