Latest Vodafone Insight – Page 85
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M&AVodafoneZiggo-Telenet merger has ‘logic’, says Liberty
Vodafone’s co-parent in Netherlands JV notes potential synergy benefits of a Belgian-Dutch cableco combination, but indicates deal would be more complex than it first appears.
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Strategy & ChangeO2’s Haas lukewarm over Germany’s rural wirelessco
Operator predictably wary over the potential of planned mobile infrastructure company to disrupt MNOs, despite rural-focused mandate.
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Network & InfrastructureSafaricom continues to eye Ethiopian expansion
Kenyan operator continues to edge towards its northern neighbour for next expansive step, with Ethiopia opening its markets to two new mobile competitors. Vodafone and associates reaching out to investment groups to back bid.
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Products & ServicesVodacom moves benefits scheme to next phase
Vodacom aims to boost revenue by offering SwitchedONBenefits to businesses, supported by Australian partner Mobecom.
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Network & InfrastructureVodacom doubles down on smart-site tech
With access network emissions continuing to grow, subsidiary IoT.nxt’s technology being expanded to most of Vodacom’s SA sites. Vodafone interested for other markets.
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Partnerships & AlliancesVodacom’s IoT.nxt digs for in-house growth
Startup claims fears over absorption into the Vodacom super-structure have so far been unrealised. Internet of Things player wins central place in Vodafone’s private network package for mining businesses.
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Partnerships & AlliancesVodafone rejigs FTTP relationship with Telefónica
Reworked deal said to give challenged Spanish OpCo a broader fibre platform and better terms, in return for expanded commitments.
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Network & InfrastructureVodafone sets up new Czech TowerCo
Creation of new business is latest move in Vodafone’s M&A and business improvement plan for European sites.
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Strategy & ChangeDeutsche Telekom, Vodafone clap €130bn German stimulus
Massive €50bn pot set aside for ‘future’ technologies, including 6G, open RAN, AI, and quantum computing. New, €5bn mobile infrastructure company appears to take heat off mobile operators. Thinly veiled threat issued to network suppliers over ‘openness’ and interoperability.
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Partnerships & AlliancesCan new telco group bridge COVID tracing’s digital divide?
New rapid response specifications group, E4P, aiming to facilitate interoperability across European track-and-trace apps through a focus on privacy and security, with standards ready by end-summer 2020. Conflict between centralised and decentralised approach to developing tracing apps may prove a stumbling block, however.
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M&AMásMóvil equity deal may spark Spanish consolidation
The private equity acquisition of Spain’s number four operator may see a short-term spike in competition, but could ultimately lead to consolidation, easing pressure on Telefónica and Vodafone. Opportunities could emerge for Telxius to pick up MásMóvil masts in the aftermath.
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PeopleCan new Chairman bring back Vodafone’s bottle?
Coming straight from a 15-year CEO tenure, new Chairman does not look likely to be a back seat driver. Lack of a telco legacy appears significant, with Vodafone seeking to diversify products and more closely connect with individual customers. Growth-oriented M&A record suggests brief is not to dismantle Group. ...
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PeopleVodafone names new Brussels chief
FTTH Council Europe DG enlisted to help Group push for better capital returns in its challenged Europe Region.
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OperationsVodacom brings in TechM to push automation
Services and systems integrator exploring ways to take bot-based task handling to next level.
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Enterprise (B2B)Vodacom makes move into mobile private networks
Mining an early target for integrated IoT, edge, and analytics solution.
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Innovation (R&D)Operators prep for 5G reality with Qualcomm
Qualcomm’s OEM certification programme expected to enable establishment of a new XR device category. European operators predict performance and sports content rights can be leveraged to create popular new applications that will showcase 5G’s worth.
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Suppliers & SCMAltran expands Vodafone 5G links
Vendor flags further 5G engagement with Vodafone, building on existing projects in Italy, Portugal, and Spain.
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PremiumVodafone Q4 FY19–20 management update: staying the course, post-coronavirus
Read infers Group is better placed, post-Colao for economic downturn. Della Valle confirms new, AT Kearney-inspired €1bn cost-cutting plan, after trailering move in late-2019. No disruption to Read’s M&A overhaul, beyond Egypt. Targets hit but glitchy performance, both at OpCos and Vodafone Business.
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PremiumFacebook gives Jio a multi-billion pound like
Rival Jio gets fillip from hefty FDI and Facebook digital expertise. Unnamed VfI exec does not rule out similar webscale tie-up for the embattled JV. Indian JV relinquishes last urban stronghold and is set to lose second spot overall.