Arms races--for spectrum, acquisition targets, network capex--can be devastating. So Vodafone wants to stay out of such races.
“We want to co-lead in 5G,” says Nick Read, Vodafone CEO. “It means we don't want to go faster or slower than the fastest player in the marketplace.”
“If you're an incumbent, are you really going to allow us to lead on 5G?” he rhetorically asks. Vodafone clearly believes it is better not to provoke such an investment arms race, which it can ill afford.
The other reason for caution is that Vodafone sees the value of 5G as largely incremental and supportive of consumer internet access demand, not an immediate driver of new revenue sources.
“Now in the immediate term, as we roll out 5G, the immediate benefit we see is around cost,” said Read. In other words, 5G will supply additional capacity at lower cost than does 4G, as 4G similarly supplied lower-cost capacity compared to 3G.
source: Vodafone 
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