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Vodafonewatch
This release
: #172
February 2019: 66pp
Releases/year: 10+
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Executive brief

Management update

Q3 FY18-19: More fighting talk from Read as slump continues [p.6]

  • New CEO Read's reshuffle still in train
  • Headlines -- too many passengers
  • Table: Vodafone Group revenue summary, Q3 FY18-19
  • Consistency continues to elude
  • Table: Vodafone Europe Region revenue summary, Q3 FY18-19
  • 'AMAP' becomes 'Rest of World'
  • Table: Vodafone Rest of the World Region service revenue summary, Q3 FY18-19
  • Vodafone increasingly becoming 'Europe plus Vodacom, etc'

Group

Deals: Vodafone opts against regional tower spin-out [p.14]

  • 5G network rethink taking precedent
  • Med match-ups
  • Table: Vodafone Europe Region tower assets

Legal and Regulatory: Vodafone hands auditing reins to EY [p.17]

  • Phones 4u shadow
  • Crying foul

Network: IBM tie-up to include Vodafone Cloud reboot [p.19]

  • Table: Vodafone IoT Partner Network by speciality, February 2019

People [p.22]

  • Table: people movements

Supply Chain: Vodafone changes tack in Huawei security storm [p.25]

  • Let's talk
  • UK pressure mounts but German mood music softens; Ireland and Italy hold firm

Suppliers [p.30]

  • Table: Partner/supplier people movement highlights

Europe Region

Germany: VfD ups pressure on BNetzA to change 5G course [p.33]

  • What's all the fuss about?
  • Dommermuth makes his move

Casa Systems highlights DOCSIS 3.1 role [p.36]

UK: Group's hands-dirty savings drive expands to UK [p.39]

Rest of the World Region

Australia: VHA merger with TPG under renewed scrutiny [p.42]

  • Urge to merge
  • Watchdog on guard

Egypt: Telecom Egypt digs in over Vodafone ties [p.45]

Ghana: Vodafone Ghana bats off local float talk [p.47]

India - Vodafone Idea: VfI trumpets early progress in network meld [p.48]

  • Vodafone Idea makes push on NB-IoT smart-metering
  • Other NB-IoT irons in the fire
  • Vodafone Idea to launch new music app
  • Fostering partnerships to drive value

Vodacom Group: Vodacom remains on hold for SA's 4G auction [p.54]

  • Read happy with WOAN dilution
  • Airtel and Telkom to merge to create a stronger challenger to Safaricom

Further reading

Index

A

Accenture 21

Acciona

 - ENDESA 37

Aditya Birla Group

 - Idea Cellular 49, 52

Africa 9, 11, 12, 22, 23, 30, 57, 61

 - Egypt 11, 45, 46, 61

 - Ghana 47, 61

 - Kenya 23, 56, 57, 61

   --  Government 56

 - North Africa 23, 24

 - South Africa 11, 24, 51, 54, 55, 57, 58

 - Sub-Sahara 57

Alfa Group

 - Altimo (Alfa Telecom International Mobile)

 - Turkcell (see Curkurova/TeliaSonera/separate) 35

Altice Group 37

Altran Technologies, SA 30

Amazon.com Inc. 53

Americas

 - USA 29, 35, 37

 - States

  --  Washington 29

Apple 52

Asia Mobility Initiative (AMI Alliance) 50

Asia-Pacific 52

 - Australia 12, 24, 29, 30, 42, 43, 44, 51, 61

 - China 25, 26, 27, 28, 29, 30, 43

 - India 12, 24, 48, 50, 51, 52, 56, 61

  --  Licence Circles

   ---   Andhra Pradesh 48

   ---   Assam 48

   ---   Chennai 51

   ---   Delhi 49

   ---   Haryana 48

   ---   Himachal Pradesh 48

   ---   Jammu & Kashmir 48

   ---   Kolkata 48, 49

   ---   Madhya Pradesh 48

   ---   Mumbai 48, 49

   ---   North East 48

   ---   Rajasthan 50

   ---   West Bengal & Andaman and Nicobar 48

 - New Zealand 12, 24, 30, 59

 - Singapore 37

 - Taiwan 37

Australian Competition and Consumer Commission (ACCC) 42, 44, 61

Avanti Communications Group plc 24

Axiata Group Bhd (TM International)

