[TC|Daily] Alviva Holdings: champagne results, a delisting and 'Pierre pressure'

Loading player...
Alviva Holdings’ latest financial results show a group firing on all cylinders – full-year dividend up 90%, revenue up 57% and headline earnings per share up 91%. But can the party last?
Group CEO Pierre Spies and Craig Brusden, CEO of technology distributor Axiz (Alviva’s largest subsidiary), join Duncan McLeod in the TC|Daily studio to unpack just how the group managed to turn in such stellar results amid a weak local economy and a constrained global supply chain.
Spies and Brunsden unpack:
• The impact of Alviva’s acquisition of Tarsus Technology Group.
• How Alviva’s three main distribution businesses, Axiz, Pinnacle and Tarsus, differ from each other – and why they are allowed to compete, within bounds.
• How the distribution business in South Africa is changing and what that means for the business model.
• The impact of the semiconductor supply crisis, which is now easing.
• How Amazon.com’s launch of an online retail marketplace in South Africa next year will change the IT distribution game.
• The talks to buy out Alviva and take it private – and why Spies believes there is no value in being listed.
Don’t miss the discussion.
12 Oct 2022 English South Africa Technology · Business

Other recent episodes

TCS | Frogfoot sees bigger fibre deals coming

Frogfoot plans to keep buying smaller fibre network operators in South Africa’s suburbs as the market consolidates, but CEO Shane Chorley stopped short of ruling out a sale of the business. “I’d be ignorant to say that we would ignore any offer,” Chorley said on the latest episode of the…
8 Oct 40 min

Meet the CIO | Vodacom’s Mohamed Sami on the agentic future

Mohamed Sami, group chief information officer at Vodacom, says autonomous AI agents that resolve customer problems without handing them to a human are the next big shift in customer experience – and that it is closer than many think. Speaking on TechCentral’s Meet the CIO podcast series, brought to you…
5 Oct 44 min

TCS | Norrsken22’s Lexi Novitske on how China is winning African tech

Chinese companies have built their position in African technology one layer at a time – first phones and telecoms equipment, then fintech and now the AI models that local start-ups build on. American private capital, meanwhile, is pulling back. Lexi Novitske, general partner at Norrsken22, thinks US investors will regret…
1 Oct 28 min

TCS | Dominic White and Adam Ely on AI agents going rogue

AI agents are no longer a thought experiment for security teams. They are breaking out of test environments, hacking real companies and, according to one of our guests, already going rogue inside large businesses. In this episode of the TechCentral Show, TechCentral deputy editor Fanie van Rooyen talks to Dominic…
29 Sep 1 hr 26 min

TCS | Octotel’s Trevor van Zyl on the fibre merger question

Octotel CEO Trevor van Zyl joins the TechCentral Show to talk about where South Africa’s fibre market goes next – including a potential merger with MetroFibre Networx. Van Zyl told TechCentral that Octotel and MetroFibre Networx are assessing a combination that would create the country’s third-largest fibre network operator, with…
16 Sep 25 min