Premium Vodafonewatch Insight: Vodafone and its rich web of OpCos, tracked and analysed worldwide – Page 19
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PremiumVodafone New Zealand said to initiate tower spinout
Former Vodafone OpCo’s parents reported to have hired advisors to guide them through separation and monetisation. Move comes with regional tower market heating up. Both Spark and Vodafone NZ moot interest in infra-sharing.
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Suppliers & SCMSafaricom in talks with Kenya Power to install smart grid
Build, operate, and transfer deal reportedly under discussion.
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PremiumNokia boasts optical potential for Vodafone Turkey
Vodafone Turkey’s network tuned to post 1Tbps speeds and demonstrate option for future scaling. 5G network expansion said to be a likely use-case.
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Public AffairsVodafone Pass reviewed following EU judgement
ECJ goes further than expected by consumer group. VfD may be forced to provide the same terms and conditions through EU. Other European OpCos could be affected.
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Venturing & InvestmentsVi can live long and prosper, insists CEO
Takkar welcomes government four-year moratorium on AGR dues and spectrum fees. Confident that relief package paves way for private investment. Vodafone rules out (again) cash injection into JV. Floor pricing issue still to be resolved.
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PremiumSafaricom to debut 5G in 2022
Kenyan operator extending 5G trials to “additional towns”; commercial launch slated for 2022. Operator looking to further boost mobile data revenue. Rival Airtel on 5G scene too.
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Suppliers & SCMViavi dives into Vodafone Portugal’s network analytics
Portuguese OpCo’s automation drive key motivator for deployment of Viavi monitoring tech.
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Public AffairsUK government defends Ethiopian mobile investment
Vodafone and CDC investment in Ethiopian mobile operator crops up in parliamentary debate on Tigray humanitarian crisis. Investment deemed to be “right” and long term. CDC emphasises role as impact investor with a lot of patience. Vodacom agrees to fund Safaricom Telecommunications Ethiopia.
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PremiumVodafone in the driving seat for 5G-powered mobility
Vodafone Germany flags a number of automotive use-cases for its 5G standalone technology in action. BMW, Porsche, and Sony on the automaker partnerships list. Second 5G test track activated.
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Public AffairsVodafone called upon for German emergency alerts
Bundestag amends legislature to pave the way for Cell Broadcast SMS-based early-warning system. July floods expedite political process, with politicians now laying out technical specifications before MNOs get to work.
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Strategy & ChangeElsewhere in Vodafone Africa: Google extends finance initiative support
Google arrows on Africa; XLink ties with AWS; Trend Micro extends range to Africa.
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Strategy & ChangeElsewhere in Vodafone Europe: VfD’s joy over Telekom Deutschland fibre ruling
VfD gets one up on rival Telekom Deutschland over FTTP; VfUK flags progress in trials with Ericsson on reducing massive MIMO energy consumption.
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Venturing & InvestmentsElsewhere in Vodafone Associates & JVs: TPG launches smart farming trial
INWIT banks EIB backing; TPG launches government-funded smart farming trial; Vantage shakes CRA hand for Czech IoT expansion.
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Strategy & ChangeElsewhere in Vodafone Partner Markets: Proximus launches regional fibre JV
Developments from around Vodafone’s soft-power network: Get-go for Proximus’s regional fibre JV; MTS firms up tower spin out ambitions; NZ operator parts company with Vodafone Group’s Tobi.
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Strategy & ChangeElsewhere in Vodafone Group: Yext flags Vod relations
Yext flags Vod relations; NB-IoT agreement signed with Telenor; devices to receive ironSource platform integration.
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PremiumTPG Telecom dials up 3.5GHz spectrum holdings
Australian operator ups 5G pace via acquisition of 29×5MHz concession from Dense Air, in return for 2.6GHz licences. Deal sees TPG subsidiary adsorb assets of Dense Air’s local business.
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PremiumVodafone Group’s Dutch and British tower partners look to cash in
Liberty CFO says group “not in love with” tower ownership and keen to unlock value in Belgium, Netherlands, and UK. Telefónica hands Goldman Sachs reins to examine prospective Cornerstone share sale.
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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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PremiumVodafone Q1 FY21-22 Guidance: all quiet on capex front
Group unsurprisingly “firmly on track” to meet heavily caveated free cash flow target. Plan for spend “step-up”, highlighted in May 2021, appears yet to be firmed up after causing City consternation.