 - India (Idea Cellular, see also Aditya Birla) 12, 24, 46, 48, 49, 50, 52, 53, 61

B

Bain & Co. 24

Banco Santander, SA 24

Bharti Group 52, 56

 - Airtel 52, 56, 61

 - Africa

  --  Kenya 56, 61

 - Bharti Enterprises

 - Comviva Technologies (Bharti Telesoft) 24

British American Tobacco 23

BT Group 24, 26, 27, 28, 37

Bundesliga 37

C

Capitec Bank Holdings Ltd 57

CarePay 57

CGI Group Inc. 21

Ciena Corp. 30

Coca-Cola 23

Commercial Bank of Africa 57

Cukurova Holding

 - Turkcell (see Altimo/TeliaSonera/separate) 35

D

Dell 21, 22, 24

Dell Technologies 21, 22, 24

 - Dell EMC 21, 22

Deloitte Touche Tohmatsu 17, 18

Deutsche Telekom 9, 28, 34, 40

 - Europe

  --  UK (EE) 18, 28

Device Insight 21

DIEHL Metering 21

Drillisch AG 35, 60

E

EE (see DT, FT) 18, 28

Electricity Supply Board (Ireland) 29

EMC 21, 22

Ericsson 22, 23, 26, 30, 38, 40, 49

Ernst & Young 17

Europe 7, 8, 9, 12, 15, 16, 22, 23, 25, 26, 28, 30, 32, 34, 40, 60

 - Central Europe 22

 - Czech Republic 22, 51

 - Finland 28, 34

 - France 22, 30, 57

 - Germany 8, 9, 10, 16, 22, 25, 28, 33, 34, 35, 38, 40, 51, 59, 60

  --  Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA, RegTP, FNA, or German Federal Network Agency) 33, 34, 60

   ---   Government 28

   ---   Länder

  --  Bavaria (Munich) 36

  --  North Rhine-Westphalia (Düsseldorf) 40

 - Greece 10, 16, 51

 - Hungary 22

 - Ireland 10, 16, 23, 28, 37, 51

 - Italy 6, 8, 10, 15, 16, 23, 24, 25, 28, 29, 37, 51, 59

  --  Government 29

 - Luxembourg 37

 - Netherlands 16, 35, 51

 - Poland 37

 - Portugal 10, 16, 37, 38, 60

 - Romania 10, 22, 23

 - Russia 22

 - Scotland 20

 - Spain 6, 7, 8, 10, 15, 16, 23, 24, 28, 38, 51, 60

 - Sweden 22, 23

 - Turkey 9, 11, 12, 16, 22, 28, 38, 51

 - Ukraine 22

 - UK 7, 10, 15, 16, 18, 20, 22, 23, 25, 27, 28, 29, 30, 37, 38, 39, 40, 59, 60

  --  Ofcom 40

European Union

European Commission 22

F

F5 Networks Inc. 30

Flint Group

 - Mobius 21

Ford Motor Company 22

Formula One 37

G

Google 52

Google Play 52

Grant Thornton UK LLP 21

GSM Association (GSMA) 27, 38, 40, 59

 - Mobile World Congress 27

H

Helios Investment Partners 56

Hisense Electric Co., Ltd. 21

Huawei Technologies 25, 26, 27, 28, 29, 30, 34, 37, 40, 42, 43, 49, 59, 61

Hungama Digital Media Entertainment Pvt. Ltd 52

Hutchison Whampoa

 - Vodafone Hutchison Australia Pty Ltd (VHA, (see Vodafone) 12, 24, 30, 42, 43, 44, 61

