All TelcoTitans.com articles in Vodafonewatch #221
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Digital ReportsVodafonewatch Report #221 - December 2023
Key stories include: Q2: EO rings the changes | Vodafone confirms Spanish retreat | Germany teases recovery | Italy next on the M&A agenda | Vodacom lifted by rising Egyptian tide
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PremiumElsewhere in Vodafone Europe: Vodafone taps startups and academics for German drones pilot
Vodafone taps startups and academics for German drones pilot.
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PremiumElsewhere in Africa: Vodacom was listed on the A2X exchange to “accelerate” profile
Vodacom was listed on the A2X exchange to “accelerate” profile.
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PremiumElsewhere in Vodafone Group: Vodafone produces RedCap results
Vodafone produces RedCap results with Ericsson, Qualcomm.
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PremiumTPG ends Vocus talks, will assess alternatives
TPG pulls the plug on what could have been Australia’s biggest refinancing deal of the year.
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PremiumElsewhere in Associates & JVs: TPG Telecom adds to 5G spectrum basket
TPG Telecom adds to 5G spectrum basket.
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PremiumVodafone Peoplewatch: revolving doors at Business
November 2023 update: Host of changes for Vodafone Business at Group, Ireland, and UK level, with Nick Read bagging the top job (for now) at digital infra firm.
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Network & InfrastructureSafaricom rallies Nokia in fight against energy costs
Kenyan operator to deploy Nokia AVA tech to monitor networks, run at lower power when possible.
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Financial & Performance‘We are changing’: Vodafone CEO Della Valle assures more improvement is coming in largest markets
H1 FY23–24: Vodafone reports a “solid start” to fiscal year as Margherita Della Valle sets about transformation effort, pitching new era of right-sized operations to restore operator to growth.
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Network & InfrastructureDella Valle defends cable’s customer potential against FTTP’s economics advantage
Vodafone chief downplays lower costs linked to FTTP, stressing that HFC-based networks can meet customer needs and support positive customer experience.
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Financial & PerformanceVodafone’s problem children: German remedial progress, Spain disowned, UK betroved, Italy seeks paramour
Vodafone Europe H1 FY23–24 insights, including Germany still needing to navigate TV exodus; regional organic growth; the happier story at remnant smaller markets; and more…
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Financial & PerformanceEgypt in the spotlight as Vodacom revenues rocket
H1 FY23–24: Vodafone Egypt consolidation sees Vodacom revenue rise by more than 40%, with data customer and financial services growth playing a part.
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Strategy & ChangeLiberty plans ‘to be active’ as Vodafone shareholder; holds ‘more strategic’ discussions
Liberty Global CEO Mike Fries says group “intends to be active” as a 5% Vodafone shareholder, taking advantage of Margherita Della Valle’s “more strategic” management at Vodafone HQ.
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M&ATwo down, one to go: Vodafone gets serious about M&A in Italy
H1 FY23–24: CEO Margherita Della Valle signals Italy is next in Group’s “right-sizing” initiative for struggling European markets as strategy in motion for Spain and UK.
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Financial & PerformanceA clean break from a broken market: Vodafone CEO welcomes Spanish retreat
Margherita Della Valle uses further deterioration of Vodafone Spain performance to prop up claims of a strategic vision in action, but distancing the Group from one of its erstwhile ‘core four’ markets continues to reflect poorly on historic turnaround attempts.
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Financial & PerformanceVodacom adamant: no exits from DRC or Mozambique, unless market goes ‘wrong’
H1 FY23–24: CEO reiterates faith in ‘International’ OpCos, despite macro headwinds and pricing challenges — only “wrong” market structure would compel exits — as Egypt acquisition majorly rebalances business
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Partnerships & AlliancesAccenture stakes €150m in Vodafone’s commercialised shared services future
Vodafone extends Accenture ties to tee up commercialisation of _VOIS, with the vendor taking an equity stake along with providing talent and automation support.
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Network & Infrastructure1&1 picks up the pace on mobile network rollout, almost ‘fully functional’
German newcomer sees mobile network rollout finally accelerate despite delivery delays from main passive infra partner, and assures that mobile services remain scheduled for activation in December
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Strategy & ChangeSafaricom’s Mutiga: expect rapid device factory acceleration, regional expansion
CBSO speaks to TelcoTitans about the operator’s homegrown smartphone factory venture, saying it will hit capacity within a year, then expand product portfolio and market reach. Read more, incl. key driver not revenue, services tie-in…
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Financial & PerformanceSafaricom 2030 strategy: build on Kenya, pursue Ethiopia, leverage data
Jovial CEO boasts strong start to Ethiopian endeavour in upbeat H1 earnings conference; teases upcoming 2026–2030 strategic cycle. Read more from our in-depth coverage…