Vodafonewatch Report #92 June-July 2011 Snapshot
13 July 2011
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Table of Contents
4 Group
4 M&A
4 Polkomtel exit confirmed, Vodafone forgoes buy-out
4 A clean break
4 Group keeps power dry
5 Marketing
5 Sale over, for now
6 Group reels from Indian double whammy
6 CGT cost “could be $5bn”
7 Essar buyout gets more expensive
8 Finance
8 City abuzz over Halford VZW dividend remark
9 Global Enterprise
9 Investments and associates
9 Vodafone to support USA photo‑sharing device vendor
9 VGE in connected vending machine tie‑up
10 Investments and associates
10 People
10 People movement highlights
11 “…out of context…”
11 Products and services
11 Epting — in‑app billing platform to launch “soon”
13 Vodafone, Microsoft agree SME tie‑up Mk. II
13 BPOS deal updated; more quid pro quo
14 Investments and associates
14 Orange, Telefónica also partner Microsoft
14 Regulatory
14 New EC rules on roaming imminent
15 Investments and associates
15 Suppliers
15 Supplier recruitment highlights
16 Terminals
16 Mobile terminal highlights
17 Interview
17 Arvind Rao, Chief Executive of OnMobile Global
17 Interview opportunity
17 Q&A: OnMobile’s Arvind Rao
18 OnMobile trying to start flow of emerging markets VAS innovation into Europe…tackling resistance
19 Operators facing tectonic shifts, amid disintermediation threat by Google, Apple et al
20 Challenges faced by suppliers around Vodafone’s “coalition” structure
20 Ringback tones…the practicalities
22 Indian VAS sector recovers… but 3G a distraction?
25 Europe Region
25 Albania
25 Germany
25 VfD to expand LTE to Düsseldorf, Krefeld
25 T‑Mobile gets in first, though
26 Czech Republic
26 VfD releases RealNetworks’ Unifi media ‘locker’
27 Greece
27 Operators to take 900MHz renewal fight to EC — report
28 VfGr talks up femtocells’ defensive qualities
28 Femtocells now in nine markets, with two more in pipeline
29 Hungary
29 VfH to pilot LTE TDD in Budapest
30 Italy
30 Ericsson network outsourcing deal confirmed
31 Fibre alliance plans released
32 Netherlands
32 New entrants to gain from 2012 auction
33 Portugal
33 Top management refresh mooted
33 VfP on lookout for new NGN allies
35 Romania
35 Velti trumpets role behind Promo4U
35 Czech, UK projects also in pipeline
36 UK
36 Spain
36 Spectrum reshuffle kicks off
36 Vodafone freed for 900MHz 3G rollout
36 Demand apparently high for 800MHz spectrum
37 VfUK hands ad account back to WPP — report
37 3 UK cries foul over m‑commerce JV “exclusion”
38 Africa, Asia-Pacific & Middle East Region
38 Egypt
38 Australia — Vodafone Hutchison Australia
38 VHA owns up to another back‑end glitch
39 Ghana
39 Chinese, German banks back VfGh via IFC syndicate
