All TelcoTitans.com articles in Vodafonewatch #196
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Digital ReportsVodafonewatch Report #196 – May 2021
Key stories include: Spend step-up spooks City stakeholders | VPC goes commercial on long tail buying | Vodafone feels lucky with Google | Group eyes EU Recovery Fund gains | Vodacom prepping infra asset rejig
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Innovation (R&D)Vodafone picks Dresden and Málaga for R&D
Portugal may have lost out because of Group anger over the ongoing 5G auction process.
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OperationsVodafone banks on the Nile for flow of efficiencies
Group Annual Report sheds light on shared services transformation under the _VOIS division. Egypt emerges as the Group’s largest territory by headcount. CFO Della Valle points to _VOIS “role efficiencies” as it de-siloes, standardises, and harmonises operations.
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PremiumQ4 FY20–21: Vodacom turns to M&A to turbo-charge change
Fibre expansion back on as Vodacom steps up diversification plans. Operator negotiating potential strategic partnerships across infrastructure assets, as it develops own take on Vodafone’s leaner and lighter TechCo vision. South African group-within-a-group being offered greater freedom by Vodafone than increasingly tightly-controlled businesses in Europe. One question, as it ...
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Suppliers & SCMVodafone cancels Arch Summit 2021
Cancellation blamed on coronavirus-inflicted restrictions on travel. 2022 dates to be announced in “coming weeks”.
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Strategy & ChangeElsewhere in Vodafone Group: Legal advisory panel refresh; Adobe trumpets VPC ties
Vodafone cancels Arch Summit 2021; Group updates legal advice team; Adobe describes VPC ties as “crucial”.
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PremiumQ4 FY20–21: Vodafone Group goes off thrift script in Read ‘phase two’
FY20–21 presentation sees reins eased off investment, but to an unknown degree, and with a focus on select target areas within leadership’s comfort zone. Increasingly dominant German operations to get a capex boost, along with ever-expanding central functions. Announcement of strategy tweak falls on stony ground, with City appearing ...
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PremiumVodafone people moves: Group names Network Operations lead
Group Networks leadership filled out with Clavero taking operations remit from Europe-bound Yildizi; El Sayed picks up European engineering lead. Top-level changes in EU Cluster OpCos. M-PESA Africa leadership firmed up.
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PremiumQ4 FY20–21: Vodafone Group lines up for NextGenerationEU subs
Leadership pins hopes on European Union twelve-figure cash injection to breathe new life into troubled Mediterranean markets. Group prepping its own capex uplift in tandem with EU’s, but focus is primarily on German ‘safe zone’. While operator is positive on European prospects, little is offered to convince underlying market ...
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PremiumVodafone Q4 FY20–21 headlines: footing regained and Group ready for climb
Top execs keen to portray Vodafone as ready for bounce-back. Top-line recovery remains Africa- and Germany-centric. Signs domination of efficiency drives may have run course and revenue base needs a boost.
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PremiumVodafone Q4 FY20–21 guidance: capex bill causes pushback
Group opens up with medium-term growth commitments. However, City analysts appear irked by cash flow uncertainties stemming from spend to fuel that growth.
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PremiumVodafone Q4 FY20–21 spend: a rare loosening of the purse strings
Leadership keen to assure that RoI will dictate where capex flow is directed. Lack of opex focus suggests digital efficiencies programmes could be in for a reboot.
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Suppliers & SCMThe Nucleus Option: Vodafone bets big on Google
Vodafone promises data-driven business revolution by shifting to cloud-native data management and analytics platforms. Group sees “hundreds” of opportunities for business improvement in both commercial and operations spheres. Deal will come with Hotel California concerns surrounding Google hookup. Roadmap unclear for huge undertaking. Questions yet to be answered over ...
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Partnerships & AlliancesAmdocs sets up shop on Vodafone’s Tomorrow Street
Long-time Vodafone partner signs strategic tie-up with scale-up incubator and offers digital transformation services to portfolio companies. Amdocs flags intention to market Tomorrow Street-backed solutions.
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Network & InfrastructureEthiopia tender win: gov talks up Vodafone’s ‘quality’
Safaricom-led consortium emerges as sole new entrant in damp squib of an auction. Group’s rare move into new market muddied by competitors’ apparent wariness regarding risks in Ethiopia. Only two bidders emerge for new licences. Fears of incumbent’s political heft added to suitors’ macro uncertainties. Plan for an Ethio ...
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PremiumVantage may be set for new Cornerstone allies
Indications that O2 UK’s Cornerstone stake seen as non-strategic by prospective new co-parent Liberty Global, and could be jettisoned in name of post-merger “national champion” plan. Sale would raise cash for higher strategic ambition of fibre expansion. Liberty’s Fries shows willingness to get hands-on in refashioning VM–O2 post-merger. The ...
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PremiumSafaricom upgrades order management software
Longstanding partner Celfocus said it has implemented a ‘master orchestrator’ to improve order processing.
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PeopleKanaris takes helm at Vodafone Romania
Senior-level musical chairs at eastern European OpCos. Murielle Lorilloux moves to Vodafone Business. Top spot at Vodafone Albania up for grabs.
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Venturing & InvestmentsElsewhere in Vodafone Associates & JVs: TPG set for FWA launch; Vi shifting away from Huawei
TPG set for FWA launch; Vi transitioning away from Huawei; INWIT agrees to equip Milan metro with 5G-friendly DAS technology.
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Strategy & ChangeElsewhere in Vodafone Africa: Safaricom’s data centre refresh
Safaricom plans data centre refresh; Millicom backs out of Tanzania.