Update on Indian Telco M&A: Vodafone Reported as Looking at IDEA or Possibly Jio as Partners.
We have seen rumors of a Vodafone (VOD LN) deal in India re-emerging in the New Year. We discussed this in IDEA/Vodafone Courtship: A New No1 in...
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5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
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Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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Vodafone Takes Charge on India, Postpones IPO but Expects More Consolidation
Vodafone (VOD LN) reported overall results this week with better than expected 2Q service revenue trends globally (+2.4%, vs. +2.2% in Q1), and 1H...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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