I

IBM 19, 24

iDefigo 21

Iliad 10

Ingenico S.A. 21

Inseego 21

J

Jones Lang LaSalle Inc. 38

K

Kenya Commercial Bank 57

KPMG International 18

KPN 35

L

Liberty Global 22, 35

 - UPC Germany GmbH

 - Unitymedia GmbH 36, 37

 - Virgin Media 37

LinkedIn Corp. 22

M

Mahindra Group

 - Tech Mahindra 21

Market segments

 - Fixed broadband 44

 - Mobile virtual network (MVNA/MVNE/MVNO) 35

 - Network-sharing 15

 - Over-the-top (OTT) 35, 53

 - Value-added services (VAS) 24, 45

 - Voice 35, 38, 49

McKinsey & Co 6

Microsoft 20, 23, 24

Middle East 22, 24, 61

 - Egypt 11, 24, 45, 46, 61

 - Qatar 12

MTN 47

 - Ghana (Scancom) 47

N

Nationwide Building Society 24

Nedbank Group Ltd (Nedcor) 57

Netflix Inc. 53

NFL Enterprises LLC 37

Nokia 26, 28, 29, 30, 34, 49, 59

Numerex Corp. 21

NXT 53

O

Ooredoo 35

Orange

 - Kenya (Telkom Kenya, see separate) 56, 61

 - Orange 15

 - Spain 15

 - UK (see EE) 18, 28

P

Pearson plc 24

PepsiCo Inc. 22, 23

Phones4U 17, 18, 59

PwC 17, 18, 59

Q

Qualcomm 21, 40

S

Safaricom 23, 46, 56, 57, 61

 - M-PESA 57

Samsung 26

Siemens 35

SoftBank Corp. 24

Sony Corp. 24

 - Sony Pictures Entertainment Inc. 24

Spotify Ltd 52

Standard Bank 57

T

Tech Data 21

Technology

 - 2G 55

  --  GSM 27, 38, 40

 - 3G 34, 55

  --  Evolved HSPA (HSPA+/I-HSPA)

