Latest Premium Insight – Page 83
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PremiumQ4 FY20–21: Vodafone Group goes off thrift script in Read ‘phase two’
FY20–21 presentation sees reins eased off investment, but to an unknown degree, and with a focus on select target areas within leadership’s comfort zone. Increasingly dominant German operations to get a capex boost, along with ever-expanding central functions. Announcement of strategy tweak falls on stony ground, with City appearing ...
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PremiumQ4 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 ...
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PremiumVodafone 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.
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PremiumVodafone 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.
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PremiumVodafone 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.
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Suppliers & SCMThe 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 ...
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PremiumMystery of Telefónica’s vanishing digital revenue as Tech takes off
Hard-fought progress at the start to the year looks set to provide a base to hit guidance, with management seeming open to improving outlook as the year progresses. Group keeping its options open on monetising Hispanoamérica interests and its fibre infrastructure in Europe. Telefónica Tech is open for business ...
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PremiumDestination: new BT; ETA 2026
Jansen again evangelising glorious digital future: five-year timescale reiterated, with promises of peak fibre investment passing and financial nirvana arriving. Stability predicted for FY21–22. Investors more interested in gruel on today’s menu rather than jam promised tomorrow. The court of public opinion may ultimately rule on five-year tax dodge. ...
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Suppliers & SCMSlovak Telekom signs transponder deal with Intelsat
Slovakian operator and pay-TV subsidiary DIGI increasingly reliant on 1° West satellites. Move also supports launch of new TV channels in the Czech Republic. Longstanding relationship bolstered.
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PremiumDT B2B Europe gets SASE with Versa
Expands SD-WAN services with security cloud architecture.
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PremiumVantage may be set for new Cornerstone allies
Indications that O2 UK’s Cornerstone stake seen as non-strategic by prospective new co-parent Liberty Global, and could be jettisoned in name of post-merger “national champion” plan. Sale would raise cash for higher strategic ambition of fibre expansion. Liberty’s Fries shows willingness to get hands-on in refashioning VM–O2 post-merger. The ...
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PremiumSafaricom upgrades order management software
Longstanding partner Celfocus said it has implemented a ‘master orchestrator’ to improve order processing.
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Venturing & InvestmentsElsewhere in Vodafone Associates & JVs: TPG set for FWA launch; Vi shifting away from Huawei
TPG set for FWA launch; Vi transitioning away from Huawei; INWIT agrees to equip Milan metro with 5G-friendly DAS technology.
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Strategy & ChangeElsewhere in Vodafone Africa: Safaricom’s data centre refresh
Safaricom plans data centre refresh; Millicom backs out of Tanzania.
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Premium3G sunsets accelerate amid re-farming push
After Germany and the Netherlands, more Vodafone businesses are laying out plans to repurpose 3G spectrum for 4G and 5G networks.
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PremiumVodafone ties with O2 to tidy up mid-band spectrum
Ofcom closes assignment stage of UK spectrum auction with Vodafone trading blocks with O2, while BT opted to buy preferable positions outright. Vodafone–O2 swap ensures contiguous spectrum blocks in 5G-ready bands.
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Public AffairsSees.ai gets all-clear for BVLOS drone flights
VfUK drone partner achieves UK-first permission. Tests to be carried out at three nominated sites. OpCo flags separate drone trial collaboration with Ericsson and Lidar tech for remote cell site inspections.
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Strategy & ChangeElsewhere in Vodafone Europe: Deegan questions Spain's 5G investment policy
5G- and VR-powered maintenance deal on Italy’s railways; call for network investment reform in Spain.
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PremiumDT puts Access 4.0 through its paces in Stuttgart
“Fully functioning” Access 4.0 platform up and running in city central office. Nationwide rollout not expected until next year, once OSS/BSS processes are better understood and can be automated. And Höttges posts LinkedIn blog reminding his readership that Germany is All-IP and ready to reap the benefits.
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PremiumVodafone Germany switches on standalone 5G
“LTE training wheels” are off in Europe’s first 5G SA network. Ericsson, Nokia, OPPO, and Qualcomm share 5G limelight. VfD ushers in low latency and network slicing. Ten 5G data centres by 2023.