A high valuation for Vodafone IoT may be too tempting for Vodafone to ignore, despite the risks

Vodafone said, in its 2022 annual report, that it is in the process of separating out Vodafone IoT. This vague statement has created speculation about the operator’s plans for its IoT division. In this podcast, Michele Mackenzie (Principal Analyst) and Tom Rebbeck (Partner) discuss the pressure that Vodafone is under to look at different options for its assets. The associated article can be accessed here. 

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Analysys Mason is the world’s leading management consultancy focused on TMT, a critical enabler of economic, environmental and social transformation.