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: 85,225
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
91% more call options, than puts
Call options by funds: $54.8M | Put options by funds: $28.7M
30% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 67
2% more funds holding
Funds holding: 509 [Q3] → 520 (+11) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]
0.02% less ownership
Funds ownership: 0.79% [Q3] → 0.77% (-0.02%) [Q4]
18% less capital invested
Capital invested by funds: $2.05B [Q3] → $1.67B (-$378M) [Q4]
27% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 182
Research analyst outlook
We haven’t received any recent analyst ratings for VOD.
Financial journalist opinion
Positive
Zacks Investment Research
4 weeks ago
Vodafone Advances Cybersecurity for Businesses in Germany
VOD opens a cybersecurity center in Germany to boost the cyber defense mechanism of small and mid-size businesses in the country.
Neutral
GlobeNewsWire
1 month ago
Turkey Telecom (Fixed Telephony, Broadband, Mobile, Pay-TV) Operators Intelligence Report 2025, Competitive Analysis of Turkcell, Turk Telekom, Vodafone, Turksat, Digiturk, Dsmart - Forecast to 2029
Dublin, March 28, 2025 (GLOBE NEWSWIRE) -- The "Turkey Telecom Operators Country Intelligence Report" report has been added to ResearchAndMarkets.com's offering. The report provides an executive-level overview of the telecommunications market in Turkey today, with detailed forecasts of key indicators up to 2029. The report provides detailed analysis of the near-term opportunities, competitive dynamics, and evolution of demand by service type and technology/platform across the fixed telephony, broadband, mobile, and pay-TV markets as well as a review of key regulatory trends. Total telecom and pay-TV service revenue in Turkey, in terms of local currency, will grow at a CAGR of 16.8%, primarily driven by contribution from mobile data, fixed broadband, and pay-TV segments. However, in terms of US dollars, service revenue will decline at a 4% CAGR over 2024-2029, due to local currency depreciation against the US dollar.
Positive
Reuters
1 month ago
India's Vodafone Idea explores partnership with Musk's Starlink
Indian teleco firm Vodafone Idea is in exploratory talks with various satellite communication providers, including Elon Musk's Starlink, to expand its internet services, the company said on Wednesday.
Positive
Reuters
1 month ago
Liberty Global eyes Vodafone's Dutch joint venture stake, Bloomberg News reports
Liberty Global has approached Britain's Vodafone for a possible acquisition of its stake in the companies' Dutch joint venture VodafoneZiggo, Bloomberg News reported on Friday, citing people familiar with the matter.
Neutral
Zacks Investment Research
1 month ago
VOD Unveils Advanced Solutions for Emergency Services: Stock to Gain?
Vodafone introduces mission-critical connectivity solutions to support emergency response services in Europe.
Positive
Zacks Investment Research
2 months ago
NOK, VOD & RingCentral to Unveil Future of Voice Calls at MWC 2025
Nokia, Vodafone & RingCentral are set to launch IVAS at MWC 2025, bringing 3D spatial audio for lifelike, immersive voice calls.
Negative
Proactive Investors
2 months ago
Vodafone valuation attractions should be ignored until German turnaround, says analyst
Investors have three reasons why they "broadly dislike" the European telecoms industry, according to Citi's new sector analyst, and Vodafone Group PLC (LSE:VOD) is not going to change opinions until its German business starts to show evidence of a serious turnaround. The arguments investors have against European telcos are a lack of meaningful growth, companies generally seen as carrying too much debt; and "complexity in the investment case, given exposure to factors such as politics and regulation, as well as sometimes complicated corporate structures," said analyst Carl Murdock-Smith, who has taken over the beat for Citi.
Positive
Seeking Alpha
2 months ago
Vodafone Q3 2025 Earnings Review: Strong Long-Term Play
Vodafone released Q3 2025 earnings pre-market on Tuesday, February 4th with 5.2% service revenue growth and 2.2% EBITDAaL growth. Internal and external factors suggest the Germany market is at or near the bottom for Vodafone and industry trends will support growth in the next fiscal year. The dividend is safer than it appears given strong cash flow and the ability to pull back on deleveraging.
Neutral
Seeking Alpha
2 months ago
Vodafone Group Public Limited Company (VOD) Q3 2025 Earnings Call Transcript
Vodafone Group Public Limited Company (NASDAQ:VOD ) Q3 2025 Earnings Conference Call February 4, 2025 5:00 AM ET Company Participants Margherita Della Valle - Group CEO & Executive Director Luka Mucic - Group CFO & Executive Director Conference Call Participants Robert Grindle - Deutsche Numis Polo Tang - UBS James Ratzer - New Street Andrew Lee - Goldman Sachs Adam Fox-Rumley - HSBC Carl Murdock-Smith - Citigroup Akhil Dattani - JPMorgan David Wright - Bank of America Merrill Lynch Joshua Mills - BNP Paribas Exane Emmet Kelly - Morgan Stanley Margherita Della Valle Good morning, everyone, and thank you for joining us for our Q3 trading update. Before taking questions, a brief summary as usual.
Negative
Proactive Investors
2 months ago
Vodafone shares off 6% as German woes mount
Vodafone Group PLC (LSE:VOD) shares fell 6% in early trading on Tuesday after the telecommunications group reported a decline in German sales, which offset gains elsewhere. The company posted a 5% increase in revenue to €9.8 billion (£8.1 billion) for the third quarter, with growth in the UK, Turkey and Africa.
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