All TelcoTitans.com articles in Vodafonewatch #206
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Digital Reports
Vodafonewatch Report #206 – May 2022
Key stories include: Vodafone weighs up TalkTalk bid | Cost-cutting unit expanded | Pressure eases in India | TIM accepts INWIT offer | Vodacom begins flood repairs
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Network & Infrastructure
Vantage gains build wiggle room with Vodafone deal change
TowerCo builds production speed and “optionality” by securing licence to outsource part of its site expansion work for Vodafone Germany.
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Financial & Performance
VodafoneZiggo ‘prioritises customer experience’, reports “solid” Q1
Preliminary Q1 FY22 results show 37,000 mobile contract additions, taking VfZ beyond five million SIMs. Suffers inevitable impact of losing F1 rights in 2021, though damage appears contained. VodafoneZiggo pledges to supply all customers with 1Gbps connection by the end of the year.
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M&A
TPG sells towers to Canadian pension fund
CEO Berroeta claims balance sheet boost is “strong outcome” for shareholders. Enterprise value set at AU$ 950m. After transaction costs and tax, TPG will bank a more modest sum of between AU$ 350m and AU$ 400m. Transaction includes 20-year master services agreement.
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Operations
Indus seeks to move on from “nail-biting” Vi crisis
Indian tower giant sees “discomfiting” client payment worries subsiding
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Premium
Elsewhere in Vodafone Africa: Telkom SA settles with ICASA
Telkom SA reaches out-of-court settlement with ICASA over spectrum auction; Vodacom granted appeal in Please Call Me case.
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Elsewhere in Vodafone Europe: Ofcom calls out UK operators
Vodafone launches device financing and insurance scheme in Spain; regulator slams VfUK for lack of social tariff.
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Premium
Vodafone Turkey commits to ‘build not buy’ tech model
CIO Seker shares Group ambition for unified Technology teams.
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People
Fries outstrips Read on earnings front
Liberty Global CEO Mike Fries took home $62m in FY21, putting him ahead of peers at fellow large telcos including Vodafone’s Nick Read.
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Premium
Mavenir helps prep for 5G SA debut
Vodafone Portugal selects Mavenir as tech partner to enable jump to 5G standalone.
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Partnerships & Alliances
Still no date for Safaricom Ethiopia launch
STE indicates it is close to reaching network-sharing agreements with Ethio Telecom. Changes to national payments law should pave way for M-PESA.
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Operations
Vodafone exec hails big data benefits of Google Cloud
Ignacio Garcia says Vodafone collaboration with Google Cloud Platform has helped improved customer satisfaction and lower TCO. Platform processed more than 100 exabytes from Group operations in 2021.
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Premium
Elsewhere in Vodafone Associates & JVs: Bharti Airtel Chairman wants “affordable” spectrum
TRAI proposes near-40% reduction across spectrum bands in upcoming auction; Vodafone Egypt acquires 10% stakes in e-payment platforms Bee and Masary.
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Premium
TIM accepts Ardian bid for INWIT stake
Italian operator to sell majority of its stake in towers venture to private equity firm.
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Premium
Privacy-by-design at heart of data trust strategy
Fostering an improved reputation for trustworthiness and delivering privacy-by-design can lead to new revenue streams, according to Vodafone Business data chief.
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Premium
Elsewhere in Vodafone Group: job applications open for refugees
Vodafone receives 800 applications from Ukrainian refugees; launches free V2X platform across Europe to improve road safety.
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Premium
Vodafone ‘weighs’ TalkTalk takeover
UK altnet said to have asked Lazard to review options as potential bidders circle.
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Premium
Vodafone mulls Spanish fixed line options
Spanish OpCo faces tough decisions as rivals MÁSMÓVIL and Orange Spain plan merger.
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Premium
Vodafone people moves: German leadership continues evolution
Vodafone Germany CEO replacement named; Networks lead confirmed; and Commercial Operations lead filled temporarily. Vodafone UK’s strategy chief Dixit set to join former CEO Jeffery at Frontier. Vodacom SA CEO Sharma confirmed departure leaving vacancy at the top. Vodafone Carrier and Partner Markets names regional management changes.
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Partnerships & Alliances
Vodacom signs “exclusive” deal with Visa in South Africa
New contract builds on similar deal between Safaricom and Visa for M-PESA. Visa payments option likely to be available as a virtual card integrated into the recently launched VodaPay Super App.