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.

Full article here.

Related posts:

1. Vodafone Should Exit Japan/US
2. Vodafone’s Japan Exit: Thinking the Unthinkable
3. Vodafone Pursues Potential MVNO’s
4. Nokia to Exit the Japan Market
5. Vodafone Weighs Change in Japan

Some sage advise when entering new turf; Stop, Look and Listen.. it’s also good to secure a local guide. Japan is the cradle of mobile civilization – we have been dedicated to this space since 2001 – trust our archives here offer some useful material.

Domestic activities continue to set the pace, and sharp players are looking at global markets. We have hard-earned industry expertise and trusted network of contacts with access to advanced intell. and potential deal flow. Need a lift.. Ok, buckle-up!