All TelcoTitans.com articles in Vodafonewatch #203
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Financial & PerformanceVodafone under pressure from activist investor to boost shareholder returns
Bloomberg reports Cevian Capital has built up stake in Vodafone. Unnamed sources say Swedish investment firm putting pressure on Read and management team to move more aggressively on M&A. Accuses Vodafone board of lacking experience and strategic know-how in telecoms. Vodafone share price gets bounce after news breaks of ...
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Digital ReportsVodafonewatch Report #203 – January 2022
Key stories include: Iliad merger afoot | Procurement prioritised | Oman finally goes live | Vi struggles continue | Egypt sale draws near
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Financial & PerformanceVi reports further losses as government takeover looms
Net loss grows 60% year-on-year, with revenue down 10.7%. Earnings report comes amid expectation that Indian government will take majority stake in struggling JV. Absence of annual profit since launch of Reliance Jio in 2016.
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M&AVodafone under M&A spotlight in Italy, UK
Group reportedly in consolidation talks with Iliad in Italy. A potential merger with Three UK was also apparently explored. Vodafone keeps head down as rumours swirl. Read keen advocate of European in-market consolidation.
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PremiumElsewhere in Vodafone Europe: VodafoneZiggo issues €2.1bn in sustainability bonds
Vodafone to lose leadership position in Albanian mobile market; VodafoneZiggo issues sustainability bonds valued at €2.1bn; Vodafone UK scam texts fall by more than two-thirds following installation of SMS firewall.
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PremiumVodafone Turkey taps Amdocs for automated testing
Three-year deal linked with Group-wide Tech 2025 ambitions.
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PremiumVodafone people moves: IoT.nxt strengthens US outpost
Vodacom’s IoT specialist IoT.nxt built up its USA play with Trevor DeLew named SVP, Sales. Vodacom Mozambique names a new CEO. Vodafone Spain shuffles strategy and sales directorships. Floundering Vi makes yet more changes to its enterprise unit as Arvind Nevatia forms his team.
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OperationsSafaricom Ethiopia splashes out $100m on first data centre
Located in capital city Addis Ababa, the installation accounts for one third of a total $300m investment pegged for first year of operations. Data centre, which will house “core network infrastructure”, was built in China and transported to Ethiopia. Rabacal indicates the same business model will be used for ...
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OperationsVantage drafts MOWEA for mast turbines
TowerCo indicates cleantech R&D tie-up is ready for wider deployment. Deal initially focuses on a small subset of sites in main market Germany, but wider national and international rollout mooted if system checks out.
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PremiumVodafone Germany trumpets BASF campus network role
BASF is working with Vodafone Germany on campus network trials. Chemicals giant has campus network licences for Ludwigshafen and Schwarzheide, tying with Deutsche Telekom at the former. Vodafone’s RedBox system not being used in Schwarzheide. Campus network approvals reach 186 in 3.7GHz/3.8GHz band and nine at 26GHz.
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M&AVodacom moves closer to Vodafone Egypt takeover
Vodacom gets shareholder backing for acquisition of 51% stake. Regulatory approval is still required.
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PremiumElsewhere in Vodafone Associates & JVs: Egypt reducing dirty diesel
Regulatory decision on TPG’s FTTB expansion plan nears; Egypt takes hybrid to reduce dirty diesel.
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Network & InfrastructureVodafone claims 5G open RAN first
Vodafone UK launches 5G open RAN site, building on government-led open infrastructure ambition. Initial launch leverages partnerships with Capgemini, Dell, Intel, Keysight, Samsung, and Wind River. NEC and Samsung to be used in tandem for 2,500 sites from mid-2022.
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Partnerships & AlliancesVodafone Carrier Services flags stc Bahrain tie-up
Partners aim to ‘drive IP adoption’ in the Middle East. Anticipating “tremendous connectivity growth” in the region.
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PremiumVi flags VoLTE help from Anritsu
Supplier’s cloud-native software provides QoE KPIs and recommends best actions to resolve issues impacting customers. OpCo in process of expanding reach of Anritsu monitoring platform from 20 million VoLTE subscribers to 58 million.
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PremiumVi overhauls national backbone
New 300G/400G network being launched, with assistance from Ciena.
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PremiumElsewhere in Vodafone Group: Cisco & Vodafone selected as SFHA commercial associates
Vodafone’s M&A chaperone boosts takings; named commercial associate by Scottish Federation of Housing Associations, along with Cisco.
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PremiumAuction fate unknown as Telkom mulls interdict U-turn
Spectrum auction may still go ahead, despite initial Telkom protests. Vodacom and MTN unite with South African regulator to fight deferral. Telkom offers to withdraw its interdict, provided rivals are open to an “expedited review” of its complaints. Any delay would represent a sixth postponement of the auction, currently ...
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Suppliers & SCMSafaricom lauds TIBCO for service and network advances
Kipkirui says microservices and cloud-native APIs from longstanding partner is key in helping OpCo to become an “insights-led, tech-driven company”. Adds that Safaricom has been able to maintain “maximum value” from capex invested in TIBCO. OpCo aims to migrate entire TIBCO BPM stack from on-prem to public cloud by ...
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Public AffairsVodacom, MTN pick sides in South African auction saga
Operators unite with South African regulator as rival Telkom requests further delays. Any success for Telkom would represent a sixth postponement of the auction, currently set to take place by the end of March.