All TelcoTitans.com articles in Vodafonewatch #201 – Page 2
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PremiumVodafone H1 FY21–22 guidance: on-point numbers prompt upward correction
Group gains confidence from “in line” H1 numbers to raise floors on earnings and cash flow.
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PremiumVodafone H1 FY21–22 spend: capex boost falls silent, opex squeeze paused
Presentation sees no further update on (somewhat contentious) Group plans for a capex lift to fuel digital services growth. Executives moot another exceptional investment boost in Germany, for fibre rollout. Group Finance’s headline opex reduction programme comes to a temporary halt, amid pandemic effects.
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PremiumQ2 FY21–22 Headlines: Vodafone growth maintained despite B2B, Spain bumps
Group benefits as COVID-19 drag steadily eases. On positive side, forward movement maintained in Germany and UK, and picture improves in super-competitive Italy. Blotches include an apparent step back in growth at Vodafone Business, despite its star billing, and a return to reverse gear in perennially challenging Spain.
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PremiumQ2 FY21–22: Vodafone's Read hypes prospects as M&A talk hots up
Leadership especially bullish on “momentum” and “sustainable growth” after solid Q2 data. Wave of M&A possibilities surround Vodafone only a few months after Group declared portfolio reshaping complete. Report sees Group maintain growth, but with mix of performances across businesses and a glitch on cost-saving progress. Guidance floors raised ...
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Innovation (R&D)Vodafone connected mobility platform nears launch
Road safety-focused V2X platform STEP set for early-2022 commercial launch. Vodafone drives connectivity via edge network, with HERE and Porsche among a stable of partners.
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Network & InfrastructureRegulator: don’t let Ethiopia unrest slow network rollout
The Ethiopian Communications Authority has told STE to “expedite the project rollout” amid ongoing conflict in the country’s north. No wiggle-room in Q1 commercial launch deadline, despite Safaricom staff evacuation and national state of emergency.
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Innovation (R&D)New TelcoX research from TelcoTitans: state-of-play with Vodafone’s data drive
Survey provides exclusive insight into Vodafone executives’ perceptions of key suppliers. Including special focus on where operator is at with data adoption, to drive efficiencies and speed to market. Top ongoing challenges include organisational and technical bottlenecks.
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PremiumVodafone people moves: enterprise executives reshuffled
Several senior swaps at Vodafone Business, including a new Chief Marketing Officer and a handful of leadership changes at key verticals. TPG Telecom announces next CFO to fill vacant seat, and new CISO added. Vodafone Spain rejigs senior executives, splits Technology function.
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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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M&AKKR launches Telecom Italia buyout attempt
Offer believed to be worth at least €32bn. Operator shares soar 30% as the news emerges.
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Network & InfrastructureVodafone CEO open to fibre JVs in Germany
Read exploring off-balance sheet financing and infrastructure partnerships to meet FTTP demand. Retains the love for HFC, however; believes network upgrades across cable footprint will meet consumers’ broadband requirements for some time yet. Della Valle pointedly notes that mid-term capex fixed guidance does not include FTTP buildouts.
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Financial & PerformanceVodafone: DT and Orange are ‘credible’ tower merger partners
Read confirms either of Vodafone’s big European rivals could end up being an ally as noise continues to increase around an “industrial merger” for Group’s Vantage Towers business.
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Network & InfrastructureVantage states ‘clear interest’ in Cornerstone buyout
Vodafone’s European TowerCo eyes opportunities in Netherlands and UK as partners Liberty and Telefónica look to cash in on wireless infrastructure assets. Strategic tie-up between Vantage and another MNO TowerCo also remains a possibility.
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Partnerships & AlliancesVodacom in talks over rural wireless alliance
Operator scoping out partners to share investment in thousands of extra sites across its sub-Saharan African footprint. Venture adds to wider technology and business model experimentation by Vodacom, to fund network expansion.
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M&AINWIT continues to fill M&A kitty
Growing Italian TowerCo building up a €1bn platform for deal-making at end of its latest strategic cycle, in FY23. Expansion plans could give co-parent Vodafone another runner in European TowerCo race, beyond main vehicle Vantage Towers.
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Financial & PerformanceSafaricom confident on Ethiopia despite ‘staff evacuation’
Staff safety and security a priority in Ethiopia, says Safaricom’s Peter Ndegwa, but progress remains on track despite distractions. Break-even forecasts braced for impact of conflict. Employees evacuated from Addis Ababa, according to reports.
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Public AffairsPhones 4u saga continues with ‘burner’ phone allegation
Former Orange exec Benoit Scheen attempted to arrange untraceable call to collude with Vodafone, according to High Court claim. Illicit text messages uncovered as part of evidence discovery.
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Strategy & ChangeTMF’s Willetts: maintaining vendor status quo “dangerous”
Speaking to TelcoTitans, Nik Willetts, CEO of industry body TM Forum, outlined his perceptions of the state of digital transformation in the telecoms sector. Procurement-led vendor management needs to evolve towards partnership for digital acceleration. Hyperscalers can remain more friend than foe as operators seek new ways to differentiate ...
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Public AffairsVodafone pursues UK government over lost contract
Vodafone loses Foreign Office contract to Fujitsu, claims process breached procurement rules. Preliminary issue trial set for January 2022.
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Partnerships & AlliancesVodafone Oman opens new HQ
Partner Markets’ greenfield operator expected to launch services “very soon”. Taps Ericsson for network and Netcracker for BSS.
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