Image: Intelsat


Snapshots and insights from this Vodafonewatch report…

Report: #164
Covering: April 2018
Next report: May 2018


Final withdrawal looms for Vodafone Wallet

Vodafone’s digital competitors chalk up another mobile service victim. Read more…

VfCZ said to be targeting Christmas IPTV move

More evidence emerges of agitation among smaller European OpCos for the convergence platform gained by larger peers. Read more…

Tensions continue over Altice’s Media Capital plan

Altice’s media power-play still enmeshing Portuguese regulators. Read more…

Telecom Egypt continues to bat off VfEg exit talk

The prospect of a resolution to Vodafone’s Egyptian ownership quandary continued to appear distant. Read more…

​​​Intelsat buddies with Nigerian unit

Nigerian tie-ups, not acquisitions, remain focus for cautious Vodacom. Read more…


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• Innovation.
• Strategy.
• Technology.
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• Contracts and suppliers uncovered.
• Key function and OpCo landscapes.
• Opex/capex trends deciphered
• Peer comparatives (Vodafone and suppliers).
• Partnerships, investments and deals unravelled.
• People movements and power/org mapping.
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Table of Contents

Executive brief

Group

Deals

Wind confirms joint play with Vodafone for Forthnet [p6]

  • Risk of dysfunction

Strategy

Ten years on, Colao nears EUR100bn cash payout milestone [p8]

  • The Faustian cost of meeting shareholder demands
  • Figure 1: Selected European operator comparison, dividends declared FY08-18
  • Figure 2: Vodafone dividend trend versus European operator rivals, FY08-18 (excluding 2014 Verzion Wireless stake sale)

People

  • Table 1: People movement highlights

Group Commercial, Strategy & Operations

Final withdrawal looms for Vodafone Wallet [p13]

  • Overshadowed by M-PESA

Group Technology

Vodafone to set sail with TIP-backed Voyager [p15]

  • Why is Voyager important?
  • Voyager shipmates

Europe Region

Region

NB-IoT progress in Czech Republic, Germany, Italy [p17]

  • Ruhr ready
  • Czech this out
  • Table 2: Vodafone on the NB-IoT trail: Group highlights, April 2018

Czech Republic

VfCZ said to be targeting Christmas IPTV move [p22]

  • In-house or out?
  • Me too

Germany

Huawei wheels out again C-V2X work with VfD, Bosch [p24]

  • Shifting gears

Greece

EETT to press on with 3.4GHz-3.8GHz auction [p25]

  • Table 3: Vodafone’s Europe spectrum agenda, 2018-2019
  • Rare good news amid 3.5GHz crunch

Portugal

Tensions continue over Altice’s Media Capital plan [p27]

  • Vaz confident

Spain

Vodafone targets EU for broadband aid [p28]

  • Network virtualisation on agenda

UK

VfUK preps 5G with biggest 3.4GHz spend [p29]

  • Table 4: Hey, where are the big spenders?
  • 3.5GHz seen as key
  • Auction nitty-gritty
  • Table 5: The lay of the bands. Spectrum breakdown after 2.3GHz/3.4GHz auction (MHz)
  • Figure 3: Shares of overall UK spectrum, before and after 2.3GHz/3.4GHz auction (%, total MHz)
  • Figure 4: Shares of ‘immediately useable’ UK spectrum, post 2.3GHz/3.4GHz auction
  • Oh my, O2

VfUK faces backlash over Manchester hotline failure [p32]

  • NMAT: what went wrong

Africa, Middle East & Asia-Pacific Region

Egypt

Telecom Egypt continues to bat off VfEg exit talk [p35]

  • An ongoing saga

India

Idea-VfIn seeks fine balance with exec appointments [p36]

  • Tech team mix raises harmony question

YOU Broadband ups spend via vendor financing [p38]

  • Integration seemingly progressing, but competitive threats rising

New Zealand

VfNZ showcases 5G interest [p39]

  • VfNZ hoping 5G hits home

Vodacom Group

Safaricom tasks Ericsson with NOC revamp [p40]

Intelsat buddies with Nigerian unit [p41]

