Vodafonewatch
This release
: #177
May 2019: 78pp
Releases/year: 10+
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Executive brief

Group

Partnerships

Vodafone quietly exits Iran [p7]

People

  • Table: People movement highlights

Supply chain

  • Table: Partner/supplier people movement highlights

Digital Transformation World 2019

TM Forum

DTW19 underlines need for collaboration and speed [p16]

  • Thomas sees Vodafone adding “secret sauce” to collaborations
  • Collaboration a constant in tumultuous times
  • Foundations for 5G (and maintaining relevance)
  • A living framework

Zero Touch

Another Group signal of coming partner platform refit [p20]

  • Working with robots
  • The people side: learning from hyper-scalers on business-IT alignment

Digitalisation

Vodafone Germany on charge to cloud payments [p25]

  • Big bang refresh
  • Compromises

Profile: EXFO

EXFO offers assurance in changing world [p28]

  • Strategic priorities for an automated future
  • Change as a constant in virtual world
  • Telenor partnership highlights common cause
  • Three UK showcases assurance for virtualised infrastructure
  • Catalyst contributions provide additional proof
  • 5G and a more consultative way of doing business for vendors and operators

Europe Region

Czech Republic

New entrant plan resurfaces ahead of 5G auction [p36]

  • The fourth dimension
  • Table: Spectrum bills in pipeline: Vodafone's Europe Region spectrum agenda, 2019-2020

Germany

VfD slams German 5G auction as “catastrophic” [p39]

  • Table: 2GHz and 3.6GHz licence auction outcome
  • Regrets, we've got a few
  • Headmaster Homann
  • Job losses
  • Short sited
  • See you in court, BNetzA
  • Table 5 We need to talk about Drillisch, investment, and cell-site acquisition
  • Empowered BNetzA reminds operators of coverage responsibilities

VfD under more pressure to offer Vodafone Pass EU-wide [p44]

  • Other gripes
  • Pass history

CommScope flags DOCSIS 3.1 role with Arris [p46]

Greece

New competitive threat as Forthnet firms up MVNO [p48]

  • Go forth and multiply
  • A nudge towards buyout?

Spain

VfS joins 5G party with 15-city launch [p52]

  • Big spending 4G customers in VfS sights
  • Table 6 Ready for 5G: VfS spectrum holdings
  • Vodafone seeks 5G city strongholds
  • Signs of a more muscular Group go-to-market strategy?
  • Hatching plans for cloud gaming

UK

VfUK displays unlimited 5G enthusiasm [p56]

  • Race to the bottom?

Rest of the World Region

India -- Vodafone Idea

VfI's network-supplier radar picks up Samsung [p60]

VfI set to relinquish first Metro stronghold [p62]

  • Number-one spot in jeopardy
  • Table: Leading Indian mobile operators by circle/subscribers, 31 December 2018

Vodacom Group

Vodacom spreads supply to mitigate US-China fall-out [p64]

  • Opening for Huawei rivals on M-PESA revamp?

Vodacom shifts to 'International' enterprise play [p67]

  • Not a goodbye…
  • … just a long-needed spring clean

Vodacom sweeps media ecosystem to cut fraud [p70]

Further reading

 

A

Accenture 30

Africa 10, 12, 65, 67, 68, 69, 71, 74

Angola 67, 69

Congo 71

Egypt 61, 74

Ghana 67

Kenya 12, 69, 71

Government 69

Malawi 67

Mozambique 67

Nigeria 67, 68, 69

South Africa 13, 65, 68, 70, 71

Tanzania 69

Tanzania Communications

Regulatory Authority (TCRA) 69

Zambia 67, 68

Alpha Bank 11

Altran Technologies, SA 55

Amazon.com Inc. 23, 68

Amazon Web Services 68

Amdocs 11

Americas

USA 7, 38, 46, 54, 64

Securities & Exchange

Commission (SEC) 7, 72

Asia-Pacific 12

Australia 65

China 54, 57, 60, 64

India 12, 60, 61, 62, 63, 74

Department of Telecommunications (DoT) 61

Telecom Regulatory Authority of India (TRAI) 62, 63, 74

New Zealand 65

South Korea 57

AT&T 17, 37

Axiata Group Bhd (TM International)