  --  MIMO 48

 - 4G 30, 34, 40, 46, 48, 51, 54, 55, 60, 61

  --  Long Term Evolution (LTE) 38, 40

  --  VoLTE (Voice-over-LTE) 38

 - 5G 9, 10, 15, 25, 26, 27, 28, 29, 30, 33, 34, 35, 40, 43, 55, 59, 60

 - AI 20

 - Cloud computing 19, 22, 38

 - Data centre 19

 - Fibre 15, 22, 23, 29

 - IoT 20, 21, 50, 51, 61

 - IP 38

 - Narrow Band Internet of Things (NB-IoT) 21, 50, 51

 - RAN 25, 26, 27, 28, 30, 48

 - R&D 26, 28, 50

 - Smartphone 40

 - SMS 40

 - Spectrum 34, 35, 38, 43, 48, 54, 55, 60, 61

  --  700 MHz 43, 55

  --  800 MHz 40, 47, 54

  --  900 MHz 55

  --  1800 MHz 38, 55

  --  2100 MHz 55

  --  2600 MHz 54

  --  3500 MHz 55

 - Telematics 21

  - VDSL 9

 - W-LAN 38

Tele Columbus 35

Telecom Egypt 45, 61

Telecom Italia 15

Telefónica Group 9, 15, 18, 33, 34, 60

 - Europe

  --  UK 15, 18

TeliaSonera

 - Turkcell (see Alfa/Curkurova/separate) 35

Telit 21

Telkom Kenya Ltd (Orange Kenya) 56, 61

Telstra

 - Hong Kong CSL Limited 21

Texas Pacific Group (TPG) 30, 42, 43, 44, 61

Turkcell (see Alfa/Curkurova/TeliaSonera) 35

U

u-blox 21

UEFA 37

 - Champions League 37

Unilever 22

United Internet 9, 33, 35, 60

 - 1&1 Internet 9

V

Vodacom Group 7, 9, 11, 12, 23, 24, 46, 47, 54, 55, 56, 57, 58, 61

 - Group 7, 9, 11, 12, 23, 46, 47, 54, 56, 57, 58, 61

 - Lesotho 57

 - Products

  --  Please Call Me 58

 - South Africa 11, 24, 51, 54, 55, 57, 58

 - Tanzania 24, 47

 - Vodacom Business 23

Vodafone

 - Africa, Middle East, and Asia Pacific Region (AMAP) 7, 9, 11, 12

  --  Africa 9, 11, 12, 22, 23, 30, 57, 61

  --  Asia 52

  --  Australia 12, 29, 30, 42, 43, 44, 51, 61

   ---   VHA Pty. Ltd (see Hutchison Whampoa) 30, 42, 43, 44

  --  Egypt 11, 12, 24, 45, 46, 61

  --  Ghana 12, 47, 61

  --  India 12, 24, 48, 50, 51, 52, 56, 61

  --  Japan 24

  --  Kenya (see Safaricom) 23, 46, 56, 57, 61

  --  Middle East 22, 24

  --  New Zealand 12, 24, 30, 37, 59

   ---   TelstraClear 37

  --  Qatar (see Vodafone and Qatar Foundation and Vodafone Qatar) 12, 46

  --  South Africa (see Vodacom) 7, 9, 11, 12, 23, 24, 46, 47, 51, 54, 55, 56, 57, 58, 61

  --  Turkey 7, 9, 11, 12, 16, 22, 28, 38, 51

    ---   Board of Directors

    ---   Nish, David 17

  --  Europe Region 7, 8, 9, 12, 32, 60

  --  Czech Republic 22, 51

  --  Germany 7, 8, 9, 10, 16, 22, 24, 25, 28, 33, 34, 35, 36, 37, 38, 40, 51, 59, 60

