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Vodafone Group plc (VOD)

  • Mar. 22, 2012, 9:58 AM
    Bernstein Research throws cold water on speculation that Verizon (VZ -0.1%) might try to take over Vodafone (VOD +0.8%), pointing out the financials of such a transaction indicate VOD would actually have to be the acquirer, not the other way around. VOD has a market cap of £85.2B, or almost $135B, vs. $112.5B for VZ.
    | Mar. 22, 2012, 9:58 AM | Comment!
  • Mar. 14, 2012, 10:26 AM
    Verizon Wireless (VZ, VOD), which already has a solid lead on AT&T (T) with regards to 4G LTE coverage, says its 4G network will cover 260M Americans by year's end, slightly above a prior target and well above AT&T's year-end target of 150M. The carrier also reiterates its claim it will only roll out LTE-capable smartphones from now on - one more hint that the next iPhone (AAPL) will support LTE.
    | Mar. 14, 2012, 10:26 AM | 2 Comments
  • Mar. 9, 2012, 5:11 AM
    The FCC has requested more info about the marketing agreements proposed in airwaves deals between Verizon Wireless (VZ, VOD) and several cable operators following competition complaints from rivals and public interest groups. (previously)
    | Mar. 9, 2012, 5:11 AM | Comment!
  • Mar. 8, 2012, 2:37 PM
    Giant carrier subsidies for mobile devices are wreaking havoc on the wireless industry, says T-Mobile USA (DTEGY.PK) exec Cole Brodman, whose company has seen major subscriber losses due to the fact it doesn't offer the heavily subsidized iPhone (AAPL). Nomura recently lamented the impact iPhone subsidies are having on Verzion (VZ, VOD), AT&T (T), and Sprint's (S) margins.
    | Mar. 8, 2012, 2:37 PM | 5 Comments
  • Mar. 7, 2012, 10:21 AM
    Voafone (VOD) is reportedly close to making an offer for Cable & Wireless ahead of a "put-up or shut-up" deadline on Monday. Analysts believe the synergies from combining the businesses make a bid worthwhile, even with C&W's difficult financial position.
    | Mar. 7, 2012, 10:21 AM | Comment!
  • Mar. 6, 2012, 2:21 PM
    Verizon Wireless (VZ, VOD) is introducing a home broadband service that leverages its 4G LTE network. However, the 10GB data cap placed on the service's $60/month plan suggests few video-loving users will be interested. Meanwhile, T-Mobile, Sprint (S), and DirecTV (DTV) are requesting the FCC halt its 180-day review of Verizon's spectrum/reseller deals with cable providers CMCSA, TWC, and Cox.
    | Mar. 6, 2012, 2:21 PM | 2 Comments
  • Mar. 1, 2012, 2:38 AM
    Tata Communications (TCL) is reportedly considering a bid for Cable & Wireless Worldwide, the same fiber-network operator that Vodafone (VOD) says it may try to acquire.
    | Mar. 1, 2012, 2:38 AM | Comment!
  • Feb. 28, 2012, 6:32 PM
    Vodafone (VOD) says it has approached rival European carriers about jointly building new fiber networks to support mobile data traffic that's expected to continue soaring as smartphone and tablet adoption grows, and 4G networks are rolled out. Telecom equipment vendors are hoping this traffic will result in higher capex, and help pull the industry out of its recent doldrums.
    | Feb. 28, 2012, 6:32 PM | Comment!
  • Feb. 28, 2012, 4:28 PM
    U.S. carriers are making it easy for Apple (AAPL) and Amazon (AMZN) to dominate the tablet market. Verizon VZ, VOD) and AT&T's (T) latest 4G tablets, Samsung's Galaxy Tab 7.7 and Sony's Tablet P, respectively cost $500 and $400 with 2-year contracts attached. Between the high cost of these tablets, the consumer preference for Wi-Fi-only models, and the ability to buy 3G (and soon 4G) iPads without a contract, carriers shouldn't act surprised when their sponsored hardware fails to sell.
    | Feb. 28, 2012, 4:28 PM | Comment!
  • Feb. 28, 2012, 2:11 PM
    Verizon Wireless (VZ, VOD) CFO Fran Shammo says shared family data plans will arrive around mid-year. Shammo also claims only 5% of Verizon subscribers currently use its 4G LTE network (strong iPhone sales have something to do with that), and that the carrier wants to keep future investments in its 3G network to a minimum - likely bad news for infrastructure supplier Alcatel-Lucent (ALU). (previously)
    | Feb. 28, 2012, 2:11 PM | 5 Comments
  • Feb. 28, 2012, 10:18 AM
    EU lawmakers have voted for major cuts to the lucrative voice roaming fees the continent's mobile carriers are allowed to charge, while also establishing a cap on data roaming fees for the first time. Though the move falls short of the total elimination of roaming charges some are calling for, multinational carrier Vodafone (VOD) is quite upset. France Telecom (FTE) and Telefonica (TEF) also stand to lose from the fee cuts.
    | Feb. 28, 2012, 10:18 AM | Comment!
  • Feb. 28, 2012, 6:22 AM
    Visa (V) announced a "worldwide partnership" with Vodafone (VOD) on a mobile wallet service that will be available across all 30 countries that Vodafone operates in, starting with the U.K., Germany, the Netherlands, Spain and Turkey.
    | Feb. 28, 2012, 6:22 AM | Comment!
  • Feb. 22, 2012, 10:20 AM
    Text messaging revenues, long a cash cow for carriers, are coming under fire from the growing mobile use of Facebook (FB), Twitter, and other social networking platforms. Ovum estimates "social messaging" cost carriers $13.9B in messaging revenue in 2011, up from $8.7B in 2010. Though as Olga Kharif notes, social networking activity is driving the sale of pricey smartphone data plans.
    | Feb. 22, 2012, 10:20 AM | Comment!
  • Feb. 14, 2012, 5:36 PM
    Bruce Berkowitz's Fairholme Capital Management cut substantial parts of stakes in Berkshire Hathaway (BRK.A), Citigroup (C) and Regions Financial (RF) in Q4, and completely sold out of holdings in telecoms AT&T (T), Telefonica (TEF), Verizon (VZ) and Vodafone (VOD). He keeps the faith in Bank of America (BAC), maintaining a stake of nearly 105M shares.
    | Feb. 14, 2012, 5:36 PM | 3 Comments
  • Feb. 14, 2012, 9:29 AM
    More on the iPad: In-line with earlier rumors, the WSJ claims Apple (AAPL) will offer a 4G LTE version of the iPad 3, and that Verizon (VZ, VOD) and AT&T (T) will be among the companies to sell it. The arrival of a 4G iPad would be a slight positive for baseband chip supplier Qualcomm (QCOM), though the unwillingness of many consumers to pay for an extra data plan has hurt sales of 3G tablets thus far.
    | Feb. 14, 2012, 9:29 AM | Comment!
  • Feb. 13, 2012, 2:21 AM
    Vodafone (VOD) confirms it's considering a cash bid for Cable & Wireless Worldwide, with sources adding the offer could come in around £700M ($1.1B). Buying the struggling company would allow Vodafone to offload ever-increasing Internet traffic to a fixed network with more capacity.
    | Feb. 13, 2012, 2:21 AM | 2 Comments
Company Description
Vodafone Group PLC is engaged in providing voice and data communications services for all types of customers. The Company has presence in Europe, the Middle East, Africa, the Asia Pacific region and the United States.