Thursday, June 17, 2021

Vodafone Technology - investor briefing

Vodafone Technology Investor Briefing (Vodafone Business was presented March 18, Digital Services & Experiences will follow September 29.)

4 Chapters:

  1. Demand accelerates (cloudification of communications, proliferation in devices & services across IoT, cloud, media streaming, cloud gaming, big data, low latency connectivity)
  2. Roadmap (51m self-built gigabit HP & 60% 5G pops coverage by 230331; HFC, cloud-native digital architecture & advanced analytics to drive efficiency, speed, reliability, network automation 80% of incidents (zero-touch), lead times redux 50%)
  3. Capital allocation (forensic approach, mid-term ambition of RoC > WACC, shared operations model)
  4. Transforming (most efficient & simplified operator, shared platform approach)









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