39 China participation, competition, development benefits noted
39 Vodafone, IFC quiet on financial smallprint
40 Fiji
40 “Considerable” opportunity for IFC support at other Vodafone OpCos
40 VfGh’s need for funds “urgent” — IFC
41 India — Vodafone Essar
41 Clock ticking on Indian 2G charge decision
41 Partners continue to dampen Indus IPO talk
42 Kenya — Safaricom
42 New Zealand
42 ZTE highlights VAS tie‑up with VfEL
44 Qatar
44 Exit interview: VfQ’s Michael Portz
44 Getting out of telco space as Google, Apple advance over‑the‑top
44 Setting up VfQ; balancing resource pressures with need to look outside Group
45 Maher the driving force
46 Qtel — “it was like they wanted to kill us”
47 VfQ targets 2012 fixed‑line entrance
48 South Africa — Vodacom
48 BEE ownership extension mooted
49 Vodacom to lead push for Group energy savings
49 ‘Per‑node’ emissions targets being developed for emerging markets
50 Index
Index
A
ABUKAI, Inc. 14
Accenture 23
Aditya Birla Group
- Idea Cellular 41
- Indus Towers 41
Africa 9, 10, 17, 38, 39, 47, 48, 49
- Ghana 39, 40, 49
- Kenya 21, 38
- Rwanda 10
- South Africa 17, 18, 27, 38, 44, 47, 48, 49
- Black Economic Empowerment (BEE) 48
- Competition Commission 37
- Tanzania 10, 17, 18, 38
- Uganda 10
AGE Platform Europe 5
Alcatel-Lucent 28, 47
Alpha Bank 39
Amalgamated Telecom Holdings (ATH)
- Vodafone Fiji 40
Amazon.com, Inc. 26
Americas
- Latin America 19
- USA 5, 8, 9, 15, 17, 22, 26
- States
- Califormia 18
- Maryland 14
- Massachusetts 14
- Ohio 14
- Washington 13
Apple 11, 13, 19, 26, 44
- iOS 26, 32
- iPad 13
- iPhone 26
Asia
- China
- China Development Bank (CDB) 39
- Export-Import Bank of China (China Exim Bank) 39
Asia-Pacific 9, 10, 11, 17, 18, 21, 38, 47
- Afghanistan 38
- Australia 16, 28, 38, 47
- Australian Communications & Media Authority (ACMA) 38
- National Broadband Network (NBN) 47
- Bangladesh 10, 17
- China 4, 8, 22, 29, 39, 40, 42
- Fiji 38, 40
- India 5, 6, 7, 8, 10, 11, 17, 18, 22, 41, 42, 49
- Department of Telecommunications (DoT) 41
- Income Tax Department 6
- Licence Circles
- Delhi 9
- Kolkata 41
- Madhya Pradesh 10, 36
- Telecom Commission 41
- Telecom Regulatory Authority of India (TRAI) 22, 41
- Indonesia 17
- Japan 17
- New Zealand 42, 44
- Pakistan 10
- Singapore 9
AT&T 9, 15
Augere Holdings (Netherlands) BV 10
Axiata Group Bhd (TM International)
- India (Idea Cellular, see Aditya Birla) 41
B
Bank of China 39
Barclays plc 39
Bartle Bogle Hegarty 37
Bharti Group 5, 9, 10, 11, 41
- Airtel 5, 9, 10, 11, 41
- Africa 10
- Ghana 10
- Gupta, Akhil 41
- Bharti Enterprises 41
- Indus Towers 41
- Kapoor, Sanjay 11
BitTorrent, Inc. 38
BT Group 31, 45
C
China Mobile 4, 8, 29
Comtech Telecoms. Corp.
