More of the same: Vodafone leans on outposts as core OpCos wobble

Joe Purnell2026-02-24T16:22:00

Source: Vodafone

Q3 FY25–26: CEO Margherita Della continues to repeat optimism about the potential for a turnaround in Germany and progress in the UK, but Q3 earnings are yet to back her up in earnest. Wider European industry could be in for reform, however, and the CEO remains confident that Vodafone will be well placed to capitalise…

This article includes:

Themes: Consolidation policy; Digital Network Act; Earnings outlook; EU telecoms reform; Market turnaround; Merger integration; Regulatory uncertainty; Service revenue trends; Spectrum licensing; Strategic transformation.
Events: Vodafone Group Q3 FY25–26 earnings.
People: Henna Virkkunen; Luka Mucic; Margherita Della Valle; Pilar López.
Geographic: Europe; Germany; UK.
Organisations: European Commission; Huawei; Microsoft; Telefónica; Vodafone; Vodafone Germany; VodafoneThree.

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