Vodafone Strategy & Change – Page 2
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Financial & Performance
Vodafone FY23−24 Spend: UK drops to bronze as Africa becomes runner-up
An inflated Africa group, now including Vodafone Egypt, tips the capex allocation balance as Germany retains the lion’s share and Turkey takes the place of Italy and Spain.
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Financial & Performance
Vodafone FY23−24 Guidance: muted optimism extends to forecasts
CEO Della Valle continued a trend of paring back and tempering expectations in uninspiring guidance figures.
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M&A
Vodafone earns regulatory go-ahead for Spanish retreat
Vodafone Spain sale to Zegona Communications to complete by the end of the month, with share buyback programme already underway.
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Financial & Performance
Vodacom parries ‘big knocks’ as it battles for growth
Vodacom CEO Joosub focuses on the big picture and promises digital services-driven future growth as macroeconomic headwinds take the gloss off the Group’s FY23-24 performance, and low earnings hit the dividend.
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Network & Infrastructure
Blue Planet: Re-making telcos as platform heroes
Blue Planet is calling on operators to build new platforms that rise above the existing tangle of legacy technologies and unlock the revenue and innovation opportunities promised by a fully automated ‘no ops’ future.
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Weekly Briefings
Vodafonewatch Weekly: CEO claims reset success on Italian offload; now for the internal re-jig
Latest from ecosystem: confirmation of Italian exit triggers major overhaul of Group structure and ExCo. Elsewhere: German fibre disputes; M&A in Czechia; more from Africa, Europe, and much beyond…
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M&A
Vodafone’s Della Valle claims retrenchment is complete after Italian sale confirmed
CEO Margherita Della Valle has declared the Group’s Italy retreat to be the ‘final step’ of her right-sizing campaign, leaving it smaller but purportedly ready to chase growth in markets that matter. Deal prompts wholesale structural change stretching beyond Europe — ExCo swaps, B2B priorities, shared services overhaul — but Vodafone is left a far cry from its former superpower status…
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Weekly Briefings
Vodafonewatch Weekly: Oz modernisation mix step, Indian rejuvenation?
Latest from Vodafone, including TPG transformation stunted by failed asset offloads; Vi’s funding update raises more questions than answers; and a €1bn Berlin fibre build. More from across the Group’s footprint, from Cape Town to Canberra, Berlin to London…
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Financial & Performance
TPG accelerates simplification, but infra stutters make for a bumpy ride
Australian operator posts progress on modernisation and simplification in FY23, and tees up more product and systems culls for FY24. Attempts to rationalise TPG’s physical infrastructure portfolio, though, have proved difficult…
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Strategy & Change
Vi attempts to convince investors with massive fundraise plan
Vodafone’s Indian JV makes progress on fundraising plans at long last, but questions remain about debt and dues as deadlines loom. Is INR 450bn/£4.3bn/€5bn enough to recuperate the flailing operator?
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Strategy & Change
Liberty builds Benelux HoldCo in pursuit of VodafoneZiggo−Telenet synergies
Liberty Global continues to dance around an unblinking Vodafone, which is said to be considering strategic implications of new Benelux holding company established to optimise stakes (adding potential tax efficiencies, management synergies and financial freedoms)… move also features fixed-mobile convergence, opportunistic infra monetisation, regional and other investor bait…
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Strategy & Change
Ghana rebrand hits Vodafone’s African presence (and Partner Markets stipend)
As Partner Markets parent sees branding revenue drop, Vodafone Ghana reveals impending rebrand one year after acquisition by Telecel. Read on to find out more…
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Strategy & Change
Safaricom fosters digital, engineering talent in youth employment drive
Safaricom develops ‘engineering talent pipeline’ to equip itself and wider Kenyan technology ecosystem with talent in digital and engineering spheres. Read more…
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Strategy & Change
Vodafone taking software engineering in-house to avoid complexity of ‘niche’ external partners
Head of Network Development Frederic Sundin tells Network Now delegates that Vodafone is navigating a “jungle” of startups to find the right partners, and going in-house as a “cheaper” option, more conducive to network simplicity dreams…
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Strategy & Change
Vodafone kicks off European physical retail rejuvenation
New concept debuts in Romania as Vodafone looks to reinvigorate physical retail experience and boost customer interaction, but TelcoTitans TelcoX research questions whether CSP hearts are in bricks and mortar…
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Strategy & Change
Liberty plans ‘to be active’ as Vodafone shareholder; holds ‘more strategic’ discussions
Liberty Global CEO Mike Fries says group “intends to be active” as a 5% Vodafone shareholder, taking advantage of Margherita Della Valle’s “more strategic” management at Vodafone HQ.
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Partnerships & Alliances
Accenture stakes €150m in Vodafone’s commercialised shared services future
Vodafone extends Accenture ties to tee up commercialisation of _VOIS, with the vendor taking an equity stake along with providing talent and automation support.
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Strategy & Change
Safaricom’s Mutiga: expect rapid device factory acceleration, regional expansion
CBSO speaks to TelcoTitans about the operator’s homegrown smartphone factory venture, saying it will hit capacity within a year, then expand product portfolio and market reach. Read more, incl. key driver not revenue, services tie-in…
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Strategy & Change
Vodafone’s _VOIS sets transformation goals as identity develops in post-pandemic era
Transformation initiatives set to top the agenda after a period of focus on onboarding new talent in the midst of the COVID crisis.
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Vendor Voice
Prodapt: Domain specialist service providers can help telcos go beyond opex reduction
Telcos should zoom out of their opex focus and pursue the top‑line improvement potential inherent in their networks with enterprise customers, believes Prodapt.