   ---   KDG Holding GmbH (Kabel Deutschland) 36

  --  Greece 10, 16, 51

   ---  Zelitron 21

  --  Hungary 22

  --  Ireland 10, 16, 23, 28, 29, 37, 40, 51

   ---   SIRO 29, 59

  --  Italy 6, 7, 8, 9, 10, 15, 16, 23, 24, 25, 28, 29, 37, 51, 59

  --  Netherlands 16, 35, 38, 51

   ---   VodafoneZiggo 16, 37, 38

  --  Portugal 10, 16, 37, 38, 60

  --  Romania 10, 22, 23

  --  Spain 7, 8, 9, 10, 15, 16, 22, 23, 24, 28, 37, 38, 51, 60

   ---   Grupo Corporativo Ono (ONO) 23, 37

  --  UK 7, 8, 9, 10, 15, 16, 18, 20, 22, 23, 24, 25, 27, 28, 29, 30, 37, 38, 39, 40, 59, 60

   ---   Cornerstone Telecommunications Infrastructure Ltd 15, 16

  -  Executives

   --  Badrinath, Vivek 7, 22

  --  Bisio, Aldo 29

  --  Coimbra, António 23

  --  Colao, Vittorio 6, 7, 10, 12

  --  Della Valle, Margherita 6, 39

  --  Gliddon, Nick 51

  --  Heeran, Fran 38

  --  Hitchcock, Albert 24

  --  Humphries, Brian 22

  --  Joosub, Shameel 7, 54, 57

  --  Lorilloux, Murielle 23

  --  Mensah, Gayheart 47

  --  Parbutt, Nick 22

  --  Paris, Jason 30

  --  Read, Nick 6, 7, 14, 19, 25, 39, 55

  --  Roman, Francisco 23

  --  Schellekens, Ronald 22, 23

  --  Sharma, Balesh 52

  --  Stanica, Gabriela 23

  --  Teggart, Sean 23

  --  Timuray, Serpil 7, 16

  --  Vishant, Vora 49

 - Ex-executives

  --  Humm, Philipp 12

 - Group 9, 22, 24, 30, 38, 59

 - Headquarters 30, 39, 40

 - Partner Markets 20, 21

  --  Belgium (Proximus) 37

  --  Kenya (Safaricom) 23, 46, 56, 57, 61

  -- Vodafone Global Enterprise (VGE) 22

  -- Vodafone Procurement Company (VPC) 14

  -- Vodafone Ventures

   --- Device Insight (see separate) 21

 - Products

   ---   At Home 36, 37, 60

   ---   Business 19, 22

   ---   Casa 36, 37, 60

   ---   Europe 10, 16

   ---   GigaTV 35

   ---   Liberty (Malta) 22, 35

   ---   Mobile Broadband 26, 40

   ---   Please Call Me 58

   ---   Vodafone Cloud 19

Vodafone Qatar Q.S.C. 46

Volkswagen 35

W

Wipro 24

Z

ZTE Corp. 29, 30, 59

  • Vendor taps into Vodafone’s Gigabit bet on cable.

US broadband infrastructure supplier Casa Systems indicated its technology was being used by Vodafone Germany (VfD) in the OpCo’s flagship DOCSIS 3.1 network upgrade.

The project – which is seeing VfD deploy DOCSIS 3.1 functionality across the Kabel Deutschland (KDG) network footprint, and forms a key plank of its EUR2bn (£1.75bn) Gigabit Investment Plan (Vodafonewatch, #158) – is employing Casa’s Converged Cable Access Platform, said the vendor.

It sought to stress that the platform offers DOCSIS 3.1 capability “both upstream and downstream, enabling Gigabit speeds and higher bandwidth capacity to meet rising demands”. The system’s backward compatibility with DOCSIS 3.0 will enable a “graceful transition and better utilisation of network assets”, Casa added. Efficiency and control have previously been cited by Vodafone as key benefits of DOCSIS 3.1, beyond higher throughput.

The VfD DOCSIS 3.1 project cuts across KDG’s entire cable base of 12.6 million households, generating the bulk of the 13.7 million premises the OpCo plans to serve with faster connectivity by December 2021, under the Gigabit Investment Plan (although with a Plan recalibration potentially coming down the line via VfD’s prospective acquisition of cableco Unitymedia, which covers eleven million households and debuted DOCSIS 3.1 in some cities in 2018). At its last update in late-2018, VfD said it was set to deliver DOCSIS 3.1 across six million households by the end of that year, with most of that first phase of the rollout focused on the state of Bavaria (Vodafonewatch, #169).

For Vodafone in general, DOCSIS 3.1 forms a key part of the Group’s Gigabit Vodafone infrastructure strategy, building on the in-market cable acquisitions it has made in certain markets. A Huawei Technologies-supported DOCSIS 3.1 upgrade of Vodafone Spain’s former ONO network was completed in December 2018, and Vodafone New Zealand has flagged implementation of the technology (again with Huawei) in key cities such as Christchurch and Wellington, based on infrastructure gained through its 2012 TelstraClear buyout. VodafoneZiggo indicated it was set to begin a deployment of DOCSIS 3.1 in 2020, following recent trials in Utrecht (Vodafonewatch, #170 and passim).

Casa first flagged a European relationship with Vodafone in late-2017, when talking up customer traction ahead of an initial public offering. It had offered no detail on the scope or focus of the partnership until the VfD tie-up’s announcement. There have been reports that both VfD and Unitymedia faced technical issues in their respective upgrade programmes, seemingly centred around service delivery to end devices. Casa’s release of a statement on the VfD engagement may suggest confidence the OpCo’s challenges have been overcome (Vodafonewatch, #169 and passim).

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