CSP Analysis Report: Vodafone

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This 148-page PowerPoint style PDF report (and accompanying Excel data pack) examines the transformation efforts of Vodafone Group as it both embraces a Happy Piper philosophy through organic and inorganic network investment and experiments in digital services more generally. Vodafone's mixed fortunes and competitive positioning across its developed and emerging markets is assessed, which is supplemented by a broader discussion of these markets' characteristics and prospects. 

The report examines Vodafone's service offerings by describing and evaluating its activities across all services areas, from core (e.g. 4G LTE, IPTV) to near-core (e.g. M2M, cloud) and digital (e.g. M-Pesa, Vouchercloud). Partnerships with other industries are evaluated in the Value Network section as well as collaborations with other CSPs such as Weve and its M2M partnership strategy. 

The report highlights Vodafone's experience and efforts relative to its peers in technology transformation. This is followed by a deep-dive into its financial results, including how these have been affected by the Verizon Wireless deal.

Key strengths, shortcomings – including its heavy exposure to the struggling European marketplace and lack of a clearly articulated vision in digital services – and strategic priorities are outlined.

VodafoneTelco 2.0 Benchmark analysis

Who is it for?

The Telco 2.0 Transformation Index is the world’s first benchmark of Communications Service Providers provides benchmarking and deep analysis, the index reports are designed for: 

  • Telcos and CSP operators (including those covered, those operating in the same markets and telcos operating in other markets)

  • For vendors either partnering with or wishing to partner with these telcos

  • Investors seeking to understand where to place their bets with CSPs

Key Benefits

  • Determine the key drivers of telecoms industry transformation

  • Clarify Vodafone's performance in specific areas of transformation

  • Understand Vodafone's relative strengths and weaknesses

  • Learn from Vodafone's transformation activities

  • Prioritise transformation projects at your organisation

  • Determine how your solutions can support Vodafone

  • Improve your value propositions for Vodafone

  • There’s more on the benefits and packages here

Format and pricing
  • 148-page pdf document (PowerPoint format) with internal and external html links
  • 100+ charts and tables
  • Excel data pack with financial, operational, market (competitor) data + STL Partners analysis

Contact us for pricing on +44 (0)207 247 5003 or [email protected]

Content overview

Introduction and Executive Summary

Background: Defining Telco 2.0

  • The declining Telco 1.0 business model
  • The role of Telco 2.0 in bridging the digital ‘hunger gap’
  • Key Telco 2.0 skills, relationships, operational and financial models
  • The financial benefits of shifting from Telco 1.0 (Infrastructure business) to Telco 2.0 (Infrastructure + Platform and/or Product Innovation)

Telco 2.0 Transformation Index Overview

  • Methodology
  • Data sources

Executive summary

  • Summary findings
  • Pen portrait – company transformation position and key opportunities and challenges
  • SWOT
  • Strategic recommendations for accelerating Telco 2.0 transformation

Marketplace Section

Figure 1: Example output - Vodafone's market positioning

Telco 2.0 Transformation Index - Example Output - Vodafone's Market Positioning

  • Summary findings

  • Market economics and digital maturity

  • Telecoms market regulation by country

  • Telecoms market structure and growth by country

  • Market share position by country/segment

  • Share gain/loss analysis by country/segment

  • Strategic positioning by country/segment

  • Operating company portfolio analysis

  • Competitor analysis by market/segment

  • Customer base analysis (pre-pay and post-pay) vs competitors

  • Customer churn rates vs competitors

  • Brand strength vs competitors

  • Customer engagement vs competitors

Service Offerings Section

Figure 2: Example output - Vodafone's growing presence in fixed

Telco 2.0 Transformation Index - Example Output - Vodafone's growing presence in fixed

  • Summary findings

  • 6 service offering categories defined:

    • Core services

    • Vertical industry solutions

    • Infrastructure services

    • Embedded communications (including M2M)

    • Third-Party business enablers (including identity, marketing, advertising, payments)

    • OTT services

  • Telco 2.0 services strategies defined – ‘Happy Piper’ and ‘Service Provider’

  • Vodafone’s Telco 2.0 services strategy

  • Summary performance by service offering category

  • Evaluation of specific services within each service category

Value Network Section

Figure 3: Example output - Vodafone's partnerships in financial services

Telco 2.0 Transformation Index - Example Output - Vodafone's partnerships in financial services

  • Summary findings

  • Management team evaluation

  • Corporate vision and goals

  • Culture

  • Organisation structure: fit with Telco 2.0 strategy, maturity, execution

  • Third-party partnerships across 7 industries:

    • Advertising and retail

    • Media and content

    • Network and IT

    • Financial services

    • Start-ups

    • Developers

    • Internet players

  • Partnerships with other CSPs: 

    • Strategy

    • Execution:

    • Vision and intent

    • Conformity with STL Partners’ CSP collaboration principles

    • Evidence of results

  • Strategy

Partnership Strategy

  • Partnership Model

  • Alignment of vision and values

  • Alignment of risk and effort

  • Alignment of rewards

  • Evidence of results

Best-Practice examples

Technology Section

Figure 4: Example output - Vodafone's technology partnership model

Telco 2.0 Transformation Index - Example output - Vodafone's technology partnership model

  • Summary findings

  • Technology objectives and priorities

  • Commercial and technology alignment

  • Technology skills, processes, and partnerships

  • Technology execution:  speed and ability to meet objectives

  • Technology positioning vs other CSPs

Finance Section

Figure 5: Example output - Verizon Wireless deal's financial implications

Telco 2.0 Transformation Index - Example output - Verizon Wireless deal's financial implications
  • Summary findings

  • Financial performance: profitability, return on investment, debt position, capital intensity

  • Finance and Telco 2.0 strategy alignment: use of Telco 2.0 metrics

  • Revenue Model: ability to protect Telco 1.0 revenues and grow Telco 2.0 revenues

  • Cost Model: Capital investment and operating cost levels including revenue per employee

Format and pricing

  • 148-page pdf document (PowerPoint format) with internal and external html links

  • 100+ charts and tables

  • Excel data pack with financial, operational, market (competitor) data + STL Partners analysis

Contact us for pricing on +44 (0)207 247 5003 or 

Return to the Telco 2.0 Transformation Index home page, or see more on the Benchmarking report, Telefonica, VodafoneAT&TVerizonSingtel and Ooredoo deep-dive reports.

Key industry terms, products and technologies referenced: 

ADSL, broadband, Cable & Wireless Worldwide, cloud computing, customer churn, digital services, enterprise services, FTTH, GDSP, Global Data Services Platform, IaaS, IPTV, Kabel Deutschland, LTE, M2M, managed hosting, messaging, mHealth, mobile advertising, mobile payments, mobile wallet, M-Pesa, new business models, NFC, One Net, ONO, OTT, Pay TV, post-pay, pre-pay, private cloud, Project Spring, SaaS, Safaricom, SmartPass, SMBs, Telco 2.0, TelstraClear, Verizon Wireless, Vodacom, Vodafone Red, Vodafone Ventures, Vodafone xone, voice, VoIP, Vouchercloud, Weve.