All TelcoTitans.com articles in Vodafonewatch #184
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Analyst ReportVodafonewatch Report #184 – March 2020
Key stories include: OpCos adjust to virus lockdown | INWIT merger gets an EC pass | NETSCOUT on disaggregation | Drone go-to-market prepped | Vodacom eyes fresh B2B M&A
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PremiumVodafone on OpenRAN trail but tricky terrain ahead
Tenorio reaches TIP summit, appointed Chairman. Vodafone joins O-RAN Alliance. Stubborn open RAN resistance from large suppliers. Low-volume barrier for hardware newcomers. 5G OpenRAN critical to achieve scale.
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PremiumVodafone leadership awaits COVID-19 diagnosis
Share price nose-dives below £1 for first time since 1997. Impact on financial and strategic plans yet to emerge. OpCos focus on network resilience and employee welfare.
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PremiumVodafone gets 5G ball rolling on 3.6GHz update
Higher frequency cleared for 5G use. Ametsreiter talks a gigabit 5G game.
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Suppliers & SCMEricsson leads, Huawei stumbles, TIP surges: Vodafone 5G Momentum Index, March 2020
Vodafone’s 5G ecosystem sees drastic changes, Ericsson holds its lead. Nokia slips into dogfight with Huawei, TIP and Samsung. Mavenir heads challenging pack with ZTE on its heels, pursued by Qualcomm, Parallel Wireless, Altiostar, and several others.
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PremiumEC gives a pass for Vodafone strategic Italian tower meld
Green light for tower fusion gives Vodafone heft and offers up cash. Group appears chuffed with EC remedies, which focus on access rights rather than trimming scaled-up new entity.
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Vendor VoiceInterview: NETSCOUT’s journey across telco border
Massachusetts, US-based vendor tapping into themes of cloud infrastructure, cost efficiency, and churn reduction. Lightening of product portfolio, through disaggregation, enabling expansion into new use-cases around security, CX, bid data, and enterprise IoT. Cost-conscious Vodafone an early mover on shift away from integrated hardware/software.
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PremiumVodacom eyes more B2B M&A as part of growth push
South African operator eyeing a new wave of strategic tie-ups and buyouts in growth areas.
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PremiumANACOM confirms 5G spectrum plan
Auction process expected to kick off in April 2020. Regulator seeks to attract new entrants by reserving spectrum.
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PremiumGovernment herds operators into rural sharing pen
March 2020 deadline met, saving government face. Unknown outcome from pushback against EE fee proposal.
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Public AffairsVodafone wants ground rules for drones
UK OpCo publishes report outlining economic benefits of cellular-connected drone deployments. RPS positioned as being able to meet public demand for tougher security and closer monitoring.
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Public AffairsOperators keep hold of licence fee ‘windfall’
Vodafone gains a win in a licence fee dispute its current regulatory bête noire. Group looks set to keep £54m returned after courts find against Ofcom once more.
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PremiumVHA gets into efficiency mode ahead of TPG merger
Commercial spend tightening and digital transformation on agenda.
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Public AffairsVodafone drops Unitymedia brand as legal action looms
German OpCo appears sanguine over legal challenge to Unitymedia merger approval. Hannes Ametsreiter hails new era with “one network, one brand, one tariff”.
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Public AffairsVodafone wins 4G patent claim
Vodafone won what appeared to be a partial victory against a long-running 4G patent claim made by Munich-based patent house IPCom
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Partnerships & AlliancesVodafone Germany, DE-CIX partners on Vodafone Company Net
Vodafone Germany partnered with interconnection provider Deutscher Commercial Internet Exchange (DE-CIX) on Vodafone Company Net.
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PremiumTelefónica hopeful for network-sharing deal despite Vodafone, Deutsche Telekom Germany tie-up
Number-three player Telefónica Deutschland indicated increasingly convoluted network-sharing machinations in the country are not yet done and dusted, despite the recent provisional tie-up between Vodafone Germany and Deutsche Telekom.
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Public AffairsVodafone Idea faces TRAI criticism
India’s operators, including Vodafone Idea (VfI), faced continued criticism over the issue of dropped call rates, after the Telecommunications Regulatory Authority of India (TRAI) said it was maintaining focus on improving voice service quality.
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PremiumVodacom dismisses Cell C rumours
Vodacom dismissed suggestions that it could end up absorbing assets from beleaguered South African third mobile operator Cell C.