  • Safaricom making Nigerian moves, too

Further reading

Index


Index

Symbols

3rd Generation Partnership Project (3GPP) 21, 24

A

Accenture 11, 12
Aditya Birla Group 36
– Idea Cellular 36, 37, 38
ADVA Optical Networking 15
Africa 11, 34, 38, 40, 41
– Egypt 8, 12, 35
– Kenya 40
– Nigeria 41
– North Africa 8
– South Africa 11, 21, 38, 39, 41
– – Competition Commission 37
– Sub-Sahara 40, 41
Airspan Networks 31
Altice Group 27
Amazon.com Inc. 19, 23
– Amazon Web Services 19, 23
American Tower Corp. 37
Americas
– Canada 8
– Latin America 10
– USA 8, 19, 29
Apple 13, 30
Asia-Pacific 8, 10, 29
– Australia 36, 40
– – National Broadband Network (NBN) 36
– China 37
– Fiji
– – Commerce Commission 7
– India 12, 36, 37, 38, 39
– – Department of Telecommunications (DoT) 37
– Malaysia 8
– New Zealand 7, 39, 40
– – Commerce Commission (New Zealand) 7
– Thailand 8
Avaya 19
Axel Springer AG 10
Axiata Group Bhd (TM International)
– India (Idea Cellular, see also Aditya Birla) 36, 37, 38

B

BC Partners
– Intelsat Ltd 41
Bharat Sanchar Nigam Ltd (BSNL) 38
Bharti Group 37, 38
– Airtel 37, 38
– – Bharti Infratel 37
– Indus Towers 37
Bosch Group, The 24
BT Group 8, 32, 40
– Openreach 32
Bulldog, UK 12

C

CeBIT 20
Cisco Systems 10, 19, 22
CityFibre 32
Cyprus Telecommunications Authority
– CytaHellas 7

D

Dell 19
Deutsche Bahn 18, 20
Deutsche Telekom 6, 7, 8, 25, 39
– Europe
– – Czech Republic 17, 22
– – Greece (see OTE) 7
– – UK (EE) 29, 30, 31
– Germany 18
– Investments
– – OTE (see separate) 7, 25
DHL Worldwide Express 18, 20
DIEHL Metering 18, 20

E

eBay 11
– PayPal 13
EE (see DT, FT) 29, 30, 31
EMC 19
– VMware 19
Ericsson 10, 18, 20, 21, 22, 23, 29, 40
Essar Group
– Essar Communications
– – Essar Telecom Kenya Ltd (yu/ETK/Econet Wireless Kenya) 23
Etisalat 41
Europe 9, 10, 11, 16, 17, 19, 20, 24, 25, 29, 41
– Albania 25
– Central Europe 10
– Czech Republic 17, 19, 22, 23, 25
– Finland 39
– Germany 6, 8, 10, 11, 17, 18, 20, 21, 22, 23, 24, 25
– – ARD 18
– – Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA, RegTP, FNA, or German Federal Network Agency) 18
– – Länder
– – – Bavaria (Munich) 18
– – – North Rhine-Westphalia (Düsseldorf) 18, 20, 21
– Greece 6, 23, 25
– – Hellenic Telecoms and Post Commission (EETT) 25
– Hungary 23, 25
– Ireland 19, 23, 31
– Italy 8, 9, 17, 20, 23
– Luxembourg 12
– Netherlands 6, 19, 23, 25, 27, 38
– Portugal 21, 22, 23, 27
– – ANACOM 27
– – Competition Authority (AdC) 27
– Romania 23, 25
– Slovenia 22
– Spain 11, 17, 20, 22, 23, 27, 28
– Sweden 10
– Switzerland 11
– United Kingdom (UK) 10, 12, 13, 15, 17, 23, 29, 30, 31, 32, 38
– – Office of Communications (Ofcom) 29, 30, 31
European Union 18, 19, 28
– European Commission 19

F

Facebook 15, 39
Formula One 19
Forthnet 6, 7

G

Gemalto NV 13, 21
Goldman Sachs 29
Google 22, 36
– Android 36
– Android Market 40
– YouTube 23, 36
GSM Association (GSMA)
– Mobile World Congress 23

H

Hewlett-Packard Enterprise 19, 40
Huawei Technologies 10, 17, 18, 20, 21, 22, 23, 24, 28
Hutchison Whampoa 38
– HTIL 38
– Vodafone Hutchison Australia Pty Ltd (VHA, (see Vodafone) 11, 21, 23, 36, 38

