All Margherita Della Valle articles – Page 8
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Vodafone Q1 FY20–21
What ‘new normal’? Leadership pressing on with long-running efficiency and asset sale plans regardless of coronavirus disruption. Hints of bottlenecks owing to top duo’s workload. Group Finance’s €1bn cost-cutting plan “proceeding very well”. Footprint retrenchment not necessarily done, with some OpCos still appearing stuck on the margins. Currency weakness ...
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Vodafone Q1 FY20–21 spend: no obvious change of course, post-COVID-19
Any post-COVID-19 spend strategy changes appear to either be being kept under wraps, or subjugated by leadership focus on keeping the business on track.
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Vodafone’s Della Valle joins Reckitt Benckiser board
Vodafone’s CFO lines up against former boss Vittorio Colao after starting consumer brand side-hussle.
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Vodafone Q4 FY19–20 management update: staying the course, post-coronavirus
Read infers Group is better placed, post-Colao for economic downturn. Della Valle confirms new, AT Kearney-inspired €1bn cost-cutting plan, after trailering move in late-2019. No disruption to Read’s M&A overhaul, beyond Egypt. Targets hit but glitchy performance, both at OpCos and Vodafone Business.
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Vodafone FY19–20 quick take: no change here
Read infers Group is better placed, post-Colao for economic downturn. Della Valle confirms new, AT Kearney-inspired €1bn cost-cutting plan, after trailering move in late-2019. No disruption to Read’s M&A overhaul, beyond Egypt. Targets hit but glitchy performance, both at OpCos and Vodafone Business.
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Vodafone’s Q3 FY19–20 management update
Group sneaks another par score but still not really on-form. Call comes too early for coronavirus impact discussion. Focus remains on Read’s drive to minimise Vodafone. Gradual steadying of ship enables another quarter of slim growth. Churn reduction remains the key goal in Vodafone’s chosen battleground of Europe. RoW ...
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Vodafone Group eyes the next billion (savings, not users)
Strategic taster for 2020s is — predictably — cost-focused. Germany and UK in firing line for €1bn savings push.
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Vodafone Group Q2 FY19-20: growth regained but few cylinders fully firing
Margin growth on repeat. Europe Region and enterprise spluttering. India shunted further from books.
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Vodafone Q2 FY19-20: Europe recovery drags at increasingly Germanic Region
Bulked-up Vodafone Germany now driving more than half of Europe Region cash flow, as other big OpCos’ struggle for form continues. Read’s commercial changes yet to ignite revival in Group’s core region. Drastic Spanish overhaul or exit still on cards. Group still to internalise Europe’s regulatory challenges.
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Vodafone Group Q2 FY19-20: Duo double down on reforms
Leadership reach for scalpel again; new savings plan in pipeline and asset sales remain high on agenda. Debt increase stresses diminishing cash wiggle-room; focus remains on cash flow improvement. Patchy Q2 trends: major OpCos spluttering, but Group inches back into growth.
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Vodafone Group management update: Q1 FY19–20
Pickup seen following revenue slump, but leadership still focused on asset sales to reduce debt and preserve cash flow. Read primes stakeholders for multi-billion euro tower reorg.
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Vodafone Q4 FY18-19 spend: offset on track
With well drying up and 5G costs rising, leverage reduction is focus for “next few years”. Opex savings plan ahead of schedule, says Della Valle. Fibre splurge looks over, with capex reins kept on tight.
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Vodafone Q4 FY18-19 headlines: headwinds and data fog
Little cause for cheer in top-line trends.