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Operations
TPG: no plans to drop Vodafone brand
Telco forced to clarify position on sub-brand strategy amid media speculation. Appointment of former Vodafone NZ exec to see refresh of brand strategy, with focus on driving better customer experience.
People
Latest Vodafone people moves: Deutsche Glasfaser taps Vodafone again
New MNC marketing head at Vodafone Business. Two more Vodafone Germany execs head to fibre altnet Deutsche Glasfaser. Vodafone Hungary appoints replacement Deputy CEO for pivoting Budai.
Network & Infrastructure
Vodafone bulks up Vantage Towers with Cornerstone
Vodafone UK and Telefónica UK give each other freedom to “commercialise” their 50% stakes in Cornerstone JV. Transfer of Vodafone’s shareholding to Vantage Towers to take place within weeks. Important (and long-awaited) addition to Vodafone’s European TowerCo ahead of upcoming IPO.
Suppliers & SCM
Altiostar flagged as supplier for Vodafone partner AST SpaceMobile
Vodafone signals plan to integrate SpaceMobile service with Vodacom, Safaricom, and Vodafone offerings initially in DRC, Ghana, Kenya, Mozambique, and Tanzania.
Financial & Performance
Vi eyes $2bn cash injection
Reports suggest Vodafone’s Indian joint venture will announce funds from a consortium of investors imminently. Fundraising initiative began in September to ease Vi’s debt burden, with 4G expansion also expected to get a boost.
"The information is excellent.” – Board Member, Vodafone Procurement Company
“Great collection of information on Vodafone. I could not keep up with it myself, nor would I get some of the information internally.” – Sales Lead, Vodafone
“The detail is very good. Better than we get internally” - GM, Vodafone
"Up-to-date information, lots of insight beyond the classical internet channels.” – VP Sales, Vodafone Procurement Company
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Financial & PerformanceVodafone Q2 FY20–21
Cost-cutting props up performance during COVID‑19-hit quarter and CFO indicates she is preparing to step up efficiency plans further. Lag in delivery of leadership’s “Phase Two” plans, including Tech 2025, muddying attempts to assure stakeholders of a brighter future. Lots of talk of “underlying” strength as Group’s leadership seeks ...
- Financial & Performance
Headline numbers: weathering the storm, for now
Key numbers relatively solid, reflecting telecoms sector’s cushioning from worst of pandemic disruption. Cost-cutting props up earnings, offsetting top-line weakness. Results preceded latest coronavirus response measures, which will have exacerbated drag on roaming revenue. Government support measures and resumption of international travel cited as key to maintaining solidity.
- Financial & Performance
Guidance: tightly-wound numbers obscure future
On a like-for-like basis, Vodafone Group is holding its own in the pandemic so far and leadership appears confident regarding short-term outlook. Longer-term prospects remain a question mark, however, especially as cost-cutting — rather than the top‑line growth — is keeping the Group on a steady course. Asset sales ...
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