I

IBM 19
Indus Towers 37
Institute of Telecommunications Professionals 12
Intel 21, 39
Invitation Digital 13
IOL 27

J

Juniper Networks 19

L

Largo Ltd
– WIND Hellas 6
Liberty Global 6, 12, 23
– UPC Germany GmbH
– – Unitymedia GmbH 6
– Virgin Media 12
– Ziggo 19
LinkedIn Corp. 11

M

Mahanagar Telephone Nigam Ltd (MTNL) 38
Market segments
– Contactless payment (NFC) 13
– Network-sharing 21
– Over-the-top (OTT) 13
– Value-added services (VAS) 35, 39
– Voice 19
MasterCard 13
MediaTek Inc. 21
Microsoft 10, 11, 19, 21, 40
Middle East 8, 10
– Dubai 7
– Egypt 8, 12, 35
– Kuwait 8
– Qatar 8
– – Qatar Foundation for Education, Science and Community Development 8

N

Netflix Inc. 36
Neul 21
Nokia 12, 17, 18, 20, 21, 23, 39
Nokia Solutions & Networks 12

O

OMV Aktiengesellschaft 20
Orange
– Orange 8, 11, 12, 28
– Spain 11, 28
– UK (see EE) 29, 30, 31
OTE (Hellenic Telecom. Org. SA, see DT) 7
– Cosmote 7
– – Greece 7

P

Pacific Spectrum Holdings Limited 31
Panasonic 18, 20
Petrom, Romania 20
Plural 27
Promotora de Informaciones, S.A. (Grupo PRISA) 27
– Media Capital 27
– – Televisão Independente (TVI) 27

Q

Qatar Foundation Consortium 8
Qualcomm 12, 21, 30

R

RWE AG 20

S

Safaricom 11, 40, 41
– M-PESA 13
Samsung 21, 30
SAP 19, 39
Sequans Communications 21
Sky Network Television 7
SoftBank Corp. 12
Spreadtrum Communications Inc. 21

T

Techem 18, 20
Technology
– 3G 25, 29, 39
– – Evolved HSPA (HSPA+/I-HSPA)
– – – MIMO 29
– 4G 17, 20, 23, 25, 30, 35
– – Long Term Evolution (LTE) 17, 23, 38
– 5G 11, 17, 23, 24, 25, 29, 30, 31, 39
– Billing 12
– Cloud computing 19, 21, 28, 33, 40
– DSL 23
– Fibre 7, 21, 23, 28, 32, 38
– – FTTP 32
– IP 15, 22, 33
– IPTV 22, 23
– iTV 22
– Linux 15
– M2M 20
– Mobile TV 22
– Narrow Band Internet of Things (NB-IoT) 17, 18, 19, 20, 21, 38
– NOC 40
– OSS 40
– PC 10
– RAN 15
– R&D 25
– RF 19
– SIM 19, 21
– Smartphone 30
– Spectrum 18, 25, 29, 30, 31
– – 700 MHz 25, 30
– – 800 MHz 18, 20, 25, 30
– – 900 MHz 21, 30
– – 1800 MHz 25, 30
– – 2100 MHz 25, 30
– – 2600 MHz 25, 30
– – 3500 MHz 25, 29, 39
– – Digital dividend 25
– Tablet 23
– VoIP 39
Tele2 10
Telecom Egypt 35
Telecom Infra Project 15
Telefónica Group 8, 10, 11, 25, 28, 29, 31
– Europe 17, 22, 29, 30, 31
– – España 28
– – UK 10, 29, 31
Telit 21
Telstra 36, 40
TiVo 22
TVI 27
Twenty-First Century Fox 19

