#47: Vodacom - How the South African Telco became one of the largest telecommunications companies in Africa

Afrobility: Africa Tech and Business

Innhold levert av Olumide Ogunsanwo and Bankole Makanju, Olumide Ogunsanwo, and Bankole Makanju. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Olumide Ogunsanwo and Bankole Makanju, Olumide Ogunsanwo, and Bankole Makanju eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

2+ y ago 1:44:22

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Overview: Today we’re going to talk about Vodacom - The South African telecommunications company. We’ll explore the Vodacom story across 5 areas:

South African telecoms sector context
Vodacom's early history
Vodacom's telco & non-telco businesses
Vodacom's operating & financial performance
Overall outlook

This episode was recorded on Mar 13, 2022

Companies discussed: Vodacom, Vodafone, Safaricom (M-Pesa), Telkom, MTN, Airtel & Glo

Business concepts discussed: Telecommunications (Telco) strategy, Mobile money, Internet connectivity, International telecommunication expansion, Mobile Virtual Network Operators (MVNO), Cell Towers spinoffs, Rain & Telco regulation

Conversation highlights:

(00:45) - Vodacom context
(07:50) - Vodacom early history
(20:50) - Vodacom International expansion
(38:04) - Vodacom’s telco business
(45:44) - Non-telco businesses
(55:50) - VodaPay and Safaricom (M-Pesa)
(1:10:12) - Vodacom - Financials & customer
(1:19:15) - Bankole’s overall thoughts and outlook
(1:29:52) - Olumide’s overall thoughts and outlook
(1:36:10) - Recommendations and small wins

Olumide’s recommendations & small wins:

Recommendation: The Truman show: I rewatched this, it's marvelous, dystopian and funny. That movie is a work of art.
Recommendation: I got a satchel aka man bag aka man purse. I like it, it works because I typically have too much shit to fit in my pockets
Small win: Bankole's wedding in Chennai. It was epic
Interested in investing in Africa Tech with Olumide: Read about Adamantium fund & contact me at olumide@afrobility.com
Founders looking for funding: If you're a B2B founder working on Education, Health, Finance or Food, please contact me for funding at olumide@afrobility.com

Bankole’s recommendations & small wins:

Recommendation: Good Economics for Hard Times by Abhijit Banerjee and Esther Duflo & Cold Outside - Timaya and Buju
Small win: I got the new Macbook M1 Pro. Beautiful, sweet machine.
Other content: Governance of Telecommunications: Two Decades of Reform in South Africa & Vodacom and DHL in Africa

Listeners, Operators & Investors: Email info@afrobility.com, we’d love to partner or get your feedback.

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