Flatscreen TV and remote


Vodafonewatch
This release
: #168
September 2018: 46pp
Releases/year: 10+
Click for more details of this release

EXECUTIVE BRIEF

GROUP: Read preps another layer of savings [p.6]

  • Tower power

DEALS: Read continues to trim ex-Euro squad [p.9]

  • Table: VHA and TPG financial and KPI comparison
  • Table: The new entity’s convoluted ownership
  • Ditching the awkward squad

NETWORK: Group lays out 2019 NBIoT goals [p.16]

  • Still a lot of NB‑IoT loose ends
  • Panasonic partnership progressing

Table: People movements [p.19]

GERMANY: Vodafone rams EWE with lawsuit [p.24]

  • EWE‑turn?

NETHERLANDS: Ericsson gets another network services ‘in’ [p.26]

  • VfZ gets breather on proposed cable regulation
  • VfZ opens door to DOCSIS 3.1

PORTUGAL: Huawei and Vodafone complete next phase of BNG tests [p.32]

VODAFONE HUTCHISON AUSTRALIA: VHA bristles at Huawei, ZTE exclusion from 5G [p.36]

  • It’s not just 5G
  • Under the influence?

 VODACOM GROUP: DOCOMO Digital knits Vodacom Airtime to Google Play [p.40]

 FURTHER READING

 INDEX

A

Accel Partners 41

Aditya Birla Group 18

 - Idea Cellular 18

Africa 35, 38, 39, 40, 43

 - Burkina Faso 38

 - Congo 17

 - Egypt 17, 37, 43

 - Ghana 17, 38, 43

 - Ivory Coast 38

 - Kenya 17, 19, 41

 -- Lesotho 17

 - Mozambique 17

 - Nigeria 17

 - South Africa 16, 20, 31

 - Tanzania 17, 43

 - Togo 38

Alcatel-Lucent 18

Amalgamated Telecom Holdings (ATH)

