Vodafonewatch
Vodafonewatch is the go-to resource for all insight and analysis on Vodafone Group, including all OpCos, divisions, functions, geographies and its entire ecosystem.
- Relied on by Vodafone employees and suppliers.
- The authoritative inside track on Vodafone.
- Insight on Vodafone that you can't get through any other source.
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Digital EditionVodafonewatch Report #197 – June 2021
Key stories include: Board review concludes ”refresh” needed | VPC scores with promoter turnaround | Vodafone Egypt set to be rehoused | Benelux merger ’not on agenda’ | Vodacom to centralise IT and network assets
- Vendor Voice
Teradata: balanced data foundation critical to digital transformation
If AI and ML are your future, make sure the data foundations are in place. Requirements and applications change but the need for a solid data base does not. Your data vision should be holistic, released from the complexity and inefficiency of hundreds and even thousands of siloes. Use ...
- Suppliers & SCM
Vodafone puts Kenmei on network analytics team
Spanish vendor positions itself between network and Vodafone’s new, cloud-based analytics platforms, being overhauled with Google.
- Network & Infrastructure
Mixed Huawei 5G RAN messages remain in Europe
Vodafone Italy reportedly gets conditional approval to use Huawei 5G RAN equipment. Huawei’s position in Germany looks more vulnerable after IT Security 2.0 Bill becomes law.
- Network & Infrastructure
Government offers 700MHz sweeteners ahead of auction
Tick in the box for Vodafone as it continues to struggle to secure concessions from European regulators.
- Suppliers & SCM
Vodafone UK lands on Ciena’s Blue Planet
VfUK automates RedStream transport network in legacy overhaul. Blue Planet provides orchestration software in first deal with Vodafone. New Chief Network Officer Andrea Donà reiterates “network‑as-a‑platform” ambition.
- M&A
Rejigged tie‑up could find Vodafone Egypt a home
Vodafone secures route to in‑Group transfer of Egypt stake in quid pro quo deal with local partner. Kenya-esque Vodacom hand-off of Egyptian interest one possibility.
- Products & Services
Safaricom unveils in-house VOD platform
Kenyan operator launches Baze to support local creative industry. “One-shop entertainment platform” seen as successor to recently dissolved Songa by Safaricom.
- Strategy & Change
Elsewhere in Africa: Vodacom pairs with Microsoft
Vodacom pairs with Microsoft for Mozambique SMEs; Safaricom adds digital menus to M‑PESA ecosystem.
- Strategy & Change
Elsewhere in Vodafone Associates and JVs: Vi and Vantage on 5G
Vi and Vantage Towers Greece get involved in 5G trials.
- Strategy & Change
Elsewhere in Vodafone Europe: Unitymedia nearly integrated
German Unitymedia integration near completion; VfUK continues to target SME market with cybersecurity and data packages.
- Strategy & Change
Elsewhere in Vodafone Group: Vodafone Business goes digital
Vodafone Business goes digital on customer experience; SD‑WAN adoption hits bumps; telcos team up on handset eco‑ratings.
- Strategy & Change
Elsewhere in Vodafone Partner Markets: Altice rolls into BT
MTS surfs tower spin‑out wave; SoftBank boosted by digital shift and gets strategic with LEO satellite venture OneWeb.
- Digital Edition
Vodafonewatch Report #196 – May 2021
Key stories include: Spend step-up spooks City stakeholders | VPC goes commercial on long tail buying | Vodafone feels lucky with Google | Group eyes EU Recovery Fund gains | Vodacom prepping infra asset rejig
- Strategy & Change
Elsewhere in Vodafone Group: Legal advisory panel refresh; Adobe trumpets VPC ties
Vodafone cancels Arch Summit 2021; Group updates legal advice team; Adobe describes VPC ties as “crucial”.
- Financial & Performance
Q4 FY20–21: Vodafone Group lines up for NextGenerationEU subs
Leadership pins hopes on European Union twelve-figure cash injection to breathe new life into troubled Mediterranean markets. Group prepping its own capex uplift in tandem with EU’s, but focus is primarily on German ‘safe zone’. While operator is positive on European prospects, little is offered to convince underlying market ...
- Financial & Performance
Vodafone Q4 FY20–21 headlines: footing regained and Group ready for climb
Top execs keen to portray Vodafone as ready for bounce-back. Top-line recovery remains Africa- and Germany-centric. Signs domination of efficiency drives may have run course and revenue base needs a boost.
- Financial & Performance
Vodafone Q4 FY20–21 guidance: capex bill causes pushback
Group opens up with medium-term growth commitments. However, City analysts appear irked by cash flow uncertainties stemming from spend to fuel that growth.
- Financial & Performance
Vodafone Q4 FY20–21 spend: a rare loosening of the purse strings
Leadership keen to assure that RoI will dictate where capex flow is directed. Lack of opex focus suggests digital efficiencies programmes could be in for a reboot.
- Suppliers & SCM
The Nucleus Option: Vodafone bets big on Google
Vodafone promises data-driven business revolution by shifting to cloud-native data management and analytics platforms. Group sees “hundreds” of opportunities for business improvement in both commercial and operations spheres. Deal will come with Hotel California concerns surrounding Google hookup. Roadmap unclear for huge undertaking. Questions yet to be answered over ...
