Latest Vodafone Insight – Page 75
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Vendor Voice
Nutanix: Silicon Valley oblivious to emerging telco renaissance
Nutanix’s Tarkan Maner discusses with Vodafonewatch his take on the evolution of the cloud services sector, and the way in which digital transformation efforts demand a fundamental re-think of the misbalanced relationship between telecoms and technology players. Sector veteran Maner predicts telco fightback in the hyperscaler blind spot of ...
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People
Engin Aksoy takes Vodafone Turkey top spot
Former Turkey Consumer CEO replaces promoted Froment-Curtil. Vodafone Turkey has third CEO in less than a year.
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People
Vodafone UK CIO Brocklesby to depart
Chris Brocklesby to exit OpCo as of March. “External opportunity” comes calling. News comes a week after CEO Nick Jeffery bade farewell.
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People
Vodafone UK’s Jeffery jumps ship, and may not be last
Group loses another exec from layer below CEO Read’s increasingly thin top leadership. Home-market custodian and Read contemporary Nick Jeffery likely to have seen development opportunities limited in tightly-controlled upper echelons. Resultant vacancies in Group Operations and Strategy briefs pose a challenge in terms of introducing new voices.
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Vodafone people moves: top level swaps for Greece, UK, and Vi
Vodafone UK CEO Jeffery to leave; veteran Essam to take his seat. Kate Beaumont joins from Samsung. Vi marks the end of its brand transformation with CMO appointment. Vantage Towers Greece names President in Exarchos.
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People
Colao dismisses Ferrari driving seat rumours
Unexpected departure of Ferrari’s CEO sets the rumour mill in motion, with former Vodafone boss Colao mooted as one potential successor. Reports said to be baseless by source close to Colao.
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Network & Infrastructure
Vodafone Germany CEO Ametsreiter on 5G ramp-up mission
Vodafone Germany ups 5G coverage targets but still lags Telekom. Draft IT Security Act 2.0 under fire from former Head of Cybersecurity at the Ministry of the Interior.
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Vodafone Q2 FY20–21
Cost-cutting props up performance during COVID-19-hit quarter and CFO indicates she is preparing to step up efficiency plans further. Lag in delivery of leadership’s “Phase Two” plans, including Tech 2025, muddying attempts to assure stakeholders of a brighter future. Lots of talk of “underlying” strength as Group’s leadership seeks ...
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Headline numbers: weathering the storm, for now
Key numbers relatively solid, reflecting telecoms sector’s cushioning from worst of pandemic disruption. Cost-cutting props up earnings, offsetting top-line weakness. Results preceded latest coronavirus response measures, which will have exacerbated drag on roaming revenue. Government support measures and resumption of international travel cited as key to maintaining solidity.
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Guidance: tightly-wound numbers obscure future
On a like-for-like basis, Vodafone Group is holding its own in the pandemic so far and leadership appears confident regarding short-term outlook. Longer-term prospects remain a question mark, however, especially as cost-cutting — rather than the top-line growth — is keeping the Group on a steady course. Asset sales ...
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Spend: Della Valle dials it up on COVID cost-cutting
CFO flags acceleration of savings push during H1, and possibility of a further expansion of ambitions for the post-COVID era. Planned developments at Vodafone Procurement Company briefly mooted. Stark Retail and Shared Services cutbacks detailed.
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Europe: Read stresses asset line-up is not settled
Vodafone leadership considering next phase of Group strategy, and indicates M&A moves could form part of new medium-term plan. Group open to solutions in markets not generating sufficient return on capital employed. Germany’s importance to Vodafone on display again; commitment to other markets less obvious.
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Africa: resilient SA helps Vodacom through crisis
Vodacom continues to perform well despite regulatory and macro pressures across its regional footprint. However, unfavourable currency trends remain fly in the ointment when Group’s results are translated to Vodafone’s P&L. No sign yet that Vodafone management is going cool on its commitment to Africa, despite weaknesses and willingness ...
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Partnerships & Alliances
Vodafone clicks with Amazon on 5G edge service
Vodafone Business’ year-long collaboration with AWS on distributed MEC close to bearing fruit. First commercial services in UK, Germany slated for spring 2021. Vodafone and AWS initiate Edge Innovation Programme to develop PoCs.
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Strategy & Change
Liberty likes idea of VodafoneZiggo listing
Vodafone partner’s CFO argues that an IPO would command “premium valuation” in comparison with incumbent KPN. Bracken casts Vodafone as “wonderful partner”, and that the JV has done a “great job” in cutting costs and increasing revenue. Talks enthusiastically about VodafoneZiggo as “national FMC champion”. ...
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Public Affairs
Vodafone takes political heat over customer complaints
Ministers scold eir and Vodafone Ireland for poor customer service during pandemic. Following meetings, outage disrupts VfIr data services.
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Innovation (R&D)
Vodafone picks Greece for e-health R&D hub, post-COVID
Vodafone Greece’s IoT subsidiary to head e-health research and development centre. Two IoT solutions being prepared for launch as Vodafone Innovus pivots to new vertical.
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Innovation (R&D)
Vodafone supports drone inspection trial led by Sees.ai
Multimillion-pound drone project ready for deployment, with VfUK a key enabler. Drones to work as surveillance system for construction sites — just one of its many potential use-cases, according to Group CTO. Another addition to Group’s expanding portfolio of drone tech collaborations.
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Network & Infrastructure
INWIT ties up loose ownership end
Telecom Italia sells remaining direct stake in TowerCo, co-controlled with Vodafone, to Canson Capital Partners.
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Elsewhere in Vodafone Group: Colao tipped for fast lane
Fast lane for Colao?; Vodafone draws IoT.nxt further into fold; Vodafone brand disappears from Malta.