All TelcoTitans.com articles in Vodafonewatch #225
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Digital ReportsVodafonewatch Report #225 - April 2024
Key stories include: Italy sale initiates Group restructure | Niel questions Voda leadership | TPG sets out legacy cull plan | Germany to cut jobs, costs | UK faces in-depth meger probe
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Financial & PerformanceYet another AST SpaceMobile launch delay for MNO backers
Getting current-gen BlueBirds into low-Earth orbit for cellular broadband from space taking longer than expected, but funding in place after Vodafone, AT&T and Google supported latest call. Other industry backers include American Tower, Bell Canada, Rakuten, Samsung, Cisneros…
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Weekly BriefingsVodafonewatch Weekly: Germany goes into cost-cutting mode, while shareholder Xavier Niel grumbles about Group strategy
Lots of action in Germany this week as Vodafone announced 2,000 job cuts and new efficiency programme and fibre altnets argued the practical and competitive hurdles holding back gigabit broadband deployments. Read the full briefing…
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OperationsVodafone Germany to axe 2,000 jobs in €400m cost-cutting drive
Vodafone Germany embarks on a cost-cutting journey with job cuts and investments going elsewhere.
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M&AVodafone ‘not well managed’ suggests disgruntled Xavier Niel
Vodafone minority shareholder Xavier Niel has cast doubt on Vodafone management’s strategic vision in a Sunday Times profile that followed the sale to Swisscom of the Vodafone Italy business he has long coveted.
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M&ACMA concerned Vodafone-Three could access O2 and EE secrets
As expected, the UK merger is headed for tougher scrutiny in a longer investigation following an initial review by the Competition and Markets Authority.
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PeopleVodafone Peoplewatch: Vinod Kumar’s new Dubai digs, fresh faces in shared services…
20+ high-profile moves in and around Vodafone, including: new private equity digs for Vinod Kumar; Group Technology exits; VodafoneZiggo top-team (and ‘value-creating’ exec at part-owner Liberty); plus more across the Group…
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Weekly BriefingsVodafonewatch Weekly: CEO claims reset success on Italian offload; now for the internal re-jig
Latest from ecosystem: confirmation of Italian exit triggers major overhaul of Group structure and ExCo. Elsewhere: German fibre disputes; M&A in Czechia; more from Africa, Europe, and much beyond…
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PeopleEssam on the rise as Vodafone shuffles exec deck
CEO changes in the UK and Germany to reflect changed shape of Group operations, European markets relegated under Ahmed Essam remit, Serpil Timuray steps into Investments posting…
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M&AVodafone’s Della Valle claims retrenchment is complete after Italian sale confirmed
CEO Margherita Della Valle has declared the Group’s Italy retreat to be the ‘final step’ of her right-sizing campaign, leaving it smaller but purportedly ready to chase growth in markets that matter. Deal prompts wholesale structural change stretching beyond Europe — ExCo swaps, B2B priorities, shared services overhaul — but Vodafone is left a far cry from its former superpower status…
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Suppliers & SCMVodafone video surveillance partner Digital Barriers not rattled by revenue drop, bigger loss
UK-based video surveillance scaleup stood by “positive” long-term growth prospects as it reported significant revenue decline and a bigger loss for fiscal year ending 31 March 2023.
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Weekly BriefingsVodafonewatch Weekly: Oz modernisation mix step, Indian rejuvenation?
Latest from Vodafone, including TPG transformation stunted by failed asset offloads; Vi’s funding update raises more questions than answers; and a €1bn Berlin fibre build. More from across the Group’s footprint, from Cape Town to Canberra, Berlin to London…
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Network & InfrastructureVodafone, OXG pull €1bn from German fibre investment pot
OXG Glasfaser to widen Vodafone Germany’s reach in major expansion initiative, covering 900,000 homes. Project to begin imminently, at a time when Germany’s fibre market is only getting more competitive…
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Weekly BriefingsVodafonewatch Weekly: Della Valle calls for EU rethink as Group begins Italy retreat
Weekly Briefing: Vodafone CEO looks likely to get rationalisation wish granted as Italian escape nears, days after she presented a united front at MWC with European peers to demand change on the continent. Other developments showcased in Barcelona include an XR headset demo and open API momentum…
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Financial & PerformanceTPG accelerates simplification, but infra stutters make for a bumpy ride
Australian operator posts progress on modernisation and simplification in FY23, and tees up more product and systems culls for FY24. Attempts to rationalise TPG’s physical infrastructure portfolio, though, have proved difficult…
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Strategy & ChangeVi attempts to convince investors with massive fundraise plan
Vodafone’s Indian JV makes progress on fundraising plans at long last, but questions remain about debt and dues as deadlines loom. Is INR 450bn/£4.3bn/€5bn enough to recuperate the flailing operator?
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M&AVodafone lines up Italy escape, taking €8bn in Fastweb cash
Margherita Della Valle’s M&A-led rationalisation programme marches on; Italy set to become second major European market Vodafone exits under new CEO’s regime… but how does the Swisscom deal compare with the Iliad proposal Vodafone turned down?
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Products & ServicesCTO Petty backs XR as Vodafone and Qualcomm target 5G enterprise
MWC: Vodafone’s CTO Scott Petty sees telemedicine and manufacturing as key areas where XR apps can help build new business cases that leverage 5G investment.
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Network & InfrastructureMavenir, Red Hat flaunt ORAN go-live for Vodafone’s Vi
Indian operator sets commercial open RAN live as co-parent Vodafone initiates ‘mega tender’; vendors looking to stake claims in crowded partner ecosystem…
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Weekly BriefingsVodafonewatch Weekly: M&A, network milestones, and what next for VodafoneZiggo?
Latest in Vodafone: Liberty goes Dutch to prompt Vodafone review; a problem, a solution, and a proposal for M&A in UK, Portugal, and Italy respectively; Turkish DCs set for big investment through new JV; and much more across Europe, Africa, India…