 - Vodafone Fiji 8, 13

Americas

 - Argentina 42

 - Brazil 14

 - Chile 14

 - Latin America 14

 - North America 13, 21

 - Peru 14

 - South America 14

 - USA 8, 21

Asia-Pacific 13, 20

 - Australia 9, 10, 11, 12, 13, 14, 16, 31, 36, 37, 38, 42, 43

  -- FIRB 9

  -- NBN 11, 38

 - China 31, 36, 37, 38

  -- Government 38

 - Fiji 38

  -- Commerce Commission 39

 - Hong Kong 12

 - India 6, 8, 12, 13, 17, 18, 31

 - Malaysia 13

 - New Zealand 12, 16, 17, 21, 39, 43

  -- Commerce Commission (New Zealand) 39

 - Singapore 10

Australian Competition and Consumer

 - Commission (ACCC) 9

Axiata Group Bhd (TM International) 18

 - India (Idea Cellular, see also Aditya Birla) 13, 18

B

Bank of America 10

 - Merrill Lynch 10

Barclays plc 8

Bharti Group

 - Indus Towers 8

British Broadcasting Corp. (BBC) 43

BT Group 33

BUONGIORNO S.p.A. 40, 43

C

China Mobile 31

China Telecom 31

China Unicom 31

Cisco Systems 7

D

Datora Telecom 14

Deutsche Bahn 18

Deutsche Bank 10

Deutsche Post 18

Deutsche Telekom 25

 - Europe 25

  -- Netherlands 31

 - Germany 24, 25

DHL Worldwide Express 18

DIEHL Metering 18

du (Emirates Integrated Telecommunications) 20

E

Entel PCS 14

Ericsson 7, 17, 18, 26, 27, 31, 42

Ernst & Young 19

Europe 7, 9, 12, 13, 17, 22, 28, 29, 31, 42

 - Albania 17

 - Austria 26

 - Czech Republic 7, 16, 27, 31

 - Germany 7, 16, 17, 18, 19, 24, 25, 26, 31, 40, 42

 -- Bundeskartellamt 25

 -- BNetzA 24, 25

 -- Federal Cartel Office 25

 -- Länder

 --- Bavaria (Munich) 25

 --- Bremen 24

 --- Hamburg 25

 --- Lower Saxony (Hanover) 24

 --- North Rhine-Westphalia (Düsseldorf) 18

 - Greece 16, 20, 21

 - Hungary 7, 16, 19, 26, 31

 - Ireland 16, 26

 - Italy 6, 16, 21, 27, 31, 40, 42, 43

 - Malta 17

 - Netherlands 7, 16, 26, 28, 29, 31,42, 43

 - Poland 26

 - Portugal 7, 16, 17, 31, 32, 43

 - Romania 7, 16, 20, 31

 - Russia 14

 - Spain 6, 7, 16, 21, 31, 33, 43

 - Sweden 26

 - Turkey 16, 31

 - United Kingdom (UK) 16, 20, 26, 31, 33, 40, 41, 43

 -- Advertising Standards Authority 33

European Union 25

 - Council of the European Union 25

 - European Commission 28, 29, 42

 - European Court of Justice 27

 - European Parliament 25

EWE

 - EWE Tel 24, 25, 42

F

Fujitsu 39

G

Goldman Sachs 6, 42

Google 33, 40, 43

 - Google Apps 33

 - Google Play 40, 43

GSM Association (GSMA) 31

H

Herbert Smith 10

Huawei Technologies 17, 18, 30, 31, 32, 36, 37, 38, 43

Hutchison Whampoa 10, 12, 13, 42, 43

 - Hutchison 3G Australia Pty Ltd 10, 12

 - Hutchison Telecommunications

 - Hong Kong Ltd (Hutchinson Telecom/HTHKH/3 Hong Kong) 10

 - Vodafone Hutchison Australia Pty Ltd (VHA, (see Vodafone) 8, 9, 10, 11, 12, 13, 14, 20, 36, 37, 40, 42, 43

I

IBM 27

Indus Towers 8

ING 8, 42

K

KPN 28, 29

Kudelski Group

 - NAGRA 42

L

LG Electronics 31

Liberty Global 7, 26, 29, 31, 42

 - UPC Germany GmbH

 - Unitymedia GmbH 31

M

Macquarie Bank 10

McKinsey & Co 20

Middle East

 - Egypt 17, 37, 43

MTN 20

N

NetCologne 25

Netcracker Technology 18

Netflix Inc. 40, 43

Nokia 18, 37

 - Alcatel-Lucent 18

Norton Rose LLP 10

NTT 40, 43

 - DoCoMo 43

O

Open Network Automation Platform 18

P

Panasonic 18, 42

Q

Qualcomm 31

S

Safaricom 8, 19, 40, 41

 - M-PESA 40, 41

Samsung 20, 31

Seven West Media 20

Singapore Telecom

 - Optus (Australia) 11, 12, 13, 14

Sistema

 - Mobile TeleSystems 14

T

Techem 18

Telecom Argentina 14

Telecom Egypt 13, 37

Telecom Italia

 - Telecom Italia Mobile 31

Telkom South Africa 19

Telstra 11, 12, 13, 14

Texas Pacific Group (TPG) 8, 9, 10, 11, 12, 13, 14, 37, 42

TiVo 7

U

United Internet

 - 1&1 Internet 24, 25

UPC 20, 31

V

Vodacom Group 8, 19, 40, 41, 43

 - Congo 17

 - Gateway Communications 32

 - Group 8, 19, 40, 41, 43

  - Lesotho 17

 - Mozambique 17

  - South Africa 16, 20, 31

  - Tanzania 17, 19, 40, 43

Vodafone

 - Africa, Middle East, and Asia Pacific Region (AMAP) 17, 35, 39, 40, 43

  -- Africa 35, 39, 40, 43

  -- Asia 13, 20

  -- Australia 10, 11, 13, 14, 16, 31, 36, 37, 38, 42, 43

    --- VHA Pty. Ltd (see Hutchison Whampoa) 9, 10, 11, 12, 13, 14, 20, 36, 37, 40, 42

