Vodafonewatch Report #85 Snapshot
27 September 2010
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Snapshot of Vodafonewatch, report #85. Click through for: the Executive Brief from this month’s report; an Extract from the report; or to contact us for more information about the full 52-page report, this industry standard monthly report service, and ongoing subscription access.
Table of Contents
1 Executive brief
4 Group
4 Reorganisation
4 Colao in second reorg as investors push for change
4 Operating regions: three return to two
5 Financial
5 70,000 shareholders “miss out on dividends”
5 Lundal to head new Group Commercial division; Becker sidelined?
5 Bond to step down in 2011
6 Figure 1: Vodafone Group corporate organisational chart, with effect 1 October 2010
7 Marketing
7 Minority assets sandbagged; Colao buys time with investors
9 Colao: confidence rising; danger of over‑shadowing next Chairman?
10 Further changes to come
11 M&A
11 China Mobile exit confirmed
11 Collaboration uncertain
12 Group buys into virtual transaction start‑up
12 Wings unclipped at VC unit
14 Investments and associates
14 Investments and associates
14 China Mobile capex restrictions felt internationally
14 Shanghai Pudong Bank buy approved
15 Investments and associates
15 China Mobile, RIM to expand partnership — reports
15 China Mobile teams with Xinhua on search
15 Google vacuum targeted
16 Investments and associates
16 Polkomtel fixed‑line entrance in the offing
16 SFR in JV talks with Groupe La Poste
17 Investments and associates
17 VZW extends Skype tie‑up to feature phones
18 People
18 Bond to step down in 2011 — report
19 People movement highlights
20 Suppliers
20 Supplier recruitment highlights
21 Rackspace gains Money Transfer contract renewal
22 Terminals
22 Killian: no LTE handsets for Christmas…
22 Terminals
22 Vodafone unveils new Mi‑Fi proposition
22 Terms less generous than 3′s
23 Terminals
23 …but CDMA and LTE tablets in pipeline
23 Mobile terminal highlights
25 Czech Republic
25 Germany
25 Europe Region
25 Czech Republic
25 Vodafone to piggyback on rival’s CDMA network
25 Germany
25 Vodafone details 4G plans
26 Germany
26 Greece
26 Greek triple‑play partnership kicks in
26 Hungary
26 Vodafone chooses FancyFon for device management
27 Germany
27 Hungary
27 Netherlands
27 Vodafone ups mobile data usage restrictions
27 Resource pressure again evident
27 Vodafone inks network‑sharing fibre pact with Eurofiber
28 Malta
28 Portugal
28 Telsis handed SIP corporate connections deal
30 Spain
30 Survey highlights Vodafone’s mobile web lead
30 Turkey
30 Turkey
30 Turkcell shrugs off Vodafone’s ‘cheque book’ revival
31 Revenue growth remains priority
31 Vodafone Turkey, financial highlights and key performance indicators (KPIs), H2 FY09-10
32 United Kingdom
32 United Kingdom
32 Government “relents” on 4G spectrum restrictions
32 Quick sell‑off seen as unlikely
33 United Kingdom
33 Laurence updates on Vodafone UK revamp
33 IT, customer service improvements “half‑done”
33 M2M opportunities again emphasised
34 Customer management outsourced
34 Excalibur optimistic regarding One Net demand
35 Drinks group adopts field service management app
35 Vodafone again angers Android users over OTA updates
36 CHI wins Vodafone direct marketing work — report
37 Africa, Middle East & Asia Pacific Region
37 Australia — Vodafone Hutchison Australia
