Mark Newman, from Informa, has an interesting take on Vodafone’s opportunity in Japan; Vodafone president Bill Morrow has already said the company is talking to as many as 30 potential MVNOs. Japanese and international entertainment companies, local retailers and established MVNOs, such as Virgin Mobile, are likely to be among the 30 names, but eMobile and BB Mobile would be much bigger customers. Judging from the impact of MVNOs in Europe, Vodafone’s strategy is likely to have profound implications for all Japanese operators.
How much time will Vodafone HQ give Japan?
With its acquisitions in India, South Africa and Turkey, Vodafone has sent out a clear message that it wants to focus on developing markets. As such, selling Vodafone Japan would be completely consistent with its new approach.
But it would also raise questions about how Vodafone intends to develop its businesses in other, mature markets, such as Germany, the UK and Italy. If Vodafone can turn its Japanese operation around and develop an effective wholesale and MVNO strategy, it could prove an effective model to replicate in other mature markets.
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