  -- Egypt 8, 13, 17, 37, 43

  -- Ghana 17, 38, 43

  -- India 6, 8, 10, 12, 13, 17, 18, 31

   --- Indus Towers 8

 -- Kenya (see Safaricom) 8, 17, 19, 40, 41

 -- New Zealand 8, 12, 16, 17, 20, 21, 27, 39, 43

  --- TelstraClear 20, 39

 -- Pacific 13, 20

 -- Qatar (see Vodafone and Qatar Foundation and Vodafone Qatar) 8, 13

 -- South Africa (see Vodacom) 8, 16, 19, 20, 31, 40, 41, 43

 -- Turkey 16, 31

- Europe Region 22, 42

 -- Albania 8, 13, 17, 20

 -- Czech Republic 7, 16, 27, 31, 42

 -- Germany 7, 16, 17, 18, 19, 24, 25, 26, 27, 30, 31, 40, 42

  --- KDG Holding GmbH (Kabel Deutschland) 30, 31

 -- Greece 16, 20, 21

  --- Hellas On Line (HOL) 20

 -- Hungary 7, 16, 19, 20, 26, 31

 -- Ireland 16, 26

 -- Italy 6, 16, 20, 21, 27, 31, 40, 42, 43

 -- Malta 8, 13, 17, 20

 -- Netherlands 7, 16, 20, 26, 27, 28, 31, 42, 43

  --- VodafoneZiggo 7, 17, 26, 28, 30, 31, 43

-- Portugal 7, 16, 17, 31, 32, 43

 -- Romania 7, 16, 20, 31

 -- Spain 6, 7, 16, 21, 30, 31, 33, 43

  --- Grupo Corporativo Ono (ONO) 7, 30

-- UK 16, 20, 26, 27, 31, 33, 40, 41, 43

- Executives

 -- Anns, Jonathan 19

 -- Berroeta, Inaki 10, 14

 -- Colao, Vittorio 19, 25

 -- Debreczeni, Dora 19

 -- Heeran, Fran 18

 -- Koomen, Liesbeth 20

 -- Lloyd, Dan 36

 -- Pickering, Sandra 39

-- Pous-Fenollar, Mabel 19

-- Read, Nick 6, 11

-- Stanners, Russell 39

- Ex-executives

 -- Knook, Pieter 20

 -- Shuter, Rob 20

- Group 19, 26, 42

 -- Headquarters 16

- Marketing

 -- Internet Services 20

- Partner Markets 10, 14, 19

 -- Brazil (Grupo Datora

   --- Telecom/Vodafone Brasil) 14

 -- Chile (Entel PCS) 14

 -- Fiji (Vodafone Fiji) 8, 13

 -- Hong Kong (Hutchison Telecom) 10

 -- Japan (NTT DoCoMo) 43

 -- Kenya (Safaricom) 8, 19, 40, 41

 -- Russia and CIS (MTS) 14

 -- Singapore (StarHub) 10

 -- United Arab Emirates (du) 20

- Products

 -- 360 20

 -- Liberty (Malta) 7, 26, 27, 29, 31, 42

 -- One Net 33

 -- Vodafone TV 21

Vodafone Qatar Q.S.C. 8, 13

W

Weather Investments

- Orascom Telecom

 -- Wind Telecomunicazioni 27

World Bank 38

Z

ZTE Corp. 31, 36, 38, 43

  • Goldman Sachs’ mid-September 2018 Communacopia Conference saw a Q&A session with Nick Read, Chief Executive (CEO)-designate of Vodafone, and offered up some aperitifs regarding plans following his move into the top job.
  • The Englishman did little to erase the notion that his focus will be on an evolution, rather than revolution, of his Chief Financial Officer priorities, and primarily rest on grinding out efficiencies from the Group’s capital and operating expenditure (capex/opex) base.

Read’s Communacopia appearance was also notable for the suggestion that Vodafone is finally looking to firm plans to tidy up its web of disparate television services stacks, and cut costs through a squeeze of suppliers.

The incoming CEO noted that if the Group’s pending, multi-market Liberty Global buyout is cleared by regulators, “we will be one of the biggest TV players in Europe”. However, he acknowledged that “we’re on many different platforms”, and said he was posing the question of “how can we harness the benefits of being on one single platform, moving forward”.

The prospect of consolidation down to a “single”, Group-wide TV vendor will send a judder through the various players — both external and internal — in Vodafone’s TV ecosystem, which has been built up in a noticeably piecemeal fashion, through recent years’ in-market M&A spree.

These include Cisco Systems (partner of Vodafone Germany), Kaltura, MediaKind (formerly Ericsson Media Solutions), and TiVo (Vodafone Spain), as well as potentially the Group’s own TV Hub in Portugal, set up in 2016 to provide a low-touch video platform to OpCos seeking a challenger position in the TV market (Vodafonewatch, #149 and passim). Liberty’s own Horizon TV platform could also feasibly be a contender, if some form of collaboration can be agreed with the cable group. It is in use in the Netherlands, by VodafoneZiggo, as well as in all four markets where Vodafone is hoping to pick up Liberty businesses through the buyout (the full Horizon platform in the Czech Republic and Germany, and Horizon Lite adjunct in the Czech Republic, Hungary, and Romania).

Read’s ability to firm up a one-size-fits-all TV platform relationship is a big ask, though. Vodafone has been intermittently mooting consolidation of its TV suppliers since at least 2014, when it said it was reviewing its technology base after the buyout of ONO in Spain (Vodafonewatch, #132 and passim). In-country businesses will no doubt be keen to maintain a grip of their own TV technology relationships, so it will be interesting to see whether Read — keen to stamp his increased authority as CEO — can record an early win in Vodafone’s perennial Group-OpCo power battle.

Image: Jens Mahnke / Pexels

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