37 VHA expands use of Convergys wholesale apps
37 Kordia to aid NSN on network management contract
38 Ghana
38 Whitehill points to oil opportunities, pitfalls
38 B2B activity bubbling up
39 Vodafone holds health and safety “workshop”
39 OpCo CEO rewards tied to safety record
41 India –Vodafone Essar
41 India — Vodafone Essar
41 Early‑2011 seen as likely Essar IPO date
41 Operators finally get hands on 3G airwaves
42 India –Vodafone Essar
42 Vodafone accuses TTSL on mobile spam
42 Vodafone fails in bid to block Indian taxman
42 Supreme Court challenge expected
42 Indian costs remain sensitive topic; no indication of HTIL liability
43 India –Vodafone Essar
43 Vodafone seeks to cut user payment defaults
44 New Zealand
44 Kenya — Safaricom
44 Safaricom seeks user insight from NSN’s SDM app
44 Need for user loyalty driving expenditure
44 Safaricom teams with Intel, Microsoft on e-learning
45 New Zealand
45 New Zealand
45 Vodafone snaps up First Mobile retail partner
45 Teradata expands Vodafone NZ analytics work
45 Vodafone government contract renegotiated
46 New Zealand
46 “…Out of context…”
46 SkyCity fire knocks out services
46 Resilience again under question
47 Qatar
47 Qatar
47 Vodafone to use rival Qtel’s data centre
48 South Africa — Vodacom
48 South Africa — Vodacom
48 Vodacom debuts video apps in “new” content strategy
48 DVB‑H venture shelved
49 Index
Index
A
Adobe, 12
Africa, 4, 14, 21, 23-24, 31, 37-38, 48
- Egypt, 4, 34, 44
- Ghana, 4, 38-39
- – Government, 38
- Kenya, 21, 24, 44, 48
- South Africa, 21, 23, 48
- – Government, 23
- Tanzania, 21, 48
Aldi
- Aldi Talk, 26
Alfa Group
- Altimo (Alfa Telecom Int. Mobile)
- – Turkcell (see also Curkurova/TeliaSonera/separate), 30-31
Amalgamated Telecom Holdings (ATH)
- Vodafone Fiji, 4, 21, 37, 44, 48
Amdocs Ltd, 34
Americas and Caribbean
- Canada, 18, 45
- Cayman Islands, 43
- Latin America, 14
- North America, 14
- South America, 14
- United States of America (USA), 12, 23
Apple, 23-24, 33, 46
- iPad, 23
- iPhone, 23-24, 46
Asia-Pacific, 4, 11-12, 26, 37, 46
- Afghanistan, 21, 48
- Australia, 4, 19, 23, 26, 37
- China, 4, 7-8, 10-12, 14-15
- – China Central Television (CCTV), 15
- – Government, 11-12, 15
- – Province/Municipality/Region, 14-15
- – - Beijing, 15
- – - Guangdong, 15
- – - Jiangsu, 15
- – - Jiangxi, 15
- – - Shanghai, 14
- – - Tianjin, 15
- Fiji, 4, 21, 37, 44, 48
- India, 8, 12, 14-15, 19-20, 23, 39, 41-43
- – Department of Telecommunications (DoT), 41
- – Foreign Direct Investment (FDI), 42
- – Government, 12, 15, 41-43
- – Income Tax Department, 23, 42, 46
- – Legal, 42-43
- – Licence circles, 19, 41, 43
- – - Delhi, 19, 41
- – - Mumbai, 41, 43
- – Telecom Regulatory Authority of India (TRAI), 42
- Japan, 12, 31
- – Government, 31
- New Zealand, 4, 37, 44-46
- – Department of Internal Affairs and Communications, 45
- Pakistan, 11
- Seychelles, 14
Aspective, 35
ASPire Group, 11
AT&T, 23
Axel Springer AG
- Affiliate Window, 36
Axia NetMedia Corporation, 45
Axiata Group Bhd (TM International), 16
B
Bharti Group
- Bharti Airtel, 8, 14, 19, 42
- – Kohli, Manoj, 14
- Mittal, Sunil Bharti, 8
blau Mobilfunk GmbH, 26
Brainstorm, 17
British Broadcasting Corporation (BBC), 15
BT Group
- BT Global Services, 8
C
callmobile Germany GmbH & Co., 26
Central/Eastern Europe, 4, 31
- Albania, 4
- Czech Republic, 4, 23, 25
- Hungary, 4, 26-27
