Vodafone
Vodafone

Vodafone

Vodaphone K.K. Fun with 3G Numbers

What’s up with all the analysis of Vodafone recently? The slow uptake of its W-CDMA service and failure to keep up with Au/ KDDI’s cdma1x/WIN service in terms of new subscribers has some press and analysts questioning the carrier’s strategy. But let’s look at the larger picture: Vodafone had 93,200 subscribers at the end of November — its first year of 3G service. That’s hardly a “ringing” endorsement of VGS (Vodafone Global Standard.) On the other hand, it’s not bad at all for a service which has not had the benefit of a high-profile promotional campaign. In fact, Vodafone has only put out a few low-key displays at official shops. In contrast, NTT DoCoMo had 142,400 subscribers at the same point in the life of FOMA and it had been promoting FOMA every chance it could. Now it has decent handsets at bargain prices and a network that it claims covers 99.6 percent of Japan’s population, DoCoMo is adding about 300,000 subscribers per month. So let’s not forget that it’s really still very early days for Vodafone.

Vodafone K.K. Plans 3G Recovery

Vodafone KK has renewed the design and concept of its outlets called Vodafone Shops. Now that its “Sha-mail” service lost its overwhelming power to attract customers, the company is poised to start new mobile information distribution services. The company had a bitter experience in losing subscribers after it reduced the number of the types of the handsets used for its service. handsets. Also see WWJ articles on this from Oct. 8th and Nov. 21st.

NEC's V601N: Japan's First TV CellPhone

NEC's V601N: Japan's First TV CellPhoneIt’s sassy, not clunky – but analog only. If this sounds like an ode to Japan’s first Tellycelly, please make your call swift: The TV will only run about an hour before the batteries poop, but the sales potential is, we think, killer. Vodafone’s V601N [.pdf] from NEC, on sale in December, follows Japan’s long consumer electronics tradition; namely, a cool, high-tech gadget that will sell at a premium by the truckload. Watch the tube, no pesky packet fees, grab screen shots and capture live video from broadcast programs, access TV guides via browser, and use it as a remote to control your karaoke machine. Watch our exclusive WWJ video clip of the ‘next big thing’ in action at Vodafone’s October press conference when the unit was introduced.

Nokia Faces 3G Challenge from Asia

Not only is Nokia facing intense competition from rival manufacturers, but its relationship with its customers, such as Vodafone and mmO2, is becoming increasingly tricky too. Yesterday the Finnish press was full of comments made by Peter Erskine, the chief executive of mmO2, who claimed 3G handsets starting to appear from Asian manufacturers were generally superior to Nokia’s.

Vodafone KK: All Quiet on the 3G Front

Prepare for some grim reading. There wasn’t a lot of good news on Vodafone’s Eastern Front, for the short term at least, arising out of Vodafone K.K.’s November 18-announced first-half financials. It is eerily quiet in the Little V machine gun nests out here on the 3G frontier. Vodafone K.K. faces gently sliding ARPU, wilting subscriber uptake and a long haul launch for a fully-fledged rollout of cutting-edge 3G keitai. “Japan Telecom Holdings (JTH) stock finished down 15 percent for the day after posting first half earnings,” notes CSFB senior telecoms analyst Mark Berman. “The market is essentially saying that it has completely lost confidence in both the competitiveness of Vodafone in Japan, and believes further that the current … management is more concerned with appeasing parent Vodafone than it is with rewarding minority shareholders,” he writes this week. On the other hand, the basis for a big comeback could be on the cards for next summer. We’ll give an overview of these points below, but before we start blazing away. ** We’d like to sincerely apologize to Vodafone K.K. for our mucking up an item in the Happy Packet discount series in last week’s newsletter. For the record, packet rate slashes DO apply to 3G, and we said they didn’t ** Honto-ni, gomen nasai, Vodafone-Sama! WWJ subscribers log-on and in..

How Europe Really Differs from Japan

WWJ co-founder Daniel Scuka reports from Germany

Earlier this month, I wrapped up a 7-city seminar tour, “Mobile Kaizen in Japan.” The one-day MKiJ seminars, co-produced with Mobile Economy, were an in-depth look at the success factors behind the wireless Internet in Japan. Here are some of my own findings..

Attendees included mid- and senior-level people from carriers, content providers, consulting firms, and mobile application houses, as well as several academics, some students, and one or two journalists. All in all, it was a fun, eye-opening experience, and – as best I can tell from verbal and mail feedback – was well enjoyed by our audience.