Vodafonewatch Analyst Briefing: best yet to come this year
Q1 FY25–26 special: management walks us through a broadly positive first quarter, but emphasises the latent potential for a ‘right-sized’ group that has taken ‘proactive’ steps towards a revival. German fruit soon ready for harvest, if CFO Luka Mucic is believed, with structural/strategic resets elsewhere also settling down…
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- Themes: Artificial intelligence (AI); Business transformation; Capex strategy; Customer retention; Data sovereignty; Digital infrastructure; Earnings guidance; Fibre rollout; Market consolidation; Merger and acquisition (M&A); Network optimisation; Open RAN; Regulatory approval; Revenue growth; Scale-up innovation.
- Events: Vodafone Q1 FY25–26 results and earnings call.
- People: Andrés Irlando; Luka Mucic; Margherita Della Valle; Pilar López; Shameel Joosub.
- Geographic: Africa; Australia; Europe; Finland; Germany; Luxembourg; Portugal; Romania; South Africa; South Korea; Tanzania; UK; USA.
- Organisations: 10Pearls; Adhub Media; Altice; aiphoria; Arqit; AT&T; Asset Super; CAMB.AI; CIVH; Deutsche Telekom; Digi; Ericsson; Evercore; KDDI; Macquarie Asset Management; Maziv; Nokia; Oakland Everything Data; Orange; Reliance Jio; Robey Warshaw; Sakak; Scaleup X; Singtel; SliceFinity; Telefónica; Telefonica Deutschland (O2); Telstra; Three; Tomorrow Street; TPG Telecom; TRMC; Utiq; Vantage Towers; Veridium; Videobot; Vodafone; Vodafone Germany; Vodafone Romania; VodafoneThree; Vodacom; Vocus; 1&1; T-Mobile; Verizon.
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