India (Idea Cellular, see also Aditya

Birla) 12, 60, 62, 65, 74

B

Banco Santander, SA 52

Bharat Sanchar Nigam Ltd (BSNL) 63

Bharti Group 60, 62

Airtel 60, 62, 74

Indus Towers 12

BMW Group 10

BT Group 11, 17, 21, 24, 56

EE (see DT, FT) 11, 56

C

Cisco Systems 13

CK Hutchison Holdings

Vodafone Hutchison Australia Pty

Ltd (VHA, (see Vodafone) 58

CommScope Inc. 46, 73

Cranfield University 10

CyTA 48

D

Dell Technologies 13

Dell EMC 13

Deutsche Telekom 8, 11, 12, 19, 24, 39,

42, 43, 50

Europe

Czech Republic 37

Greece (see OTE) 48

Hungary (see Magyar Telekom) 50

Poland (Polska Telefonia Cyfrowa/PTC) 9

UK (EE) 11, 56

Germany 40

Investments

Magyar Telekom (see separate) 50

USA 11

DHL Worldwide Express 68

Dixons Carphone 26

Drillisch AG 39, 40, 41, 42, 43

du (Emirates Integrated Telecommunications) 74

E

eBay 9

PayPal 9

EMC 13

Ericsson 13, 24, 52, 55, 57, 61, 73

Europe 8, 10, 11, 25, 26, 29, 35, 37, 38, 40,

42, 43, 45, 49, 52, 65, 72, 73

Albania 11

Czech Republic 36, 37, 38, 46, 73

Czech Telecommunications Office (CTU) 73

Denmark 16, 29, 31

Finland 55

France 9, 16, 29

Germany 8, 11, 38, 39, 40, 41, 42, 43,

44, 45, 46, 47, 53, 73

Bundesnetzagentur fur Elektrizitat, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA, RegTP, FNA, or German Federal Network Agency) 39, 40, 41, 42, 43, 45, 73

Lander

North Rhine-Westphalia (Dusseldorf) 44, 47

Greece 38, 47, 48, 49, 73

Hellenic Telecoms and Post Commission (EETT) 48, 49

Hungary 38, 46, 50, 73

Ireland 50, 73

Italy 12, 18, 38, 53, 55, 56

Netherlands 12, 38

Portugal 38

Romania 38, 46

Russia 8

Spain 11, 26, 52, 53, 54, 55, 56, 57, 73

Sweden 13, 55

Turkey 12

United Kingdom (UK) 10, 11, 12, 32, 38, 45, 47, 53, 56, 57, 58, 61, 73

Office of Communications (Ofcom) 45, 57

European Union 44, 45, 73

European Commission 38, 46, 50

EXFO 16-33

Astellia 29

Ontology Systems 29, 30, 31

F

Facebook 9

Forthnet 48, 49, 73

G

Globacom Ltd 69

Goldman Sachs 58

Google 54

Android 54

GSM Association (GSMA) 11

Mobile World Congress 31, 54, 55

H

Hewlett-Packard Enterprise 11

HiWEB 7, 8

HSBC 11, 12, 58

Huawei Technologies 24, 25, 26, 52, 54, 55, 57, 60, 61, 64, 65, 71, 73

I

IBM 24, 30, 47, 55

Iliad 9

Indus Towers 12 K

KPN 12

L

Largo Ltd

WIND Hellas 48

LG Electronics 54

Liberty Global 46, 73

UPC Germany GmbH

Unitymedia GmbH 46

M

Magyar Telekom (see DT) 50

Middle East 10, 12

Dubai 8

Egypt 61, 74

National Telecommunication Regulatory Authority (NTRA) 61

Iran 7, 8

Oman 8

Syria 7

Microsoft

LinkedIn Corp. 74

N

Naspers Limited (MIH Group) 71

Netflix Inc. 23

Nokia 55, 61, 65, 71

NTT

Dimension Data 71

O

Oman Telecommunication Co. (Omantel) 8

One Communications Ltd (Onecom, Kenya) 58

Oracle 21, 24

Orange

Orange 19, 21, 24, 32

Kenya (Telkom Kenya, see separate) 69

UK (see EE) 11, 56

OTE (Hellenic Telecom. Org. SA, see DT)