- – Gazdasági Versenyhivatal (GVH), 27
- Poland, 10, 16
- – Electronic Communication Office (UKE), 16
- Romania, 4
- Turkey, 4, 30-31, 39, 46
CGP Investments, 43
CHI & Partners, 36
China Mobile, 4, 7-8, 10-12, 14-15
- 139.com, 15
- Li Yue, 11
- Wang Jianzhou, 11
- Zong (Paktel/CMPak), 11
China Telecom, 15
China United Telecommunications (China Unicom), 12, 15
Choice (Australia), 24
Cisco Systems, 12
Convergys, 37, 44
Cossette Communication Group, 36
- Dare Digital, 36
Credit Information Bureau (India) Ltd, 43
Cukurova Holding
- Turkcell (see also Altimo/TeliaSonera/seperate), 30-31
D
Debco Rentals Ltd., 34
Deutsche Telekom
- T-Mobile International
- – UK, 32
Digital Living Network Alliance (DLNA), 22, 24
DLA, 16
Doro AB, 23-24
du (EITC), 48
E
East African Marine System (TEAMS), 15, 28, 44
EMC Corp., 20
Equity Bank Limited, 44
Essar Group
- Vodafone Essar (See also Vodafone), 4, 8, 19, 41-43
Excalibur Communications GB Ltd, 34
ExxonMobil Corp., 26
F
Facebook, 47
Fédération Internationale de Football Association (FIFA), 28
First Mobile, 45
Formula One, 7
Forthnet, 26
France Télécom
- Orange
- – Poland (see also Telekomunikacja Polska), 16
- – Spain, 30
- – UK, 32
G
Gap, 46
Goldman Sachs, 11
Google, 15, 17, 23-24, 25, 35, 46
- Android, 17, 23-24, 25, 35, 46
- Google Mail (Gmail), 46
- Google Search, 15
Groupe La Poste, 16
H
HEROtsc, 20, 34
High Tech Computer Corp. (HTC), 23, 35
Huawei Technologies, 22-23, 44
Hutchison Whampoa, 4, 8, 19, 22-23, 26, 32, 37, 42-43
- 3 Group, 8, 22, 32, 42
- – 3 UK, 22, 32
- – VHA Pty. Ltd (Australia, see also Vodafone), 37
- HTIL, 42-43
Hyperfactory, The, 19
I
IBM, 21
Infonetics Research, 14
Intel, 44
Intermarket Group, 7
Interpublic Group of Companies, Inc., 36
Intracom Holdings, 26
- Hellas On Line (HOL), 26
K
Kantar, 30
Kordia, 37
- E-Plus, 26
- – Simyo, 26
L
LBM, 20
M
Massachusetts Institute of Technology (MIT), 24
Media Gateway, 24
Menlo Ventures, 12
Microsoft, 44
Middle East, 4, 21, 23-24, 34, 37, 44, 47-48
- Egypt, 4, 34, 44
- Qatar, 4, 21, 23-24, 47
- United Arab Emirates, 48
mInfo, Inc., 15
mobivention, 25
Molson Coors International, 35
Morgan Stanley, 11
N
Naspers Limited (MIH Group)
- MultiChoice
- – DStv, 48
NDS Limited, 44
Nedbank Group Ltd (Nedcor), 48
Nokia, 14, 23-24
- Ovi, 14
- S60, 23
Nokia Siemens Networks, 15, 37, 44
Novatel Wireless, 22
Novel TMT Ventures, 12
O
Oger Telecom
- Avea, 30-31
Olympic Games, 7
Omnicom
- OMD, 36
Opera Software, 23, 30
Oppenheimer & Co., Inc., 22-23
P
Pacific Fibre Ltd., 46
Panasonic, 35
Paratus Communications, 36
Partners Andrews Aldridge, 36
Perfecto Mobile, 12
PlaySpan, Inc., 12
Polkomtel, 5, 7-8, 10, 16
- Plus GSM, 16
Polska Grupa Energetyczna (PGE)
- Exatel, 16
Ponemon Institute, LLC, 32
Publicis Group
- Bartle Bogle Hegarty, 36
Q
Qatar Telecom (Qtel), 47
R
Rackspace Managed Hosting, 21
Reliance-Anil Dhirubhai Ambani Group, 19, 27
- Reliance Communications (RCom), 19
Research In Motion
- BlackBerry, 15, 17, 23-24, 41, 45
Roshan (TDCA Ltd), 21, 48
S
Safaricom, 4, 21, 23-24, 44, 48
- Joseph, Michael, 44
SAFRAN Group
- Sagem Télécommunications
- – Vodafone Sure Signal, 22
Samsung, 23-24, 35
SeaChange International, Inc.
- On Demand Group, 48
Shanghai Pudong Development Bank Co. Ltd., 14
Singapore Telecom (see Temasek)
- India (Bharti Airtel, see separate), 8, 14, 19, 42
Skycity Foundations, 46
Skype Ltd, 17
SoftBank Corp.
