[kictanet] Has Safaricom finally met its match?

[Mark Mwangi]

Safaricom is controlled by Vodafone so no advantage for Orange, Airtel etc.
I think Safaricom thrives because the govt wants it to seeing as they are a
major shareholder. Money talks.


On Tue, Mar 4, 2014 at 10:55 AM, Adam Nelson <adam at varud.com> wrote:

> The real chink in Safaricom's armor is that they can't export their model
> outside of Kenya.  They can only access 40M users (population of Kenya) and
> they don't have the organizational capacity to scale to be a pan-African
> player (1B people).  Airtel, Orange, etc... are all thinking big picture
> about the next phase which is exporting all the ideas from Kenya to the
> rest of the continent and making Big Money.
>
> I think Safaricom is tapped out and will probably grow another 15-20%
> before plateauing and suffering from the Innovator's dilemma for an
> extended period.
>
> I certainly wouldn't invest in them at this point - it's a one-country
> play that's already been played.
>
> --
> Kili - Cloud for Africa: kili.io
> Musings: twitter.com/varud <https://twitter.com/varud>
> More Musings: varud.com
> About Adam: www.linkedin.com/in/adamcnelson
>
>
> On Tue, Mar 4, 2014 at 10:48 AM, Grace Githaiga <ggithaiga at hotmail.com>wrote:
>
>>  MPESA is simultaneously the strongest and weakest link in Safaricom's
>> portfolio.  Most subscribers stick with Safaricom because of the
>> omnipresent nature of MPESA. Once a formidable competitor is found in that
>> space, the invincible nature of Safaricom is bound to start crumbling.
>>
>>
>> Indeed, Safaricom and other operators know this and they have duly
>> responded by offering to buy out YouMobile<http://www.nation.co.ke/news/Safaricom--Airtel-splash-Sh8bn-for-yu/-/1056/2227344/-/14xs9sv/-/index.html> -
>> an operator that was allegedly planning to partner with Equity Bank in
>> delivering the mobile money services.  Equity Bank will therefore be forced
>> to lease infrastructure from Safaricom, Airtel or Orange in their new
>> scheme of things.
>>
>>
>>
>> http://www.nation.co.ke/oped/blogs/dot9/Has-Safaricom-finally-met-its-match/-/1959700/2229774/-/e2nr18/-/index.html
>>
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> for people and institutions interested and involved in ICT policy and
> regulation. The network aims to act as a catalyst for reform in the ICT
> sector in support of the national aim of ICT enabled growth and development.
>
> KICTANetiquette : Adhere to the same standards of acceptable behaviors
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-- 
Regards,

Mark Mwangi

markmwangi.me.ke
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