- Comtech EF Data. 9
Conduit 37
Cyfrowy Polsat SA 4
Cygnus IT Solutions 42
D
Deutsche Telekom 17, 25
- Europe
- Netherlands 32
- UK (see Everything Everywhere) 36, 37, 48
- T-Mobile 17, 18, 25, 32
E
eBay 44
Ecobank Transnational, Inc. (ETI) 39
Elisa 13
Enders Analysis 37
Ericsson 23, 25, 28, 30, 42
Essar Group 7
- Vodafone Essar 6, 7, 17, 18, 38, 41, 42, 47
Europe
- Albania 25
- AKEP 25
- Czech Republic 26, 35
- Finland 13
- France 9, 10, 18, 36
- Germany 9, 13, 16, 18, 25, 26, 36, 39, 44
- KfW Bankengruppe
- Deutsche Investitions und Entwicklungsgesellschaft (DEG) 39
- Greece 27, 28, 39
- Hellenic Telecoms and Post Commission (EETT) 27
- Hungary 27, 29
- Gazdasági Versenyhivatal (Competition Authority/GVH) 29
- Ireland 10, 13, 27, 36
- Italy 9, 13, 18, 27, 30, 31, 36
- Netherlands 9, 27, 32, 36, 44
- Poland 4, 5, 8
- Portugal 13, 16, 27, 33, 36
- Romania 17, 18, 27, 35
- Consiliul Concurentei (CC/ Competition Authority) 35
- Russia 21
- Spain 9, 13, 18, 20, 27, 29, 36
- Switzerland 9
- United Kingdom (UK) 9, 10, 13, 15, 16, 17, 18, 27, 35, 36, 37, 40, 45
- Office of Communications (Ofcom) 36, 37
European Disability Forum 5
European Union 5
- European Bank for Reconstruction & Development 39
- European Commission 14, 27
Everything Everywhere Ltd (see DT, FT) 36, 37, 48
F
Facebook 17, 26, 41
FAS International SpA 9
FiberCo 31
FirstRand Ltd
- Rand Merchant Bank 39
Flextronics International Ltd 14
France Télécom 10, 36
- Orange 14, 16, 18, 35, 36
- Romania 35
- Spain 36
- UK (see Everything Everywhere) 16, 36, 37, 48
Fujitsu 9
Fundamo 45
G
Google 11, 19, 22, 26, 37, 44
- Android 11, 15, 16, 26, 32
Green Building Council of South Africa (GBSCA) 49
Greenpeace 9
GSM Association (GSMA) 11
- Mobile World Congress 16, 26, 29
H
Hellenic Telecoms (OTE)
- COSMOTE 27
High Tech Computer Corp. (HTC) 16
HSBC 38
Huawei Technologies 15, 16, 25, 28, 30, 39, 40, 42
Hutchison Whampoa 16, 28, 38, 47
- 3 Group
- Italy 31
- UK 37
- VHA Pty. Ltd (see Vodafone) 16, 38
I
IBM 23
ID&T 32
Indus Towers 41
Isabella Products, Inc. 9
K
KPN 14, 32
L
LG Electronics 16
LightSquared Co. 10
LimeWire LLC 38
M
Majestic Wine plc 10
Microsoft 13, 14, 15, 44
- Office 365 13, 14, 15
- Skype 15
Middle East 17
- Egypt 17, 18, 21, 38
- Qatar 10, 44, 45, 46, 47, 49
- Qatar National Broadband Network Co. 47
N
NetMaster Communications s.r.l. 35
New Media Publishing 48
New Zealand Warriors (Vodafone Warriors/Auckland Warriors) 16
Nokia 10, 11, 15, 19, 23, 25, 38, 44
- Life Tools 38
Nokia Siemens Networks 15, 23, 25
NZ Communications
- 2degrees 10
O
OnMobile Global Ltd 17, 18, 23
- Dilithium Networks Ltd 18
- Voxmobili S.A. 18
P
Payfone, Inc. 15
Polkomtel 4, 5
Portugal Telecom 33
Products and services
- MVNO 32
- Value-added services (VAS) 13, 26, 42