Cosmote 48, 49

Greece 48

P

Papistas 47

Perch Interactive 9

Phones4U 47

PTC 9

Q

Qualcomm 55

R

Ricoh Company 57

S

Safaricom 12, 65, 69, 71

Executives

Rerolle, Thibaud 12

Ex-executives

Joseph, Michael 12, 69

M-PESA 9, 65, 69

One Communications Ltd (Onecom, see separate) 58

Samsung 54, 55, 60, 71, 74

Spotify Ltd 9

T

Technology

2G 58, 71

GSM 11

3G 18, 38, 50, 58, 71

Evolved HSPA (HSPA+/I-HSPA)

MIMO 55, 57

4G 26, 37, 52, 53, 54, 56, 57, 58, 60,

71, 74

Long Term Evolution (LTE) 42, 71

VoLTE (Voice-over-LTE) 74

5G 16, 17, 18, 19, 20, 22, 23, 27, 28, 29,

30, 32, 33, 36, 37, 38, 39, 40, 41, 42, 43,

50, 52, 53, 54, 55, 56, 57, 58, 60, 73, 74

AI 16, 17, 18, 19, 65

BSS 18

Cloud computing 10, 17, 22, 23, 25,

26, 27, 32, 52, 55, 68

Fibre 29, 53, 54, 71

IoT 9, 10, 12, 21, 33, 50, 53, 58, 68

M2M 58

MPLS 68

OSS 30

Push-to-talk 18

RAN 52, 54, 55, 57

SIM 26, 45, 57

Smartphone 54, 55, 65, 71

SMS 45

Spectrum 36, 37, 38, 39, 40, 41, 43, 52,

53, 58, 71, 73

700 MHz 36, 37, 38, 40, 50

800 MHz 38, 50, 53

900 MHz 50, 53, 58

1000 MHz 50

1800 MHz 50, 53

2100 MHz 38, 50, 53, 58

2600 MHz 38, 50, 53

3500 MHz 38, 50

Submarine 8

Telemedicine 53

W-LAN 71

Telecom Italia 11

Telecom Italia Mobile 11, 18

Telefonica Group 12, 24, 40, 41, 43, 46,

54, 58

Europe

Tesco Mobile 12

UK 12, 58

TeleManagement Forum

TM Forum 16, 17, 20, 21, 22, 23, 24, 29

Telenor ASA 24, 29, 31

Telkom Kenya Ltd (Orange Kenya) 69

Telstra 21

Tesco 12

Tesco Mobile 12

Twenty-First Century Fox

Sky

Sky Italia 12

U

United Internet 39

V

Verizon Communications 12

Verizon Wireless 12

Visa 10

Vivendi

Polska Telefonia Cyfrowa (PTC) 9

Vodacom Group 9, 12, 13, 64, 65, 67, 68, 69, 70, 71, 74

Congo 71

Gateway Communications 8, 68

Group 9, 12, 64, 67, 69, 70, 71, 74

Mozambique 67

South Africa 13, 65, 68, 70, 71

Tanzania 12, 65, 69

Vodacom Business 67, 68, 74

Vodafone

Europe Region 35, 38, 49, 65, 73

Albania 11, 38

Cable & Wireless Worldwide 8

Czech Republic 36, 37, 38, 46, 73

Germany 8, 11, 25, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 53, 73

KDG Holding GmbH (Kabel Deutschland) 12, 46

Greece 38, 47, 48, 49, 73

Hungary 38, 46, 50, 73

Ireland 11, 50, 73

Italy 11, 12, 18, 38, 53, 55, 56, 73

Malta 38

Netherlands 12, 38

VodafoneZiggo 11, 38

Portugal 13, 38, 55

Romania 38, 46

Spain 11, 26, 52, 53, 54, 55, 56, 57, 73

UK 10, 11, 12, 26, 32, 38, 45, 47, 53, 54, 55, 56, 57, 58, 61, 73

Talkmobile 26

Executives 9

Ametsreiter, Hannes 11, 40

Colao, Vittorio 47

Currie, Scott 11

Gill Didoni, Jennifer 10

Harris, Justine 10

Harrop, Steve 24

Hendi, Hisham 69

Joosub, Shameel 68

Joseph, Michael 12, 69

Laukenmann, Andreas 11

MacLeod, Andrew 12

Noguera, Javier 11

Pradel, Karsten 12

Raffaella, Nargi 11

Read, Nick 54, 58

Reeves, Richard 11

Schaurecker, Cornelia 10

Sola, David 11

Thomollari, Valsi 11

Wibergh, Johan 21

Wilson, Ninian 10

Ex-executives

Cubero, Manuel 11

Sarin, Arun 12

Group 8, 10, 47, 68, 72

Headquarters 56

