Vodafone
About: Vodafone operates mobile and fixed-line networks and businesses in more than 20 countries. Its largest market is Germany, where it is the second mobile operator after Deutsche Telekom and owns a cable network after acquiring Kabel Deutschland in 2013 and Liberty Global Germany in 2019. In the UK it acts as a mobile operator and is attempting a merger with CK Hutchison. In 2024 Vodafone divested its Spanish and Italian divisions, given their low returns on invested capital.
Employees: 86,702
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
477% more call options, than puts
Call options by funds: $200M | Put options by funds: $34.6M
23% more capital invested
Capital invested by funds: $1.67B [Q4 2024] → $2.05B (+$377M) [Q1 2025]
4% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 169
0.1% more ownership
Funds ownership: 0.77% [Q4 2024] → 0.87% (+0.1%) [Q1 2025]
4% less funds holding
Funds holding: 521 [Q4 2024] → 499 (-22) [Q1 2025]
18% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 56
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for VOD.
Financial journalist opinion
Based on 11 articles about VOD published over the past 30 days
Neutral
Seeking Alpha
4 days ago
Comparing Restructuring Strategies At BT Group And Vodafone
BT's strong cost control, rising profitability, and sustainable dividend growth make it a safer income pick versus Vodafone, despite lower revenues. Vodafone faces ongoing challenges in Germany, regulatory headwinds, and has cut its dividend, relying on asset sales and buybacks for shareholder returns. Both BT and Vodafone are restructuring, focusing on core markets, cost reduction, and digital transformation, but BT's UK-centric model offers better cash visibility.
Neutral
Business Wire
4 days ago
Vodafone Partners With ORCA Computing to Model Future Networks in Minutes Using Quantum Technology
LONDON--(BUSINESS WIRE)-- #AI--Vodafone and ORCA Computing, a leading quantum computing company, today announced a collaboration to explore the use of quantum technology in identifying the fastest and most cost-effective routes for upgrading and extending fixed and mobile broadband connections to more customers. Quantum computing has the potential to handle more complex processing tasks than a traditional computer when planning, installing and optimising large mobile radio and gigabit broadband netwo.
Positive
Proactive Investors
1 week ago
Vodafone completes UK merger with Three to complete 'reshaping' plan
Vodafone Group PLC (LSE:VOD) completed the merger of its UK arm and Three UK over the weekend, creating a new business called VodafoneThree that is 51% owned by the FTSE 100 company. The telecoms group said it plans to invest £11 billion over the next 10 years, including £1.3 billion in capital expenditure in this first year, to accelerate its 5G network.
Negative
CNBC
2 weeks ago
CNBC's UK Exchange newsletter: An all-too-familiar dial tone from Vodafone
The repeated references to an "inflexion point" or "turning point" by Vodafone chief executives underline just how long this company has been disappointing investors. The modern Vodafone is much smaller than it once was — just as the U.K. economy now feels rather less globally significant than in the recent past.
Positive
Seeking Alpha
3 weeks ago
Is Vodafone A 'Buy' Following Its FY 2025 Earnings?
Vodafone is a deep value play, trading at historically low valuations despite recent operational improvements and a stronger financial position. Germany remains a weak spot due to regulatory changes, but management expects stabilization and a return to growth in FY 2026. Strong performance in other regions, robust free cash flow, and a new €2 billion share buyback signal confidence and capital return potential.
Neutral
Seeking Alpha
3 weeks ago
Vodafone Group Public Limited Company (VOD) Q4 2025 Earnings Call Transcript
Vodafone Group Public Limited Company (NASDAQ:VOD ) Q4 2025 Earnings Conference Call May 20, 2025 5:00 AM ET Company Participants Margherita Della Valle - Group Chief Executive Officer & Executive Director Luka Mucic - Group Chief Financial Officer & Executive Director Conference Call Participants Akhil Dattani - JPMorgan Emmet Kelly - Morgan Stanley Andrew Lee - Goldman Sachs Joshua Mills - BNP Paribas Exane Carl Murdock-Smith - Citigroup Adam Fox-Rumley - HSBC James Ratzer - New Street David Wright - Bank of America Merrill Lynch Ottavio Adorisio - Bernstein Polo Tang - UBS Robert Grindle - Deutsche Numis Margherita Della Valle Good morning everyone and thank you for joining us today. As you will have seen from our results, our performance in FY '25 has been in line with expectations.
Positive
Invezz
3 weeks ago
Vodafone share price could be on the cusp of a breakout
Vodafone share price rose in London on Tuesday after the company published encouraging results and launched its buyback program. VOD stock soared to a high of 72.5p, up by 15% from its lowest point this year.
Positive
WSJ
3 weeks ago
Vodafone Launches Buyback After Revenue Rises
The group swung to pretax loss on impairment charges, but said it would start a share buyback of up to €500 million.
Positive
Proactive Investors
3 weeks ago
Vodafone launches €2bn buyback as disposals and Germany turnaround bear fruit
Vodafone Group PLC (LSE:VOD) announced a new €2 billiion share buyback as it posted results for the past year, saying the turnaround of its business in Germany is bearing fruit and a return to growth is expected this year. The FTSE 100-listed telecoms group reported a 2.0% increase in total revenue to €37.4 billion, as service revenue rose by 2.8% to €30.8 billion, or 5.0% on an organic basis.
Positive
Reuters
3 weeks ago
Vodafone says Germany will return to growth this year
Mobile and broadband provider Vodafone said it expected to return to top-line growth in Germany, its largest market, this year, driving an increase in cash flow after it said it met expectations for the year to end-March on Tuesday.
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