Q
Qatar Telecom (Qtel) 46, 47
R
RealNetworks 26
Research In Motion 16, 26
- BlackBerry 16, 26
Royal Bafokeng Holdings (RBH) 48
Royal Bank of Scotland plc, The 8
S
Safaricom 10, 21, 40, 42, 47
- M-KESHO 42
- M-PESA 42
Sagem 28
Sanford C. Bernstein & Co. 5
SGS S.A. 9
Singapore Telecom
- Optus (Australia) 16
Sistema
- Mobile TeleSystems 21
Société Editrice de la Chaîne Européenne Multilingue d’Information EuroNews (SOCEMIE, or EuroNews) 31
SoftBank Corp. 4
- SoftBank Mobile 4
Solorz-Żak, Zygmunt (see Cyfrowy Polsat, Polsat) 4
Sonaecom
- Optimus 33
Sony Ericsson 16
Standard Bank 39
Supreme Court 6
Swisscom 9
- Fastweb 31
- Swisscom Mobile 9
Synchronica plc 10
T
Technology
- 2G 6, 22, 27, 39, 41
- CDMA 13
- GSM 11, 41
- 3G 9, 13, 16, 22, 23, 25, 27, 28, 36, 40, 41, 48
- Evolved HSPA (HSPA+/I-HSPA) 16
- HSPA 16, 25
- WCDMA 25
- 4G 13, 16, 36
- LTE 13, 16, 25, 29, 30, 32
- LTE FDD 29
- LTE TDD 29
- WiMAX 10
- Cloud computing 13, 17
- Femtocell 15, 28
- Fibre 31, 33, 47
- FTTH 31
- IM 10
- IP 38
- IVR 17
- M2M 9
- MMS 20, 42
- MNP 11
- NGN 31, 33
- NOC 20
- RBT 17, 19, 20, 21, 26
- SMSC 20
- SIM 9, 22, 47
- Smartphone 5, 11, 13, 14, 15, 16, 26, 38
- SMS 29, 35, 36, 38, 42, 48
- Spectrum 6, 10, 16, 22, 27, 30, 32, 36, 37, 41
- 800 MHz 16, 32, 36, 37
- 900 MHz 27, 32, 36, 37
- 1000 MHz 37
- 1800 MHz 27, 32, 36, 37, 41
- 2100 MHz 27, 32, 37
- 2600 MHz 16, 27, 32, 36, 37, 48
- 3500 MHz 27, 48
- Digital dividend 32, 36
- VAS 17, 18, 20, 22, 23
- WAP 20
- W-LAN 16
Tele2 32
- Netherlands 32
Telecom Egypt 5, 25, 32
Telecom Italia 31
Telefónica Group 14, 16, 19, 20, 23, 25, 36, 37
- Telefónica España 36
- Telefónica Europe (O2) 14, 16, 17
- UK 16
TeliaSonera 14, 36
- Yoigo (Xfera) 36
Telkom South Africa 48
Telsis 42
Telstra 14, 16
Thebe Investment Corp. 48
Tiscali 31
TomTom 9
T-Systems 17
Twitter, Inc. 41
U
United Development Company (UDC) 47
UPC 14, 32
V
Velti USA, Inc. 15, 35
Verizon Communications 5, 8, 9, 13, 14, 15, 26, 29
- Verizon Wireless 5, 8, 9, 13, 14, 15, 26, 29
- V CAST 14
- Vodafone Omnitel 16, 28, 30, 31
VideoSurf, Inc. 14
Virgin Group
- Virgin Mobile 46
Vivendi
- SFR (Société Française de Radiotéléphone) 4, 8
Vodacom Group 10, 35, 40, 44, 47, 48, 49
- Gateway Communications 10
- Gerber, Etienne 49
- Green Technology Programme 49
- Group 35, 40, 47, 48, 49
- South Africa 17, 18, 27, 38, 44, 47, 48, 49
- Color 48
- Tanzania 10, 17, 18, 38
- The GRID 35
- Uys, Pieter 49
Vodafone
- Africa, Middle East, and Asia Pacific Region (AMAP) 28, 38, 47
- Africa 10, 17, 38, 39, 47, 48, 49
- Asia 9, 10, 11, 17, 18, 38, 47
- Australia 16, 28, 38, 47
- VHA Pty. Ltd (see Hutchison Whampoa) 16, 38
- Egypt 5, 10, 17, 18, 19, 21, 38
- Fiji 38, 40
- Ghana 10, 39, 40, 47, 49
- India 5, 6, 7, 8, 9, 10, 11, 17, 18, 22, 38, 41, 42, 47, 49
