Vodafone begins German bounce back: challenged OpCo ‘stable’ after tumultuous year
Q2/H1 FY25–26: Group CEO Margherita Della Valle claims that Vodafone Germany is benefiting from proactive moves to recover from recent lows, with service revenue growth the first fruit of its labour. MDU impact now lapped, 1&1 migration close to completion, and work ongoing to navigate competitive pressures to raise ARPU…
This article includes:
- Themes: Adjusted EBITDA after leases; ARPU pressure; Brand perception; Capital additions; Competitive environment; Converged services; Customer experience; Device financing; Differentiated mobile propositions; Direct sales channels; Fibre build out; Fixed broadband; Fixed service revenue; Front book pricing; Mobile data traffic; Mobile service revenue; Multi-dwelling unit (MDU); Net Promoter Score; Promotional strategy; Service revenue growth; Telecommunications Act (TKG); Value over volume.
- Events: 1&1 migration; Q2/H1 FY25–26.
- People: Luka Mucic; Margherita Della Valle.
- Geographic: Germany.
- Organisations: Altice; Freenet; Kabel Deutschland; Lyca Mobile; O2; OXG Glasfaser; Telekom Deutschland; Telefónica Deutschland; Unitymedia; Vodafone Germany; Vodafone Group.
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