U

u-blox 21
United Internet 6
UPC 23

V

Veolia Environnement SA 19, 20
Verizon Communications 8, 10
– Verizon Wireless 8, 9
Videocon Industires Ltd
– Datacom Solutions Pvt Ltd 38
Visa 13
Vocus Communications 7
Vodacom Group 11, 21, 38, 39, 40, 41
– Group 11, 40
– Lesotho 40
– South Africa 11, 21, 38, 39, 41
– Tanzania 11
– Vodacom Business 11, 40, 41
Vodafone
– Africa, Middle East, and Asia Pacific Region (AMAP) 34, 37, 38
– – Africa 11, 34, 38, 40, 41
– – Asia 10, 29
– – Australia 36, 40
– – – VHA Pty. Ltd (see Hutchison Whampoa) 36
– – Egypt 8, 12, 35
– – India 12, 36, 37, 38, 39
– – – Indus Towers 37
– – Kenya (see Safaricom) 11, 40, 41
– – Middle East 8, 10
– – New Zealand 7, 11, 21, 23, 38, 39, 40
– – – TelstraClear 7
– – Qatar (see Vodafone and Qatar Foundation and Vodafone Qatar) 8, 12, 35
– – South Africa (see Vodacom) 11, 21, 38, 39, 40, 41
– Board of Directors
– – Dopfner, Dr. Mathias 10
– Europe Region 16, 25
– – Albania 25
– – Cable & Wireless Worldwide 33
– – Czech Republic 11, 17, 19, 20, 22, 23, 25
– – Germany 6, 8, 10, 11, 13, 17, 18, 19, 20, 21, 22, 23, 24, 25
– – – KDG Holding GmbH (Kabel Deutschland) 18, 23
– – Greece 6, 7, 20, 23, 25
– – – Hellas On Line (HOL) 7, 23
– – – Zelitron 20
– – Hungary 11, 23, 25
– – Ireland 11, 19, 20, 22, 23, 31
– – Italy 8, 9, 11, 13, 17, 20, 23, 39
– – Malta 25
– – Netherlands 6, 19, 20, 23, 25, 27, 38
– – – VodafoneZiggo 6, 12, 13, 19
– – Portugal 10, 21, 22, 23, 27
– – Romania 20, 23, 25
– – Spain 11, 13, 17, 20, 22, 23, 27, 28
– – – Grupo Corporativo Ono (ONO) 23
– – UK 10, 11, 12, 13, 15, 17, 19, 23, 25, 29, 30, 31, 32, 33, 38
– Executives
– – Al Azhary, Rasha 12
– – Ametsreiter, Hannes 18
– – Attanasio, Sandro 11
– – Baird, Tony 39
– – Bernath, Claudia 11
– – Colao, Vittorio 8, 9, 25, 29
– – Cooper, Gary 10
– – Dawar, Manish 36
– – Ehlen, Ingo 11
– – El Ayouti, Marwa 12
– – Ermert, Nils 10
– – Field, Jacqui 10
– – Gelencser, Zoltan 11
– – Gliddon, Nick 37, 38
– – Grover, Vikas 12
– – Jeffery, Nick 32
– – Kilinc, Tanja 11
– – Kolade, Lanre 41
– – Nair, Kavita 37
– – Nelson, Amanda 11
– – Petty, Scott 10
– – Reiter, Joakim 10
– – Rutherford, Jonathan 11
– – Schveninger, Catalina 10
– – Sharma, Balesh 36
– – Shields, Justin 10
– – Sood, Sunil 37
– – Spink, Martin 10
– – Stanners, Russell 7, 39
– – Tait, Jamie 10
– – Vishant, Vora 37
– – Weissbrich, Guido 11, 24
– – Yildizli, Ara 11
– – Zarkalis, Nassos 6
– Ex-executives
– – Amzallag, David 12
– – Deschanel, Cyril 10
– – Evans, Mark 31
– – Jhamb, Vivek 12
– – Morrow, Bill 36
– – Pol, Chuck 12
– – Sarin, Arun 9
– Group 10, 11
– – Americas (see Verizon Wireless) 12
– – Headquarters 29
– – Partner Markets 8, 10, 12
– – – Kenya (Safaricom) 11, 40, 41
– – – Thailand (TrueMove) 8
– – Strategy
– – – Supermobile 9
– – Vodafone Carrier Services 12
– – Vodafone Global Enterprise (VGE) 10
– – Vodafone Procurement Company (VPC) 10, 11, 12
– – – Tomorrow Street 12
– Investments & Associates
– – Americas (see Verizon Wireless) 8, 9
– Products
– – Business 37, 38, 39
– – GigaTV 18, 22
– – Liberty (Malta) 6, 12, 23
– – My Vodafone 19
– – Red 19
– – Vodafone TV 23, 36
– Project Spring 9
Vodafone Qatar Q.S.C. 8, 12, 35

Z

Zain (MTC) 8