All articles by Vodafonewatch – Page 10
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Vendor Voice
Oracle: Cloud evolution must be business-led for digital SPs
For many years, the telecoms industry has been attempting the balancing act of managing the decline of traditional services while extracting the full value of decades of massive investment in the operational systems that enable them. The challenge of escaping this ‘technology debt’ has now been heightened by a ...
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Vendor Voice
Interdependence Day — taking testing out of the lab
Test and assurance specialist Spirent spoke to TelcoTitans’ Vendor Voice and highlighted how the ongoing reinvention of telecoms networks is necessarily being accompanied by a reset regarding resilience. With cloud-native services and applications becoming the new standard as next-generation networks gain prominence, Spirent is urging operators to ‘take testing ...
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Analyst Reports
Vodafonewatch Report #200 – November 2021
Key stories include: Group palms off Egypt to Vodacom | Board member Swantee flies nest | Vi gets a lifeline over late fee bill | Germany sees partner clampdown | Vodacom eyes 100m fintech target
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Premium
Nokia boasts optical potential for Vodafone Turkey
Vodafone Turkey’s network tuned to post 1Tbps speeds and demonstrate option for future scaling. 5G network expansion said to be a likely use-case.
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Strategy & Change
Elsewhere in Vodafone Africa: Google extends finance initiative support
Google arrows on Africa; XLink ties with AWS; Trend Micro extends range to Africa.
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Strategy & Change
Elsewhere in Vodafone Europe: VfD’s joy over Telekom Deutschland fibre ruling
VfD gets one up on rival Telekom Deutschland over FTTP; VfUK flags progress in trials with Ericsson on reducing massive MIMO energy consumption.
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Venturing & Investments
Elsewhere in Vodafone Associates & JVs: TPG launches smart farming trial
INWIT banks EIB backing; TPG launches government-funded smart farming trial; Vantage shakes CRA hand for Czech IoT expansion.
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Strategy & Change
Elsewhere in Vodafone Partner Markets: Proximus launches regional fibre JV
Developments from around Vodafone’s soft-power network: Get-go for Proximus’s regional fibre JV; MTS firms up tower spin out ambitions; NZ operator parts company with Vodafone Group’s Tobi.
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Strategy & Change
Elsewhere in Vodafone Group: Yext flags Vod relations
Yext flags Vod relations; NB-IoT agreement signed with Telenor; devices to receive ironSource platform integration.
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Premium
TPG Telecom dials up 3.5GHz spectrum holdings
Australian operator ups 5G pace via acquisition of 29×5MHz concession from Dense Air, in return for 2.6GHz licences. Deal sees TPG subsidiary adsorb assets of Dense Air’s local business.
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Analyst Reports
Vodafonewatch Report #199 – September 2021
Key stories include: Group reboots digital growth strategy | Vodafone Business absorbs Partner Markets | VPC puts buying on autopilot | Cornerstone owners prep another rejig | Vodacom pushes button on tower separation.
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Premium
Vodafone Group’s Dutch and British tower partners look to cash in
Liberty CFO says group “not in love with” tower ownership and keen to unlock value in Belgium, Netherlands, and UK. Telefónica hands Goldman Sachs reins to examine prospective Cornerstone share sale.
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Premium
Vodafone Q1 FY21–22: ‘Phase two’ relaunched with M&A sweetener
Some hints of compromise with City overseers as Vodafone re-seeds post-pandemic, digital-led growth plan. New Chairman van Boxmeer appears to be lighting a fire under Group mindset and strategy. M&A talked up as a lever to help Vodafone in the push to revive growth. Another chunk of Vantage could ...
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Premium
Vodafone Q1 FY21-22 Headlines: pandemic snags unwind, gradually
Group bounces out of pandemic slump, helped by lapping and increased business confidence. Cautious CEO warns of further “bumps in the road”. In Spain, another large-scale downsizing move made under cover of Digital Telco transformation, and as fodder for Group’s centralisation-led efficiency plans.
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Premium
Vodafone Q1 FY21-22 Guidance: all quiet on capex front
Group unsurprisingly “firmly on track” to meet heavily caveated free cash flow target. Plan for spend “step-up”, highlighted in May 2021, appears yet to be firmed up after causing City consternation.
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Strategy & Change
Elsewhere in Vodafone Partner Markets: MTS acquires Factorin
Developments from around Vodafone’s softpower network. MTS acquires control of Factorin. SoftBank continues satellite broadband endeavours. Musical chairs at Tele2.
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Strategy & Change
Elsewhere in Vodafone Europe: partnerships secured to showcase 5G
Vodafone OpCos secure partnerships to showcase 5G use-cases in Germany, Greece, and Italy.
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Suppliers & SCM
Vodafone Business taps Oracle for IoT billing
Existing supplier Oracle gets a bigger billing role at enterprise division. Scalable, cloud-based billing system to support Internet of Things growth.
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Premium
Vodafone and Amdocs go again on CX improvement
Group-wide partner tapped to deliver CRM upgrade for Spanish OpCo. Tie-up marks an expansion of previous CX-oriented arrangement. Focus on helping facilitate Vodafone Spain’s “TechCo” transition and cost reductions.