Partner Markets 7, 69

Kenya (Safaricom) 12, 65, 69, 71

United Arab Emirates (du) 74

Strategy

Total Communications 58

Vodafone Carrier Services 68

Vodafone Global Enterprise (VGE) 68

Vodafone Procurement Company (VPC) 10

Vodafone Roaming Services 55

Investments & Associates

Americas (see Verizon Wireless) 12

Products

At Home 46

Business 9, 10, 11, 13, 21, 50

Campus 47

Casa 46

Liberty (Malta) 46, 73

My Vodafone 25

One 53

Red 26

Terminals

540 49

V by Vodafone 12

Vodafone Pass 44

Rest of World Region

Africa 10, 12, 65, 67, 68, 69, 71, 74

Asia 12

Australia 65

Egypt 61, 74

Ghana 67

India 60, 61, 62, 63, 74

Indus Towers 12

Kenya (see Safaricom) 12, 65, 69, 71

Middle East 10, 12

New Zealand 65

South Africa (see Vodacom) 9, 12, 13, 64, 65, 67, 68, 69, 70, 71, 74

Turkey 12

W

World Economic Forum 37

X

Xiaomi Inc. 54, 55

Z

ZTE Corp. 60

  • Erasure of joint venture’s once-vaunted subscriber lead seems imminent.

Vodafone Idea (VfI) is getting perilously close to losing subscriber leadership in one of India’s key ‘Metro‘ service areas, in another nod to the remarkable rise of upstart Reliance Jio.

According to the latest data from the Telecommunications Regulatory Authority of India (TRAI), VfI retained 9.06 million customers in Kolkata – the smallest of the three Metro regions – at 30 April 2019, down from 9.09 million one month earlier.

Reliance Jio registered 8.81 million users, up from 8.61 million – so will have overtaken VfI in June 2019, if trajectories remained constant in the interim.

VfI has lost 614,000 subscribers in Kolkata since the start of 2019, while Jio has gained 741,000. It remains less than three years since Jio was effectively at zero, having debuted services in September 2016, after an earlier soft-launch (Vodafonewatch, #147).

Number-one spot in jeopardy

VfI retains more ‘comfortable‘ gaps in the larger Metros of Delhi (19.11 million, versus second-placed Bharti Airtel’s 15.58 million) and Mumbai (15.17 million, against Jio’s 12.17 million). It also remains India’s largest player overall, with 393.25 million to Airtel’s 321.89 million and Jio’s 314.81 million. VfI might not be overly disturbed by loss of number-one status in certain territories, or in general, given it and Vodafone’s Group-level ‘damage limitation‘ strategy, with focus on select markets and maintaining differentiation from smaller competitors rather than big rivals.

Nonetheless, on recent trends, Jio is on track to overtake VfI on total subscribers in September-October 2019, in what would be another symbolic and psychological blow for the new entrant, and a vivid demonstration of how nimbler and more aggressive upstarts are shaking up the global telecoms establishment (Vodafonewatch, #153).

VfI has jettisoned 48.4 million customers since the completion of its merger at the end of August 2018, and dropped below the 400 million-mark during March 2019.

Image: Mark / Flickr CC BY-NC-ND 2.0

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