- SoftBank Bodhi Fund, 12
- SoftBank Mobile, 12, 26
Sonaecom, 27
Sprint Nextel, 17
STIC Investments, Inc., 12
Symbian Foundation, 23-24
T
Tata Group
- Tata Teleservices, 42
Tchibo, 26
Technology
- 2G, 14-16, 23, 25
- – CDMA, 14-16, 23, 25
- – GSM, 25
- 3G, 14-16, 19, 23-24, 25, 30-31, 41, 43-44, 46, 48
- – CDMA2000, 25
- – CDMA2000 (EV-DO), 25
- – Evolved HSPA (HSPA+/I-HSPA), 16
- – HSPA/HSDPA, 14-16, 19, 23-24, 25, 30-31, 41, 43-44, 46, 48
- 4G, 11, 17, 25, 32
- – 3GPP Long Term Evolution (LTE), 11, 17, 22-23, 25, 32
- Billing, 15, 26, 30, 37, 47
- BSS, 20
- CRM, 36
- DSL, 44
- Femtocell, 22
- Fibre, 27, 38, 45-46
- Fixed-mobile convergence (FMC), 15
- FM, 39
- GPS, 23
- IM, 41
- IMS, 15
- IP, 15, 17, 20, 24, 28, 44
- M2M, 33
- Mediation, 37
- OSS, 20
- OTA, 35
- Personal computer, 32, 35, 44
- R&D, 5
- SIM, 32
- SIP, 28
- Smartphone, 15, 17, 22-24, 25-27, 32, 35, 46
- SMS, 41-42
- Spectrum, 14, 19, 25, 32, 41, 43
- – 800 MHz, 25, 32
- – 900 MHz, 32
- – 1000 MHz, 23
- Symbian OS, 23-24
- TV, 16-17, 24, 26, 28, 32, 48
- – DVB, 48
- – IPTV, 24
- VoIP, 17, 28
- W-LAN, 23
- Web Services, 17
- Widgets, 11
Telecom New Zealand, 45-46
Telefonia Dialog, 16
Telefónica Group, 7, 12, 19, 24, 25-26, 30, 32, 34
- Telefónica España, 30
- Telefónica Europe (O2), 7, 19, 24, 25-26, 32, 34
- – Czech Republic, 25
- – Germany, 24, 25-26, 32
- – UK, 7, 19, 24, 32, 34
Telekom Austria
- mobilkom Austria, 25
TeliaSonera
- Turkcell (see also Alfa/Curkurova/seperate), 30-31
Telmap, 33
Telsis, 28
Temasek Holdings
- STT
- – eircom, 5
Teradata Corporation, 45
Time Warner, 12
TradeDoubler, 36
Turkcell, 30-31
Twitter, Inc., 47
U
UBS, 11
UEFA
- Champions League, 28
V
Verizon Communications, 5, 8, 11, 17, 22-24
- Killian, John, 22
- Verizon Wireless, 5, 8, 11, 17, 22-24
- – Stratton, John, 17
- – TALKS, 16
- Vodafone Omnitel, 4, 27
Viacom, Inc., 12
Vivendi, 5, 7-8, 10, 12, 16-17, 23-24
Vodacom Group, 4, 21, 23-24, 48
- Gateway Communications, 24
- Group, 4
- South Africa, 21, 23, 48
- Tanzania, 21, 48
Vodafone Group
- Africa & Central Europe Region (ACE, see successor regions), 4-5, 7, 21, 23-24, 31, 37-38, 47-48
- Africa, Middle East, and Asia Pacific Region (AMAP), 4
- – Africa, 4, 21, 23-24, 31, 37-38, 47-48
- – Asia, 4, 11-12, 26, 37
- – Australia, 4, 19, 23, 26, 37
- – - VHA Pty. Ltd (see also Hutchison Whampoa), 37
- – Egypt, 4, 34, 33-34, 44
- – - Vodafone International Services, 34
- – Fiji, 4, 21, 37, 44, 48
- – Ghana, 4, 37-39
- – India, 4, 8, 11-12, 14, 19, 18-19, 23, 39, 41-43
- – Kenya (see also Safaricom), 4, 21, 20-21, 23-24, 43-44, 48
- – Middle East, 4, 37
- – New Zealand, 4, 37, 44-46
- – - First Mobile (New Zealand), 45
- – Pacific, 4, 37, 46
- – South Africa (see also Vodacom), 4, 21, 23-24, 47-48
- – Qatar (see also Vodafone and Qatar Foundation and Vodafone Qatar), 4, 21, 23-24, 47
- Asia Pacific & Middle East Region (APME, see successor regions), 4-5, 7, 11-12, 26, 37
- Europe Region, 4
- – Albania, 4
- – Czech Republic, 4, 23, 22-23, 25
- – Germany, 4, 17, 20, 23-24, 25-27, 32, 45
- – Greece, 4, 23, 26
- – Hungary, 4, 26-27
- – Ireland, 4-5
- – Italy, 4, 20, 27
