Latest Vodafone Insight – Page 55
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Financial & Performance
Talkmobile revamp takes a knock from COVID-19
Vodafone UK’s bid to refresh side-business Talkmobile gets bogged down as economising customers and intense competition hit revenue. OpCo still sees inhouse MVNO as a useful defence mechanism against low-cost mobile rivals.
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M&A
American Tower “excited” by tower M&A in Europe
CFO flags possibility of “compelling things” happening in Europe’s tower scene. Cautions, however, that American Tower in no rush for dealmaking. Deutsche Telekom, Cellnex, Orange, and Vodafone also in the mix for tower M&A.
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Premium
Safaricom pushes back against monopoly complaints
CEO Peter Ndegwa tells rivals to focus on investments, not accusations. Hearing shows government support for Safaricom, which sees market dominance but not a monopoly.
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Strategy & Change
Vodafone’s Wibergh hails speedy integration of former Liberty assets
CTO said 1,000 people are involved in the four-market integration programme. Vodafone TV figures dipped in Germany because of COVID-19. Velocix is supporting GigaTV in Germany.
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Network & Infrastructure
TPG cites 5G momentum in Aussie auction snub
Australian operator TPG Telecom did not pick up any blocks in the 900MHz auction, with CEO Berroeta claiming its portfolio is strong enough already. TPG’s 5G network live on 700MHz, with 26GHz trials underway. Rivals Optus and Telstra share the spoils in TPG’s absence.
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Premium
Elsewhere in Vodafone Africa: VodaPay reaches million milestone
Vodacom flags one million downloads of VodaPay SuperApp since launch; Safaricom expands Baze VoD platform to include music streaming.
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Premium
Vodacom to connect Tanzania with Eutelsat deal
Service agreement will see VdT reach “100% of the country”.
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Strategy & Change
Vodafone Spain cuts 33 fewer jobs than expected
Spanish OpCo said to have made 53 people redundant. 34 retail stores now being operated by external partners. Telefónica signals maximum jobs affected by early-retirement plan is now 2,753.
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Premium
Joosub highlights opportunity for 5G FWA across Africa
Vodacom is readying networks for 5G across its footprint. 4G and 5G FWA likely to play a greater role than fibre in supporting broadband connectivity.
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Premium
Elsewhere in Vodafone Europe: Ofcom sticks to its guns on paired 2.1GHz spectrum
Spanish operators to continue to pay “RTVE tax” into 2023; Ofcom stays firm on paired 2.1GHz spectrum pricing, but will consult further on unpaired 2.1GHz spectrum fees.
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Premium
Vodafone wants rapid 5G start after escaping Portugal auction shackles
Portuguese OpCo debuts 5G after long delay in securing rights. Little potential for ARPU uplift on show as operators begin 5G commercial race.
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Financial & Performance
Vodafone close to settling €2.4bn tax dispute with India
Group offers New Delhi a deal after retrospective tax legislation scrapped. Dispute harks back to Vodafone acquisition of Hutchison Essar in 2007. Indian stand-off has long cast a shadow over Group finances, despite recent legal victories.
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Network & Infrastructure
SpaceMobile confirms slippage on BlueWalker 3 launch
Deployment of prototype satellite rescheduled for next summer. SpaceX-supported launch is precursor to integration and testing programme with Vodafone and other partner MNOs.
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Premium
Netcracker BSS gets a digital spruce-up
Upgrade of Vodafone Spain’s existing BSS system aims to deliver improved speed and insight, as well as being able to deal with the complexity of multi-play services.
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Premium
OpenBNG unveils winners of multi-operator RFI
DT-backed TIP initiative makes strides in disaggregating the broadband network gateway. RFI process, initiated by DT, BT, Telecom Italia, Telefónica, and Vodafone, identifies shortlist of suppliers most likely to be first with commercial and OpenBNG-compliant products. Altran, Benu Networks, Casa Systems, and RtBrick emerge victorious in software category. APS ...
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Premium
Vodafone lights up AWS Wavelength in second market
Second European market for Vodafone’s distributed multi-access edge computing. 5G edge computing activation builds on 5G standalone launch. Focus on industrial applications for enterprises.
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Premium
Red Hat digs in at VodafoneZiggo
Dutch JV to deploy Red Hat OpenShift to support future 5G core. IBM-owned software provider is gradually expanding its role within the Group.
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Premium
Elsewhere in Vodafone Associates & JVs: TPG’s billion-dollar strategy
TPG unveils billion-dollar strategy; Telecom Egypt to retain Vodafone stake.
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Premium
Vi goes 5G network slicing with Nokia
Trial in Gandhinagar purportedly enables high-resolution VR content. TRAI sets deadlines for consultation process with “stakeholders” on auction rules for delayed 5G spectrum auction.
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Premium
Hungary to host Europe’s first 5G smart railway port
Vodafone and Huawei’s Hungarian subsidiary collaborate on smart railway project, set for completion in Q1 2022.