#48: Telkom - How the former South African monopoly evolved to provide telecommunication services across 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.

2y ago 1:43:39

MP3•Episoder hjem

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

South African telecoms sector context
Telkom's early history
We'll deepdive into Telkom's primarily telco & non-telco businesses
Telkom's operating & financial performance
.Overall outlook.

This episode was recorded on Mar 27, 2022

Companies discussed: Telkom, Vodacom, Vodafone, Cell C, MTN, Southwestern Bell Communications (now AT&T), Safaricom (M-Pesa), Rain Networks & Multilink

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

Conversation highlights:

(01:10) - Telkom and why we’re talking about it
(07:12) - South Africa context
(13:20) - Telkom’s transition to commercial company
(15:30) - SBC and Telekom Malaysia investment in 1997
(18:44) - 2003 IPO
(31:20) - Telkom sale of Vodacom stake
(33:00) - Telkom market expansion
(42:17) - Telkom’s mobile business
(53:08) - Telkom’s non-telco businesses
(57:38) - Investments and Partnerships
(1:00:38) - Financial results and stock performance
(1:06:44) - Olumide’s overall thoughts and outlook
(1:22:40) - Bankole’s overall thoughts and outlook
(1:34:55) - Recommendations and small wins

Olumide’s recommendations & small wins:

Recommendation: The Wealthy Gardner, Generalist AngelList article (AngelList is probably my favorite company in the world), Live life with Passion (Brendon Burchard)
Recommendation: AwardLogic & Point.me. There's never really been an Expedia of airline miles
Small win: Got Samsung Galaxy S22, looks nice. Just need to set it up
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: Margin of Safety by Seth Klarman & Encanto
Small win: Played basketball for the first time in several months
Other content: San Francisco Has Become a Shoplifter’s Paradise

Investors, Operators, Entrepreneurs - We’d love to hear from you. Please email info@afrobility.com to share feedback or propose topics you’d like to hear.

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