- Indus Towers 41
- Kenya (see Safaricom) 10, 21, 38, 40, 42, 47
- New Zealand 10, 16, 28, 42, 44
- Qatar (see Vodafone and Qatar Foundation, Vodafone Qatar) 10, 16, 28, 44, 45, 46, 47, 49
- South Africa (see Vodacom) 10, 17, 18, 27, 35, 38, 40, 44, 47, 48, 49
- Europe Region 13, 18, 25, 28, 30, 32
- Albania 25, 39
- Czech Republic 15, 26, 28, 35
- Germany 9, 13, 16, 18, 25, 26, 30, 36, 39, 44
- Greece 16, 27, 28, 39
- Hungary 27, 28, 29
- Ireland 10, 13, 27, 28, 36, 37
- Italy 9, 13, 16, 18, 27, 28, 30, 31, 36
- Malta 10
- Netherlands 9, 27, 28, 30, 32, 36, 44
- Portugal 10, 13, 15, 16, 27, 33, 35, 36
- Romania 10, 16, 17, 18, 27, 35
- Spain 9, 13, 16, 18, 27, 28, 29, 36
- UK 9, 10, 13, 15, 16, 17, 18, 20, 27, 28, 30, 35, 36, 37, 40, 45
- Executives
- Colao, Vittorio 5, 6
- Dowidar, Hatem 38
- Epting, Lee 11
- Halford, Andy 6, 7, 8
- Howells, Sarah 10
- Jonah, Samuel Esson 39
- Joussen, Friedrich 25
- Juan, Juan-Jose 9
- Margato, António 33
- Neamtu, Gheorghe 10
- Pisani, Sandro 10
- Tombleson, John 47
- Tzerefos, Polychronis 28
- Wuppermann, Jan 10
- Ex-executives
- Keays, Helen 10
- Maher, Grahame 45
- Portz, Michael 10, 44, 47
- Venn, David 10
- Group 5, 8, 9, 11, 39, 44, 46, 49
- EVO 16
- Marketing
- Vodafone Warriors (New Zealand) 16
- Partner Markets 4, 5, 9, 13, 17, 21
- Estonia (Elisa) 13
- Finland (Elisa) 13
- France (SFR/Vivendi) 4, 8
- Japan (SoftBank) 4
- Russia and CIS (Mobile TeleSystems/MTS) 21
- Switzerland (Swisscom Mobile) 9
- R&D 29
- Strategy
- Total Communications 13
- Vodafone Global Enterprise (VGE) 5, 9
- Vodafone Internet Services (VIS) 11
- Investments & Associates
- Americas (see Verizon Wireless) 5, 8, 9, 13, 14, 15, 26, 29
- Poland (see Polkomtel) 4, 5
- Products
- 360 11
- At Home 33
- Business 26
- Casa 33
- Cash 38
- Data Roaming Control 14
- firma online 26
- Mondrian 11
- Money Transfer 38, 45
- Music Store 26
- News 42
- OneNet 13
- Park 35
- Promo4U 35
- Quickphone 9
- Terminals
- Smart 16
- Vodafone Foundation 5
- Group 5
- Smart Accessibility Awards 5
- World of Difference 45
Vodafone Qatar Q.S.C. 10, 16, 28, 44, 45, 46, 47
- souqit.com 44
W
Weather Investments
- Orascom Telecom
- Wind Telecomunicazioni 27, 31
Wholesale Application Community 11
World Bank
- International Finance Corp. (IFC) 39, 40
- International Development Association (IDA) 40
WPP 37
- G2 Worldwide 37
- Grey
- London 37
- J Walter Thompson Co. (JWT) 37
- Team Vodafone 37
Z
Zesko Holding BV
- Ziggo 32
Ziggo 4 (see Zesko, UPC) 32
ZTE Corp. 42
About Vodafonewatch
Report: #92
Covering: June-July 2011
Published: July 2011
Next report: August 2011
Vodafone and its rich web of OpCos — tracked and analysed worldwide.
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