- – Malta, 4, 28
- – Netherlands, 4, 27-28
- – Portugal, 4, 23, 27-28
- – Romania, 4
- – Spain, 4, 30
- – Turkey, 4, 30-31, 39, 46
- – UK, 4, 7, 19-24, 27-28, 32-36, 43
- Ex-executives
- – Davies, Mike, 46
- – Sarin, Arun, 9
- Executives
- – Becker, Wendy, 5
- – Bond, Sir John, 4-5, 18
- – Brislen, Paul, 45
- – Buchanan, John, 18
- – Colao, Vittorio, 4-5, 7, 9-11
- – Combes, Michel, 4-5, 10
- – Finegold, Warren, 5
- – Halford, Andy, 5, 33
- – Joussen, Friedrich, 27
- – Lardieg, Fred, 12
- – Laurence, Guy, 33-34
- – Lundal, Morten, 5, 31
- – Maher, Grahame, 47
- – Pickering, Sandra, 46
- – Portz, Michael, 47
- – Pusey, Stephen, 5
- – Read, Nick, 4
- – Rieger, Steve, 45
- – Rositzki, Eric, 19
- – Smits, Jo, 28
- – Stride, Neil, 35
- – Tunnicliffe, Ken, 46
- – Whitehill, Kyle, 38
- Group, 4-6, 8-9, 12, 18-19, 21-24, 31-36, 38, 41, 45, 48
- – CGP Investments (Cayman Islands), 43
- – Headquarters, 34
- – Investments & Associates, 5, 8, 11, 14-17, 22-24
- – - Americas (see also Verizon Wireless), 11, 17, 22-23
- – - Aspective, 35
- – - ASPire Group, 11
- – - China (see also China Mobile), 4, 6-8, 10-12, 14-15
- – - France (see also Vivendi/SFR), 10, 16, 24
- – - Japan, 26
- – - Poland (see also Polkomtel), 5, 7-8, 10, 16
- – Marketing, 5, 7, 10, 19-20, 25, 32, 36, 41, 47
- – - Group Marketing, 5
- – - Rewards, 39
- – - Vodafone Internet Services (VIS), 16
- – Partner Markets, 5, 10, 48
- – - Afghanistan (Roshan), 21, 48
- – - Austria (A1), 25
- – - Japan (SoftBank), 12, 26
- – - Sri Lanka (Dialog), 16
- – - United Arab Emirates (du), 48
- – R&D, 5, 11
- – - Joint Innovation Lab (with China Mobile, SoftBank Corp., and Verizon Wireless), 11
- – Strategy, 10, 27, 31, 34, 38
- – - Total Communications, 16, 27, 38
- – Vodafone Global Enterprise, 5, 33, 38
- – Vodafone Ventures, 12
- Products and services, 27
- – 360, 33, 35
- – Broadband (Italy), 46
- – Business, 5, 43
- – Freedom, 9
- – International (UK), 34
- – Mobile Broadband, 22, 25, 30
- – Mobile Broadband Hotspot, 22
- – Mobile Internet (UK), 30
- – MobileTV, 28, 48
- – Money Transfer, 21, 48
- – Navigator, 33
- – o.tel.o, 26
- – OneNet, 33-34
- – PC Protection, 32
- – Ready to Go, 34
- – Red, 12, 44
- – SOS, 23
- – Terminals
- – - BlackBerry, 17, 22-24, 41, 45
- – - Sure Signal (Sagem), 22
- – - USB Modem, 25
- – - Vodafone 340, 23
Vodafone Qatar Q.S.C., 4, 21, 23-24, 47
- Maher, Grahame, 47
W
Walt Disney Company, The, 12
Western Europe
- France, 10, 16, 24
- Germany, 4, 17, 20, 23-24, 25-27, 32, 45
- Greece, 4, 23, 26
- Ireland, 4-5
- – Government, 5
- Italy, 4, 20, 27
- Malta, 4, 28
- Netherlands, 4, 27-28
- – Government, 28
- – Legal, 27
- Portugal, 4, 23, 27-28
- – ANACOM, 28
- Spain, 4, 30
- Sweden, 23
- Turkey, 4, 30-31, 39, 46
- United Kingdom (UK), 4, 7, 19-24, 27-28, 32-36, 43
- – Government, 28, 32
- – Legal, 27, 32, 43
- – Office of Communications (Ofcom), 32
Wipro, 20
Z
Zain Group
- OpCos (Zain/Celtel/MTC)
- – Africa, 14
ZTE Corporation, 23-24
About Vodafonewatch
Report: #85
Covering: August/September 2010
Published: September 2010
Next issue: October 2010
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