Vodafone tower


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

Vodafone Idea (VfI) sought to stress major progress in its recently accelerated post-merger synergy extraction plan.

In the five-to-six months between the deal’s late-August 2018 completion and mid-February 2019, the joint venture (JV) said it had achieved “nearly 25%” of its radio access network (RAN) integration programme, although did not detail the measure it had used to come to this figure.

Achievements include:

  • Full” RAN consolidation in eight of India’s 24 licensing circles: Andhra Pradesh & Telangana (although not the city of Hyderabad); Assam; Haryana; Himachal Pradesh; Jammu & Kashmir; Madhya Pradesh & Chhattisgarh; North East; and West Bengal.
  • Completion of 4G RAN consolidation in Bangalore.
  • An enhancement to 4G services in Kolkata and Mumbai, enabled by re-farming of 10MHz of former Vodafone India (VfIn) 4G spectrum in the latter city. VfI did not detail the nature or outcome of these enhancements, but claimed in general terms to be using the network integration programme as an opportunity to introduce “new technologies”, such as dynamic spectrum re-farming (DSR), massive MIMO, and small cells, into its mobile network. DSR is said to have been implemented on “more than 4,700” VfI sites.
  • Extension of 4G population coverage to more than 750 million people.
  • Implementation of 4G intra-circle roaming between the two constituent networks across more than 60,000 sites.
  • Switch-off of around 45,000 “co-located and low utilisation sites”.

No doubt keen to dispel recent reports of VfI users experiencing a revival of voice service quality issues as a result of integration work (Vodafonewatch, #171), VfI presented the integration programme as having gone smoothly, and stressed that “war rooms have been set up at national and circle levels to monitor and manage network performance”.

Vishant Vora, Chief Technology Officer of VfI, cited the achievements so far as a sign of “meticulous pre-merger planning and rigorous post-merger execution”. As per numerous other mobile consolidation programmes, the JV is melding its infrastructure via an anchor network approach, identifying the “better and dominant” of the VfIn and Idea Cellular constituent platforms and layering over “required support” from the other network, then ditching unnecessary assets. When the merger was announced in 2017, VfIn had the larger network (by subscribers) in most circles, including the three key Metro areas of Delhi, Kolkata, and Mumbai (Vodafonewatch, #153).

The highly challenged OpCo’s comments came shortly after it indicated it was accelerating post-merger integration efforts, ahead of a new March 2021 deadline, in a bid to deal with the country’s competitive and regulatory challenges, and help cash flow preservation (Vodafonewatch, #170). The JV is aiming to achieve $2.1bn (£1.6bn/EUR1.9bn) in annual capital and operating expenditure cost synergies through the overall integration plan, but has not broken out a detailed roadmap or ambition list in the realm of networks.

VfI has not laid out its enabler partner team on the integration programme, but uses Ericsson, Huawei Technologies, and Nokia to run its mobile networks on a circle-by-circle basis.

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